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 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
26.3K+ 80.4% |
$15M - $16M
|
59K
$35.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
26.1K+ 3.98% |
$14.9M - $16M
|
682K
$411M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.9K+ 40.2% |
$14.8M - $15.8M
|
90.3K
$54.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
25.5K+ 59.3% |
$14.5M - $15.6M
|
68.4K
$41.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
25.3KNew |
$14.4M - $15.4M
|
25.3K
$15.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
25.2K+ 1.65% |
$14.4M - $15.4M
|
1.55M
$936M
|
|
|
Feb 13, 2025
Q4 2024
|
Granby Capital Management, LLC
|
BUY
|
- |
25K+ 125.0% |
$14.3M - $15.3M
|
45K
$27.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
24.9K+ 8.21% |
$14.2M - $15.2M
|
329K
$198M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
23.9K+ 13.05% |
$13.7M - $14.6M
|
207K
$125M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
23.9K+ 6.25% |
$13.6M - $14.6M
|
406K
$245M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.8K+ 1.46% |
$13.6M - $14.5M
|
1.66M
$998M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
23.6K+ 5.75% |
$13.5M - $14.4M
|
435K
$262M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
23.4K+ 118.62% |
$13.3M - $14.3M
|
43.1K
$26M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.6K+ 6.61% |
$12.9M - $13.8M
|
365K
$220M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
22.2K+ 9.1% |
$12.7M - $13.6M
|
266K
$161M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
22.2K+ 103.34% |
$12.7M - $13.6M
|
43.7K
$26.3M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
22KNew |
$12.5M - $13.4M
|
22K
$13.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
22K+ 37.15% |
$12.5M - $13.4M
|
81.1K
$48.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
21.9K+ 64.04% |
$12.5M - $13.4M
|
56.1K
$33.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
21.8K+ 191.01% |
$12.4M - $13.3M
|
33.2K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
21.7K+ 2768.62% |
$12.4M - $13.3M
|
22.5K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
21.7K+ 13.92% |
$12.4M - $13.3M
|
178K
$107M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
21.6K+ 105.83% |
$12.3M - $13.2M
|
42.1K
$25.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
21.5KNew |
$12.3M - $13.1M
|
21.5K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Annie E. Casey Foundation, Inc.
Baltimore, MD |
BUY
|
- |
21.4KNew |
$12.2M - $13.1M
|
21.4K
$12.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
21.4KNew |
$12.2M - $13.1M
|
21.4K
$12.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
21KNew |
$12M - $12.8M
|
21K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.8K+ 6.99% |
$11.9M - $12.7M
|
318K
$192M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.6K+ 2.87% |
$11.8M - $12.6M
|
739K
$445M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
20.5KNew |
$11.7M - $12.5M
|
20.5K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
20.5K+ 45.66% |
$11.7M - $12.5M
|
65.3K
$39.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.4K+ 309.09% |
$11.6M - $12.5M
|
27K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.4K+ 0.44% |
$11.6M - $12.5M
|
4.66M
$2.81B
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
20.1KNew |
$11.5M - $12.3M
|
20.1K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
20KNew |
$11.4M - $12.2M
|
20K
$12M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
19.7K+ 10.0% |
$11.3M - $12M
|
217K
$131M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
19.7K+ 196.73% |
$11.2M - $12M
|
29.7K
$17.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
19.5K+ 22.04% |
$11.1M - $11.9M
|
108K
$65.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
19.1K+ 7.69% |
$10.9M - $11.7M
|
268K
$162M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
18.8K+ 15.62% |
$10.7M - $11.5M
|
139K
$84M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
18.7KNew |
$10.7M - $11.4M
|
18.7K
$11.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
18.7KNew |
$10.7M - $11.4M
|
18.7K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
18.3KNew |
$10.4M - $11.2M
|
18.3K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
18.1KNew |
$10.3M - $11M
|
18.1K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
18.1K+ 46.99% |
$10.3M - $11M
|
56.5K
$34.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
18.1K+ 8.03% |
$10.3M - $11M
|
243K
$146M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
17.8K+ 51.17% |
$10.2M - $10.9M
|
52.6K
$31.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
17.7K+ 167.65% |
$10.1M - $10.8M
|
28.2K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17.7K+ 26.46% |
$10.1M - $10.8M
|
84.4K
$50.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17.6K+ 3.73% |
$10.1M - $10.8M
|
490K
$296M
|