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
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-20- 1.45% |
$11.4K - $12.2K
|
1.36K
$819K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-20- 1.98% |
$11.4K - $12.2K
|
990
$598K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-20- 0.52% |
$11.4K - $12.2K
|
3.83K
$2.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-20- 0.25% |
$11.4K - $12.2K
|
8.14K
$4.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-20- 0.22% |
$11.4K - $12.2K
|
8.94K
$5.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-20- 0.35% |
$11.4K - $12.2K
|
5.7K
$3.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-20- 2.42% |
$11.4K - $12.2K
|
805
$486K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
SELL
|
- |
-20- 0.46% |
$11.4K - $12.2K
|
4.3K
$2.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-21- 0.62% |
$12K - $12.8K
|
3.34K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-21- 0.44% |
$12K - $12.8K
|
4.76K
$2.87M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-22- 2.62% |
$12.6K - $13.4K
|
818
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-22- 4.16% |
$12.6K - $13.4K
|
507
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-22- 0.48% |
$12.6K - $13.4K
|
4.53K
$2.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-22- 1.24% |
$12.6K - $13.4K
|
1.76K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-22- 5.42% |
$12.6K - $13.4K
|
384
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-22- 1.07% |
$12.6K - $13.4K
|
2.04K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-22- 0.37% |
$12.6K - $13.4K
|
5.96K
$3.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-23- 3.35% |
$13.1K - $14K
|
663
$400K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-23- 6.46% |
$13.1K - $14K
|
333
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-23- 4.91% |
$13.1K - $14K
|
445
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-23- 0.73% |
$13.1K - $14K
|
3.15K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-24- 0.22% |
$13.7K - $14.7K
|
11.1K
$6.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-25- 0.61% |
$14.3K - $15.3K
|
4.07K
$2.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-25- 0.94% |
$14.3K - $15.3K
|
2.63K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-25- 0.28% |
$14.3K - $15.3K
|
8.8K
$5.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-26- 3.17% |
$14.8K - $15.9K
|
794
$479K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-26- 0.46% |
$14.8K - $15.9K
|
5.58K
$3.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-26- 0.27% |
$14.8K - $15.9K
|
9.78K
$5.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-26- 2.57% |
$14.8K - $15.9K
|
986
$595K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-26- 0.66% |
$14.8K - $15.9K
|
3.9K
$2.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-26- 2.65% |
$14.8K - $15.9K
|
956
$577K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-26- 0.79% |
$14.8K - $15.9K
|
3.27K
$1.97M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-27- 3.84% |
$15.4K - $16.5K
|
676
$408K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-27- 0.7% |
$15.4K - $16.5K
|
3.85K
$2.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-27- 0.5% |
$15.4K - $16.5K
|
5.38K
$3.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-27- 0.22% |
$15.4K - $16.5K
|
12.2K
$7.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-28- 0.11% |
$16K - $17.1K
|
24.9K
$15M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-28- 0.7% |
$16K - $17.1K
|
3.95K
$2.38M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-28- 3.78% |
$16K - $17.1K
|
713
$431K
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-28- 1.87% |
$16K - $17.1K
|
1.47K
$888K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-28- 1.09% |
$16K - $17.1K
|
2.53K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-30- 1.17% |
$17.1K - $18.3K
|
2.52K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-30- 0.94% |
$17.1K - $18.3K
|
3.17K
$1.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-30- 25.64% |
$17.1K - $18.3K
|
87
$52.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-30- 0.24% |
$17.1K - $18.3K
|
12.6K
$7.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-31- 2.36% |
$17.7K - $18.9K
|
1.28K
$774K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-31- 0.81% |
$17.7K - $18.9K
|
3.8K
$2.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-31- 0.03% |
$17.7K - $18.9K
|
97.6K
$58.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-32- 3.43% |
$18.3K - $19.5K
|
901
$544K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-32- 5.33% |
$18.3K - $19.5K
|
568
$343K
|