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 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
5.72KNew |
$3.26M - $3.49M
|
5.72K
$3.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.71K+ 3.63% |
$3.26M - $3.49M
|
163K
$99.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.71K+ 33.36% |
$3.26M - $3.49M
|
22.8K
$13.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
5.67K+ 21.49% |
$3.23M - $3.46M
|
32K
$19.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
5.56K+ 23.12% |
$3.17M - $3.39M
|
29.6K
$18M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
5.55K+ 6.47% |
$3.17M - $3.39M
|
91.5K
$55.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.55K+ 2.15% |
$3.17M - $3.39M
|
264K
$161M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
5.54K+ 44.93% |
$3.16M - $3.38M
|
17.9K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.49K+ 1.36% |
$3.13M - $3.35M
|
408K
$249M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
5.44K+ 1.65% |
$3.1M - $3.32M
|
335K
$204M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.44K+ 4.27% |
$3.1M - $3.32M
|
133K
$81M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
5.39KNew |
$3.08M - $3.29M
|
5.39K
$3.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
5.28K+ 4.29% |
$3.01M - $3.23M
|
128K
$78.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.27K+ 21.29% |
$3.01M - $3.22M
|
30.1K
$18.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
5.22K+ 17.93% |
$2.98M - $3.19M
|
34.4K
$20.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.22KNew |
$2.98M - $3.19M
|
5.22K
$3.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.21K+ 4.67% |
$2.97M - $3.18M
|
117K
$71.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.18K+ 2.71% |
$2.96M - $3.16M
|
196K
$119M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.14K+ 11.92% |
$2.93M - $3.14M
|
48.3K
$29.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
5.14K+ 11.97% |
$2.93M - $3.14M
|
48.1K
$29.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
5.06KNew |
$2.89M - $3.09M
|
5.06K
$3.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
4.98K+ 5.21% |
$2.84M - $3.04M
|
101K
$61.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.98K+ 34.24% |
$2.84M - $3.04M
|
19.5K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.86K+ 6.48% |
$2.77M - $2.97M
|
79.9K
$48.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
4.81K+ 1.5% |
$2.74M - $2.94M
|
326K
$199M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
4.71K+ 6.73% |
$2.69M - $2.88M
|
74.6K
$45.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.68K+ 0.72% |
$2.67M - $2.86M
|
659K
$401M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
4.67KNew |
$2.66M - $2.85M
|
4.67K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
4.63KNew |
$2.64M - $2.83M
|
4.63K
$2.82M
|
|
|
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
$341M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
4.41KNew |
$2.52M - $2.69M
|
4.41K
$2.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4.41KNew |
$2.51M - $2.69M
|
4.41K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.39K+ 9.3% |
$2.51M - $2.68M
|
51.6K
$31.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.34K+ 7.35% |
$2.48M - $2.65M
|
63.4K
$38.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.29K+ 3.09% |
$2.45M - $2.62M
|
143K
$87.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
4.28K+ 2.25% |
$2.44M - $2.62M
|
195K
$119M
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
4.2K+ 27.42% |
$2.4M - $2.56M
|
19.5K
$11.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
4.12KNew |
$2.35M - $2.51M
|
4.12K
$2.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.11K+ 14.44% |
$2.35M - $2.51M
|
32.6K
$19.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.07KNew |
$2.32M - $2.49M
|
4.07K
$2.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
4.05K+ 3.83% |
$2.31M - $2.47M
|
110K
$66.9M
|
|
|
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
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.93K+ 10.57% |
$2.24M - $2.4M
|
41.1K
$25.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
3.93KNew |
$2.24M - $2.4M
|
3.93K
$2.39M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.91K+ 6.11% |
$2.23M - $2.38M
|
67.9K
$41.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
3.9KNew |
$2.22M - $2.38M
|
3.9K
$2.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.86K+ 9.83% |
$2.2M - $2.36M
|
43.2K
$26.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.85K+ 3.76% |
$2.19M - $2.35M
|
106K
$64.7M
|