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 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-10- 1.8% |
$5.71K - $6.11K
|
547
$333K
|
|
|
Jan 27, 2025
Q4 2024
|
Independent Investors Inc
|
SELL
|
- |
-10- 0.48% |
$5.71K - $6.11K
|
2.09K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-11- 1.23% |
$6.28K - $6.72K
|
881
$537K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-11- 0.12% |
$6.28K - $6.72K
|
9.02K
$5.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-11- 1.28% |
$6.28K - $6.72K
|
850
$518K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-11- 1.78% |
$6.28K - $6.72K
|
608
$371K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-11- 0.55% |
$6.28K - $6.72K
|
1.97K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-11- 1.16% |
$6.28K - $6.72K
|
935
$570K
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-11- 2.76% |
$6.28K - $6.72K
|
388
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-11- 2.01% |
$6.28K - $6.72K
|
537
$327K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-12- 0.34% |
$6.85K - $7.33K
|
3.5K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-12- 0.73% |
$6.85K - $7.33K
|
1.63K
$991K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-12- 1.02% |
$6.85K - $7.33K
|
1.16K
$706K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-12- 0.69% |
$6.85K - $7.33K
|
1.74K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-12- 0.01% |
$6.85K - $7.33K
|
94.9K
$57.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 5.69% |
$6.85K - $7.33K
|
199
$121K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-13- 0.05% |
$7.42K - $7.94K
|
25.8K
$15.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-13- 35.14% |
$7.42K - $7.94K
|
24
$14.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-13- 2.34% |
$7.42K - $7.94K
|
543
$331K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-13- 1.05% |
$7.42K - $7.94K
|
1.23K
$750K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-14- 2.75% |
$7.99K - $8.55K
|
495
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-14- 12.28% |
$7.99K - $8.55K
|
100
$60.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-14- 2.55% |
$7.99K - $8.55K
|
536
$327K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-14- 0.57% |
$7.99K - $8.55K
|
2.46K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-14- 0.71% |
$7.99K - $8.55K
|
1.97K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-15- 0.19% |
$8.56K - $9.16K
|
8.05K
$4.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-15- 0.32% |
$8.56K - $9.16K
|
4.72K
$2.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.42% |
$8.56K - $9.16K
|
3.57K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-15- 2.7% |
$8.56K - $9.16K
|
541
$330K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-16- 3.44% |
$9.13K - $9.77K
|
449
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-16- 0.08% |
$9.13K - $9.77K
|
19.6K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-16- 2.43% |
$9.13K - $9.77K
|
642
$391K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-16- 0.67% |
$9.13K - $9.77K
|
2.37K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-16- 0.2% |
$9.13K - $9.77K
|
7.84K
$4.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-17- 0.79% |
$9.7K - $10.4K
|
2.13K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-17- 0.48% |
$9.7K - $10.4K
|
3.52K
$2.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-17- 1.9% |
$9.7K - $10.4K
|
878
$535K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-17- 1.29% |
$9.7K - $10.4K
|
1.3K
$790K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-17- 2.21% |
$9.7K - $10.4K
|
753
$459K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-17- 0.72% |
$9.7K - $10.4K
|
2.34K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18- 0.39% |
$10.3K - $11K
|
4.64K
$2.83M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-18- 0.18% |
$10.3K - $11K
|
10.1K
$6.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-18- 0.44% |
$10.3K - $11K
|
4.09K
$2.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-18- 0.99% |
$10.3K - $11K
|
1.8K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-19- 12.42% |
$10.8K - $11.6K
|
134
$81.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-19- 0.41% |
$10.8K - $11.6K
|
4.57K
$2.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-19- 2.26% |
$10.8K - $11.6K
|
820
$500K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-19- 5.08% |
$10.8K - $11.6K
|
355
$216K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-20- 0.31% |
$11.4K - $12.2K
|
6.44K
$3.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-20- 1.54% |
$11.4K - $12.2K
|
1.28K
$780K
|