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 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
52K+ 23.2% |
$29.7M - $31.7M
|
276K
$183M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
51.9KNew |
$29.6M - $31.7M
|
51.9K
$34.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
51.7KNew |
$29.5M - $31.5M
|
51.7K
$34.3M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
51.5K+ 0.58% |
$29.4M - $31.4M
|
8.87M
$5.89B
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
51.3KNew |
$29.3M - $31.3M
|
51.3K
$34.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
51.2K+ 5.9% |
$29.2M - $31.2M
|
918K
$610M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
50.8KNew |
$29M - $31M
|
50.8K
$33.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
50.5K+ 14.14% |
$28.8M - $30.9M
|
408K
$271M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
48.4K+ 30.53% |
$27.6M - $29.6M
|
207K
$137M
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
48.4KNew |
$27.6M - $29.5M
|
48.4K
$32.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
47.9K+ 225.55% |
$27.4M - $29.3M
|
69.2K
$45.9M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
47.2K+ 457.98% |
$26.9M - $28.8M
|
57.5K
$38.2M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
47.1KNew |
$26.9M - $28.7M
|
47.1K
$31.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
46.4KNew |
$26.5M - $28.3M
|
46.4K
$30.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
46.2KNew |
$26.4M - $28.2M
|
46.2K
$30.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
45.2K+ 28.64% |
$25.8M - $27.6M
|
203K
$135M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
45.1K+ 37.18% |
$25.8M - $27.6M
|
167K
$111M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
44.2K+ 2.38% |
$25.2M - $27M
|
1.9M
$1.26B
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
44.2K+ 4.23% |
$25.2M - $27M
|
1.09M
$723M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
43.8KNew |
$25M - $26.7M
|
43.8K
$29.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
43KNew |
$24.6M - $26.3M
|
43K
$28.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
42.3KNew |
$24.2M - $25.9M
|
42.3K
$28.1M
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
42.2KNew |
$24.1M - $25.8M
|
42.2K
$28M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
42.2KNew |
$24M - $25.7M
|
42.2K
$28M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
42K+ 69.87% |
$23.9M - $25.6M
|
102K
$67.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
40K+ 344.28% |
$22.8M - $24.4M
|
51.6K
$34.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
39.8K+ 9.53% |
$22.7M - $24.3M
|
458K
$304M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
39.6KNew |
$22.6M - $24.2M
|
39.6K
$26.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
39.2KNew |
$22.4M - $24M
|
39.2K
$26.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
39.1K+ 46.12% |
$22.3M - $23.9M
|
124K
$82.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
38.8K+ 29.04% |
$22.1M - $23.7M
|
172K
$115M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
38.2K+ 169.53% |
$21.8M - $23.3M
|
60.8K
$40.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.1K+ 2.2% |
$21.2M - $22.7M
|
1.72M
$1.14B
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
36.6KNew |
$20.9M - $22.4M
|
36.6K
$24.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
36.5K+ 6.96% |
$20.8M - $22.3M
|
560K
$372M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
36.3K+ 20.59% |
$20.7M - $22.2M
|
213K
$141M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
35.3KNew |
$20.1M - $21.5M
|
35.3K
$23.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
35.1K+ 17.88% |
$20M - $21.4M
|
231K
$154M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
34.4KNew |
$19.6M - $21M
|
34.4K
$22.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
33.7K+ 673700.0% |
$19.2M - $20.6M
|
33.7K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
33.6K+ 68.85% |
$19.2M - $20.5M
|
82.3K
$54.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
33.4KNew |
$19M - $20.4M
|
33.4K
$22.2M
|
|
|
Feb 06, 2025
Q4 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
33.1KNew |
$18.9M - $20.2M
|
33.1K
$22M
|
|
|
Oct 30, 2025
Q4 2024
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
32.8KNew |
$18.7M - $20M
|
32.8K
$21.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.4K+ 1.42% |
$18.5M - $19.8M
|
2.31M
$1.54B
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
32.2K+ 2.53% |
$18.4M - $19.7M
|
1.31M
$868M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
32K+ 1284.64% |
$18.3M - $19.6M
|
34.5K
$22.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
31.8K+ 3.52% |
$18.1M - $19.4M
|
937K
$622M
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
31.6KNew |
$18.1M - $19.3M
|
31.6K
$21M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
31.4K+ 102.09% |
$17.9M - $19.2M
|
62.1K
$41.2M
|