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 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
64+ 4.9% |
$36.5K - $39.1K
|
1.37K
$779K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
63+ 2.47% |
$35.9K - $38.5K
|
2.61K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
62+ 15.38% |
$35.4K - $37.9K
|
465
$264K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
62+ 0.15% |
$35.4K - $37.9K
|
41.3K
$23.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
62+ 1.71% |
$35.4K - $37.9K
|
3.69K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
61New |
$34.8K - $37.2K
|
61
$34.6K
|
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
BUY
|
- |
60+ 4.0% |
$34.2K - $36.6K
|
1.56K
$886K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
60+ 16.04% |
$34.2K - $36.6K
|
434
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
60+ 0.34% |
$34.2K - $36.6K
|
17.9K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
60+ 1.57% |
$34.2K - $36.6K
|
3.89K
$2.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
59+ 0.08% |
$33.7K - $36K
|
77.8K
$44.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
59+ 2.13% |
$33.7K - $36K
|
2.83K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
59+ 1.06% |
$33.7K - $36K
|
5.65K
$3.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
59+ 0.54% |
$33.7K - $36K
|
11.1K
$6.29M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
58+ 1.74% |
$33.1K - $35.4K
|
3.39K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
58+ 0.18% |
$33.1K - $35.4K
|
31.9K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
58+ 2.56% |
$33.1K - $35.4K
|
2.33K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
57+ 0.2% |
$32.5K - $34.8K
|
28.4K
$16.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
57+ 0.7% |
$32.5K - $34.8K
|
8.14K
$4.63M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
57+ 0.77% |
$32.5K - $34.8K
|
7.47K
$4.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
56+ 3.88% |
$31.9K - $34.2K
|
1.5K
$851K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
56+ 0.27% |
$31.9K - $34.2K
|
20.9K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
56New |
$31.9K - $34.2K
|
56
$31.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
55+ 1.28% |
$31.4K - $33.6K
|
4.35K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
55New |
$31.4K - $33.6K
|
55
$31.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
55+ 0.29% |
$31.4K - $33.6K
|
19.3K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
55+ 1.62% |
$31.4K - $33.6K
|
3.45K
$1.96M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
54New |
$30.8K - $33K
|
54
$30.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
54+ 3.75% |
$30.8K - $33K
|
1.49K
$848K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
54New |
$30.8K - $33K
|
54
$30.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
53+ 0.25% |
$30.2K - $32.4K
|
21.4K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
53+ 4.33% |
$30.2K - $32.4K
|
1.28K
$726K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
52+ 0.11% |
$29.7K - $31.8K
|
47.5K
$27M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
52+ 4.95% |
$29.7K - $31.8K
|
1.1K
$627K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
51New |
$29.1K - $31.1K
|
51
$29K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
51+ 0.21% |
$29.1K - $31.1K
|
24.8K
$14.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
51+ 8.04% |
$29.1K - $31.1K
|
685
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
51New |
$29.1K - $31.1K
|
51
$29K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
50+ 1.75% |
$28.5K - $30.5K
|
2.9K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
48+ 1.22% |
$27.4K - $29.3K
|
3.97K
$2.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
48+ 1.67% |
$27.4K - $29.3K
|
2.93K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
47+ 0.88% |
$26.8K - $28.7K
|
5.41K
$3.07M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
47+ 0.5% |
$26.8K - $28.7K
|
9.46K
$5.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
47+ 0.29% |
$26.8K - $28.7K
|
16.1K
$9.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
47+ 0.49% |
$26.8K - $28.7K
|
9.59K
$5.45M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
47+ 2.2% |
$26.8K - $28.7K
|
2.18K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
47+ 2.24% |
$26.8K - $28.7K
|
2.14K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
47+ 2.04% |
$26.8K - $28.7K
|
2.35K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
47+ 1.25% |
$26.8K - $28.7K
|
3.8K
$2.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
46+ 0.24% |
$26.2K - $28.1K
|
19.1K
$10.9M
|