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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
29.2KNew |
$16.6M - $17.8M
|
29.2K
$15.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
29.1K+ 6.83% |
$16.6M - $17.8M
|
455K
$245M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
28.5K+ 49.9% |
$16.2M - $17.4M
|
85.5K
$46M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
28.1KNew |
$16M - $17.1M
|
28.1K
$15.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
28KNew |
$16M - $17.1M
|
28K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
27.9K+ 165.87% |
$15.9M - $17M
|
44.7K
$24M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
27.8K+ 2.87% |
$15.9M - $17M
|
996K
$536M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
27.6K+ 4.21% |
$15.7M - $16.8M
|
682K
$367M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
27.5K+ 51.56% |
$15.7M - $16.8M
|
80.8K
$43.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
27.3KNew |
$15.6M - $16.7M
|
27.3K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
27.3K+ 29.52% |
$15.5M - $16.6M
|
120K
$64.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
27KNew |
$15.4M - $16.5M
|
27K
$14.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
26.6K+ 1.58% |
$15.2M - $16.2M
|
1.71M
$917M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
26.4K+ 6124.13% |
$15.1M - $16.1M
|
26.8K
$14.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
26.3K+ 80.4% |
$15M - $16M
|
59K
$31.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
26.1K+ 3.98% |
$14.9M - $16M
|
682K
$367M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.9K+ 40.2% |
$14.8M - $15.8M
|
90.3K
$48.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
25.5K+ 59.3% |
$14.5M - $15.6M
|
68.4K
$36.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
25.3KNew |
$14.4M - $15.4M
|
25.3K
$13.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
25.2K+ 1.65% |
$14.4M - $15.4M
|
1.55M
$835M
|
|
|
Feb 13, 2025
Q4 2024
|
Granby Capital Management, LLC
|
BUY
|
- |
25K+ 125.0% |
$14.3M - $15.3M
|
45K
$24.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
24.9K+ 8.21% |
$14.2M - $15.2M
|
329K
$177M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
23.9K+ 13.05% |
$13.7M - $14.6M
|
207K
$111M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
23.9K+ 6.25% |
$13.6M - $14.6M
|
406K
$218M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.8K+ 1.46% |
$13.6M - $14.5M
|
1.66M
$890M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
23.6K+ 5.75% |
$13.5M - $14.4M
|
435K
$234M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
23.4K+ 118.62% |
$13.3M - $14.3M
|
43.1K
$23.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.6K+ 6.61% |
$12.9M - $13.8M
|
365K
$196M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
22.2K+ 9.1% |
$12.7M - $13.6M
|
266K
$143M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
22.2K+ 103.34% |
$12.7M - $13.6M
|
43.7K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
22KNew |
$12.5M - $13.4M
|
22K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
22K+ 37.15% |
$12.5M - $13.4M
|
81.1K
$43.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
21.9K+ 64.04% |
$12.5M - $13.4M
|
56.1K
$30.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
21.8K+ 191.01% |
$12.4M - $13.3M
|
33.2K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
21.7K+ 2768.62% |
$12.4M - $13.3M
|
22.5K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
21.7K+ 13.92% |
$12.4M - $13.3M
|
178K
$95.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
21.6K+ 105.83% |
$12.3M - $13.2M
|
42.1K
$22.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
21.5KNew |
$12.3M - $13.1M
|
21.5K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Annie E. Casey Foundation, Inc.
Baltimore, MD |
BUY
|
- |
21.4KNew |
$12.2M - $13.1M
|
21.4K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
21.4KNew |
$12.2M - $13.1M
|
21.4K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
21KNew |
$12M - $12.8M
|
21K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.8K+ 6.99% |
$11.9M - $12.7M
|
318K
$171M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.6K+ 2.87% |
$11.8M - $12.6M
|
739K
$397M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
20.5KNew |
$11.7M - $12.5M
|
20.5K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
20.5K+ 45.66% |
$11.7M - $12.5M
|
65.3K
$35.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.4K+ 309.09% |
$11.6M - $12.5M
|
27K
$14.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.4K+ 0.44% |
$11.6M - $12.5M
|
4.66M
$2.51B
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
20.1KNew |
$11.5M - $12.3M
|
20.1K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
20KNew |
$11.4M - $12.2M
|
20K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
19.7K+ 10.0% |
$11.3M - $12M
|
217K
$117M
|