Purchases and Sales Made in Q4 2024 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 27, 2025 Q4 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
88
+ 13.66%
$50.2K - $53.7K
732 $443K
Jan 22, 2025 Q4 2024
Cornell Pochily Investment Advisors, Inc.

BUY
 -
87
+ 1.24%
$49.6K - $53.1K
7.08K $4.28M
Jan 27, 2025 Q4 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
87
+ 1.95%
$49.6K - $53.1K
4.55K $2.75M
Jan 28, 2025 Q4 2024
Prairie Wealth Advisors, Inc.

Omaha, NE
BUY
 -
86
+ 5.5%
$49.1K - $52.5K
1.65K $998K
Jan 13, 2025 Q4 2024
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
85
+ 9.32%
$48.5K - $51.9K
997 $603K
Jan 28, 2025 Q4 2024
Compass Financial Services Inc

West Des Moines, IA
BUY
 -
82
New
$46.8K - $50.1K
82 $49.6K
Jan 14, 2025 Q4 2024
Capital Planning LLC

BUY
 -
80
+ 0.11%
$45.6K - $48.8K
71.6K $43.3M
Jan 15, 2025 Q4 2024
Premier Path Wealth Partners, LLC

Madison, NJ
BUY
 -
79
+ 1.16%
$45.1K - $48.2K
6.89K $4.17M
Jan 28, 2025 Q4 2024
Smart Wealth LLC

Omaha, NE
BUY
 -
79
+ 6.26%
$45.1K - $48.2K
1.34K $811K
Jan 22, 2025 Q4 2024
Vci Wealth Management LLC

St Louis, MO
BUY
 -
78
+ 6.46%
$44.5K - $47.6K
1.29K $778K
Jan 29, 2025 Q4 2024
Morris Financial Concepts, Inc.

BUY
 -
76
+ 0.12%
$43.4K - $46.4K
63.1K $38.1M
Jan 14, 2025 Q4 2024
Apella Capital, LLC

BUY
 -
75
+ 5.09%
$42.8K - $45.8K
1.55K $937K
Jan 28, 2025 Q4 2024
Joel Isaacson & Co., LLC

BUY
 -
73
+ 0.59%
$41.6K - $44.6K
12.5K $7.55M
Jan 07, 2025 Q4 2024
Bath Savings Trust CO

BUY
 -
72
+ 5.73%
$41.1K - $44K
1.33K $803K
Jan 13, 2025 Q4 2024
Wedmont Private Capital

BUY
 -
72
+ 0.54%
$41.1K - $44K
13.5K $8.15M
Jan 15, 2025 Q4 2024
Hubbell Strickland Wealth Management, LLC

BUY
 -
72
+ 0.2%
$41.1K - $44K
36K $21.8M
Jan 24, 2025 Q4 2024
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
71
+ 1.7%
$40.5K - $43.4K
4.25K $2.57M
Jan 24, 2025 Q4 2024
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
69
+ 0.69%
$39.4K - $42.1K
10.1K $6.13M
Jan 27, 2025 Q4 2024
Alexander Labrunerie & Co., Inc.

Columbia, MO
BUY
 -
69
+ 14.32%
$39.4K - $42.1K
551 $333K
Jan 30, 2025 Q4 2024
Bright Futures Wealth Management, Llc.

Webster, Ny 14580, NY
BUY
 -
69
+ 12.95%
$39.4K - $42.1K
602 $364K
Jan 17, 2025 Q4 2024
Seneca House Advisors

BUY
 -
68
+ 6.59%
$38.8K - $41.5K
1.1K $665K
Jan 06, 2025 Q4 2024
Hiley Hunt Wealth Management

Omaha, NE
BUY
 -
67
+ 12.93%
$38.2K - $40.9K
585 $354K
Feb 04, 2025 Q4 2024
Canton Hathaway, LLC

BUY
 -
67
+ 14.79%
$38.2K - $40.9K
520 $314K
Jan 24, 2025 Q4 2024
Red Tortoise LLC

Atlanta, GA
BUY
 -
65
+ 0.32%
$37.1K - $39.7K
20.2K $12.2M
Feb 03, 2025 Q4 2024
Rps Advisory Solutions LLC

