Purchases and Sales Made in Q4 2024 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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
Mar 12, 2025 Q4 2024
Centaurus Financial, Inc.

BUY
 -
646
+ 14.6%
$369K - $394K
5.07K $3.23M
Jan 23, 2025 Q4 2024
Southern Capital Advisors, LLC

BUY
 -
643
+ 1.89%
$367K - $393K
34.7K $22.1M
Feb 12, 2025 Q4 2024
Hemenway Trust CO LLC

BUY
 -
636
+ 49.38%
$363K - $388K
1.92K $1.22M
Jan 31, 2025 Q4 2024
Destiny Capital Corp/Co

Golden, CO
BUY
 -
634
+ 2.1%
$362K - $387K
30.9K $19.6M
Mar 06, 2025 Q4 2024
Iron Oak Wealth Llc.

Cedar Park, TX
BUY
 -
634
New
$362K - $387K
634 $403K
Jan 23, 2025 Q4 2024
Legacy Trust

Grand Rapids, MI
BUY
 -
631
+ 2.89%
$360K - $385K
22.5K $14.3M
Feb 10, 2025 Q4 2024
Halter Ferguson Financial Inc.

Carmel, IN
BUY
 -
630
New
$359K - $385K
630 $401K
Jan 23, 2025 Q4 2024
White & CO Financial Planning Inc

Sunnyside, WA
BUY
 -
626
New
$357K - $382K
626 $398K
Feb 03, 2025 Q4 2024
Compass Capital Corp /Ma/ /Adv

Braintree, MA
BUY
 -
626
New
$357K - $382K
626 $398K
Jan 17, 2025 Q4 2024
Dakota Wealth Management

BUY
 -
624
+ 0.23%
$356K - $381K
272K $173M
Jan 27, 2025 Q4 2024
Tyche Wealth Partners LLC

Plano, TX
BUY
 -
618
+ 7.42%
$353K - $377K
8.94K $5.69M
Feb 14, 2025 Q4 2024
Green Square Capital Advisors LLC

BUY
 -
617
+ 2.24%
$352K - $377K
28.2K $17.9M
Jan 23, 2025 Q4 2024
Lawson Kroeker Investment Management Inc

BUY
 -
612
New
$349K - $374K
612 $389K
Apr 11, 2025 Q4 2024
Fischer Financial Services, Inc.

Harrisburg, PA
BUY
 -
611
New
$349K - $373K
611 $389K
Feb 11, 2025 Q4 2024
Intellus Advisors LLC

Naples, FL
BUY
 -
609
New
$347K - $372K
609 $388K
Feb 07, 2025 Q4 2024
Sound View Advisors Inc.

Olympia, WA
BUY
 -
608
New
$347K - $371K
608 $387K
Feb 14, 2025 Q4 2024
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
606
+ 4.64%
$346K - $370K
13.7K $8.7M
Jan 31, 2025 Q4 2024
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
603
+ 6.54%
$344K - $368K
9.82K $6.25M
Jan 24, 2025 Q4 2024
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
601
+ 0.54%
$343K - $367K
111K $70.9M
Jan 29, 2025 Q4 2024
Mid Atlantic Capital Management, Inc.

Richmond, VA
BUY
 -
601
+ 3.7%
$343K - $367K
16.8K $10.7M
Feb 11, 2025 Q4 2024
Switch Point Financial Planning, LLC

Lehi, UT
BUY
 -
600
New
$342K - $366K
600 $382K
Feb 05, 2025 Q4 2024
Fusion Capital, LLC

BUY
 -
599
+ 2.62%
$342K - $366K
23.4K $14.9M
Feb 13, 2025 Q4 2024
Alaethes Wealth LLC

Glenbrook, NV
BUY
 -
597
+ 11.75%
$341K - $365K
5.68K $3.61M
Jan 27, 2025 Q4 2024
Guidance Capital, Inc

Lousville, KY
BUY
 -
595
+ 71.43%
$339K - $363K
1.43K $909K
Jan 28, 2025 Q4 2024
Liberty Capital Management, Inc.

