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
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.01K+ 7.32% |
$1.72M - $1.84M
|
44.1K
$26.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
3K+ 2.2% |
$1.71M - $1.83M
|
140K
$84.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
2.99KNew |
$1.71M - $1.83M
|
2.99K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.99K+ 4.06% |
$1.7M - $1.82M
|
76.5K
$46.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.98K+ 6.38% |
$1.7M - $1.82M
|
49.8K
$30M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
2.96KNew |
$1.69M - $1.81M
|
2.96K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
2.96K+ 74.4% |
$1.69M - $1.81M
|
6.94K
$4.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.95KNew |
$1.69M - $1.8M
|
2.95K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.94K+ 4.0% |
$1.68M - $1.8M
|
76.5K
$46.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.93K+ 2.77% |
$1.67M - $1.79M
|
109K
$65.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2.92K+ 2.58% |
$1.67M - $1.78M
|
116K
$70M
|
|
|
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
$31.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.82K+ 110.28% |
$1.61M - $1.72M
|
5.38K
$3.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.82K+ 7.48% |
$1.61M - $1.72M
|
40.5K
$24.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.81K+ 7.58% |
$1.6M - $1.72M
|
39.9K
$24.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.81K+ 7.14% |
$1.6M - $1.71M
|
42.1K
$25.4M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
2.8KNew |
$1.6M - $1.71M
|
2.8K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.77K+ 0.26% |
$1.58M - $1.69M
|
1.05M
$632M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.74KNew |
$1.56M - $1.67M
|
2.74K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
2.74K+ 155.75% |
$1.56M - $1.67M
|
4.5K
$2.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.7K+ 12.69% |
$1.54M - $1.65M
|
24K
$14.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.7K+ 1.92% |
$1.54M - $1.65M
|
143K
$86.4M
|
|
|
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
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
2.67KNew |
$1.52M - $1.63M
|
2.67K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.65K+ 46.54% |
$1.51M - $1.62M
|
8.35K
$5.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.65K+ 8.15% |
$1.51M - $1.62M
|
35.2K
$21.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
2.64K+ 3.94% |
$1.5M - $1.61M
|
69.5K
$41.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
2.63K+ 26.4% |
$1.5M - $1.61M
|
12.6K
$7.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.61K+ 4.21% |
$1.49M - $1.6M
|
64.6K
$39M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.61K+ 13.32% |
$1.49M - $1.59M
|
22.2K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.6KNew |
$1.48M - $1.59M
|
2.6K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.59K+ 8.93% |
$1.48M - $1.58M
|
31.6K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.58K+ 0.42% |
$1.47M - $1.57M
|
621K
$374M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.53K+ 9.68% |
$1.44M - $1.54M
|
28.7K
$17.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.52K+ 7.21% |
$1.44M - $1.54M
|
37.5K
$22.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.51K+ 12.31% |
$1.43M - $1.53M
|
22.9K
$13.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.5KNew |
$1.43M - $1.53M
|
2.5K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
2.5K+ 5.99% |
$1.43M - $1.53M
|
44.3K
$26.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.5K+ 22.8% |
$1.43M - $1.53M
|
13.5K
$8.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.5KNew |
$1.42M - $1.52M
|
2.5K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
2.49K+ 1.0% |
$1.42M - $1.52M
|
250K
$151M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.48K+ 2.19% |
$1.41M - $1.51M
|
116K
$69.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
2.46K+ 13.05% |
$1.4M - $1.5M
|
21.3K
$12.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.45K+ 19.75% |
$1.4M - $1.5M
|
14.9K
$8.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.45K+ 1.92% |
$1.4M - $1.5M
|
130K
$78.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.45K+ 51.19% |
$1.4M - $1.49M
|
7.22K
$4.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.44K+ 0.92% |
$1.39M - $1.49M
|
267K
$161M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
2.44K+ 16.41% |
$1.39M - $1.49M
|
17.3K
$10.4M
|