Purchases and Sales Made in Q4 2024 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 06, 2025 Q4 2024
Kings Path Partners LLC

Sugar Land, TX
BUY
 -
1.36K
+ 101.11%
$777K - $832K
2.71K $1.63M
Jan 14, 2025 Q4 2024
Carnegie Capital Asset Management, LLC

BUY
 -
1.36K
+ 10.06%
$774K - $829K
14.9K $8.95M
Jan 02, 2025 Q4 2024
Somnio Financial Group, LLC

Glastonbury, CT
BUY
 -
1.36K
+ 2.44%
$773K - $827K
56.8K $34.2M
Jan 21, 2025 Q4 2024
Juncture Wealth Strategies, LLC

BUY
 -
1.35K
+ 101.81%
$770K - $824K
2.67K $1.61M
Feb 04, 2025 Q4 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.35K
+ 1.27%
$769K - $823K
107K $64.6M
Feb 11, 2025 Q4 2024
Mosley Wealth Management

Anaheim, CA
BUY
 -
1.35K
+ 6.04%
$768K - $822K
23.6K $14.2M
Feb 14, 2025 Q4 2024
Iconiq Capital, LLC

San Francisco, CA
BUY
 -
1.34K
+ 13.27%
$766K - $820K
11.5K $6.91M
Jan 22, 2025 Q4 2024
Bsw Wealth Partners

Boulder, CO
BUY
 -
1.33K
+ 0.76%
$761K - $815K
177K $107M
Feb 07, 2025 Q4 2024
Sage Mountain Advisors LLC

BUY
 -
1.33K
+ 30.76%
$758K - $811K
5.65K $3.4M
Jan 29, 2025 Q4 2024
Sapient Capital LLC

Indianapolis, IN
BUY
 -
1.33K
+ 10.23%
$756K - $809K
14.3K $8.61M
Jan 21, 2025 Q4 2024
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
1.32K
+ 17.93%
$753K - $806K
8.68K $5.23M
Feb 04, 2025 Q4 2024
Edge Capital Group, LLC

BUY
 -
1.32K
+ 2.09%
$753K - $806K
64.5K $38.9M
Feb 13, 2025 Q4 2024
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
1.32K
+ 1.23%
$753K - $806K
108K $65.3M
Jan 21, 2025 Q4 2024
Grimes & Company, Inc.

BUY
 -
1.32K
+ 0.55%
$752K - $805K
240K $145M
Feb 06, 2025 Q4 2024
Amg National Trust Bank

BUY
 -
1.31K
+ 0.99%
$747K - $799K
134K $80.7M
Jan 29, 2025 Q4 2024
Ridgeline Wealth Planning, LLC

Centerville, OH
BUY
 -
1.31K
New
$745K - $797K
1.31K $787K
Jan 29, 2025 Q4 2024
Harbor Advisory Corp

BUY
 -
1.31K
+ 7.48%
$745K - $797K
18.8K $11.3M
Jan 17, 2025 Q4 2024
Commons Capital, LLC

Needham, MA
BUY
 -
1.3K
New
$740K - $792K
1.3K $782K
Jan 30, 2025 Q4 2024
Valmark Advisers, Inc.

BUY
 -
1.29K
+ 2.28%
$738K - $790K
58.1K $35M
Feb 10, 2025 Q4 2024
Copperwynd Financial, LLC

BUY
 -
1.29K
+ 6.87%
$738K - $790K
20.1K $12.1M
Feb 05, 2025 Q4 2024
Maia Wealth LLC

Denver, CO
BUY
 -
1.29K
+ 7.93%
$737K - $789K
17.6K $10.6M
Feb 12, 2025 Q4 2024
Grant Private Wealth Management Inc

Pleasanton, CA
BUY
 -
1.28K
New
$733K - $784K
1.28K $774K
Feb 14, 2025 Q4 2024
White Knight Strategic Wealth Advisors, LLC

Princeton, NJ
BUY
 -
1.28K
New
$730K - $782K
1.28K $772K
Jan 29, 2025 Q4 2024
Bristlecone Advisors, LLC