BUY
 -
593
+ 11.3%
$338K - $362K
5.84K $3.72M
Jan 30, 2025 Q4 2024
Guyasuta Investment Advisors Inc

BUY
 -
592
+ 6.13%
$338K - $361K
10.2K $6.52M
Feb 11, 2025 Q4 2024
Gutierrez Wealth Advisory, LLC

Little Rock, AR
BUY
 -
592
New
$338K - $361K
592 $377K
Jan 15, 2025 Q4 2024
Sanibel Captiva Trust Company, Inc.

Sanibel, FL
BUY
 -
589
+ 13.33%
$336K - $360K
5.01K $3.19M
Jan 15, 2025 Q4 2024
J2 Capital Management Inc

BUY
 -
589
+ 19.97%
$336K - $360K
3.54K $2.25M
Jan 16, 2025 Q4 2024
Central Bank & Trust CO

BUY
 -
589
+ 16.47%
$336K - $360K
4.17K $2.65M
Feb 13, 2025 Q4 2024
Bernard Wealth Management Corp.

Royal Oak, MI
BUY
 -
575
New
$328K - $351K
575 $366K
Jan 16, 2025 Q4 2024
Ade, LLC

BUY
 -
574
+ 1.98%
$327K - $350K
29.5K $18.8M
Feb 03, 2025 Q4 2024
Wespac Advisors, LLC

BUY
 -
574
+ 8.84%
$327K - $350K
7.06K $4.5M
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
573
New
$327K - $350K
573 $365K
Jan 27, 2025 Q4 2024
Berkshire Money Management, Inc.

BUY
 -
572
New
$326K - $349K
572 $364K
Feb 03, 2025 Q4 2024
Financial Harvest, LLC

Winter Park, FL
BUY
 -
571
New
$326K - $349K
571 $363K
Feb 12, 2025 Q4 2024
Nemes Rush Group LLC

Novi, MI
BUY
 -
570
+ 6.78%
$325K - $348K
8.97K $5.71M
Jan 24, 2025 Q4 2024
Princeton Global Asset Management LLC

BUY
 -
569
+ 41.44%
$325K - $347K
1.94K $1.24M
Jan 13, 2025 Q4 2024
Ehrlich Financial Group

Laguna Niguel, CA
BUY
 -
568
+ 14.01%
$324K - $347K
4.62K $2.94M
Feb 04, 2025 Q4 2024
Advisor Os, LLC

BUY
 -
566
+ 19.18%
$323K - $346K
3.52K $2.24M
Jan 29, 2025 Q4 2024
Hemington Wealth Management

BUY
 -
565
+ 8.95%
$322K - $345K
6.88K $4.38M
Feb 12, 2025 Q4 2024
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
564
+ 47.39%
$322K - $344K
1.75K $1.12M
Feb 14, 2025 Q4 2024
Texas Bank & Trust CO

Longview, TX
BUY
 -
563
New
$321K - $344K
563 $358K
Feb 14, 2025 Q4 2024
Esl Trust Services, LLC

BUY
 -
562
+ 0.48%
$321K - $343K
116K $74.1M
Feb 05, 2025 Q4 2024
Motco

BUY
 -
558
+ 5.71%
$318K - $341K
10.3K $6.57M
Feb 13, 2025 Q4 2024
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
558
+ 8.02%
$318K - $341K
7.51K $4.78M
Feb 13, 2025 Q4 2024
Integrity Financial Corp

BUY
 -
551
+ 182.45%
$314K - $336K
853 $543K
Feb 10, 2025 Q4 2024
Hills Bank & Trust CO

BUY
 -
542
+ 104.63%
$309K - $331K
1.06K $675K
Mar 06, 2025 Q4 2024
Ag Asset Advisory, LLC

Los Angeles, CA
BUY
 -
540
New
$308K - $330K
540 $344K

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