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 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9.87MNew |
$5.63B - $6.03B
|
9.87M
$5.96B
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.53M+ 553404.44% |
$4.87B - $5.21B
|
8.54M
$5.15B
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
8.11M+ 40255.56% |
$4.63B - $4.95B
|
8.13M
$4.91B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.13MNew |
$2.35B - $2.52B
|
4.13M
$2.49B
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
3.1M+ 121.2% |
$1.77B - $1.89B
|
5.66M
$3.42B
|
|
|
Jan 27, 2025
Q4 2024
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
2.67MNew |
$1.52B - $1.63B
|
2.67M
$1.61B
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.18MNew |
$1.24B - $1.33B
|
2.18M
$1.31B
|
|
|
Feb 06, 2025
Q4 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
2.14M+ 994.98% |
$1.22B - $1.31B
|
2.36M
$1.42B
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.04M+ 57207.13% |
$1.17B - $1.25B
|
2.05M
$1.24B
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
1.14MNew |
$649M - $694M
|
1.14M
$686M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.08M+ 1380.34% |
$619M - $662M
|
1.16M
$702M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
957K+ 58780.77% |
$546M - $584M
|
959K
$579M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
625K+ 6151.95% |
$356M - $381M
|
635K
$383M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
578K+ 40.78% |
$330M - $353M
|
2M
$1.2B
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
563KNew |
$321M - $344M
|
563K
$340M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
477K+ 4.12% |
$272M - $291M
|
12.1M
$7.28B
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
355KNew |
$203M - $217M
|
355K
$215M
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
352KNew |
$201M - $215M
|
352K
$213M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
338K+ 2.29% |
$193M - $207M
|
15.1M
$9.13B
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
246KNew |
$140M - $150M
|
246K
$149M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
216K+ 58.88% |
$123M - $132M
|
583K
$352M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
214KNew |
$122M - $131M
|
214K
$129M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
212K+ 3427.19% |
$121M - $130M
|
218K
$132M
|
|
|
Feb 04, 2025
Q4 2024
|
Toews Corp
|
BUY
|
- |
205K+ 332.85% |
$117M - $125M
|
267K
$161M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
205K+ 34628.93% |
$117M - $125M
|
205K
$124M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
186K+ 29.06% |
$106M - $114M
|
826K
$499M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
BUY
|
- |
186K+ 356.78% |
$106M - $113M
|
238K
$144M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
165KNew |
$94.2M - $101M
|
165K
$99.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
147K+ 1201.81% |
$83.9M - $89.8M
|
159K
$96.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
142KNew |
$80.9M - $86.6M
|
142K
$85.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
139K+ 18926.67% |
$79.4M - $84.9M
|
140K
$84.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
129KNew |
$73.8M - $78.9M
|
129K
$78.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
124K+ 5.1% |
$70.7M - $75.7M
|
2.56M
$1.54B
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
104K+ 11.0% |
$59.4M - $63.6M
|
1.05M
$635M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
104KNew |
$59.4M - $63.5M
|
104K
$62.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
95.6K+ 21.72% |
$54.5M - $58.4M
|
536K
$323M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
89K+ 1.44% |
$50.8M - $54.4M
|
6.26M
$3.78B
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
81.1K+ 19674.76% |
$46.2M - $49.5M
|
81.5K
$49.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
75.3K+ 33.43% |
$43M - $46M
|
301K
$182M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
74.7K+ 4.13% |
$42.6M - $45.6M
|
1.88M
$1.14B
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72.6K+ 4.76% |
$41.4M - $44.3M
|
1.6M
$965M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
69KNew |
$39.4M - $42.1M
|
69K
$41.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
68.8KNew |
$39.2M - $42M
|
68.8K
$41.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Navi Inc.
|
BUY
|
- |
68.1K+ 31.57% |
$38.8M - $41.6M
|
284K
$171M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
67.5K+ 11.07% |
$38.5M - $41.2M
|
677K
$409M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
66.6K+ 22.78% |
$38M - $40.7M
|
359K
$217M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
64.1KNew |
$36.6M - $39.1M
|
64.1K
$38.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
62.1K+ 1531.99% |
$35.4M - $37.9M
|
66.2K
$39.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
61.9K+ 2.25% |
$35.3M - $37.8M
|
2.82M
$1.7B
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
58KNew |
$33.1M - $35.4M
|
58K
$35M
|