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 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
219+ 0.78% |
$125K - $134K
|
28.2K
$17M
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
215+ 54.43% |
$123K - $131K
|
610
$368K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
214+ 1.01% |
$122K - $131K
|
21.5K
$13M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
211+ 24.36% |
$120K - $129K
|
1.08K
$649K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
210+ 190.91% |
$120K - $128K
|
320
$193K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
209+ 0.82% |
$119K - $128K
|
25.8K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
209+ 27.65% |
$119K - $128K
|
965
$582K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
208+ 57.14% |
$119K - $127K
|
572
$345K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
208+ 1.87% |
$119K - $127K
|
11.3K
$6.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
208+ 0.36% |
$119K - $127K
|
57.8K
$34.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
207+ 1.31% |
$118K - $126K
|
16K
$9.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
204+ 2.98% |
$116K - $125K
|
7.05K
$4.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
204+ 0.41% |
$116K - $125K
|
50.4K
$30.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
204+ 2.29% |
$116K - $125K
|
9.13K
$5.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
202+ 26.03% |
$115K - $123K
|
978
$590K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
202+ 23.74% |
$115K - $123K
|
1.05K
$635K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
202+ 0.47% |
$115K - $123K
|
42.7K
$25.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
200+ 3.85% |
$114K - $122K
|
5.39K
$3.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
200+ 5.26% |
$114K - $122K
|
4K
$2.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
199+ 3.56% |
$114K - $122K
|
5.79K
$3.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
198+ 3.67% |
$113K - $121K
|
5.59K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
197+ 1.28% |
$112K - $120K
|
15.6K
$9.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
196+ 30.91% |
$112K - $120K
|
830
$500K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
195+ 5.28% |
$111K - $119K
|
3.89K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
195+ 6.55% |
$111K - $119K
|
3.17K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
195+ 1.57% |
$111K - $119K
|
12.6K
$7.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
195+ 21.43% |
$111K - $119K
|
1.11K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
195+ 4.67% |
$111K - $119K
|
4.37K
$2.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
194+ 0.67% |
$111K - $118K
|
29.1K
$17.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
193+ 3.19% |
$110K - $118K
|
6.24K
$3.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
192+ 2.92% |
$110K - $117K
|
6.77K
$4.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
191New |
$109K - $117K
|
191
$115K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
188+ 0.52% |
$107K - $115K
|
36K
$21.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
188+ 0.65% |
$107K - $115K
|
29K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
187+ 0.39% |
$107K - $114K
|
48.4K
$29.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
186New |
$106K - $114K
|
186
$112K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
184+ 6.19% |
$105K - $112K
|
3.16K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
184+ 6.34% |
$105K - $112K
|
3.09K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
182+ 0.7% |
$104K - $111K
|
26K
$15.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
182+ 43.65% |
$104K - $111K
|
599
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
182+ 15.42% |
$104K - $111K
|
1.36K
$821K
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
180+ 25.68% |
$103K - $110K
|
881
$531K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
180+ 3.73% |
$103K - $110K
|
5K
$3.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
178+ 0.2% |
$102K - $109K
|
89.1K
$53.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
178+ 0.23% |
$102K - $109K
|
76K
$45.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
178+ 3.45% |
$102K - $109K
|
5.34K
$3.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
177+ 0.37% |
$101K - $108K
|
47.6K
$28.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
177+ 21.12% |
$101K - $108K
|
1.02K
$612K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
175+ 29.97% |
$99.8K - $107K
|
759
$458K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
175+ 1.44% |
$99.8K - $107K
|
12.3K
$7.44M
|