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
Jan 31, 2025 Q4 2024
Citizens & Northern Corp

BUY
 -
100
+ 20.62%
$57.1K - $61.1K
585 $324K
Feb 07, 2025 Q4 2024
Geometric Wealth Advisors

BUY
 -
100
+ 4.31%
$57.1K - $61.1K
2.42K $1.34M
Feb 07, 2025 Q4 2024
Parkworth Wealth Management, Inc.

Los Gatos, CA
BUY
 -
100
New
$57.1K - $61.1K
100 $55.3K
Feb 11, 2025 Q4 2024
Excalibur Management Corp

BUY
 -
100
+ 3.97%
$57.1K - $61.1K
2.62K $1.45M
Jan 14, 2025 Q4 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
99
+ 0.27%
$56.5K - $60.4K
36.5K $20.2M
Feb 06, 2025 Q4 2024
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
99
+ 3.5%
$56.5K - $60.4K
2.93K $1.62M
Feb 06, 2025 Q4 2024
Lindbrook Capital, LLC

BUY
 -
99
+ 0.63%
$56.5K - $60.4K
15.9K $8.82M
Feb 13, 2025 Q4 2024
Texas Capital Bank Wealth Management Services Inc

BUY
 -
99
+ 3.77%
$56.5K - $60.4K
2.72K $1.51M
Feb 26, 2025 Q4 2024
Discipline Wealth Solutions, LLC

Greenville, SC
BUY
 -
99
+ 2.17%
$56.5K - $60.4K
4.65K $2.57M
Jan 15, 2025 Q4 2024
Tompkins Financial Corp

BUY
 -
98
+ 2.88%
$55.9K - $59.8K
3.5K $1.93M
Jan 24, 2025 Q4 2024
Cfm Wealth Partners LLC

BUY
 -
97
+ 8.56%
$55.3K - $59.2K
1.23K $680K
Jan 24, 2025 Q4 2024
Kathleen S. Wright Associates Inc.

BUY
 -
97
+ 2.12%
$55.3K - $59.2K
4.67K $2.58M
Feb 12, 2025 Q4 2024
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
96
+ 18.9%
$54.8K - $58.6K
604 $334K
Feb 14, 2025 Q4 2024
Evergreen Wealth Solutions, LLC

Williamsport, PA
BUY
 -
96
+ 23.65%
$54.8K - $58.6K
502 $278K
Feb 14, 2025 Q4 2024
Anderson Financial Strategies, LLC

Dayton, OH
BUY
 -
95
New
$54.2K - $58K
95 $52.6K
Jan 29, 2025 Q4 2024
Tranquility Partners, LLC

BUY
 -
93
+ 1.63%
$53.1K - $56.8K
5.8K $3.21M
Feb 10, 2025 Q4 2024
Rakuten Securities, Inc.

Tokyo, M0
BUY
 -
92
+ 108.24%
$52.5K - $56.2K
177 $97.9K
Jan 22, 2025 Q4 2024
Signature Wealth Management Partners, LLC

BUY
 -
91
+ 3.25%
$51.9K - $55.6K
2.89K $1.6M
Feb 10, 2025 Q4 2024
Rockport Wealth LLC

Fairview Park, OH
BUY
 -
91
+ 9.68%
$51.9K - $55.6K
1.03K $570K
Jan 24, 2025 Q4 2024
Trust Point Inc.

La Crosse, WI
BUY
 -
90
+ 0.69%
$51.3K - $55K
13.1K $7.24M
Feb 05, 2025 Q4 2024
Glassman Wealth Services

BUY
 -
90
+ 1.23%
$51.3K - $55K
7.42K $4.11M
Feb 12, 2025 Q4 2024
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
90
+ 0.65%
$51.3K - $55K
14K $7.72M
Jan 02, 2025 Q4 2024
Trust CO Of The South

Greensboro, NC
BUY
 -
89
+ 1.36%
$50.8K - $54.3K
6.62K $3.66M
Jan 24, 2025 Q4 2024
Catalina Capital Group, LLC

Torrance, CA
BUY
 -
89
+ 0.73%
$50.8K - $54.3K
12.3K $6.82M
Feb 10, 2025 Q4 2024
Ironwood Investment Counsel, LLC

BUY
 -
89
+ 0.79%
$50.8K - $54.3K
11.4K $6.29M
Jan 27, 2025 Q4 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
88
+ 13.66%
$50.2K - $53.7K
732 $405K
Jan 22, 2025 Q4 2024
Cornell Pochily Investment Advisors, Inc.

