Purchases and Sales Made in Q4 2024 in Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
469New |
$268K - $286K
|
469
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
468New |
$267K - $286K
|
468
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
462+ 0.97% |
$264K - $282K
|
48.3K
$32.8M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
460New |
$262K - $281K
|
460
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
459+ 7.55% |
$262K - $280K
|
6.54K
$4.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
455+ 2.38% |
$260K - $278K
|
19.6K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
455New |
$260K - $278K
|
455
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
454+ 11.57% |
$259K - $277K
|
4.38K
$2.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
452+ 0.78% |
$258K - $276K
|
58.3K
$39.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
451+ 21.67% |
$257K - $275K
|
2.53K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
449+ 18.16% |
$256K - $274K
|
2.92K
$1.98M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
449New |
$256K - $274K
|
449
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
446+ 3.77% |
$254K - $272K
|
12.3K
$8.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
445+ 8.34% |
$254K - $272K
|
5.78K
$3.92M
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
445New |
$254K - $272K
|
445
$302K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
443+ 10.34% |
$253K - $270K
|
4.73K
$3.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
442+ 13.33% |
$252K - $270K
|
3.76K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
442+ 0.95% |
$252K - $270K
|
47K
$31.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
440New |
$251K - $269K
|
440
$299K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
439New |
$250K - $268K
|
439
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
437New |
$249K - $267K
|
437
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
437New |
$249K - $267K
|
437
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
436+ 0.19% |
$249K - $266K
|
228K
$155M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
435+ 45.55% |
$248K - $266K
|
1.39K
$944K
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
433New |
$247K - $264K
|
433
$294K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
431New |
$246K - $263K
|
431
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
431+ 11.68% |
$246K - $263K
|
4.12K
$2.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
430+ 4.34% |
$245K - $263K
|
10.3K
$7.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
430New |
$245K - $263K
|
430
$292K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
428+ 1.26% |
$244K - $261K
|
34.4K
$23.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
428New |
$244K - $261K
|
428
$291K
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
423+ 27.38% |
$241K - $258K
|
1.97K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
422+ 4.02% |
$241K - $258K
|
10.9K
$7.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
421New |
$240K - $257K
|
421
$286K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
420+ 24.26% |
$240K - $256K
|
2.15K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
420New |
$240K - $256K
|
420
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Rptc Inc.
Jackson, WY |
BUY
|
- |
419+ 0.19% |
$239K - $256K
|
218K
$148M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
418New |
$238K - $255K
|
418
$284K
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
413+ 3.13% |
$236K - $252K
|
13.6K
$9.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
411+ 1.24% |
$234K - $251K
|
33.5K
$22.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
410+ 31.06% |
$234K - $250K
|
1.73K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
408New |
$233K - $249K
|
408
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
407+ 2.7% |
$232K - $249K
|
15.5K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
406+ 7.98% |
$232K - $248K
|
5.49K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
406+ 107.69% |
$232K - $248K
|
783
$532K
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
402New |
$229K - $245K
|
402
$273K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
400+ 9.7% |
$228K - $244K
|
4.52K
$3.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
399+ 2.04% |
$228K - $244K
|
19.9K
$13.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
399+ 1.65% |
$228K - $244K
|
24.6K
$16.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
398+ 9.55% |
$227K - $243K
|
4.57K
$3.1M
|