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 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
230+ 60.69% |
$131K - $140K
|
609
$368K
|
|
|
Jan 24, 2025
Q4 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
225+ 6.81% |
$128K - $137K
|
3.53K
$2.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
225+ 7.64% |
$128K - $137K
|
3.17K
$1.92M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
224+ 248.89% |
$128K - $137K
|
314
$190K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
221+ 16.08% |
$126K - $135K
|
1.6K
$964K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
220+ 22.11% |
$126K - $134K
|
1.22K
$735K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
220+ 45.74% |
$126K - $134K
|
701
$424K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
219+ 1.97% |
$125K - $134K
|
11.4K
$6.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
219+ 0.78% |
$125K - $134K
|
28.2K
$17.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
215+ 54.43% |
$123K - $131K
|
610
$369K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
214+ 1.01% |
$122K - $131K
|
21.5K
$13M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
211+ 24.36% |
$120K - $129K
|
1.08K
$651K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
209+ 0.82% |
$119K - $128K
|
25.8K
$15.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
208+ 57.14% |
$119K - $127K
|
572
$346K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
208+ 1.87% |
$119K - $127K
|
11.3K
$6.86M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
204+ 2.98% |
$116K - $125K
|
7.05K
$4.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
204+ 0.41% |
$116K - $125K
|
50.4K
$30.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
202+ 26.03% |
$115K - $123K
|
978
$591K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
200+ 3.85% |
$114K - $122K
|
5.39K
$3.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
200+ 5.26% |
$114K - $122K
|
4K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
198+ 3.67% |
$113K - $121K
|
5.59K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
196+ 30.91% |
$112K - $120K
|
830
$502K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
195+ 5.28% |
$111K - $119K
|
3.89K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
195+ 6.55% |
$111K - $119K
|
3.17K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
195+ 1.57% |
$111K - $119K
|
12.6K
$7.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
195+ 21.43% |
$111K - $119K
|
1.11K
$668K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
194+ 0.67% |
$111K - $118K
|
29.1K
$17.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
193+ 3.19% |
$110K - $118K
|
6.24K
$3.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
192+ 2.92% |
$110K - $117K
|
6.77K
$4.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
188+ 0.52% |
$107K - $115K
|
36K
$21.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
188+ 0.65% |
$107K - $115K
|
29K
$17.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
182+ 0.7% |
$104K - $111K
|
26K
$15.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
182+ 43.65% |
$104K - $111K
|
599
$362K
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
180+ 25.68% |
$103K - $110K
|
881
$533K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
178+ 0.2% |
$102K - $109K
|
89.1K
$53.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
178+ 0.23% |
$102K - $109K
|
76K
$46M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
177+ 21.12% |
$101K - $108K
|
1.02K
$614K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
175+ 29.97% |
$99.8K - $107K
|
759
$459K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
175+ 1.44% |
$99.8K - $107K
|
12.3K
$7.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
175+ 2.22% |
$99.8K - $107K
|
8.07K
$4.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
173+ 2.12% |
$98.7K - $106K
|
8.35K
$5.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
172+ 9.47% |
$98.1K - $105K
|
1.99K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
171+ 5.36% |
$97.6K - $104K
|
3.36K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
170+ 7.55% |
$97K - $104K
|
2.42K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
168+ 12.15% |
$95.8K - $103K
|
1.55K
$938K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
167+ 27.93% |
$95.3K - $102K
|
765
$463K
|
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
166+ 0.36% |
$94.7K - $101K
|
46K
$27.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
165+ 0.96% |
$94.1K - $101K
|
17.3K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
160+ 2.23% |
$91.3K - $97.7K
|
7.35K
$4.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
158+ 8.17% |
$90.1K - $96.5K
|
2.09K
$1.26M
|