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 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
36+ 2.87% |
$20.5K - $22K
|
1.29K
$715K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
36+ 2.06% |
$20.5K - $22K
|
1.79K
$989K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
35+ 0.54% |
$20K - $21.4K
|
6.49K
$3.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
35+ 1.64% |
$20K - $21.4K
|
2.17K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
35+ 5.11% |
$20K - $21.4K
|
720
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
35+ 0.69% |
$20K - $21.4K
|
5.08K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
35+ 0.11% |
$20K - $21.4K
|
31K
$17.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
34+ 0.34% |
$19.4K - $20.8K
|
10.1K
$5.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
34+ 0.06% |
$19.4K - $20.8K
|
52.6K
$29.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
33+ 1.97% |
$18.8K - $20.1K
|
1.71K
$945K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
33+ 3.95% |
$18.8K - $20.1K
|
869
$481K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
33+ 4.93% |
$18.8K - $20.1K
|
702
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.54% |
$18.8K - $20.1K
|
2.18K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
33New |
$18.8K - $20.1K
|
33
$18.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
33+ 1.77% |
$18.8K - $20.1K
|
1.9K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
33+ 1.79% |
$18.8K - $20.1K
|
1.88K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
32+ 4.54% |
$18.3K - $19.5K
|
737
$408K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
32+ 0.49% |
$18.3K - $19.5K
|
6.5K
$3.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
32+ 17.39% |
$18.3K - $19.5K
|
216
$119K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
32+ 10.39% |
$18.3K - $19.5K
|
340
$188K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
32+ 1.03% |
$18.3K - $19.5K
|
3.14K
$1.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
32+ 3.35% |
$18.3K - $19.5K
|
987
$546K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
31+ 1.73% |
$17.7K - $18.9K
|
1.82K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
31+ 2.34% |
$17.7K - $18.9K
|
1.36K
$751K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
31+ 0.37% |
$17.7K - $18.9K
|
8.35K
$4.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
31+ 2.5% |
$17.7K - $18.9K
|
1.27K
$702K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
30+ 2.54% |
$17.1K - $18.3K
|
1.21K
$670K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
30+ 4.78% |
$17.1K - $18.3K
|
657
$363K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
30+ 0.18% |
$17.1K - $18.3K
|
17.2K
$9.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
30+ 2.45% |
$17.1K - $18.3K
|
1.26K
$694K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
30+ 3.18% |
$17.1K - $18.3K
|
974
$539K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
29+ 14.72% |
$16.5K - $17.7K
|
226
$125K
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
BUY
|
- |
29+ 1.1% |
$16.5K - $17.7K
|
2.66K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
29+ 1.14% |
$16.5K - $17.7K
|
2.58K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
29+ 0.6% |
$16.5K - $17.7K
|
4.88K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
29+ 0.44% |
$16.5K - $17.7K
|
6.64K
$3.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
29+ 9.09% |
$16.5K - $17.7K
|
348
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
29+ 0.41% |
$16.5K - $17.7K
|
7.11K
$3.94M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
28+ 0.76% |
$16K - $17.1K
|
3.72K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
28+ 0.62% |
$16K - $17.1K
|
4.54K
$2.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
28New |
$16K - $17.1K
|
28
$15.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
28+ 0.18% |
$16K - $17.1K
|
15.4K
$8.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
28+ 1.34% |
$16K - $17.1K
|
2.12K
$1.17M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
27+ 0.73% |
$15.4K - $16.5K
|
3.71K
$2.05M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
27+ 4.93% |
$15.4K - $16.5K
|
575
$318K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
26+ 25.74% |
$14.8K - $15.9K
|
127
$70.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
26+ 3.56% |
$14.8K - $15.9K
|
756
$418K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
26+ 0.07% |
$14.8K - $15.9K
|
35K
$19.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
26+ 1.46% |
$14.8K - $15.9K
|
1.81K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
26+ 3.04% |
$14.8K - $15.9K
|
882
$488K
|