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 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
11.8K+ 1.77% |
$6.73M - $7.2M
|
676K
$409M
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
11.5K+ 50.92% |
$6.55M - $7.01M
|
34K
$20.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
11.3KNew |
$6.46M - $6.92M
|
11.3K
$6.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
11.1K+ 4.46% |
$6.31M - $6.76M
|
259K
$157M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.1K+ 4.89% |
$6.31M - $6.76M
|
237K
$143M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
10.7K+ 16.09% |
$6.12M - $6.55M
|
77.4K
$46.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
10.7KNew |
$6.11M - $6.54M
|
10.7K
$6.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
10K+ 13.2% |
$5.71M - $6.11M
|
85.9K
$51.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
9.94KNew |
$5.67M - $6.07M
|
9.94K
$6.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
9.79K+ 10.71% |
$5.59M - $5.98M
|
101K
$61.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
9.77K+ 1.94% |
$5.57M - $5.96M
|
514K
$311M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
9.7KNew |
$5.54M - $5.93M
|
9.7K
$5.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9.43K+ 8.47% |
$5.38M - $5.76M
|
121K
$73M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9.35K+ 9.62% |
$5.33M - $5.71M
|
107K
$64.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
9.1K+ 23.99% |
$5.19M - $5.56M
|
47K
$28.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
9.1K+ 2.62% |
$5.19M - $5.56M
|
357K
$216M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9K+ 45.33% |
$5.14M - $5.5M
|
28.9K
$17.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
8.97K+ 2.94% |
$5.11M - $5.47M
|
314K
$190M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
8.57K+ 7.11% |
$4.89M - $5.23M
|
129K
$78M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
8.54KNew |
$4.87M - $5.22M
|
8.54K
$5.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
8.52KNew |
$4.86M - $5.2M
|
8.52K
$5.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.43K+ 9.4% |
$4.81M - $5.15M
|
98.1K
$59.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
8.4K+ 64.67% |
$4.79M - $5.13M
|
21.4K
$12.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.38K+ 17.61% |
$4.78M - $5.12M
|
56K
$33.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
8.25KNew |
$4.71M - $5.04M
|
8.25K
$4.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
8.23K+ 3.68% |
$4.69M - $5.02M
|
232K
$140M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
8.22K+ 43.03% |
$4.69M - $5.02M
|
27.3K
$16.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
8.11KNew |
$4.63M - $4.95M
|
8.11K
$4.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
8.08K+ 270.69% |
$4.61M - $4.93M
|
11.1K
$6.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
8.07K+ 26.69% |
$4.61M - $4.93M
|
38.3K
$23.2M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.07K+ 87.66% |
$4.6M - $4.93M
|
17.3K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
8.01K+ 14.54% |
$4.57M - $4.89M
|
63.1K
$38.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7.97KNew |
$4.54M - $4.86M
|
7.97K
$4.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
7.96K+ 1.57% |
$4.54M - $4.86M
|
516K
$312M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.86K+ 5.91% |
$4.48M - $4.8M
|
141K
$85.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
7.81K+ 8.21% |
$4.45M - $4.77M
|
103K
$62.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7.76K+ 7.26% |
$4.43M - $4.74M
|
115K
$69.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
7.74K+ 19.37% |
$4.42M - $4.73M
|
47.7K
$28.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.44K+ 12.04% |
$4.24M - $4.54M
|
69.2K
$41.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.4K+ 285.71% |
$4.22M - $4.52M
|
9.99K
$6.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
7.34KNew |
$4.19M - $4.48M
|
7.34K
$4.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.33K+ 8.78% |
$4.18M - $4.48M
|
90.8K
$54.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
7.29KNew |
$4.16M - $4.45M
|
7.29K
$4.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
7.23K+ 15.72% |
$4.13M - $4.42M
|
53.2K
$32.2M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.23K+ 370.75% |
$4.12M - $4.41M
|
9.18K
$5.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
7.07K+ 40.1% |
$4.03M - $4.32M
|
24.7K
$14.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
7.07K+ 30.38% |
$4.03M - $4.32M
|
30.3K
$18.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
6.93K+ 7.75% |
$3.95M - $4.23M
|
96.3K
$58.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.84K+ 5.17% |
$3.9M - $4.18M
|
139K
$84.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.82K+ 36.59% |
$3.89M - $4.16M
|
25.5K
$15.4M
|