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
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-7- 0.97% |
$3.99K - $4.27K
|
715
$485K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-7- 0.33% |
$3.99K - $4.27K
|
2.14K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-7- 1.67% |
$3.99K - $4.27K
|
413
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7- 0.09% |
$3.99K - $4.27K
|
8.13K
$5.52M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-8- 0.21% |
$4.56K - $4.88K
|
3.85K
$2.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-8- 0.27% |
$4.56K - $4.88K
|
2.95K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-8- 0.34% |
$4.56K - $4.88K
|
2.32K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-8- 0.74% |
$4.56K - $4.88K
|
1.07K
$724K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-8- 0.05% |
$4.56K - $4.88K
|
16.9K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-8- 0.75% |
$4.56K - $4.88K
|
1.06K
$720K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-8- 2.18% |
$4.56K - $4.88K
|
359
$244K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-8- 0.56% |
$4.56K - $4.88K
|
1.43K
$971K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-8- 0.54% |
$4.56K - $4.88K
|
1.47K
$998K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-8- 1.53% |
$4.56K - $4.88K
|
515
$350K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-9- 0.26% |
$5.13K - $5.5K
|
3.47K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-9- 0.17% |
$5.13K - $5.5K
|
5.27K
$3.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-10- 0.59% |
$5.71K - $6.11K
|
1.68K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-10- 0.12% |
$5.71K - $6.11K
|
8.14K
$5.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-10- 0.2% |
$5.71K - $6.11K
|
5K
$3.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-10- 0.38% |
$5.71K - $6.11K
|
2.62K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-10- 1.8% |
$5.71K - $6.11K
|
547
$371K
|
|
|
Jan 27, 2025
Q4 2024
|
Independent Investors Inc
|
SELL
|
- |
-10- 0.48% |
$5.71K - $6.11K
|
2.09K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-10- 1.6% |
$5.71K - $6.11K
|
614
$417K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-10- 0.23% |
$5.71K - $6.11K
|
4.33K
$2.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-11- 1.23% |
$6.28K - $6.72K
|
881
$598K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-11- 0.12% |
$6.28K - $6.72K
|
9.02K
$6.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-11- 1.28% |
$6.28K - $6.72K
|
850
$577K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-11- 1.78% |
$6.28K - $6.72K
|
608
$413K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-11- 0.55% |
$6.28K - $6.72K
|
1.97K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-11- 1.16% |
$6.28K - $6.72K
|
935
$635K
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-11- 2.76% |
$6.28K - $6.72K
|
388
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-11- 2.01% |
$6.28K - $6.72K
|
537
$365K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-11- 1.42% |
$6.28K - $6.72K
|
761
$517K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-12- 0.34% |
$6.85K - $7.33K
|
3.5K
$2.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-12- 0.73% |
$6.85K - $7.33K
|
1.63K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-12- 1.02% |
$6.85K - $7.33K
|
1.16K
$787K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-12- 0.69% |
$6.85K - $7.33K
|
1.74K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-12- 0.01% |
$6.85K - $7.33K
|
94.9K
$64.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 5.69% |
$6.85K - $7.33K
|
199
$135K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-12- 0.91% |
$6.85K - $7.33K
|
1.3K
$884K
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-12- 2.59% |
$6.85K - $7.33K
|
452
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-12- 0.08% |
$6.85K - $7.33K
|
14.2K
$9.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-13- 0.05% |
$7.42K - $7.94K
|
25.8K
$17.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-13- 35.14% |
$7.42K - $7.94K
|
24
$16.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-13- 2.34% |
$7.42K - $7.94K
|
543
$369K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-13- 1.05% |
$7.42K - $7.94K
|
1.23K
$836K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-13- 0.76% |
$7.42K - $7.94K
|
1.69K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-13- 0.64% |
$7.42K - $7.94K
|
2.03K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-14- 2.75% |
$7.99K - $8.55K
|
495
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-14- 12.28% |
$7.99K - $8.55K
|
100
$67.9K
|