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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
92+ 108.24% |
$52.5K - $56.2K
|
177
$101K
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
91+ 3.25% |
$51.9K - $55.6K
|
2.89K
$1.64M
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
91+ 9.68% |
$51.9K - $55.6K
|
1.03K
$586K
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
90+ 0.69% |
$51.3K - $55K
|
13.1K
$7.44M
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
90+ 1.23% |
$51.3K - $55K
|
7.42K
$4.22M
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
90+ 0.65% |
$51.3K - $55K
|
14K
$7.93M
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
89+ 1.36% |
$50.8K - $54.3K
|
6.62K
$3.76M
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
89+ 0.73% |
$50.8K - $54.3K
|
12.3K
$7M
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
89+ 0.79% |
$50.8K - $54.3K
|
11.4K
$6.46M
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
88+ 13.66% |
$50.2K - $53.7K
|
732
$416K
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
87+ 1.24% |
$49.6K - $53.1K
|
7.08K
$4.02M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 1.95% |
$49.6K - $53.1K
|
4.55K
$2.59M
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
86+ 5.5% |
$49.1K - $52.5K
|
1.65K
$937K
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
85+ 9.32% |
$48.5K - $51.9K
|
997
$566K
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
84+ 0.55% |
$47.9K - $51.3K
|
15.4K
$8.75M
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
83+ 1.07% |
$47.4K - $50.7K
|
7.81K
$4.43M
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
82New |
$46.8K - $50.1K
|
82
$46.6K
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
82+ 7.98% |
$46.8K - $50.1K
|
1.11K
$630K
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
80+ 0.11% |
$45.6K - $48.8K
|
71.6K
$40.7M
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
80New |
$45.6K - $48.8K
|
80
$45.4K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
79+ 1.16% |
$45.1K - $48.2K
|
6.89K
$3.91M
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
79+ 6.26% |
$45.1K - $48.2K
|
1.34K
$762K
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
78+ 6.46% |
$44.5K - $47.6K
|
1.29K
$730K
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
78+ 2.58% |
$44.5K - $47.6K
|
3.11K
$1.76M
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
76+ 0.51% |
$43.4K - $46.4K
|
14.9K
$8.45M
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
76+ 0.12% |
$43.4K - $46.4K
|
63.1K
$35.8M
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
76+ 1.04% |
$43.4K - $46.4K
|
7.39K
$4.2M
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
76+ 0.96% |
$43.4K - $46.4K
|
7.98K
$4.53M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
75+ 5.09% |
$42.8K - $45.8K
|
1.55K
$880K
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
75+ 0.94% |
$42.8K - $45.8K
|
8.08K
$4.59M
|
|
Feb 14, 2025
Q4 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
74+ 0.05% |
$42.2K - $45.2K
|
135K
$76.7M
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
73+ 0.59% |
$41.6K - $44.6K
|
12.5K
$7.09M
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
72+ 5.73% |
$41.1K - $44K
|
1.33K
$754K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
72+ 0.54% |
$41.1K - $44K
|
13.5K
$7.65M
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
72+ 0.2% |
$41.1K - $44K
|
36K
$20.5M
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
72+ 0.98% |
$41.1K - $44K
|
7.43K
$4.22M
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
71+ 1.7% |
$40.5K - $43.4K
|
4.25K
$2.42M
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
69+ 0.69% |
$39.4K - $42.1K
|
10.1K
$5.76M
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
69+ 14.32% |
$39.4K - $42.1K
|
551
$313K
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
69+ 12.95% |
$39.4K - $42.1K
|
602
$342K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
69+ 1.51% |
$39.4K - $42.1K
|
4.64K
$2.64M
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
68+ 6.59% |
$38.8K - $41.5K
|
1.1K
$625K
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
68+ 17.57% |
$38.8K - $41.5K
|
455
$258K
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
68+ 11.39% |
$38.8K - $41.5K
|
665
$378K
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
68+ 1.49% |
$38.8K - $41.5K
|
4.63K
$2.63M
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
67+ 12.93% |
$38.2K - $40.9K
|
585
$332K
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
67+ 14.79% |
$38.2K - $40.9K
|
520
$295K
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
66New |
$37.7K - $40.3K
|
66
$37.5K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
65+ 0.32% |
$37.1K - $39.7K
|
20.2K
$11.5M
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
65+ 3.32% |
$37.1K - $39.7K
|
2.02K
$1.15M
|