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 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
175+ 2.22% |
$99.8K - $107K
|
8.07K
$4.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
173+ 2.12% |
$98.7K - $106K
|
8.35K
$5.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
172+ 9.47% |
$98.1K - $105K
|
1.99K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
172+ 1.46% |
$98.1K - $105K
|
12K
$7.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
171+ 5.36% |
$97.6K - $104K
|
3.36K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
170+ 7.55% |
$97K - $104K
|
2.42K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
170+ 22.97% |
$97K - $104K
|
910
$549K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
168+ 12.15% |
$95.8K - $103K
|
1.55K
$935K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
167+ 27.93% |
$95.3K - $102K
|
765
$461K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
167+ 0.29% |
$95.3K - $102K
|
57.2K
$34.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
167New |
$95.3K - $102K
|
167
$101K
|
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
166+ 0.36% |
$94.7K - $101K
|
46K
$27.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
166New |
$94.7K - $101K
|
166
$100K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
165+ 0.96% |
$94.1K - $101K
|
17.3K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
165+ 12.77% |
$94.1K - $101K
|
1.46K
$878K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
164New |
$93.6K - $100K
|
164
$98.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
163New |
$93K - $99.5K
|
163
$98.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
162+ 3.85% |
$92.4K - $98.9K
|
4.37K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
162+ 1.94% |
$92.4K - $98.9K
|
8.52K
$5.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
162+ 9.39% |
$92.4K - $98.9K
|
1.89K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
160+ 2.23% |
$91.3K - $97.7K
|
7.35K
$4.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
158+ 8.17% |
$90.1K - $96.5K
|
2.09K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
157New |
$89.6K - $95.9K
|
157
$94.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
157+ 1.35% |
$89.6K - $95.9K
|
11.8K
$7.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
156+ 16.34% |
$89K - $95.3K
|
1.11K
$670K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
155+ 2.24% |
$88.4K - $94.6K
|
7.07K
$4.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
153+ 0.3% |
$87.3K - $93.4K
|
51.5K
$31M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
152+ 5.29% |
$86.7K - $92.8K
|
3.03K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
152+ 18.31% |
$86.7K - $92.8K
|
982
$592K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
152+ 23.42% |
$86.7K - $92.8K
|
801
$483K
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
151+ 30.94% |
$86.1K - $92.2K
|
639
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
151+ 44.94% |
$86.1K - $92.2K
|
487
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
151+ 2.69% |
$86.1K - $92.2K
|
5.76K
$3.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
149+ 4.5% |
$85K - $91K
|
3.46K
$2.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
148+ 1.34% |
$84.4K - $90.4K
|
11.2K
$6.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
148+ 1.11% |
$84.4K - $90.4K
|
13.5K
$8.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
146+ 15.08% |
$83.3K - $89.1K
|
1.11K
$672K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
146+ 11.2% |
$83.3K - $89.1K
|
1.45K
$874K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
146+ 0.85% |
$83.3K - $89.1K
|
17.3K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
144+ 6.48% |
$82.2K - $87.9K
|
2.37K
$1.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
143+ 2.98% |
$81.6K - $87.3K
|
4.95K
$2.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
142+ 9.59% |
$81K - $86.7K
|
1.62K
$978K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
140+ 15.64% |
$79.9K - $85.5K
|
1.04K
$624K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
136+ 5.47% |
$77.6K - $83K
|
2.62K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
136+ 3.45% |
$77.6K - $83K
|
4.08K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
136+ 9.13% |
$77.6K - $83K
|
1.63K
$980K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
135+ 3.52% |
$77K - $82.4K
|
3.97K
$2.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
134+ 6.5% |
$76.4K - $81.8K
|
2.2K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
133+ 4.56% |
$75.9K - $81.2K
|
3.05K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
128+ 0.45% |
$73K - $78.2K
|
28.4K
$17.1M
|