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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.77K+ 0.26% |
$1.58M - $1.69M
|
1.05M
$564M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.74KNew |
$1.56M - $1.67M
|
2.74K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
2.74K+ 155.75% |
$1.56M - $1.67M
|
4.5K
$2.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.7K+ 12.69% |
$1.54M - $1.65M
|
24K
$12.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.7K+ 1.92% |
$1.54M - $1.65M
|
143K
$77.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.68KNew |
$1.53M - $1.64M
|
2.68K
$1.44M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.67K+ 69.5% |
$1.52M - $1.63M
|
6.51K
$3.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
2.67KNew |
$1.52M - $1.63M
|
2.67K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.65K+ 46.54% |
$1.51M - $1.62M
|
8.35K
$4.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.65K+ 8.15% |
$1.51M - $1.62M
|
35.2K
$18.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
2.64K+ 3.94% |
$1.5M - $1.61M
|
69.5K
$37.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
2.63K+ 26.4% |
$1.5M - $1.61M
|
12.6K
$6.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.61K+ 4.21% |
$1.49M - $1.6M
|
64.6K
$34.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.61K+ 13.32% |
$1.49M - $1.59M
|
22.2K
$12M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.6KNew |
$1.48M - $1.59M
|
2.6K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.59K+ 8.93% |
$1.48M - $1.58M
|
31.6K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.58K+ 0.42% |
$1.47M - $1.57M
|
621K
$334M
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.58KNew |
$1.47M - $1.57M
|
2.58K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.53K+ 9.68% |
$1.44M - $1.54M
|
28.7K
$15.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.52K+ 7.21% |
$1.44M - $1.54M
|
37.5K
$20.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.51K+ 12.31% |
$1.43M - $1.53M
|
22.9K
$12.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.5KNew |
$1.43M - $1.53M
|
2.5K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
2.5K+ 5.99% |
$1.43M - $1.53M
|
44.3K
$23.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.5K+ 22.8% |
$1.43M - $1.53M
|
13.5K
$7.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.5KNew |
$1.42M - $1.52M
|
2.5K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
2.49K+ 1.0% |
$1.42M - $1.52M
|
250K
$134M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.48K+ 2.19% |
$1.41M - $1.51M
|
116K
$62.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
2.46K+ 13.05% |
$1.4M - $1.5M
|
21.3K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.45K+ 19.75% |
$1.4M - $1.5M
|
14.9K
$8M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.45K+ 1.92% |
$1.4M - $1.5M
|
130K
$70M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.45K+ 51.19% |
$1.4M - $1.49M
|
7.22K
$3.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.44K+ 0.92% |
$1.39M - $1.49M
|
267K
$144M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
2.44K+ 16.41% |
$1.39M - $1.49M
|
17.3K
$9.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.41K+ 133.24% |
$1.38M - $1.47M
|
4.22K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
2.41K+ 5.89% |
$1.37M - $1.47M
|
43.3K
$23.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.41K+ 3.07% |
$1.37M - $1.47M
|
80.7K
$43.4M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.36KNew |
$1.35M - $1.44M
|
2.36K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.35K+ 4.1% |
$1.34M - $1.44M
|
59.8K
$32.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.35K+ 9.23% |
$1.34M - $1.44M
|
27.9K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.35KNew |
$1.34M - $1.43M
|
2.35K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.34K+ 2.67% |
$1.33M - $1.43M
|
90K
$48.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.32K+ 2.39% |
$1.32M - $1.41M
|
99.1K
$53.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
2.31KNew |
$1.32M - $1.41M
|
2.31K
$1.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.29K+ 8.97% |
$1.31M - $1.4M
|
27.8K
$15M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
2.29KNew |
$1.3M - $1.4M
|
2.29K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
2.28KNew |
$1.3M - $1.39M
|
2.28K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
2.28KNew |
$1.3M - $1.39M
|
2.28K
$1.22M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
2.27K+ 3.92% |
$1.29M - $1.38M
|
60.1K
$32.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
2.27KNew |
$1.29M - $1.38M
|
2.27K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.26K+ 7.85% |
$1.29M - $1.38M
|
31K
$16.7M
|