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 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.25K+ 5.64% |
$1.28M - $1.37M
|
42.1K
$22.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
2.23K+ 0.77% |
$1.27M - $1.36M
|
294K
$158M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
2.21KNew |
$1.26M - $1.35M
|
2.21K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.21K+ 9.88% |
$1.26M - $1.35M
|
24.6K
$13.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.21K+ 11.87% |
$1.26M - $1.35M
|
20.8K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.2K+ 1.82% |
$1.26M - $1.34M
|
123K
$66.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
2.2K+ 195.55% |
$1.25M - $1.34M
|
3.32K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.2K+ 1.88% |
$1.25M - $1.34M
|
119K
$63.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.18K+ 35.71% |
$1.24M - $1.33M
|
8.29K
$4.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.17KNew |
$1.24M - $1.33M
|
2.17K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 73.35% |
$1.24M - $1.33M
|
5.13K
$2.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.16KNew |
$1.23M - $1.32M
|
2.16K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.16K+ 77.27% |
$1.23M - $1.32M
|
4.95K
$2.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.15K+ 106.91% |
$1.23M - $1.31M
|
4.16K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.14K+ 45.21% |
$1.22M - $1.31M
|
6.89K
$3.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.12KNew |
$1.21M - $1.29M
|
2.12K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.11K+ 40.32% |
$1.2M - $1.29M
|
7.34K
$3.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
2.1K+ 0.3% |
$1.2M - $1.28M
|
712K
$383M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.09K+ 12.56% |
$1.19M - $1.28M
|
18.7K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.07K+ 7.13% |
$1.18M - $1.26M
|
31K
$16.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
2.06KNew |
$1.18M - $1.26M
|
2.06K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.05K+ 1.84% |
$1.17M - $1.25M
|
113K
$61M
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
2.05K+ 1.5% |
$1.17M - $1.25M
|
138K
$74.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.05K+ 13.13% |
$1.17M - $1.25M
|
17.6K
$9.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 24.0% |
$1.17M - $1.25M
|
10.6K
$5.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.04KNew |
$1.16M - $1.25M
|
2.04K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.04K+ 3.0% |
$1.16M - $1.24M
|
69.9K
$37.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.02K+ 3.01% |
$1.15M - $1.23M
|
69.1K
$37.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
2.01KNew |
$1.14M - $1.22M
|
2.01K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2KNew |
$1.14M - $1.22M
|
2K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2K+ 5.67% |
$1.14M - $1.22M
|
37.2K
$20M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2KNew |
$1.14M - $1.22M
|
2K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.99KNew |
$1.14M - $1.22M
|
1.99K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.99KNew |
$1.13M - $1.21M
|
1.99K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.97K+ 107.4% |
$1.13M - $1.21M
|
3.81K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.97K+ 13.37% |
$1.12M - $1.2M
|
16.7K
$8.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
1.97KNew |
$1.12M - $1.2M
|
1.97K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.96K+ 19.49% |
$1.12M - $1.2M
|
12K
$6.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.95K+ 1.49% |
$1.11M - $1.19M
|
133K
$71.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.94K+ 8.95% |
$1.11M - $1.18M
|
23.6K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.94K+ 43.46% |
$1.11M - $1.18M
|
6.39K
$3.44M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.93K+ 15.18% |
$1.1M - $1.18M
|
14.6K
$7.88M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.9K+ 35.71% |
$1.09M - $1.16M
|
7.23K
$3.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.9K+ 16.26% |
$1.08M - $1.16M
|
13.6K
$7.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$1.06M - $1.14M
|
1.86K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 2.65% |
$1.06M - $1.13M
|
71.7K
$38.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.85K+ 4.96% |
$1.06M - $1.13M
|
39.2K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
1.83KNew |
$1.04M - $1.12M
|
1.83K
$983K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.83K+ 4.24% |
$1.04M - $1.11M
|
44.9K
$24.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
1.82KNew |
$1.04M - $1.11M
|
1.82K
$981K
|