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 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.25K+ 5.64% |
$1.28M - $1.37M
|
42.1K
$25.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
2.23K+ 0.77% |
$1.27M - $1.36M
|
294K
$177M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
2.21KNew |
$1.26M - $1.35M
|
2.21K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.21K+ 9.88% |
$1.26M - $1.35M
|
24.6K
$14.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.21K+ 11.87% |
$1.26M - $1.35M
|
20.8K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
2.2K+ 195.55% |
$1.25M - $1.34M
|
3.32K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.2K+ 1.88% |
$1.25M - $1.34M
|
119K
$71.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.18K+ 35.71% |
$1.24M - $1.33M
|
8.29K
$5.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.17KNew |
$1.24M - $1.33M
|
2.17K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 73.35% |
$1.24M - $1.33M
|
5.13K
$3.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.16K+ 77.27% |
$1.23M - $1.32M
|
4.95K
$2.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.15K+ 106.91% |
$1.23M - $1.31M
|
4.16K
$2.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.12KNew |
$1.21M - $1.29M
|
2.12K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.07K+ 7.13% |
$1.18M - $1.26M
|
31K
$18.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.05K+ 1.84% |
$1.17M - $1.25M
|
113K
$68.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
2.05K+ 1.5% |
$1.17M - $1.25M
|
138K
$83.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 24.0% |
$1.17M - $1.25M
|
10.6K
$6.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.04KNew |
$1.16M - $1.25M
|
2.04K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
2.01KNew |
$1.14M - $1.22M
|
2.01K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2K+ 5.67% |
$1.14M - $1.22M
|
37.2K
$22.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.99KNew |
$1.14M - $1.22M
|
1.99K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.97K+ 107.4% |
$1.13M - $1.21M
|
3.81K
$2.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
1.97KNew |
$1.12M - $1.2M
|
1.97K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.96K+ 19.49% |
$1.12M - $1.2M
|
12K
$7.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.95K+ 1.49% |
$1.11M - $1.19M
|
133K
$80.3M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.93K+ 15.18% |
$1.1M - $1.18M
|
14.6K
$8.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 2.65% |
$1.06M - $1.13M
|
71.7K
$43.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.85K+ 4.96% |
$1.06M - $1.13M
|
39.2K
$23.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.83K+ 4.24% |
$1.04M - $1.11M
|
44.9K
$27.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
1.82KNew |
$1.04M - $1.11M
|
1.82K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.82KNew |
$1.04M - $1.11M
|
1.82K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.78KNew |
$1.02M - $1.09M
|
1.78K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.77K+ 16.59% |
$1.01M - $1.08M
|
12.4K
$7.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
1.72K+ 47.4% |
$982K - $1.05M
|
5.36K
$3.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.7KNew |
$971K - $1.04M
|
1.7K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.7K+ 19.37% |
$971K - $1.04M
|
10.5K
$6.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.68K+ 10.45% |
$960K - $1.03M
|
17.8K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.68KNew |
$958K - $1.03M
|
1.68K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.67K+ 50.39% |
$954K - $1.02M
|
4.99K
$3.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
1.67K+ 7.64% |
$952K - $1.02M
|
23.5K
$14.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.66K+ 8.2% |
$945K - $1.01M
|
21.9K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.65K+ 2.16% |
$939K - $1.01M
|
77.9K
$47M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
1.64K+ 66.8% |
$937K - $1M
|
4.1K
$2.48M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.64KNew |
$935K - $1M
|
1.64K
$990K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.63K+ 21.83% |
$932K - $998K
|
9.12K
$5.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.63K+ 3.04% |
$932K - $998K
|
55.3K
$33.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.62K+ 7.11% |
$925K - $990K
|
24.4K
$14.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
1.61K+ 1.6% |
$920K - $984K
|
102K
$61.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.61K+ 107.26% |
$919K - $983K
|
3.11K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.61K+ 24.06% |
$917K - $981K
|
8.29K
$5M
|