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 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
13.6K+ 12.51% |
$7.76M - $8.31M
|
122K
$73.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
13.4K+ 2.27% |
$7.66M - $8.2M
|
604K
$364M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
13.4K+ 1.66% |
$7.65M - $8.19M
|
822K
$496M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
13.1K+ 10.94% |
$7.49M - $8.02M
|
133K
$80.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
13.1K+ 38.59% |
$7.46M - $7.98M
|
47K
$28.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13K+ 0.58% |
$7.39M - $7.91M
|
2.25M
$1.36B
|
|
|
Feb 14, 2025
Q4 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
12.9K+ 4.82% |
$7.36M - $7.88M
|
281K
$169M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
12.7K+ 41.17% |
$7.25M - $7.75M
|
43.6K
$26.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.6K+ 136.99% |
$7.21M - $7.72M
|
21.9K
$13.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
12.5K+ 6.29% |
$7.15M - $7.65M
|
212K
$128M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.4K+ 37.23% |
$7.07M - $7.57M
|
45.7K
$27.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
12.3KNew |
$7.01M - $7.5M
|
12.3K
$7.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.2K+ 0.69% |
$6.98M - $7.47M
|
1.79M
$1.08B
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
12.1KNew |
$6.91M - $7.39M
|
12.1K
$7.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
12.1K+ 9.86% |
$6.9M - $7.39M
|
135K
$81.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
12KNew |
$6.86M - $7.35M
|
12K
$7.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
12K+ 7.72% |
$6.85M - $7.33M
|
167K
$101M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
11.9KNew |
$6.78M - $7.25M
|
11.9K
$7.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
11.8K+ 1.77% |
$6.73M - $7.2M
|
676K
$408M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
11.6KNew |
$6.63M - $7.1M
|
11.6K
$7.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
11.6KNew |
$6.61M - $7.07M
|
11.6K
$6.98M
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
11.5K+ 50.92% |
$6.55M - $7.01M
|
34K
$20.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
11.4K+ 7.51% |
$6.5M - $6.96M
|
163K
$98.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
11.3KNew |
$6.46M - $6.92M
|
11.3K
$6.83M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
11.1K+ 22.85% |
$6.34M - $6.79M
|
59.8K
$36M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
11.1K+ 4.46% |
$6.31M - $6.76M
|
259K
$156M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.1K+ 4.89% |
$6.31M - $6.76M
|
237K
$143M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
11.1KNew |
$6.3M - $6.75M
|
11.1K
$6.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
11K+ 46.75% |
$6.29M - $6.73M
|
34.6K
$20.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
10.8K+ 68.71% |
$6.19M - $6.62M
|
26.6K
$16.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
10.7K+ 16.09% |
$6.12M - $6.55M
|
77.4K
$46.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
10.7KNew |
$6.11M - $6.54M
|
10.7K
$6.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
10.7KNew |
$6.11M - $6.54M
|
10.7K
$6.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
10.7K+ 2.95% |
$6.09M - $6.52M
|
372K
$224M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
10.6KNew |
$6.03M - $6.45M
|
10.6K
$6.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
10.4KNew |
$5.93M - $6.34M
|
10.4K
$6.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.3KNew |
$5.88M - $6.29M
|
10.3K
$6.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
10.3KNew |
$5.86M - $6.27M
|
10.3K
$6.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
10.1K+ 4.44% |
$5.78M - $6.19M
|
238K
$144M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
10K+ 13.2% |
$5.71M - $6.11M
|
85.9K
$51.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
9.94KNew |
$5.67M - $6.07M
|
9.94K
$5.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
9.8K+ 1059.35% |
$5.59M - $5.98M
|
10.7K
$6.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
9.8KNew |
$5.59M - $5.98M
|
9.8K
$5.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
9.79K+ 10.71% |
$5.59M - $5.98M
|
101K
$61M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
9.77K+ 1.94% |
$5.57M - $5.96M
|
514K
$310M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.71K+ 8.91% |
$5.54M - $5.93M
|
119K
$71.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
9.71KNew |
$5.54M - $5.93M
|
9.71K
$5.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
9.7KNew |
$5.54M - $5.93M
|
9.7K
$5.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.6KNew |
$5.47M - $5.86M
|
9.6K
$5.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9.43K+ 8.47% |
$5.38M - $5.76M
|
121K
$72.8M
|