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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
53+ 4.33% |
$30.2K - $32.4K
|
1.28K
$707K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
52+ 0.11% |
$29.7K - $31.8K
|
47.5K
$26.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
52+ 4.95% |
$29.7K - $31.8K
|
1.1K
$610K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
51New |
$29.1K - $31.1K
|
51
$28.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
51+ 0.21% |
$29.1K - $31.1K
|
24.8K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
51+ 8.04% |
$29.1K - $31.1K
|
685
$379K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
51New |
$29.1K - $31.1K
|
51
$28.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
50+ 1.75% |
$28.5K - $30.5K
|
2.9K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
48+ 1.22% |
$27.4K - $29.3K
|
3.97K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
48+ 1.67% |
$27.4K - $29.3K
|
2.93K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
47+ 0.88% |
$26.8K - $28.7K
|
5.41K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
47+ 0.5% |
$26.8K - $28.7K
|
9.46K
$5.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
47+ 0.29% |
$26.8K - $28.7K
|
16.1K
$8.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
47+ 0.49% |
$26.8K - $28.7K
|
9.59K
$5.31M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
47+ 2.2% |
$26.8K - $28.7K
|
2.18K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
47+ 2.24% |
$26.8K - $28.7K
|
2.14K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
47+ 2.04% |
$26.8K - $28.7K
|
2.35K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
47+ 1.25% |
$26.8K - $28.7K
|
3.8K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
46+ 0.24% |
$26.2K - $28.1K
|
19.1K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
46+ 1.59% |
$26.2K - $28.1K
|
2.95K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
46+ 4.57% |
$26.2K - $28.1K
|
1.05K
$583K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
46+ 0.72% |
$26.2K - $28.1K
|
6.46K
$3.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
46+ 0.78% |
$26.2K - $28.1K
|
5.91K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
46+ 2.34% |
$26.2K - $28.1K
|
2.01K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
45+ 3.6% |
$25.7K - $27.5K
|
1.3K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
45+ 0.41% |
$25.7K - $27.5K
|
11K
$6.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
44+ 3.13% |
$25.1K - $26.9K
|
1.45K
$802K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
44+ 1.57% |
$25.1K - $26.9K
|
2.85K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
44+ 3.57% |
$25.1K - $26.9K
|
1.28K
$706K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
43+ 3.38% |
$24.5K - $26.3K
|
1.32K
$728K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
43+ 0.05% |
$24.5K - $26.3K
|
80.3K
$44.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
43+ 12.18% |
$24.5K - $26.3K
|
396
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
43+ 0.08% |
$24.5K - $26.3K
|
55.9K
$30.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
43+ 26.38% |
$24.5K - $26.3K
|
206
$114K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
43+ 26.38% |
$24.5K - $26.3K
|
206
$114K
|
|
|
Jan 22, 2025
Q4 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
41+ 0.85% |
$23.4K - $25K
|
4.85K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
41+ 1.21% |
$23.4K - $25K
|
3.44K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
40+ 1.73% |
$22.8K - $24.4K
|
2.36K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
40+ 3.59% |
$22.8K - $24.4K
|
1.15K
$638K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
39+ 0.8% |
$22.2K - $23.8K
|
4.89K
$2.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
39+ 0.47% |
$22.2K - $23.8K
|
8.36K
$4.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
39+ 4.21% |
$22.2K - $23.8K
|
966
$534K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
38+ 2.55% |
$21.7K - $23.2K
|
1.53K
$846K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
38+ 8.24% |
$21.7K - $23.2K
|
499
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
38+ 1.5% |
$21.7K - $23.2K
|
2.57K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
37New |
$21.1K - $22.6K
|
37
$20.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
37+ 1.33% |
$21.1K - $22.6K
|
2.83K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
36New |
$20.5K - $22K
|
36
$19.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
36+ 0.33% |
$20.5K - $22K
|
11K
$6.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
36+ 1.09% |
$20.5K - $22K
|
3.33K
$1.84M
|