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
Feb 12, 2025 Q4 2024
Ted Buchan & CO

San Diego, CA
BUY
 -
128
+ 0.69%
$73K - $78.2K
18.8K $11.3M
Jan 17, 2025 Q4 2024
Financial Partners Group, LLC

Gallatin, TN
BUY
 -
127
+ 14.98%
$72.5K - $77.5K
975 $588K
Jan 17, 2025 Q4 2024
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
125
New
$71.3K - $76.3K
125 $75.4K
Jan 30, 2025 Q4 2024
Highland Financial Advisors, LLC

BUY
 -
125
+ 22.36%
$71.3K - $76.3K
684 $412K
Feb 03, 2025 Q4 2024
Ipswich Investment Management Co., Inc.

BUY
 -
125
+ 2.32%
$71.3K - $76.3K
5.52K $3.33M
Feb 07, 2025 Q4 2024
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
125
+ 25.51%
$71.3K - $76.3K
615 $371K
Feb 13, 2025 Q4 2024
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
125
+ 0.26%
$71.3K - $76.3K
49.1K $29.6M
Jan 13, 2025 Q4 2024
Ewg Elevate Inc.

BUY
 -
123
+ 20.95%
$70.2K - $75.1K
710 $428K
Jan 21, 2025 Q4 2024
Insight Inv LLC

El Segundo, CA
BUY
 -
123
New
$70.2K - $75.1K
123 $74.2K
Feb 13, 2025 Q4 2024
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
123
+ 14.75%
$70.2K - $75.1K
957 $577K
Jan 28, 2025 Q4 2024
Fonville Wealth Management LLC

Richmond, VA
BUY
 -
121
+ 4.3%
$69K - $73.9K
2.93K $1.77M
Feb 19, 2025 Q4 2024
Arq Wealth Advisors, LLC

BUY
 -
121
+ 3.63%
$69K - $73.9K
3.46K $2.08M
Feb 10, 2025 Q4 2024
1 St Source Bank

BUY
 -
120
+ 3.69%
$68.5K - $73.3K
3.38K $2.04M
Feb 14, 2025 Q4 2024
Eagle Global Advisors LLC

Houston, TX
BUY
 -
120
+ 20.98%
$68.5K - $73.3K
692 $417K
Feb 14, 2025 Q4 2024
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
120
+ 5.96%
$68.5K - $73.3K
2.13K $1.29M
Jan 15, 2025 Q4 2024
Financial Management Professionals, Inc.

BUY
 -
118
+ 1.12%
$67.3K - $72K
10.6K $6.4M
Jan 17, 2025 Q4 2024
Veracity Capital LLC

BUY
 -
118
+ 7.9%
$67.3K - $72K
1.61K $971K
Jan 13, 2025 Q4 2024
Enterprise Bank & Trust CO

BUY
 -
117
+ 1.6%
$66.7K - $71.4K
7.42K $4.47M
Feb 06, 2025 Q4 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
117
+ 63.24%
$66.7K - $71.4K
302 $182K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
116
New
$66.2K - $70.8K
116 $69.9K
Jan 24, 2025 Q4 2024
Pb Mares Wealth Management LLC

BUY
 -
116
+ 3.66%
$66.2K - $70.8K
3.29K $1.98M
Jan 29, 2025 Q4 2024
Fiera Capital Corp

Montreal, A8
BUY
 -
116
+ 0.56%
$66.2K - $70.8K
20.9K $12.6M
Feb 14, 2025 Q4 2024
Marquette Associates, Inc.

