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 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.38K+ 3.17% |
$788K - $843K
|
45K
$28.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.38KNew |
$788K - $843K
|
1.38K
$872K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.38K+ 4.39% |
$785K - $840K
|
32.8K
$20.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.37KNew |
$784K - $839K
|
1.37K
$868K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.37K+ 10.07% |
$784K - $839K
|
15K
$9.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.37K+ 2.52% |
$781K - $836K
|
55.7K
$35.2M
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.36K+ 46.88% |
$777K - $832K
|
4.27K
$2.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.36K+ 101.11% |
$777K - $832K
|
2.71K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.36K+ 10.06% |
$774K - $829K
|
14.9K
$9.38M
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
1.36K+ 2.44% |
$773K - $827K
|
56.8K
$35.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.35K+ 101.81% |
$770K - $824K
|
2.67K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.35K+ 1.27% |
$769K - $823K
|
107K
$67.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.35K+ 6.04% |
$768K - $822K
|
23.6K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 13.27% |
$766K - $820K
|
11.5K
$7.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.33K+ 0.76% |
$761K - $815K
|
177K
$112M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.33K+ 30.76% |
$758K - $811K
|
5.65K
$3.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.33K+ 10.23% |
$756K - $809K
|
14.3K
$9.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.32K+ 3.81% |
$755K - $808K
|
36K
$22.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.32K+ 17.93% |
$753K - $806K
|
8.68K
$5.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.32K+ 2.09% |
$753K - $806K
|
64.5K
$40.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.32K+ 1.23% |
$753K - $806K
|
108K
$68.4M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.32KNew |
$753K - $806K
|
1.32K
$834K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.32K+ 0.55% |
$752K - $805K
|
240K
$152M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.31K+ 0.99% |
$747K - $799K
|
134K
$84.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
1.31KNew |
$745K - $797K
|
1.31K
$825K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
1.31K+ 7.48% |
$745K - $797K
|
18.8K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.3KNew |
$740K - $792K
|
1.3K
$819K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.29K+ 2.28% |
$738K - $790K
|
58.1K
$36.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.29K+ 6.87% |
$738K - $790K
|
20.1K
$12.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.29K+ 7.93% |
$737K - $789K
|
17.6K
$11.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
1.28KNew |
$733K - $784K
|
1.28K
$811K
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.28KNew |
$730K - $782K
|
1.28K
$809K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.27K+ 1.44% |
$726K - $777K
|
89.7K
$56.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.27K+ 1.64% |
$723K - $774K
|
78.5K
$49.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.26K+ 0.57% |
$719K - $770K
|
224K
$141M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.26K+ 3.56% |
$719K - $769K
|
36.6K
$23.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.26KNew |
$719K - $769K
|
1.26K
$796K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.26K+ 5.39% |
$717K - $767K
|
24.6K
$15.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
1.24K+ 7.11% |
$709K - $759K
|
18.7K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.23K+ 27.14% |
$702K - $752K
|
5.77K
$3.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.23K+ 2.21% |
$702K - $752K
|
56.9K
$36M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.23K+ 3.4% |
$699K - $749K
|
37.3K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
1.22KNew |
$693K - $742K
|
1.22K
$768K
|
|
|
Jun 11, 2025
Q4 2024
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
1.21KNew |
$692K - $741K
|
1.21K
$766K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
1.21KNew |
$691K - $739K
|
1.21K
$765K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.21K+ 20.07% |
$689K - $737K
|
7.22K
$4.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.2K+ 110.37% |
$686K - $735K
|
2.29K
$1.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.2K+ 3.88% |
$682K - $730K
|
32K
$20.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.19K+ 100.42% |
$679K - $727K
|
2.38K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.19KNew |
$679K - $727K
|
1.19K
$752K
|