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
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
6.59K+ 3.8% |
$3.76M - $4.03M
|
180K
$109M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.58K+ 10.19% |
$3.75M - $4.02M
|
71.1K
$42.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
6.56K+ 753.45% |
$3.74M - $4M
|
7.43K
$4.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.45KNew |
$3.68M - $3.94M
|
6.45K
$3.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.44K+ 27.2% |
$3.67M - $3.93M
|
30.1K
$18.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
6.36KNew |
$3.63M - $3.88M
|
6.36K
$3.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
6.36K+ 4.72% |
$3.63M - $3.88M
|
141K
$85.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.32K+ 1.68% |
$3.6M - $3.86M
|
382K
$231M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.12K+ 31.6% |
$3.49M - $3.74M
|
25.5K
$15.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
6.11KNew |
$3.49M - $3.73M
|
6.11K
$3.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
6.07KNew |
$3.46M - $3.7M
|
6.07K
$3.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.02KNew |
$3.44M - $3.68M
|
6.02K
$3.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
5.94K+ 12.44% |
$3.39M - $3.63M
|
53.7K
$32.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.86K+ 70.97% |
$3.34M - $3.58M
|
14.1K
$8.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.85K+ 6.99% |
$3.34M - $3.57M
|
89.6K
$54.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
5.79K+ 4.67% |
$3.3M - $3.53M
|
130K
$78.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
5.77K+ 15.6% |
$3.29M - $3.52M
|
42.8K
$25.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
5.77KNew |
$3.29M - $3.52M
|
5.77K
$3.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
5.72KNew |
$3.26M - $3.49M
|
5.72K
$3.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.71K+ 3.63% |
$3.26M - $3.49M
|
163K
$98.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.71K+ 33.36% |
$3.26M - $3.49M
|
22.8K
$13.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
5.67K+ 21.49% |
$3.23M - $3.46M
|
32K
$19.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
5.65KNew |
$3.22M - $3.45M
|
5.65K
$3.41M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
5.56K+ 23.12% |
$3.17M - $3.39M
|
29.6K
$17.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
5.55K+ 6.47% |
$3.17M - $3.39M
|
91.5K
$55.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.55K+ 2.15% |
$3.17M - $3.39M
|
264K
$159M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
5.54K+ 44.93% |
$3.16M - $3.38M
|
17.9K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.49K+ 1.36% |
$3.13M - $3.35M
|
408K
$246M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
5.44K+ 1.65% |
$3.1M - $3.32M
|
335K
$202M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.44K+ 4.27% |
$3.1M - $3.32M
|
133K
$80.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
5.39KNew |
$3.08M - $3.29M
|
5.39K
$3.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
5.28K+ 4.29% |
$3.01M - $3.23M
|
128K
$77.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.27K+ 21.29% |
$3.01M - $3.22M
|
30.1K
$18.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
5.22K+ 17.93% |
$2.98M - $3.19M
|
34.4K
$20.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.22KNew |
$2.98M - $3.19M
|
5.22K
$3.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.21K+ 4.67% |
$2.97M - $3.18M
|
117K
$70.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.18K+ 2.71% |
$2.96M - $3.16M
|
196K
$118M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.14K+ 11.92% |
$2.93M - $3.14M
|
48.3K
$29.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
5.14K+ 11.97% |
$2.93M - $3.14M
|
48.1K
$29M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
5.06KNew |
$2.89M - $3.09M
|
5.06K
$3.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
4.98K+ 5.21% |
$2.84M - $3.04M
|
101K
$60.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.98K+ 34.24% |
$2.84M - $3.04M
|
19.5K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.86K+ 6.48% |
$2.77M - $2.97M
|
79.9K
$48.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
4.81K+ 1.5% |
$2.74M - $2.94M
|
326K
$197M
|
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
BUY
|
- |
4.81K+ 36.48% |
$2.74M - $2.93M
|
18K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
4.71K+ 6.73% |
$2.69M - $2.88M
|
74.6K
$45.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.68K+ 0.72% |
$2.67M - $2.86M
|
659K
$398M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
4.67KNew |
$2.66M - $2.85M
|
4.67K
$2.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.67K+ 1.09% |
$2.66M - $2.85M
|
431K
$260M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
4.63KNew |
$2.64M - $2.83M
|
4.63K
$2.79M
|