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 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12+ 4.24% |
$6.85K - $7.33K
|
295
$178K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
11+ 0.1% |
$6.28K - $6.72K
|
11.5K
$6.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
11+ 0.36% |
$6.28K - $6.72K
|
3.03K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
11+ 0.68% |
$6.28K - $6.72K
|
1.62K
$982K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
11+ 0.1% |
$6.28K - $6.72K
|
11.4K
$6.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10+ 0.11% |
$5.71K - $6.11K
|
9.31K
$5.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
10+ 0.43% |
$5.71K - $6.11K
|
2.35K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10+ 0.67% |
$5.71K - $6.11K
|
1.5K
$908K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
10+ 1.37% |
$5.71K - $6.11K
|
741
$448K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
10+ 0.47% |
$5.71K - $6.11K
|
2.15K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.83% |
$5.71K - $6.11K
|
1.21K
$732K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10+ 12.35% |
$5.71K - $6.11K
|
91
$55K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.27% |
$5.13K - $5.5K
|
3.31K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
9+ 0.3% |
$5.13K - $5.5K
|
3.06K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
8+ 0.75% |
$4.56K - $4.88K
|
1.07K
$647K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
8+ 0.54% |
$4.56K - $4.88K
|
1.48K
$893K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
8+ 0.22% |
$4.56K - $4.88K
|
3.69K
$2.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
8+ 0.21% |
$4.56K - $4.88K
|
3.85K
$2.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7+ 1.84% |
$3.99K - $4.27K
|
388
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 700.0% |
$3.99K - $4.27K
|
8
$4.84K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
7+ 0.84% |
$3.99K - $4.27K
|
837
$506K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
7+ 0.11% |
$3.99K - $4.27K
|
6.64K
$4.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
6+ 0.27% |
$3.42K - $3.66K
|
2.23K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
6+ 0.98% |
$3.42K - $3.66K
|
620
$375K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6+ 0.96% |
$3.42K - $3.66K
|
630
$381K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
6+ 1.27% |
$3.42K - $3.66K
|
479
$290K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
6+ 0.33% |
$3.42K - $3.66K
|
1.85K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
5+ 0.19% |
$2.85K - $3.05K
|
2.58K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
5+ 0.45% |
$2.85K - $3.05K
|
1.12K
$677K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.36% |
$2.85K - $3.05K
|
1.41K
$854K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5+ 1.35% |
$2.85K - $3.05K
|
375
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
5+ 0.0% |
$2.85K - $3.05K
|
104K
$62.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4+ 0.14% |
$2.28K - $2.44K
|
2.94K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
4+ 0.28% |
$2.28K - $2.44K
|
1.42K
$857K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$2.28K - $2.44K
|
5.26K
$3.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4+ 1.05% |
$2.28K - $2.44K
|
386
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
4+ 0.84% |
$2.28K - $2.44K
|
482
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 133.33% |
$2.28K - $2.44K
|
7
$4.23K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
3+ 0.21% |
$1.71K - $1.83K
|
1.41K
$853K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3+ 0.15% |
$1.71K - $1.83K
|
1.98K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
3+ 0.24% |
$1.71K - $1.83K
|
1.24K
$752K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.2% |
$1.71K - $1.83K
|
1.49K
$901K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3+ 0.01% |
$1.71K - $1.83K
|
37.9K
$22.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.02% |
$1.71K - $1.83K
|
13.6K
$8.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 0.08% |
$1.14K - $1.22K
|
2.36K
$1.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2+ 0.09% |
$1.14K - $1.22K
|
2.24K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
2+ 0.37% |
$1.14K - $1.22K
|
538
$325K
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2+ 0.01% |
$1.14K - $1.22K
|
28.7K
$17.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2+ 0.39% |
$1.14K - $1.22K
|
510
$308K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
2+ 0.21% |
$1.14K - $1.22K
|
974
$589K
|