BUY
 -
1.27K
+ 1.44%
$726K - $777K
89.7K $54.1M
Feb 12, 2025 Q4 2024
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
1.27K
+ 1.64%
$723K - $774K
78.5K $47.3M
Feb 11, 2025 Q4 2024
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
1.26K
+ 0.57%
$719K - $770K
224K $135M
Jan 17, 2025 Q4 2024
Apeiron Ria LLC

BUY
 -
1.26K
+ 3.56%
$719K - $769K
36.6K $22.1M
Jan 30, 2025 Q4 2024
Centerpoint Advisory Group

Overland Park, KS
BUY
 -
1.26K
New
$719K - $769K
1.26K $760K
Feb 06, 2025 Q4 2024
Foundry Financial Group, Inc.

Laconia, NH
BUY
 -
1.26K
+ 5.39%
$717K - $767K
24.6K $14.8M
Jan 22, 2025 Q4 2024
Money Design Co.,Ltd.

BUY
 -
1.24K
+ 7.11%
$709K - $759K
18.7K $11.3M
Jan 23, 2025 Q4 2024
Alta Wealth Advisors LLC

BUY
 -
1.23K
+ 27.14%
$702K - $752K
5.77K $3.48M
Jan 23, 2025 Q4 2024
Chicago Partners Investment Group LLC

BUY
 -
1.23K
+ 2.21%
$702K - $752K
56.9K $34.3M
Feb 13, 2025 Q4 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
1.23K
+ 3.4%
$699K - $749K
37.3K $22.5M
Feb 13, 2025 Q4 2024
Charis Legacy Partners, LLC

Bryan, TX
BUY
 -
1.22K
New
$693K - $742K
1.22K $732K
Feb 13, 2025 Q4 2024
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
1.21K
+ 20.07%
$689K - $737K
7.22K $4.35M
Feb 11, 2025 Q4 2024
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
1.2K
+ 110.37%
$686K - $735K
2.29K $1.38M
Jan 10, 2025 Q4 2024
Praetorian Wealth Management, Inc.

BUY
 -
1.2K
+ 3.88%
$682K - $730K
32K $19.3M
Jan 17, 2025 Q4 2024
Sharp Financial Services, LLC

Horsham, PA
BUY
 -
1.19K
+ 100.42%
$679K - $727K
2.38K $1.43M
Jan 31, 2025 Q4 2024
Legacy Solutions, LLC

Kennett Square, PA
BUY
 -
1.19K
New
$679K - $727K
1.19K $717K
Feb 06, 2025 Q4 2024
Gryphon Financial Partners LLC

BUY
 -
1.19K
+ 0.39%
$678K - $725K
302K $182M
Feb 03, 2025 Q4 2024
First Bank & Trust

BUY
 -
1.19K
+ 53.23%
$677K - $724K
3.41K $2.06M
Feb 13, 2025 Q4 2024
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
1.17K
New
$667K - $714K
1.17K $705K
Feb 06, 2025 Q4 2024
Mayport, LLC

BUY
 -
1.17K
+ 87.35%
$666K - $713K
2.5K $1.51M
Jan 07, 2025 Q4 2024
Innova Wealth Partners

BUY
 -
1.17K
New
$665K - $712K
1.17K $703K
Jan 23, 2025 Q4 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
1.17K
+ 12.17%
$665K - $711K
10.7K $6.47M
Feb 04, 2025 Q4 2024
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
1.15K
+ 7.94%
$657K - $703K
15.6K $9.43M
Feb 07, 2025 Q4 2024
Argentarii, LLC

Cincinnati, OH
BUY
 -
1.15K
New
$657K - $703K
1.15K $694K
Jan 17, 2025 Q4 2024
Arkansas Financial Group, Inc.

BUY
 -
1.14K
+ 2.01%
$650K - $695K
57.7K $34.8M
Jan 15, 2025 Q4 2024
Empirical Asset Management, LLC

BUY
 -
1.14K
+ 34.54%
$649K - $694K
4.43K $2.67M

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