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 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.83K+ 4.24% |
$1.04M - $1.11M
|
44.9K
$27.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.82KNew |
$1.04M - $1.11M
|
1.82K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.77K+ 16.59% |
$1.01M - $1.08M
|
12.4K
$7.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
1.72K+ 47.4% |
$982K - $1.05M
|
5.36K
$3.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.7KNew |
$971K - $1.04M
|
1.7K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.7K+ 19.37% |
$971K - $1.04M
|
10.5K
$6.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.68K+ 10.45% |
$960K - $1.03M
|
17.8K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.68KNew |
$958K - $1.03M
|
1.68K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
1.67K+ 7.64% |
$952K - $1.02M
|
23.5K
$14.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.66K+ 8.2% |
$945K - $1.01M
|
21.9K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.65K+ 2.16% |
$939K - $1.01M
|
77.9K
$47.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
1.64K+ 66.8% |
$937K - $1M
|
4.1K
$2.48M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.64KNew |
$935K - $1M
|
1.64K
$991K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.63K+ 21.83% |
$932K - $998K
|
9.12K
$5.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.62K+ 7.11% |
$925K - $990K
|
24.4K
$14.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
1.61K+ 1.6% |
$920K - $984K
|
102K
$61.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.61K+ 24.06% |
$917K - $981K
|
8.29K
$5.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.6KNew |
$913K - $978K
|
1.6K
$968K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.59K+ 2.84% |
$909K - $973K
|
57.6K
$34.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.56K+ 33.1% |
$892K - $955K
|
6.29K
$3.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
1.55K+ 5.1% |
$886K - $948K
|
32K
$19.4M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1.55K+ 9135.29% |
$886K - $948K
|
1.57K
$949K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.55K+ 0.7% |
$884K - $946K
|
222K
$134M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.55K+ 1.39% |
$883K - $945K
|
113K
$68.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.53K+ 4.38% |
$874K - $935K
|
36.5K
$22.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.53KNew |
$872K - $934K
|
1.53K
$925K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.52K+ 2.74% |
$867K - $927K
|
57K
$34.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.51KNew |
$863K - $923K
|
1.51K
$914K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.51K+ 46.68% |
$862K - $923K
|
4.75K
$2.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.51K+ 96.55% |
$862K - $923K
|
3.08K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.5KNew |
$855K - $915K
|
1.5K
$906K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.5K+ 141.71% |
$853K - $913K
|
2.55K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.49K+ 6.14% |
$852K - $912K
|
25.8K
$15.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.47K+ 26.13% |
$838K - $896K
|
7.09K
$4.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.44K+ 2.34% |
$820K - $878K
|
62.8K
$38M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.42K+ 1.41% |
$810K - $866K
|
102K
$61.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.41KNew |
$804K - $860K
|
1.41K
$852K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.39KNew |
$792K - $848K
|
1.39K
$840K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.38K+ 2.32% |
$789K - $844K
|
60.9K
$36.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.38K+ 3.17% |
$788K - $843K
|
45K
$27.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.37KNew |
$784K - $839K
|
1.37K
$831K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.36K+ 101.11% |
$777K - $832K
|
2.71K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.36K+ 10.06% |
$774K - $829K
|
14.9K
$8.98M
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
1.36K+ 2.44% |
$773K - $827K
|
56.8K
$34.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.35K+ 101.81% |
$770K - $824K
|
2.67K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.33K+ 0.76% |
$761K - $815K
|
177K
$107M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.33K+ 10.23% |
$756K - $809K
|
14.3K
$8.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.32K+ 17.93% |
$753K - $806K
|
8.68K
$5.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.32K+ 2.09% |
$753K - $806K
|
64.5K
$39M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.32K+ 0.55% |
$752K - $805K
|
240K
$145M
|