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 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
12+ 1.08% |
$6.85K - $7.33K
|
1.13K
$679K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
12+ 0.37% |
$6.85K - $7.33K
|
3.22K
$1.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12+ 4.24% |
$6.85K - $7.33K
|
295
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
12New |
$6.85K - $7.33K
|
12
$7.23K
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
12+ 0.28% |
$6.85K - $7.33K
|
4.29K
$2.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
11+ 0.1% |
$6.28K - $6.72K
|
11.5K
$6.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
11+ 0.36% |
$6.28K - $6.72K
|
3.03K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
11+ 0.68% |
$6.28K - $6.72K
|
1.62K
$979K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
11+ 0.1% |
$6.28K - $6.72K
|
11.4K
$6.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
11+ 0.34% |
$6.28K - $6.72K
|
3.21K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
11+ 1.45% |
$6.28K - $6.72K
|
768
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
11+ 0.42% |
$6.28K - $6.72K
|
2.61K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10+ 0.11% |
$5.71K - $6.11K
|
9.31K
$5.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
10+ 0.43% |
$5.71K - $6.11K
|
2.35K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10+ 0.67% |
$5.71K - $6.11K
|
1.5K
$906K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
10+ 1.37% |
$5.71K - $6.11K
|
741
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
10+ 0.47% |
$5.71K - $6.11K
|
2.15K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.83% |
$5.71K - $6.11K
|
1.21K
$729K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10+ 12.35% |
$5.71K - $6.11K
|
91
$54.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
10+ 0.18% |
$5.71K - $6.11K
|
5.52K
$3.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
10+ 0.3% |
$5.71K - $6.11K
|
3.36K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
10+ 0.22% |
$5.71K - $6.11K
|
4.62K
$2.79M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.27% |
$5.13K - $5.5K
|
3.31K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
9+ 0.3% |
$5.13K - $5.5K
|
3.06K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
9+ 3.18% |
$5.13K - $5.5K
|
292
$176K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
9+ 0.3% |
$5.13K - $5.5K
|
2.97K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
8+ 0.75% |
$4.56K - $4.88K
|
1.07K
$645K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
8+ 0.54% |
$4.56K - $4.88K
|
1.48K
$890K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
8+ 0.22% |
$4.56K - $4.88K
|
3.69K
$2.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
8+ 0.21% |
$4.56K - $4.88K
|
3.85K
$2.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
8+ 1.19% |
$4.56K - $4.88K
|
681
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8+ 0.14% |
$4.56K - $4.88K
|
5.81K
$3.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8+ 2.04% |
$4.56K - $4.88K
|
400
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7+ 1.84% |
$3.99K - $4.27K
|
388
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 700.0% |
$3.99K - $4.27K
|
8
$4.82K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
7+ 0.84% |
$3.99K - $4.27K
|
837
$505K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
7+ 0.11% |
$3.99K - $4.27K
|
6.64K
$4M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
6+ 0.27% |
$3.42K - $3.66K
|
2.23K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
6+ 0.98% |
$3.42K - $3.66K
|
620
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6+ 0.96% |
$3.42K - $3.66K
|
630
$380K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
6+ 1.27% |
$3.42K - $3.66K
|
479
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
6+ 0.33% |
$3.42K - $3.66K
|
1.85K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
6+ 0.01% |
$3.42K - $3.66K
|
63.6K
$38.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6+ 1.42% |
$3.42K - $3.66K
|
430
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
6+ 1.53% |
$3.42K - $3.66K
|
399
$241K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
6+ 1.55% |
$3.42K - $3.66K
|
394
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
5+ 0.19% |
$2.85K - $3.05K
|
2.58K
$1.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
5+ 0.45% |
$2.85K - $3.05K
|
1.12K
$675K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.36% |
$2.85K - $3.05K
|
1.41K
$852K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5+ 1.35% |
$2.85K - $3.05K
|
375
$226K
|