BUY
 -
87
+ 1.24%
$49.6K - $53.1K
7.08K $3.92M
Jan 27, 2025 Q4 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
87
+ 1.95%
$49.6K - $53.1K
4.55K $2.52M
Jan 28, 2025 Q4 2024
Prairie Wealth Advisors, Inc.

Omaha, NE
BUY
 -
86
+ 5.5%
$49.1K - $52.5K
1.65K $913K
Jan 13, 2025 Q4 2024
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
85
+ 9.32%
$48.5K - $51.9K
997 $552K
Feb 13, 2025 Q4 2024
Forum Private Client Group LLC

BUY
 -
84
+ 0.55%
$47.9K - $51.3K
15.4K $8.52M
Feb 06, 2025 Q4 2024
Auxano Advisors, LLC

BUY
 -
83
+ 1.07%
$47.4K - $50.7K
7.81K $4.32M
Jan 28, 2025 Q4 2024
Compass Financial Services Inc

West Des Moines, IA
BUY
 -
82
New
$46.8K - $50.1K
82 $45.4K
Feb 06, 2025 Q4 2024
Resolute Wealth Strategies, LLC

Jackson, MS
BUY
 -
82
+ 7.98%
$46.8K - $50.1K
1.11K $613K
Jan 14, 2025 Q4 2024
Capital Planning LLC

BUY
 -
80
+ 0.11%
$45.6K - $48.8K
71.6K $39.6M
Feb 21, 2025 Q4 2024
Putney Financial Group LLC

San Rafael, CA
BUY
 -
80
New
$45.6K - $48.8K
80 $44.3K
Jan 15, 2025 Q4 2024
Premier Path Wealth Partners, LLC

Madison, NJ
BUY
 -
79
+ 1.16%
$45.1K - $48.2K
6.89K $3.81M
Jan 28, 2025 Q4 2024
Smart Wealth LLC

Omaha, NE
BUY
 -
79
+ 6.26%
$45.1K - $48.2K
1.34K $742K
Jan 22, 2025 Q4 2024
Vci Wealth Management LLC

St Louis, MO
BUY
 -
78
+ 6.46%
$44.5K - $47.6K
1.29K $711K
Feb 12, 2025 Q4 2024
Lm Advisors LLC

San Diego, CA
BUY
 -
78
+ 2.58%
$44.5K - $47.6K
3.11K $1.72M
Apr 01, 2025 Q4 2024
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
77
+ 2.9%
$43.9K - $47K
2.74K $1.51M
Jan 24, 2025 Q4 2024
Calamos Advisors LLC

BUY
 -
76
+ 0.51%
$43.4K - $46.4K
14.9K $8.23M
Jan 29, 2025 Q4 2024
Morris Financial Concepts, Inc.

BUY
 -
76
+ 0.12%
$43.4K - $46.4K
63.1K $34.9M
Feb 11, 2025 Q4 2024
Sei Investments CO

Oaks, PA
BUY
 -
76
+ 1.04%
$43.4K - $46.4K
7.39K $4.09M
Feb 11, 2025 Q4 2024
Paces Ferry Wealth Advisors, LLC

BUY
 -
76
+ 0.96%
$43.4K - $46.4K
7.98K $4.41M
Jan 14, 2025 Q4 2024
Apella Capital, LLC

BUY
 -
75
+ 5.09%
$42.8K - $45.8K
1.55K $857K
Feb 10, 2025 Q4 2024
Stokes Family Office, LLC

BUY
 -
75
+ 0.94%
$42.8K - $45.8K
8.08K $4.47M
Feb 14, 2025 Q4 2024
Pine Ridge Advisers LLC

New York, NY
BUY
 -
74
+ 0.05%
$42.2K - $45.2K
135K $74.7M
Jan 28, 2025 Q4 2024
Joel Isaacson & Co., LLC

BUY
 -
73
+ 0.59%
$41.6K - $44.6K
12.5K $6.9M

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