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 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
14.9KNew |
$8.49M - $9.08M
|
14.9K
$8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
14.7K+ 1.25% |
$8.4M - $8.99M
|
1.19M
$642M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
14.6K+ 0.46% |
$8.31M - $8.9M
|
3.2M
$1.72B
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.6K+ 18.47% |
$8.3M - $8.89M
|
93.4K
$50.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
14.5KNew |
$8.27M - $8.85M
|
14.5K
$7.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
14.5KNew |
$8.27M - $8.85M
|
14.5K
$7.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
14.4KNew |
$8.24M - $8.82M
|
14.4K
$7.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
14.4KNew |
$8.24M - $8.82M
|
14.4K
$7.76M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
14.4K+ 30.64% |
$8.21M - $8.78M
|
61.3K
$33M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
14.3KNew |
$8.17M - $8.74M
|
14.3K
$7.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14.3K+ 5.16% |
$8.17M - $8.74M
|
292K
$157M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.1KNew |
$8.07M - $8.63M
|
14.1K
$7.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
13.9K+ 17.6% |
$7.95M - $8.51M
|
93.2K
$50.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.9K+ 1.92% |
$7.95M - $8.51M
|
740K
$398M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
13.9K+ 6.15% |
$7.93M - $8.48M
|
240K
$129M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
13.8KNew |
$7.88M - $8.44M
|
13.8K
$7.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
13.6KNew |
$7.77M - $8.32M
|
13.6K
$7.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
13.6K+ 12.51% |
$7.76M - $8.31M
|
122K
$65.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
13.4K+ 2.27% |
$7.66M - $8.2M
|
604K
$325M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
13.4K+ 1.66% |
$7.65M - $8.19M
|
822K
$442M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
13.1K+ 10.94% |
$7.49M - $8.02M
|
133K
$71.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
13.1K+ 38.59% |
$7.46M - $7.98M
|
47K
$25.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13K+ 0.58% |
$7.39M - $7.91M
|
2.25M
$1.21B
|
|
|
Feb 14, 2025
Q4 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
12.9K+ 4.82% |
$7.36M - $7.88M
|
281K
$151M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
12.7K+ 41.17% |
$7.25M - $7.75M
|
43.6K
$23.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.6K+ 136.99% |
$7.21M - $7.72M
|
21.9K
$11.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
12.5K+ 6.29% |
$7.15M - $7.65M
|
212K
$114M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.4K+ 37.23% |
$7.07M - $7.57M
|
45.7K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
12.3KNew |
$7.01M - $7.5M
|
12.3K
$6.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.2K+ 0.69% |
$6.98M - $7.47M
|
1.79M
$963M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
12.2KNew |
$6.93M - $7.42M
|
12.2K
$6.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
12.1KNew |
$6.91M - $7.39M
|
12.1K
$6.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
12.1K+ 9.86% |
$6.9M - $7.39M
|
135K
$72.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
12KNew |
$6.86M - $7.35M
|
12K
$6.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
12K+ 7.72% |
$6.85M - $7.33M
|
167K
$90.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
11.9KNew |
$6.78M - $7.25M
|
11.9K
$6.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
11.8K+ 1.77% |
$6.73M - $7.2M
|
676K
$364M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
11.6KNew |
$6.63M - $7.1M
|
11.6K
$6.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
11.6KNew |
$6.61M - $7.07M
|
11.6K
$6.23M
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
11.5K+ 50.92% |
$6.55M - $7.01M
|
34K
$18.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
11.4K+ 7.51% |
$6.5M - $6.96M
|
163K
$87.8M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
11.4KNew |
$6.48M - $6.93M
|
11.4K
$6.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
11.3KNew |
$6.46M - $6.92M
|
11.3K
$6.09M
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
11.3KNew |
$6.45M - $6.9M
|
11.3K
$6.08M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
11.1K+ 22.85% |
$6.34M - $6.79M
|
59.8K
$32.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
11.1K+ 4.46% |
$6.31M - $6.76M
|
259K
$139M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.1K+ 4.89% |
$6.31M - $6.76M
|
237K
$128M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
11.1KNew |
$6.3M - $6.75M
|
11.1K
$5.94M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
11K+ 19.83% |
$6.29M - $6.74M
|
66.7K
$35.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
11K+ 46.75% |
$6.29M - $6.73M
|
34.6K
$18.6M
|