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 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
10.8K+ 68.71% |
$6.19M - $6.62M
|
26.6K
$14.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
10.7K+ 16.09% |
$6.12M - $6.55M
|
77.4K
$41.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
10.7KNew |
$6.11M - $6.54M
|
10.7K
$5.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
10.7KNew |
$6.11M - $6.54M
|
10.7K
$5.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
10.7K+ 2.95% |
$6.09M - $6.52M
|
372K
$200M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
10.6KNew |
$6.03M - $6.45M
|
10.6K
$5.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
10.4KNew |
$5.93M - $6.34M
|
10.4K
$5.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.3KNew |
$5.88M - $6.29M
|
10.3K
$5.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
10.3KNew |
$5.86M - $6.27M
|
10.3K
$5.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
10.1K+ 4.44% |
$5.78M - $6.19M
|
238K
$128M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
10K+ 13.2% |
$5.71M - $6.11M
|
85.9K
$46.2M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
9.96KNew |
$5.68M - $6.08M
|
9.96K
$5.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
9.94KNew |
$5.67M - $6.07M
|
9.94K
$5.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
9.8K+ 1059.35% |
$5.59M - $5.98M
|
10.7K
$5.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
9.8KNew |
$5.59M - $5.98M
|
9.8K
$5.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
9.79K+ 10.71% |
$5.59M - $5.98M
|
101K
$54.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
9.77K+ 1.94% |
$5.57M - $5.96M
|
514K
$276M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.71K+ 8.91% |
$5.54M - $5.93M
|
119K
$63.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
9.71KNew |
$5.54M - $5.93M
|
9.71K
$5.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
9.7KNew |
$5.54M - $5.93M
|
9.7K
$5.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.6KNew |
$5.47M - $5.86M
|
9.6K
$5.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9.43K+ 8.47% |
$5.38M - $5.76M
|
121K
$65M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.41KNew |
$5.37M - $5.74M
|
9.41K
$5.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
9.4KNew |
$5.36M - $5.74M
|
9.4K
$5.06M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9.35K+ 9.62% |
$5.33M - $5.71M
|
107K
$57.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
9.34KNew |
$5.33M - $5.7M
|
9.34K
$5.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
9.18K+ 21.76% |
$5.24M - $5.61M
|
51.4K
$27.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
9.15KNew |
$5.22M - $5.59M
|
9.15K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
9.15KNew |
$5.22M - $5.59M
|
9.15K
$4.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
9.11K+ 43.89% |
$5.2M - $5.56M
|
29.9K
$16.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
9.1K+ 23.99% |
$5.19M - $5.56M
|
47K
$25.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
9.1K+ 2.62% |
$5.19M - $5.56M
|
357K
$192M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9K+ 45.33% |
$5.14M - $5.5M
|
28.9K
$15.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
8.97K+ 2.94% |
$5.11M - $5.47M
|
314K
$169M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
8.96KNew |
$5.11M - $5.47M
|
8.96K
$4.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.93K+ 1.92% |
$5.09M - $5.45M
|
475K
$255M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
8.64K+ 1.88% |
$4.93M - $5.27M
|
467K
$251M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
8.63KNew |
$4.92M - $5.27M
|
8.63K
$4.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
8.57K+ 7.11% |
$4.89M - $5.23M
|
129K
$69.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
8.54KNew |
$4.87M - $5.22M
|
8.54K
$4.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
8.52KNew |
$4.86M - $5.2M
|
8.52K
$4.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.43K+ 9.4% |
$4.81M - $5.15M
|
98.1K
$52.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
8.4K+ 64.67% |
$4.79M - $5.13M
|
21.4K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.38K+ 17.61% |
$4.78M - $5.12M
|
56K
$30.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.35K+ 14.02% |
$4.76M - $5.1M
|
67.9K
$36.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
8.34KNew |
$4.76M - $5.09M
|
8.34K
$4.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
8.25KNew |
$4.71M - $5.04M
|
8.25K
$4.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
8.23K+ 3.68% |
$4.69M - $5.02M
|
232K
$125M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
8.22K+ 43.03% |
$4.69M - $5.02M
|
27.3K
$14.7M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
8.15K+ 5.47% |
$4.65M - $4.98M
|
157K
$84.5M
|