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 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
8.11KNew |
$4.63M - $4.95M
|
8.11K
$4.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
8.08K+ 270.69% |
$4.61M - $4.93M
|
11.1K
$6.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
8.07K+ 26.69% |
$4.61M - $4.93M
|
38.3K
$23.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
8.01K+ 14.54% |
$4.57M - $4.89M
|
63.1K
$38.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7.97KNew |
$4.54M - $4.86M
|
7.97K
$4.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
7.96K+ 1.57% |
$4.54M - $4.86M
|
516K
$314M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.86K+ 5.91% |
$4.48M - $4.8M
|
141K
$85.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
7.81K+ 8.21% |
$4.45M - $4.77M
|
103K
$62.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7.76K+ 7.26% |
$4.43M - $4.74M
|
115K
$69.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
7.74K+ 19.37% |
$4.42M - $4.73M
|
47.7K
$29M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.44K+ 12.04% |
$4.24M - $4.54M
|
69.2K
$42.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.4K+ 285.71% |
$4.22M - $4.52M
|
9.99K
$6.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.33K+ 8.78% |
$4.18M - $4.48M
|
90.8K
$55.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
7.23K+ 15.72% |
$4.13M - $4.42M
|
53.2K
$32.3M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.23K+ 370.75% |
$4.12M - $4.41M
|
9.18K
$5.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
7.07K+ 40.1% |
$4.03M - $4.32M
|
24.7K
$15M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
7.07K+ 30.38% |
$4.03M - $4.32M
|
30.3K
$18.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
6.93K+ 7.75% |
$3.95M - $4.23M
|
96.3K
$58.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.84K+ 5.17% |
$3.9M - $4.18M
|
139K
$84.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.82K+ 36.59% |
$3.89M - $4.16M
|
25.5K
$15.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.82K+ 6.06% |
$3.89M - $4.16M
|
119K
$72.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.8K+ 11.1% |
$3.88M - $4.15M
|
68.1K
$41.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
6.79KNew |
$3.88M - $4.15M
|
6.79K
$4.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.77K+ 1.13% |
$3.86M - $4.14M
|
604K
$367M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
6.59K+ 3.8% |
$3.76M - $4.03M
|
180K
$109M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
6.56K+ 753.45% |
$3.74M - $4M
|
7.43K
$4.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.45KNew |
$3.68M - $3.94M
|
6.45K
$3.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.44K+ 27.2% |
$3.67M - $3.93M
|
30.1K
$18.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
6.36K+ 4.72% |
$3.63M - $3.88M
|
141K
$85.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.12K+ 31.6% |
$3.49M - $3.74M
|
25.5K
$15.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.85K+ 6.99% |
$3.34M - $3.57M
|
89.6K
$54.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
5.79K+ 4.67% |
$3.3M - $3.53M
|
130K
$78.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
5.77K+ 15.6% |
$3.29M - $3.52M
|
42.8K
$26M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
5.72KNew |
$3.26M - $3.49M
|
5.72K
$3.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.71K+ 3.63% |
$3.26M - $3.49M
|
163K
$99M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
5.67K+ 21.49% |
$3.23M - $3.46M
|
32K
$19.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
5.56K+ 23.12% |
$3.17M - $3.39M
|
29.6K
$18M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
5.55K+ 6.47% |
$3.17M - $3.39M
|
91.5K
$55.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
5.54K+ 44.93% |
$3.16M - $3.38M
|
17.9K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.49K+ 1.36% |
$3.13M - $3.35M
|
408K
$248M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
5.44K+ 1.65% |
$3.1M - $3.32M
|
335K
$204M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
5.39KNew |
$3.08M - $3.29M
|
5.39K
$3.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
5.28K+ 4.29% |
$3.01M - $3.23M
|
128K
$78M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.22KNew |
$2.98M - $3.19M
|
5.22K
$3.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.21K+ 4.67% |
$2.97M - $3.18M
|
117K
$71.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.18K+ 2.71% |
$2.96M - $3.16M
|
196K
$119M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.14K+ 11.92% |
$2.93M - $3.14M
|
48.3K
$29.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
5.06KNew |
$2.89M - $3.09M
|
5.06K
$3.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
4.98K+ 5.21% |
$2.84M - $3.04M
|
101K
$61.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.98K+ 34.24% |
$2.84M - $3.04M
|
19.5K
$11.9M
|