Louisville, KY
BUY
 -
65
+ 3.32%
$37.1K - $39.7K
2.02K $1.22M
Feb 04, 2025 Q4 2024
Tenret CO LLC

BUY
 -
64
+ 4.9%
$36.5K - $39.1K
1.37K $829K
Jan 21, 2025 Q4 2024
Archford Capital Strategies, LLC

BUY
 -
63
+ 2.47%
$35.9K - $38.5K
2.61K $1.58M
Jan 31, 2025 Q4 2024
Meredith Wealth Planning

Maryville, IL
BUY
 -
62
+ 15.38%
$35.4K - $37.9K
465 $281K
Feb 03, 2025 Q4 2024
Jmg Financial Group, Ltd.

BUY
 -
62
+ 0.15%
$35.4K - $37.9K
41.3K $25M
Feb 03, 2025 Q4 2024
Advantage Trust CO

Salina, KS
BUY
 -
61
New
$34.8K - $37.2K
61 $36.9K
Jan 16, 2025 Q4 2024
American Asset Management Inc.

BUY
 -
60
+ 4.0%
$34.2K - $36.6K
1.56K $943K
Jan 21, 2025 Q4 2024
Duncan Williams Asset Management, LLC

Memphis, TN
BUY
 -
60
+ 16.04%
$34.2K - $36.6K
434 $262K
Jan 27, 2025 Q4 2024
Telos Capital Management, Inc.

BUY
 -
60
+ 0.34%
$34.2K - $36.6K
17.9K $10.8M
Jan 24, 2025 Q4 2024
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
59
+ 0.08%
$33.7K - $36K
77.8K $47.1M
Jan 31, 2025 Q4 2024
Prossimo Advisors, LLC

San Luis Obispo, CA
BUY
 -
59
+ 2.13%
$33.7K - $36K
2.83K $1.71M
Jan 31, 2025 Q4 2024
Silver Oak Wealth Management LLC

Edina, MN
BUY
 -
59
+ 1.06%
$33.7K - $36K
5.65K $3.42M
Jan 10, 2025 Q4 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
58
+ 1.74%
$33.1K - $35.4K
3.39K $2.05M
Jan 29, 2025 Q4 2024
Walkner Condon Financial Advisors LLC

BUY
 -
58
+ 0.18%
$33.1K - $35.4K
31.9K $19.3M
Jan 13, 2025 Q4 2024
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
57
+ 0.2%
$32.5K - $34.8K
28.4K $17.1M
Jan 23, 2025 Q4 2024
Franklin, Parlapiano, Turner & Welch, LLC

BUY
 -
57
+ 0.7%
$32.5K - $34.8K
8.14K $4.92M
Jan 15, 2025 Q4 2024
Long View Wealth Management

Atlanta, GA
BUY
 -
56
+ 3.88%
$31.9K - $34.2K
1.5K $906K
Jan 30, 2025 Q4 2024
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
56
+ 0.27%
$31.9K - $34.2K
20.9K $12.6M
Jan 14, 2025 Q4 2024
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
55
+ 1.28%
$31.4K - $33.6K
4.35K $2.63M
Jan 16, 2025 Q4 2024
Ulland Investment Advisors, LLC

BUY
 -
55
New
$31.4K - $33.6K
55 $33.3K
Jan 24, 2025 Q4 2024
Chicago Capital, LLC

BUY
 -
55
+ 0.29%
$31.4K - $33.6K
19.3K $11.7M
Jan 03, 2025 Q4 2024
Modus Advisors, LLC

BUY
 -
54
New
$30.8K - $33K
54 $32.7K
Jan 17, 2025 Q4 2024
Teamwork Financial Advisors, LLC

BUY
 -
54
+ 3.75%
$30.8K - $33K
1.49K $903K
Feb 03, 2025 Q4 2024
Kooman & Associates

Altoona, PA
BUY
 -
53
+ 0.25%
$30.2K - $32.4K
21.4K $13M
Jan 15, 2025 Q4 2024
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
52
+ 0.11%
$29.7K - $31.8K
47.5K $28.7M

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