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 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
45.2K+ 28.64% |
$25.8M - $27.6M
|
203K
$122M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
45.1K+ 37.18% |
$25.8M - $27.6M
|
167K
$100M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
44.2K+ 2.38% |
$25.2M - $27M
|
1.9M
$1.15B
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
44.2K+ 4.23% |
$25.2M - $27M
|
1.09M
$656M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
43.8KNew |
$25M - $26.7M
|
43.8K
$26.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
43KNew |
$24.6M - $26.3M
|
43K
$25.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
42.3KNew |
$24.2M - $25.9M
|
42.3K
$25.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
42.2KNew |
$24M - $25.7M
|
42.2K
$25.4M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
42K+ 69.87% |
$23.9M - $25.6M
|
102K
$61.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
40K+ 344.28% |
$22.8M - $24.4M
|
51.6K
$31.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
39.8K+ 9.53% |
$22.7M - $24.3M
|
458K
$276M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
39.6KNew |
$22.6M - $24.2M
|
39.6K
$23.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
39.2KNew |
$22.4M - $24M
|
39.2K
$23.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
39.1K+ 46.12% |
$22.3M - $23.9M
|
124K
$74.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
38.8K+ 29.04% |
$22.1M - $23.7M
|
172K
$104M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
38.2K+ 169.53% |
$21.8M - $23.3M
|
60.8K
$36.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.1K+ 2.2% |
$21.2M - $22.7M
|
1.72M
$1.04B
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
36.6KNew |
$20.9M - $22.4M
|
36.6K
$22.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
36.5K+ 6.96% |
$20.8M - $22.3M
|
560K
$338M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
36.3K+ 20.59% |
$20.7M - $22.2M
|
213K
$128M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
35.3KNew |
$20.1M - $21.5M
|
35.3K
$21.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
35.1K+ 17.88% |
$20M - $21.4M
|
231K
$140M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
34.4KNew |
$19.6M - $21M
|
34.4K
$20.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
33.7K+ 673700.0% |
$19.2M - $20.6M
|
33.7K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
33.6K+ 68.85% |
$19.2M - $20.5M
|
82.3K
$49.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
33.4KNew |
$19M - $20.4M
|
33.4K
$20.1M
|
|
|
Feb 06, 2025
Q4 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
33.1KNew |
$18.9M - $20.2M
|
33.1K
$20M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.4K+ 1.42% |
$18.5M - $19.8M
|
2.31M
$1.4B
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
32.2K+ 2.53% |
$18.4M - $19.7M
|
1.31M
$788M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
31.8K+ 3.52% |
$18.1M - $19.4M
|
937K
$565M
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
31.6KNew |
$18.1M - $19.3M
|
31.6K
$19.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
31.4K+ 102.09% |
$17.9M - $19.2M
|
62.1K
$37.4M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
30.6KNew |
$17.5M - $18.7M
|
30.6K
$18.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
30.4KNew |
$17.3M - $18.6M
|
30.4K
$18.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
29.7KNew |
$16.9M - $18.1M
|
29.7K
$17.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
29.7KNew |
$16.9M - $18.1M
|
29.7K
$17.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
29.6KNew |
$16.9M - $18.1M
|
29.6K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.3K+ 353.06% |
$16.7M - $17.9M
|
37.6K
$22.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
29.1K+ 6.83% |
$16.6M - $17.8M
|
455K
$274M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
28.5K+ 49.9% |
$16.2M - $17.4M
|
85.5K
$51.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
28KNew |
$16M - $17.1M
|
28K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
27.9K+ 165.87% |
$15.9M - $17M
|
44.7K
$26.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
27.8K+ 2.87% |
$15.9M - $17M
|
996K
$601M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
27.6K+ 4.21% |
$15.7M - $16.8M
|
682K
$411M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
27.5K+ 51.56% |
$15.7M - $16.8M
|
80.8K
$48.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
27.3KNew |
$15.6M - $16.7M
|
27.3K
$16.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
27.3K+ 29.52% |
$15.5M - $16.6M
|
120K
$72.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
27KNew |
$15.4M - $16.5M
|
27K
$16.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
26.6K+ 1.58% |
$15.2M - $16.2M
|
1.71M
$1.03B
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
26.4K+ 6124.13% |
$15.1M - $16.1M
|
26.8K
$16.2M
|