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 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
4.28K+ 2.25% |
$2.44M - $2.62M
|
195K
$118M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
4.12KNew |
$2.35M - $2.51M
|
4.12K
$2.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.11K+ 14.44% |
$2.35M - $2.51M
|
32.6K
$19.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.07KNew |
$2.32M - $2.49M
|
4.07K
$2.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
4.05K+ 3.83% |
$2.31M - $2.47M
|
110K
$66.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.96K+ 11.07% |
$2.26M - $2.42M
|
39.8K
$24M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
3.96K+ 28.46% |
$2.26M - $2.42M
|
17.9K
$10.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
3.93KNew |
$2.24M - $2.4M
|
3.93K
$2.37M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.91K+ 6.11% |
$2.23M - $2.38M
|
67.9K
$41M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
3.9KNew |
$2.22M - $2.38M
|
3.9K
$2.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.86K+ 9.83% |
$2.2M - $2.36M
|
43.2K
$26.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.85K+ 3.76% |
$2.19M - $2.35M
|
106K
$64.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
3.83KNew |
$2.19M - $2.34M
|
3.83K
$2.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.75KNew |
$2.14M - $2.29M
|
3.75K
$2.27M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3.68K+ 15.29% |
$2.1M - $2.25M
|
27.8K
$16.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.65K+ 3.58% |
$2.08M - $2.23M
|
106K
$63.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.62KNew |
$2.07M - $2.21M
|
3.62K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.6KNew |
$2.05M - $2.2M
|
3.6K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.6K+ 42.69% |
$2.05M - $2.2M
|
12K
$7.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.57K+ 3.11% |
$2.04M - $2.18M
|
118K
$71.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.5K+ 35.46% |
$1.99M - $2.13M
|
13.4K
$8.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
3.47K+ 7.49% |
$1.98M - $2.12M
|
49.8K
$30.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.47K+ 2.98% |
$1.98M - $2.12M
|
120K
$72.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
3.43K+ 12.43% |
$1.96M - $2.1M
|
31.1K
$18.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.42K+ 40.0% |
$1.95M - $2.09M
|
12K
$7.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
3.41K+ 4.47% |
$1.94M - $2.08M
|
79.6K
$48.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.32K+ 1.85% |
$1.89M - $2.03M
|
183K
$111M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3.31KNew |
$1.89M - $2.02M
|
3.31K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.22K+ 4.42% |
$1.84M - $1.96M
|
76K
$45.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.19K+ 64.34% |
$1.82M - $1.94M
|
8.14K
$4.92M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.16K+ 8.98% |
$1.81M - $1.93M
|
38.4K
$23.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.13KNew |
$1.79M - $1.91M
|
3.13K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.12K+ 4.19% |
$1.78M - $1.91M
|
77.7K
$47M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
3.11K+ 287.6% |
$1.77M - $1.9M
|
4.19K
$2.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
3.1K+ 6.23% |
$1.77M - $1.89M
|
52.8K
$31.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.09K+ 14.6% |
$1.76M - $1.89M
|
24.3K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.07K+ 25.34% |
$1.75M - $1.88M
|
15.2K
$9.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
3.06K+ 23.5% |
$1.75M - $1.87M
|
16.1K
$9.73M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3.05K+ 18.22% |
$1.74M - $1.86M
|
19.8K
$12M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.04KNew |
$1.73M - $1.86M
|
3.04K
$1.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3.03K+ 23.91% |
$1.73M - $1.85M
|
15.7K
$9.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.01K+ 7.32% |
$1.72M - $1.84M
|
44.1K
$26.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
2.96KNew |
$1.69M - $1.81M
|
2.96K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.94K+ 4.0% |
$1.68M - $1.8M
|
76.5K
$46.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.93K+ 2.77% |
$1.67M - $1.79M
|
109K
$65.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2.92K+ 2.58% |
$1.67M - $1.78M
|
116K
$70.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.86K+ 12.35% |
$1.63M - $1.74M
|
26K
$15.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.85K+ 5.78% |
$1.62M - $1.74M
|
52.1K
$31.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.81K+ 7.14% |
$1.6M - $1.71M
|
42.1K
$25.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
2.74K+ 155.75% |
$1.56M - $1.67M
|
4.5K
$2.72M
|