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 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
28KNew |
$16M - $17.1M
|
28K
$16.9M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
27.5K+ 51.56% |
$15.7M - $16.8M
|
80.8K
$48.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
27.3K+ 29.52% |
$15.5M - $16.6M
|
120K
$72.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
26.6K+ 1.58% |
$15.2M - $16.2M
|
1.71M
$1.03B
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
25.5K+ 59.3% |
$14.5M - $15.6M
|
68.4K
$41.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
25.2K+ 1.65% |
$14.4M - $15.4M
|
1.55M
$939M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
23.9K+ 13.05% |
$13.7M - $14.6M
|
207K
$125M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
23.6K+ 5.75% |
$13.5M - $14.4M
|
435K
$263M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
22K+ 37.15% |
$12.5M - $13.4M
|
81.1K
$49.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
21.9K+ 64.04% |
$12.5M - $13.4M
|
56.1K
$33.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
21.4KNew |
$12.2M - $13.1M
|
21.4K
$12.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
21KNew |
$12M - $12.8M
|
21K
$12.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
20.5KNew |
$11.7M - $12.5M
|
20.5K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
20.1KNew |
$11.5M - $12.3M
|
20.1K
$12.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
20KNew |
$11.4M - $12.2M
|
20K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
19.7K+ 10.0% |
$11.3M - $12M
|
217K
$131M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
19.5K+ 22.04% |
$11.1M - $11.9M
|
108K
$65.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
19.1K+ 7.69% |
$10.9M - $11.7M
|
268K
$162M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
18.1K+ 46.99% |
$10.3M - $11M
|
56.5K
$34.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
18.1K+ 8.03% |
$10.3M - $11M
|
243K
$147M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
17.7K+ 167.65% |
$10.1M - $10.8M
|
28.2K
$17.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17.6K+ 3.73% |
$10.1M - $10.8M
|
490K
$297M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
17.6K+ 67.83% |
$10.1M - $10.8M
|
43.7K
$26.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
17.2KNew |
$9.81M - $10.5M
|
17.2K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
17KNew |
$9.73M - $10.4M
|
17K
$10.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
16.8KNew |
$9.61M - $10.3M
|
16.8K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
16.8KNew |
$9.61M - $10.3M
|
16.8K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.7K+ 37.6% |
$9.52M - $10.2M
|
61.1K
$36.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
16.7KNew |
$9.51M - $10.2M
|
16.7K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
16.6K+ 29.89% |
$9.47M - $10.1M
|
72.1K
$43.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
16.6K+ 4.9% |
$9.44M - $10.1M
|
354K
$214M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16.2K+ 21.41% |
$9.22M - $9.87M
|
91.7K
$55.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
16.1K+ 9.8% |
$9.17M - $9.82M
|
180K
$109M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
16.1K+ 2341.98% |
$9.17M - $9.81M
|
16.8K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
15.5K+ 83.54% |
$8.84M - $9.46M
|
34.1K
$20.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
15.4K+ 13.49% |
$8.77M - $9.39M
|
129K
$78.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
15.1K+ 14.02% |
$8.64M - $9.25M
|
123K
$74.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
14.9KNew |
$8.51M - $9.11M
|
14.9K
$9.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.9K+ 18.21% |
$8.5M - $9.1M
|
96.8K
$58.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
14.6K+ 0.46% |
$8.31M - $8.9M
|
3.2M
$1.94B
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.6K+ 18.47% |
$8.3M - $8.89M
|
93.4K
$56.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
14.5KNew |
$8.27M - $8.85M
|
14.5K
$8.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
14.4KNew |
$8.24M - $8.82M
|
14.4K
$8.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
13.6KNew |
$7.77M - $8.32M
|
13.6K
$8.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
13.4K+ 1.66% |
$7.65M - $8.19M
|
822K
$497M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
13.1K+ 38.59% |
$7.46M - $7.98M
|
47K
$28.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
12.7K+ 41.17% |
$7.25M - $7.75M
|
43.6K
$26.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
12.1KNew |
$6.91M - $7.39M
|
12.1K
$7.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
12K+ 7.72% |
$6.85M - $7.33M
|
167K
$101M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
11.9KNew |
$6.78M - $7.25M
|
11.9K
$7.18M
|