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 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.7K+ 1.92% |
$1.54M - $1.65M
|
143K
$86.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.68KNew |
$1.53M - $1.64M
|
2.68K
$1.62M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.67K+ 69.5% |
$1.52M - $1.63M
|
6.51K
$3.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.65K+ 46.54% |
$1.51M - $1.62M
|
8.35K
$5.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
2.64K+ 3.94% |
$1.5M - $1.61M
|
69.5K
$42M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
2.63K+ 26.4% |
$1.5M - $1.61M
|
12.6K
$7.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.52K+ 7.21% |
$1.44M - $1.54M
|
37.5K
$22.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.5KNew |
$1.43M - $1.53M
|
2.5K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.5KNew |
$1.42M - $1.52M
|
2.5K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.48K+ 2.19% |
$1.41M - $1.51M
|
116K
$70M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.45K+ 19.75% |
$1.4M - $1.5M
|
14.9K
$9M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.45K+ 1.92% |
$1.4M - $1.5M
|
130K
$78.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.45K+ 51.19% |
$1.4M - $1.49M
|
7.22K
$4.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.44K+ 0.92% |
$1.39M - $1.49M
|
267K
$162M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
2.44K+ 16.41% |
$1.39M - $1.49M
|
17.3K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.41K+ 133.24% |
$1.38M - $1.47M
|
4.22K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
2.41K+ 5.89% |
$1.37M - $1.47M
|
43.3K
$26.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.41K+ 3.07% |
$1.37M - $1.47M
|
80.7K
$48.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.35K+ 4.1% |
$1.34M - $1.44M
|
59.8K
$36.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.35K+ 9.23% |
$1.34M - $1.44M
|
27.9K
$16.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.32K+ 2.39% |
$1.32M - $1.41M
|
99.1K
$59.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.29K+ 8.97% |
$1.31M - $1.4M
|
27.8K
$16.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
2.29KNew |
$1.3M - $1.4M
|
2.29K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
2.28KNew |
$1.3M - $1.39M
|
2.28K
$1.38M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
2.27K+ 3.92% |
$1.29M - $1.38M
|
60.1K
$36.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.26K+ 7.85% |
$1.29M - $1.38M
|
31K
$18.7M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.25K+ 5.64% |
$1.28M - $1.37M
|
42.1K
$25.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
2.23K+ 0.77% |
$1.27M - $1.36M
|
294K
$177M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
2.21KNew |
$1.26M - $1.35M
|
2.21K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.21K+ 9.88% |
$1.26M - $1.35M
|
24.6K
$14.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.21K+ 11.87% |
$1.26M - $1.35M
|
20.8K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
2.2K+ 195.55% |
$1.25M - $1.34M
|
3.32K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.2K+ 1.88% |
$1.25M - $1.34M
|
119K
$71.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.18K+ 35.71% |
$1.24M - $1.33M
|
8.29K
$5.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 73.35% |
$1.24M - $1.33M
|
5.13K
$3.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.16K+ 77.27% |
$1.23M - $1.32M
|
4.95K
$2.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.15K+ 106.91% |
$1.23M - $1.31M
|
4.16K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.12KNew |
$1.21M - $1.29M
|
2.12K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.07K+ 7.13% |
$1.18M - $1.26M
|
31K
$18.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.05K+ 1.84% |
$1.17M - $1.25M
|
113K
$68.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
2.05K+ 1.5% |
$1.17M - $1.25M
|
138K
$83.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 24.0% |
$1.17M - $1.25M
|
10.6K
$6.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
2.01KNew |
$1.14M - $1.22M
|
2.01K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2K+ 5.67% |
$1.14M - $1.22M
|
37.2K
$22.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.99KNew |
$1.14M - $1.22M
|
1.99K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
1.97KNew |
$1.12M - $1.2M
|
1.97K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.96K+ 19.49% |
$1.12M - $1.2M
|
12K
$7.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.95K+ 1.49% |
$1.11M - $1.19M
|
133K
$80.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 2.65% |
$1.06M - $1.13M
|
71.7K
$43.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.85K+ 4.96% |
$1.06M - $1.13M
|
39.2K
$23.7M
|