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 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
99+ 3.77% |
$56.5K - $60.4K
|
2.72K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
98+ 2.88% |
$55.9K - $59.8K
|
3.5K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
97+ 4.1% |
$55.3K - $59.2K
|
2.46K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
97+ 8.56% |
$55.3K - $59.2K
|
1.23K
$742K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
97+ 2.12% |
$55.3K - $59.2K
|
4.67K
$2.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
96+ 18.9% |
$54.8K - $58.6K
|
604
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
96+ 23.65% |
$54.8K - $58.6K
|
502
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
95New |
$54.2K - $58K
|
95
$57.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
93+ 1.63% |
$53.1K - $56.8K
|
5.8K
$3.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
92+ 108.24% |
$52.5K - $56.2K
|
177
$107K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
91+ 3.25% |
$51.9K - $55.6K
|
2.89K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
91+ 9.68% |
$51.9K - $55.6K
|
1.03K
$622K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
90+ 0.69% |
$51.3K - $55K
|
13.1K
$7.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
90+ 1.23% |
$51.3K - $55K
|
7.42K
$4.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
90+ 0.65% |
$51.3K - $55K
|
14K
$8.42M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
89+ 1.36% |
$50.8K - $54.3K
|
6.62K
$3.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
89+ 0.73% |
$50.8K - $54.3K
|
12.3K
$7.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
89+ 0.79% |
$50.8K - $54.3K
|
11.4K
$6.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
88+ 13.66% |
$50.2K - $53.7K
|
732
$441K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
87+ 1.24% |
$49.6K - $53.1K
|
7.08K
$4.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 1.95% |
$49.6K - $53.1K
|
4.55K
$2.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
86+ 5.5% |
$49.1K - $52.5K
|
1.65K
$995K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
85+ 9.32% |
$48.5K - $51.9K
|
997
$601K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
84+ 0.55% |
$47.9K - $51.3K
|
15.4K
$9.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
83+ 1.07% |
$47.4K - $50.7K
|
7.81K
$4.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
82New |
$46.8K - $50.1K
|
82
$49.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
82+ 7.98% |
$46.8K - $50.1K
|
1.11K
$669K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
80+ 0.11% |
$45.6K - $48.8K
|
71.6K
$43.2M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
80New |
$45.6K - $48.8K
|
80
$48.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
79+ 1.16% |
$45.1K - $48.2K
|
6.89K
$4.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
79+ 6.26% |
$45.1K - $48.2K
|
1.34K
$808K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
78+ 6.46% |
$44.5K - $47.6K
|
1.29K
$775K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
78+ 2.58% |
$44.5K - $47.6K
|
3.11K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
76+ 0.51% |
$43.4K - $46.4K
|
14.9K
$8.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
76+ 0.12% |
$43.4K - $46.4K
|
63.1K
$38M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
76+ 1.04% |
$43.4K - $46.4K
|
7.39K
$4.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
76+ 0.96% |
$43.4K - $46.4K
|
7.98K
$4.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
75+ 5.09% |
$42.8K - $45.8K
|
1.55K
$934K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
75+ 0.94% |
$42.8K - $45.8K
|
8.08K
$4.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
74+ 0.05% |
$42.2K - $45.2K
|
135K
$81.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
73+ 0.59% |
$41.6K - $44.6K
|
12.5K
$7.52M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
72+ 5.73% |
$41.1K - $44K
|
1.33K
$801K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
72+ 0.54% |
$41.1K - $44K
|
13.5K
$8.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
72+ 0.2% |
$41.1K - $44K
|
36K
$21.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
72+ 0.98% |
$41.1K - $44K
|
7.43K
$4.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
71+ 1.7% |
$40.5K - $43.4K
|
4.25K
$2.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
69+ 0.69% |
$39.4K - $42.1K
|
10.1K
$6.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
69+ 14.32% |
$39.4K - $42.1K
|
551
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
69+ 12.95% |
$39.4K - $42.1K
|
602
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
69+ 1.51% |
$39.4K - $42.1K
|
4.64K
$2.8M
|