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 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
99+ 3.5% |
$56.5K - $60.4K
|
2.93K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
99+ 0.63% |
$56.5K - $60.4K
|
15.9K
$9.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
98+ 2.88% |
$55.9K - $59.8K
|
3.5K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
97+ 4.1% |
$55.3K - $59.2K
|
2.46K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
97+ 8.56% |
$55.3K - $59.2K
|
1.23K
$743K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
97+ 2.12% |
$55.3K - $59.2K
|
4.67K
$2.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
93+ 1.63% |
$53.1K - $56.8K
|
5.8K
$3.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
91+ 3.25% |
$51.9K - $55.6K
|
2.89K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
90+ 0.69% |
$51.3K - $55K
|
13.1K
$7.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
90+ 1.23% |
$51.3K - $55K
|
7.42K
$4.48M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
89+ 1.36% |
$50.8K - $54.3K
|
6.62K
$4M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
89+ 0.73% |
$50.8K - $54.3K
|
12.3K
$7.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
88+ 13.66% |
$50.2K - $53.7K
|
732
$442K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
87+ 1.24% |
$49.6K - $53.1K
|
7.08K
$4.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 1.95% |
$49.6K - $53.1K
|
4.55K
$2.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
86+ 5.5% |
$49.1K - $52.5K
|
1.65K
$996K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
85+ 9.32% |
$48.5K - $51.9K
|
997
$602K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
83+ 1.07% |
$47.4K - $50.7K
|
7.81K
$4.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
82New |
$46.8K - $50.1K
|
82
$49.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
82+ 7.98% |
$46.8K - $50.1K
|
1.11K
$670K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
80+ 0.11% |
$45.6K - $48.8K
|
71.6K
$43.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
79+ 1.16% |
$45.1K - $48.2K
|
6.89K
$4.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
79+ 6.26% |
$45.1K - $48.2K
|
1.34K
$810K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
78+ 6.46% |
$44.5K - $47.6K
|
1.29K
$776K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
76+ 0.51% |
$43.4K - $46.4K
|
14.9K
$8.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
76+ 0.12% |
$43.4K - $46.4K
|
63.1K
$38.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
75+ 5.09% |
$42.8K - $45.8K
|
1.55K
$935K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
73+ 0.59% |
$41.6K - $44.6K
|
12.5K
$7.54M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
72+ 5.73% |
$41.1K - $44K
|
1.33K
$802K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
72+ 0.54% |
$41.1K - $44K
|
13.5K
$8.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
72+ 0.2% |
$41.1K - $44K
|
36K
$21.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
72+ 0.98% |
$41.1K - $44K
|
7.43K
$4.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
71+ 1.7% |
$40.5K - $43.4K
|
4.25K
$2.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
69+ 0.69% |
$39.4K - $42.1K
|
10.1K
$6.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
69+ 14.32% |
$39.4K - $42.1K
|
551
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
69+ 12.95% |
$39.4K - $42.1K
|
602
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
68+ 6.59% |
$38.8K - $41.5K
|
1.1K
$664K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
67+ 12.93% |
$38.2K - $40.9K
|
585
$353K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
67+ 14.79% |
$38.2K - $40.9K
|
520
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
65+ 0.32% |
$37.1K - $39.7K
|
20.2K
$12.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
65+ 3.32% |
$37.1K - $39.7K
|
2.02K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
64+ 4.9% |
$36.5K - $39.1K
|
1.37K
$828K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
63+ 2.47% |
$35.9K - $38.5K
|
2.61K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
62+ 15.38% |
$35.4K - $37.9K
|
465
$281K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
62+ 0.15% |
$35.4K - $37.9K
|
41.3K
$24.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
62+ 1.71% |
$35.4K - $37.9K
|
3.69K
$2.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
61New |
$34.8K - $37.2K
|
61
$36.8K
|
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
BUY
|
- |
60+ 4.0% |
$34.2K - $36.6K
|
1.56K
$942K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
60+ 16.04% |
$34.2K - $36.6K
|
434
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
60+ 0.34% |
$34.2K - $36.6K
|
17.9K
$10.8M
|