Chicago, IL
BUY
 -
115
+ 0.3%
$65.6K - $70.2K
37.9K $22.9M
Jan 15, 2025 Q4 2024
Relyea Zuckerberg Hanson LLC

BUY
 -
114
+ 6.62%
$65K - $69.6K
1.84K $1.11M
Jan 15, 2025 Q4 2024
Gill Capital Partners, LLC

Denver, CO
BUY
 -
114
+ 9.98%
$65K - $69.6K
1.26K $757K
Jan 24, 2025 Q4 2024
Dougherty Wealth Advisers LLC

BUY
 -
113
New
$64.5K - $69K
113 $68.1K
Feb 04, 2025 Q4 2024
Nelson Capital Management, LLC

BUY
 -
113
+ 0.9%
$64.5K - $69K
12.7K $7.66M
Feb 10, 2025 Q4 2024
Atala Financial Inc

Calabasas, CA
BUY
 -
110
New
$62.8K - $67.2K
110 $66.3K
Feb 06, 2025 Q4 2024
Stegner Investment Associates Inc.

BUY
 -
109
+ 1.44%
$62.2K - $66.6K
7.66K $4.62M
Feb 06, 2025 Q4 2024
Blue Bell Private Wealth Management, LLC

BUY
 -
109
+ 1.33%
$62.2K - $66.6K
8.32K $5.01M
Feb 10, 2025 Q4 2024
J. L. Bainbridge & Co., Inc.

BUY
 -
109
+ 16.29%
$62.2K - $66.6K
778 $469K
Feb 10, 2025 Q4 2024
Badgley Phelps Wealth Managers, LLC

BUY
 -
109
+ 1.04%
$62.2K - $66.6K
10.5K $6.36M
Feb 13, 2025 Q4 2024
Zacks Investment Management

Chicago, IL
BUY
 -
109
+ 1.62%
$62.2K - $66.6K
6.82K $4.11M
Feb 14, 2025 Q4 2024
Main Street Group, LTD

Glen Allen, VA
BUY
 -
109
+ 8.94%
$62.2K - $66.6K
1.33K $801K
Jan 06, 2025 Q4 2024
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
107
+ 44.03%
$61K - $65.3K
350 $211K
Jan 24, 2025 Q4 2024
Valley National Advisers Inc

BUY
 -
106
+ 1.89%
$60.5K - $64.7K
5.72K $3.45M
Jan 28, 2025 Q4 2024
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
105
+ 39.18%
$59.9K - $64.1K
373 $225K
Jan 16, 2025 Q4 2024
Wealth Management Partners, LLC

BUY
 -
103
+ 0.55%
$58.8K - $62.9K
18.8K $11.4M
Feb 04, 2025 Q4 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
103
+ 6.12%
$58.8K - $62.9K
1.79K $1.08M
Feb 07, 2025 Q4 2024
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
101
+ 3.48%
$57.6K - $61.7K
3K $1.81M
Jan 15, 2025 Q4 2024
Verity & Verity, LLC

Beaufort, SC
BUY
 -
100
+ 6.59%
$57.1K - $61.1K
1.62K $975K
Jan 22, 2025 Q4 2024
Curbstone Financial Management Corp

BUY
 -
100
+ 1.9%
$57.1K - $61.1K
5.36K $3.23M
Jan 31, 2025 Q4 2024
Citizens & Northern Corp

BUY
 -
100
+ 20.62%
$57.1K - $61.1K
585 $353K
Feb 07, 2025 Q4 2024
Geometric Wealth Advisors

BUY
 -
100
+ 4.31%
$57.1K - $61.1K
2.42K $1.46M
Feb 07, 2025 Q4 2024
Parkworth Wealth Management, Inc.

Los Gatos, CA
BUY
 -
100
New
$57.1K - $61.1K
100 $60.3K
Feb 11, 2025 Q4 2024
Excalibur Management Corp

BUY
 -
100
+ 3.97%
$57.1K - $61.1K
2.62K $1.58M
Jan 14, 2025 Q4 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
99
+ 0.27%
$56.5K - $60.4K
36.5K $22M
Feb 06, 2025 Q4 2024
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
99
+ 3.5%
$56.5K - $60.4K
2.93K $1.76M
Feb 06, 2025 Q4 2024
Lindbrook Capital, LLC

BUY
 -
99
+ 0.63%
$56.5K - $60.4K
15.9K $9.61M

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