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 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.57K+ 3.11% |
$2.04M - $2.18M
|
118K
$73.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
3.57K+ 4.32% |
$2.04M - $2.18M
|
86.1K
$53.5M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
3.56K+ 791.56% |
$2.03M - $2.17M
|
4.01K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.56K+ 8.17% |
$2.03M - $2.17M
|
47.1K
$29.3M
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.54KNew |
$2.02M - $2.16M
|
3.54K
$2.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.52K+ 46.44% |
$2.01M - $2.15M
|
11.1K
$6.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.5K+ 35.46% |
$1.99M - $2.13M
|
13.4K
$8.29M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.49KNew |
$1.99M - $2.13M
|
3.49K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
3.47K+ 7.49% |
$1.98M - $2.12M
|
49.8K
$30.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.47K+ 2.98% |
$1.98M - $2.12M
|
120K
$74.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
3.47KNew |
$1.98M - $2.12M
|
3.47K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
3.43K+ 12.43% |
$1.96M - $2.1M
|
31.1K
$19.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.42K+ 40.0% |
$1.95M - $2.09M
|
12K
$7.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3.41K+ 4.75% |
$1.95M - $2.08M
|
75.3K
$46.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
3.41KNew |
$1.95M - $2.08M
|
3.41K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
3.41K+ 4.47% |
$1.94M - $2.08M
|
79.6K
$49.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.38K+ 3.08% |
$1.93M - $2.06M
|
113K
$70.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.37K+ 2.44% |
$1.92M - $2.06M
|
141K
$87.8M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.34KNew |
$1.91M - $2.04M
|
3.34K
$2.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3.33K+ 43.57% |
$1.9M - $2.03M
|
11K
$6.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.32K+ 1.85% |
$1.89M - $2.03M
|
183K
$114M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.31K+ 9.29% |
$1.89M - $2.02M
|
39K
$24.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3.31KNew |
$1.89M - $2.02M
|
3.31K
$2.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.29KNew |
$1.88M - $2.01M
|
3.29K
$2.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.27K+ 1.4% |
$1.87M - $2M
|
237K
$147M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.23K+ 70.35% |
$1.84M - $1.97M
|
7.81K
$4.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.22K+ 4.42% |
$1.84M - $1.96M
|
76K
$47.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.2K+ 18.0% |
$1.82M - $1.95M
|
21K
$13M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.19K+ 64.34% |
$1.82M - $1.94M
|
8.14K
$5.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.18KNew |
$1.81M - $1.94M
|
3.18K
$1.97M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.16K+ 8.98% |
$1.81M - $1.93M
|
38.4K
$23.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.13KNew |
$1.79M - $1.91M
|
3.13K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.13K+ 1.52% |
$1.79M - $1.91M
|
209K
$129M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.12K+ 4.19% |
$1.78M - $1.91M
|
77.7K
$48.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.12K+ 24.32% |
$1.78M - $1.9M
|
15.9K
$9.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
BUY
|
- |
3.11K+ 3.49% |
$1.78M - $1.9M
|
92.4K
$57.3M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
3.11K+ 287.6% |
$1.77M - $1.9M
|
4.19K
$2.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
3.11KNew |
$1.77M - $1.9M
|
3.11K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
3.1K+ 6.23% |
$1.77M - $1.89M
|
52.8K
$32.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.09K+ 14.6% |
$1.76M - $1.89M
|
24.3K
$15.1M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.07K+ 79.46% |
$1.75M - $1.88M
|
6.94K
$4.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.07K+ 25.34% |
$1.75M - $1.88M
|
15.2K
$9.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
3.06K+ 23.5% |
$1.75M - $1.87M
|
16.1K
$9.99M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3.05K+ 18.22% |
$1.74M - $1.86M
|
19.8K
$12.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.04KNew |
$1.73M - $1.86M
|
3.04K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.04K+ 14.91% |
$1.73M - $1.85M
|
23.4K
$14.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3.03K+ 23.91% |
$1.73M - $1.85M
|
15.7K
$9.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.01K+ 7.32% |
$1.72M - $1.84M
|
44.1K
$27.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
3K+ 2.2% |
$1.71M - $1.83M
|
140K
$86.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
2.99KNew |
$1.71M - $1.83M
|
2.99K
$1.86M
|