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 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.86K+ 6.48% |
$2.77M - $2.97M
|
79.9K
$48.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
4.81K+ 1.5% |
$2.74M - $2.94M
|
326K
$198M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
4.71K+ 6.73% |
$2.69M - $2.88M
|
74.6K
$45.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
4.67KNew |
$2.66M - $2.85M
|
4.67K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
4.63KNew |
$2.64M - $2.83M
|
4.63K
$2.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.52K+ 2.47% |
$2.58M - $2.76M
|
187K
$114M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
4.47K+ 0.8% |
$2.55M - $2.73M
|
560K
$340M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
4.41KNew |
$2.52M - $2.69M
|
4.41K
$2.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4.41KNew |
$2.51M - $2.69M
|
4.41K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.34K+ 7.35% |
$2.48M - $2.65M
|
63.4K
$38.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.29K+ 3.09% |
$2.45M - $2.62M
|
143K
$86.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
4.28K+ 2.25% |
$2.44M - $2.62M
|
195K
$118M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
4.12KNew |
$2.35M - $2.51M
|
4.12K
$2.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.11K+ 14.44% |
$2.35M - $2.51M
|
32.6K
$19.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
4.05K+ 3.83% |
$2.31M - $2.47M
|
110K
$66.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.96K+ 11.07% |
$2.26M - $2.42M
|
39.8K
$24.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
3.96K+ 28.46% |
$2.26M - $2.42M
|
17.9K
$10.8M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.91K+ 6.11% |
$2.23M - $2.38M
|
67.9K
$41.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
3.9KNew |
$2.22M - $2.38M
|
3.9K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.86K+ 9.83% |
$2.2M - $2.36M
|
43.2K
$26.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.85K+ 3.76% |
$2.19M - $2.35M
|
106K
$64.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
3.83KNew |
$2.19M - $2.34M
|
3.83K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.75KNew |
$2.14M - $2.29M
|
3.75K
$2.28M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3.68K+ 15.29% |
$2.1M - $2.25M
|
27.8K
$16.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.62KNew |
$2.07M - $2.21M
|
3.62K
$2.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.6KNew |
$2.05M - $2.2M
|
3.6K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.6K+ 42.69% |
$2.05M - $2.2M
|
12K
$7.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.57K+ 3.11% |
$2.04M - $2.18M
|
118K
$71.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.5K+ 35.46% |
$1.99M - $2.13M
|
13.4K
$8.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
3.47K+ 7.49% |
$1.98M - $2.12M
|
49.8K
$30.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
3.43K+ 12.43% |
$1.96M - $2.1M
|
31.1K
$18.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.42K+ 40.0% |
$1.95M - $2.09M
|
12K
$7.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.32K+ 1.85% |
$1.89M - $2.03M
|
183K
$111M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3.31KNew |
$1.89M - $2.02M
|
3.31K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.22K+ 4.42% |
$1.84M - $1.96M
|
76K
$46.1M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.16K+ 8.98% |
$1.81M - $1.93M
|
38.4K
$23.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.13KNew |
$1.79M - $1.91M
|
3.13K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.12K+ 4.19% |
$1.78M - $1.91M
|
77.7K
$47.2M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
3.11K+ 287.6% |
$1.77M - $1.9M
|
4.19K
$2.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.09K+ 14.6% |
$1.76M - $1.89M
|
24.3K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.07K+ 25.34% |
$1.75M - $1.88M
|
15.2K
$9.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
3.06K+ 23.5% |
$1.75M - $1.87M
|
16.1K
$9.78M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3.05K+ 18.22% |
$1.74M - $1.86M
|
19.8K
$12M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.04KNew |
$1.73M - $1.86M
|
3.04K
$1.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3.03K+ 23.91% |
$1.73M - $1.85M
|
15.7K
$9.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.01K+ 7.32% |
$1.72M - $1.84M
|
44.1K
$26.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
2.96KNew |
$1.69M - $1.81M
|
2.96K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.94K+ 4.0% |
$1.68M - $1.8M
|
76.5K
$46.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.93K+ 2.77% |
$1.67M - $1.79M
|
109K
$66.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2.92K+ 2.58% |
$1.67M - $1.78M
|
116K
$70.5M
|