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 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
46+ 1.59% |
$26.2K - $28.1K
|
2.95K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
46+ 4.57% |
$26.2K - $28.1K
|
1.05K
$598K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
46+ 0.72% |
$26.2K - $28.1K
|
6.46K
$3.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
46+ 0.78% |
$26.2K - $28.1K
|
5.91K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
46+ 2.34% |
$26.2K - $28.1K
|
2.01K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
45+ 3.6% |
$25.7K - $27.5K
|
1.3K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
45+ 0.41% |
$25.7K - $27.5K
|
11K
$6.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
44+ 3.13% |
$25.1K - $26.9K
|
1.45K
$823K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
44+ 1.57% |
$25.1K - $26.9K
|
2.85K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
44+ 3.57% |
$25.1K - $26.9K
|
1.28K
$725K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
43+ 3.38% |
$24.5K - $26.3K
|
1.32K
$748K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
43+ 0.05% |
$24.5K - $26.3K
|
80.3K
$45.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
43+ 12.18% |
$24.5K - $26.3K
|
396
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
43+ 0.08% |
$24.5K - $26.3K
|
55.9K
$31.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
43+ 26.38% |
$24.5K - $26.3K
|
206
$117K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
43+ 26.38% |
$24.5K - $26.3K
|
206
$117K
|
|
|
Jan 22, 2025
Q4 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
41+ 0.85% |
$23.4K - $25K
|
4.85K
$2.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
41+ 1.21% |
$23.4K - $25K
|
3.44K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
40+ 1.73% |
$22.8K - $24.4K
|
2.36K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
40+ 3.59% |
$22.8K - $24.4K
|
1.15K
$655K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
39+ 0.8% |
$22.2K - $23.8K
|
4.89K
$2.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
39+ 0.47% |
$22.2K - $23.8K
|
8.36K
$4.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
39+ 4.21% |
$22.2K - $23.8K
|
966
$549K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
38+ 2.55% |
$21.7K - $23.2K
|
1.53K
$868K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
38+ 8.24% |
$21.7K - $23.2K
|
499
$283K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
38+ 1.5% |
$21.7K - $23.2K
|
2.57K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
37New |
$21.1K - $22.6K
|
37
$21K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
37+ 1.33% |
$21.1K - $22.6K
|
2.83K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
36New |
$20.5K - $22K
|
36
$20.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
36+ 0.33% |
$20.5K - $22K
|
11K
$6.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
36+ 1.09% |
$20.5K - $22K
|
3.33K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
36+ 2.87% |
$20.5K - $22K
|
1.29K
$734K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
36+ 2.06% |
$20.5K - $22K
|
1.79K
$1.02M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
35+ 0.54% |
$20K - $21.4K
|
6.49K
$3.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
35+ 1.64% |
$20K - $21.4K
|
2.17K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
35+ 5.11% |
$20K - $21.4K
|
720
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
35+ 0.69% |
$20K - $21.4K
|
5.08K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
35+ 0.11% |
$20K - $21.4K
|
31K
$17.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
34+ 0.34% |
$19.4K - $20.8K
|
10.1K
$5.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
34+ 0.06% |
$19.4K - $20.8K
|
52.6K
$29.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
33+ 1.97% |
$18.8K - $20.1K
|
1.71K
$971K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
33+ 3.95% |
$18.8K - $20.1K
|
869
$494K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
33+ 4.93% |
$18.8K - $20.1K
|
702
$399K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.54% |
$18.8K - $20.1K
|
2.18K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
33New |
$18.8K - $20.1K
|
33
$18.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
33+ 1.77% |
$18.8K - $20.1K
|
1.9K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
33+ 1.79% |
$18.8K - $20.1K
|
1.88K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
32+ 4.54% |
$18.3K - $19.5K
|
737
$419K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
32+ 0.49% |
$18.3K - $19.5K
|
6.5K
$3.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
32+ 17.39% |
$18.3K - $19.5K
|
216
$123K
|