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 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
152+ 5.29% |
$86.7K - $92.8K
|
3.03K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
151+ 30.94% |
$86.1K - $92.2K
|
639
$386K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
149+ 4.5% |
$85K - $91K
|
3.46K
$2.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
148+ 1.34% |
$84.4K - $90.4K
|
11.2K
$6.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
148+ 1.11% |
$84.4K - $90.4K
|
13.5K
$8.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
146+ 15.08% |
$83.3K - $89.1K
|
1.11K
$673K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
146+ 11.2% |
$83.3K - $89.1K
|
1.45K
$876K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
144+ 6.48% |
$82.2K - $87.9K
|
2.37K
$1.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
143+ 2.98% |
$81.6K - $87.3K
|
4.95K
$2.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
142+ 9.59% |
$81K - $86.7K
|
1.62K
$979K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
140+ 15.64% |
$79.9K - $85.5K
|
1.04K
$625K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
136+ 5.47% |
$77.6K - $83K
|
2.62K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
136+ 3.45% |
$77.6K - $83K
|
4.08K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
135+ 3.52% |
$77K - $82.4K
|
3.97K
$2.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
134+ 6.5% |
$76.4K - $81.8K
|
2.2K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
133+ 4.56% |
$75.9K - $81.2K
|
3.05K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
128+ 0.45% |
$73K - $78.2K
|
28.4K
$17.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
127+ 14.98% |
$72.5K - $77.5K
|
975
$589K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
125New |
$71.3K - $76.3K
|
125
$75.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
125+ 22.36% |
$71.3K - $76.3K
|
684
$413K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
125+ 2.32% |
$71.3K - $76.3K
|
5.52K
$3.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
125+ 25.51% |
$71.3K - $76.3K
|
615
$371K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
123+ 20.95% |
$70.2K - $75.1K
|
710
$429K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
123New |
$70.2K - $75.1K
|
123
$74.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
122+ 3.53% |
$69.6K - $74.5K
|
3.58K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
121+ 4.3% |
$69K - $73.9K
|
2.93K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
118+ 1.12% |
$67.3K - $72K
|
10.6K
$6.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
118+ 7.9% |
$67.3K - $72K
|
1.61K
$973K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
117+ 1.6% |
$66.7K - $71.4K
|
7.42K
$4.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
117+ 63.24% |
$66.7K - $71.4K
|
302
$182K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
116New |
$66.2K - $70.8K
|
116
$70K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
116+ 3.66% |
$66.2K - $70.8K
|
3.29K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
116+ 0.56% |
$66.2K - $70.8K
|
20.9K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
114+ 6.62% |
$65K - $69.6K
|
1.84K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
114+ 9.98% |
$65K - $69.6K
|
1.26K
$758K
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
113New |
$64.5K - $69K
|
113
$68.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
113+ 0.9% |
$64.5K - $69K
|
12.7K
$7.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
109+ 1.44% |
$62.2K - $66.6K
|
7.66K
$4.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
109+ 1.33% |
$62.2K - $66.6K
|
8.32K
$5.02M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
107+ 44.03% |
$61K - $65.3K
|
350
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
106+ 1.89% |
$60.5K - $64.7K
|
5.72K
$3.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
105+ 39.18% |
$59.9K - $64.1K
|
373
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
103+ 0.55% |
$58.8K - $62.9K
|
18.8K
$11.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
103+ 6.12% |
$58.8K - $62.9K
|
1.79K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
101+ 3.48% |
$57.6K - $61.7K
|
3K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
100+ 6.59% |
$57.1K - $61.1K
|
1.62K
$977K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 1.9% |
$57.1K - $61.1K
|
5.36K
$3.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
100+ 20.62% |
$57.1K - $61.1K
|
585
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
100+ 4.31% |
$57.1K - $61.1K
|
2.42K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
99+ 0.27% |
$56.5K - $60.4K
|
36.5K
$22M
|