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 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
19.7K+ 196.73% |
$11.2M - $12M
|
29.7K
$15.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
19.5K+ 22.04% |
$11.1M - $11.9M
|
108K
$57.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
19.5K+ 217.3% |
$11.1M - $11.9M
|
28.4K
$15M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
19.1K+ 7.69% |
$10.9M - $11.7M
|
268K
$142M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
18.8K+ 15.62% |
$10.7M - $11.5M
|
139K
$73.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
18.7KNew |
$10.7M - $11.4M
|
18.7K
$9.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
18.7KNew |
$10.7M - $11.4M
|
18.7K
$9.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
18.3KNew |
$10.4M - $11.2M
|
18.3K
$9.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
18.1KNew |
$10.3M - $11M
|
18.1K
$9.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
18.1K+ 46.99% |
$10.3M - $11M
|
56.5K
$29.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
18.1K+ 8.03% |
$10.3M - $11M
|
243K
$128M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
17.8K+ 51.17% |
$10.2M - $10.9M
|
52.6K
$27.8M
|
|
|
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
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17.7K+ 26.46% |
$10.1M - $10.8M
|
84.4K
$44.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17.6K+ 3.73% |
$10.1M - $10.8M
|
490K
$259M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
17.6K+ 67.83% |
$10.1M - $10.8M
|
43.7K
$23.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
17.6K+ 20.14% |
$10M - $10.8M
|
105K
$55.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
17.6K+ 1.14% |
$10M - $10.8M
|
1.56M
$827M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
17.2KNew |
$9.81M - $10.5M
|
17.2K
$9.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
17.1K+ 11.42% |
$9.76M - $10.4M
|
167K
$88.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.1K+ 17.44% |
$9.73M - $10.4M
|
115K
$60.7M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
17KNew |
$9.73M - $10.4M
|
17K
$9.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17K+ 4.31% |
$9.69M - $10.4M
|
411K
$217M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
16.8KNew |
$9.61M - $10.3M
|
16.8K
$8.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
16.8KNew |
$9.61M - $10.3M
|
16.8K
$8.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.7K+ 37.6% |
$9.52M - $10.2M
|
61.1K
$32.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
16.7KNew |
$9.51M - $10.2M
|
16.7K
$8.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
16.6K+ 29.89% |
$9.47M - $10.1M
|
72.1K
$38.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
16.6K+ 4.9% |
$9.44M - $10.1M
|
354K
$187M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
16.5K+ 39.54% |
$9.44M - $10.1M
|
58.4K
$30.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
16.3KNew |
$9.28M - $9.93M
|
16.3K
$8.6M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
16.2K+ 860.63% |
$9.27M - $9.92M
|
18.1K
$9.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16.2K+ 21.41% |
$9.22M - $9.87M
|
91.7K
$48.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
16.1K+ 9.8% |
$9.17M - $9.82M
|
180K
$95.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
16.1K+ 2341.98% |
$9.17M - $9.81M
|
16.8K
$8.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
16KNew |
$9.13M - $9.77M
|
16K
$8.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
15.9KNew |
$9.09M - $9.73M
|
15.9K
$8.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
15.8KNew |
$9.03M - $9.67M
|
15.8K
$8.37M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
15.8KNew |
$9M - $9.63M
|
15.8K
$8.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
15.5K+ 35.15% |
$8.86M - $9.48M
|
59.7K
$31.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
15.5K+ 83.54% |
$8.84M - $9.46M
|
34.1K
$18M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
15.5K+ 673.24% |
$8.84M - $9.46M
|
17.8K
$9.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15.5K+ 7.13% |
$8.83M - $9.45M
|
233K
$123M
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
15.4KNew |
$8.81M - $9.43M
|
15.4K
$8.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
15.4K+ 13.49% |
$8.77M - $9.39M
|
129K
$68.4M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
15.2K+ 2.38% |
$8.68M - $9.29M
|
654K
$346M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
15.1K+ 14.02% |
$8.64M - $9.25M
|
123K
$65.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
15.1K+ 34.12% |
$8.6M - $9.21M
|
59.3K
$31.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
14.9KNew |
$8.51M - $9.11M
|
14.9K
$7.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.9K+ 18.21% |
$8.5M - $9.1M
|
96.8K
$51.2M
|