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 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
33+ 3.95% |
$18.8K - $20.1K
|
869
$524K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
33+ 4.93% |
$18.8K - $20.1K
|
702
$423K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.54% |
$18.8K - $20.1K
|
2.18K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
33New |
$18.8K - $20.1K
|
33
$19.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
33+ 1.77% |
$18.8K - $20.1K
|
1.9K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
33+ 1.79% |
$18.8K - $20.1K
|
1.88K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
32+ 4.54% |
$18.3K - $19.5K
|
737
$444K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
32+ 0.49% |
$18.3K - $19.5K
|
6.5K
$3.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
32+ 17.39% |
$18.3K - $19.5K
|
216
$130K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
32+ 10.39% |
$18.3K - $19.5K
|
340
$205K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
32+ 1.03% |
$18.3K - $19.5K
|
3.14K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
32+ 3.35% |
$18.3K - $19.5K
|
987
$595K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
31+ 1.73% |
$17.7K - $18.9K
|
1.82K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
31+ 2.34% |
$17.7K - $18.9K
|
1.36K
$818K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
31+ 0.37% |
$17.7K - $18.9K
|
8.35K
$5.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
31+ 2.5% |
$17.7K - $18.9K
|
1.27K
$765K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
30+ 2.54% |
$17.1K - $18.3K
|
1.21K
$730K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
30+ 4.78% |
$17.1K - $18.3K
|
657
$396K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
30+ 0.18% |
$17.1K - $18.3K
|
17.2K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
30+ 2.45% |
$17.1K - $18.3K
|
1.26K
$757K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
30+ 3.18% |
$17.1K - $18.3K
|
974
$587K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
29+ 14.72% |
$16.5K - $17.7K
|
226
$136K
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
BUY
|
- |
29+ 1.1% |
$16.5K - $17.7K
|
2.66K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
29+ 1.14% |
$16.5K - $17.7K
|
2.58K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
29+ 0.6% |
$16.5K - $17.7K
|
4.88K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
29+ 0.44% |
$16.5K - $17.7K
|
6.64K
$4M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
29+ 9.09% |
$16.5K - $17.7K
|
348
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
29+ 0.41% |
$16.5K - $17.7K
|
7.11K
$4.29M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
28+ 0.76% |
$16K - $17.1K
|
3.72K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
28+ 0.62% |
$16K - $17.1K
|
4.54K
$2.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
28New |
$16K - $17.1K
|
28
$16.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
28+ 0.18% |
$16K - $17.1K
|
15.4K
$9.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
28+ 1.34% |
$16K - $17.1K
|
2.12K
$1.28M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
27+ 0.73% |
$15.4K - $16.5K
|
3.71K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
27+ 4.93% |
$15.4K - $16.5K
|
575
$347K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
26+ 25.74% |
$14.8K - $15.9K
|
127
$76.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
26+ 3.56% |
$14.8K - $15.9K
|
756
$456K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
26+ 0.07% |
$14.8K - $15.9K
|
35K
$21.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
26+ 1.46% |
$14.8K - $15.9K
|
1.81K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
26+ 3.04% |
$14.8K - $15.9K
|
882
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
26New |
$14.8K - $15.9K
|
26
$15.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
25+ 0.19% |
$14.3K - $15.3K
|
13.2K
$7.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
25+ 5.03% |
$14.3K - $15.3K
|
522
$315K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
25+ 58.14% |
$14.3K - $15.3K
|
68
$41K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
25+ 2.42% |
$14.3K - $15.3K
|
1.06K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
25+ 100.0% |
$14.3K - $15.3K
|
50
$30.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
24+ 0.26% |
$13.7K - $14.7K
|
9.2K
$5.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
24+ 4.1% |
$13.7K - $14.7K
|
610
$368K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
24+ 2.19% |
$13.7K - $14.7K
|
1.12K
$676K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
23+ 1.9% |
$13.1K - $14K
|
1.24K
$745K
|