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 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
68+ 6.59% |
$38.8K - $41.5K
|
1.1K
$663K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
68+ 17.57% |
$38.8K - $41.5K
|
455
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
68+ 11.39% |
$38.8K - $41.5K
|
665
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
68+ 1.49% |
$38.8K - $41.5K
|
4.63K
$2.79M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
67+ 12.93% |
$38.2K - $40.9K
|
585
$353K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
67+ 14.79% |
$38.2K - $40.9K
|
520
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
66New |
$37.7K - $40.3K
|
66
$39.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
65+ 0.32% |
$37.1K - $39.7K
|
20.2K
$12.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
65+ 3.32% |
$37.1K - $39.7K
|
2.02K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
64+ 4.9% |
$36.5K - $39.1K
|
1.37K
$827K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
63+ 2.47% |
$35.9K - $38.5K
|
2.61K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
62+ 15.38% |
$35.4K - $37.9K
|
465
$280K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
62+ 0.15% |
$35.4K - $37.9K
|
41.3K
$24.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
62+ 1.71% |
$35.4K - $37.9K
|
3.69K
$2.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
61New |
$34.8K - $37.2K
|
61
$36.8K
|
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
BUY
|
- |
60+ 4.0% |
$34.2K - $36.6K
|
1.56K
$940K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
60+ 16.04% |
$34.2K - $36.6K
|
434
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
60+ 0.34% |
$34.2K - $36.6K
|
17.9K
$10.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
60+ 1.57% |
$34.2K - $36.6K
|
3.89K
$2.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
59+ 0.08% |
$33.7K - $36K
|
77.8K
$46.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
59+ 2.13% |
$33.7K - $36K
|
2.83K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
59+ 1.06% |
$33.7K - $36K
|
5.65K
$3.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
59+ 0.54% |
$33.7K - $36K
|
11.1K
$6.67M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
58+ 1.74% |
$33.1K - $35.4K
|
3.39K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
58+ 0.18% |
$33.1K - $35.4K
|
31.9K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
58+ 2.56% |
$33.1K - $35.4K
|
2.33K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
57+ 0.2% |
$32.5K - $34.8K
|
28.4K
$17.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
57+ 0.7% |
$32.5K - $34.8K
|
8.14K
$4.91M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
57+ 0.77% |
$32.5K - $34.8K
|
7.47K
$4.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
56+ 3.88% |
$31.9K - $34.2K
|
1.5K
$903K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
56+ 0.27% |
$31.9K - $34.2K
|
20.9K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
56New |
$31.9K - $34.2K
|
56
$33.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
55+ 1.28% |
$31.4K - $33.6K
|
4.35K
$2.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
55New |
$31.4K - $33.6K
|
55
$33.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
55+ 0.29% |
$31.4K - $33.6K
|
19.3K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
55+ 1.62% |
$31.4K - $33.6K
|
3.45K
$2.08M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
54New |
$30.8K - $33K
|
54
$32.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
54+ 3.75% |
$30.8K - $33K
|
1.49K
$900K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
54New |
$30.8K - $33K
|
54
$32.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
53+ 0.25% |
$30.2K - $32.4K
|
21.4K
$12.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
53+ 4.33% |
$30.2K - $32.4K
|
1.28K
$770K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
52+ 0.11% |
$29.7K - $31.8K
|
47.5K
$28.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
52+ 4.95% |
$29.7K - $31.8K
|
1.1K
$665K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
51New |
$29.1K - $31.1K
|
51
$30.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
51+ 0.21% |
$29.1K - $31.1K
|
24.8K
$15M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
51+ 8.04% |
$29.1K - $31.1K
|
685
$413K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
51New |
$29.1K - $31.1K
|
51
$30.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
50+ 1.75% |
$28.5K - $30.5K
|
2.9K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
48+ 1.22% |
$27.4K - $29.3K
|
3.97K
$2.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
48+ 1.67% |
$27.4K - $29.3K
|
2.93K
$1.76M
|