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 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-52- 5.82% |
$29.7K - $31.8K
|
842
$478K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-52- 6.85% |
$29.7K - $31.8K
|
707
$402K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-53- 4.18% |
$30.2K - $32.4K
|
1.22K
$690K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-53- 4.35% |
$30.2K - $32.4K
|
1.17K
$662K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-54- 2.76% |
$30.8K - $33K
|
1.9K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-55- 4.5% |
$31.4K - $33.6K
|
1.17K
$663K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-55- 10.52% |
$31.4K - $33.6K
|
468
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-57- 6.22% |
$32.5K - $34.8K
|
859
$488K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-57- 2.45% |
$32.5K - $34.8K
|
2.27K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-57- 1.19% |
$32.5K - $34.8K
|
4.75K
$2.7M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-57- 11.56% |
$32.5K - $34.8K
|
436
$248K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-58- 8.8% |
$33.1K - $35.4K
|
601
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-58- 0.72% |
$33.1K - $35.4K
|
7.94K
$4.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-58- 0.12% |
$33.1K - $35.4K
|
48.7K
$27.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-59- 0.53% |
$33.7K - $36K
|
11.1K
$6.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-59- 0.62% |
$33.7K - $36K
|
9.48K
$5.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-59- 1.73% |
$33.7K - $36K
|
3.35K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-59- 2.37% |
$33.7K - $36K
|
2.43K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-59- 0.71% |
$33.7K - $36K
|
8.22K
$4.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-60- 8.98% |
$34.2K - $36.6K
|
608
$345K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-60- 4.4% |
$34.2K - $36.6K
|
1.3K
$740K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-60- 4.57% |
$34.2K - $36.6K
|
1.25K
$712K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-61- 1.39% |
$34.8K - $37.2K
|
4.32K
$2.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-62- 6.7% |
$35.4K - $37.9K
|
864
$491K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-62- 0.9% |
$35.4K - $37.9K
|
6.86K
$3.89M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-62- 0.95% |
$35.4K - $37.9K
|
6.45K
$3.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-63- 0.78% |
$35.9K - $38.5K
|
8.06K
$4.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-63- 0.83% |
$35.9K - $38.5K
|
7.49K
$4.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-63- 4.33% |
$35.9K - $38.5K
|
1.39K
$790K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-64- 1.39% |
$36.5K - $39.1K
|
4.55K
$2.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-64- 1.28% |
$36.5K - $39.1K
|
4.93K
$2.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-64- 4.79% |
$36.5K - $39.1K
|
1.27K
$723K
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-64- 0.64% |
$36.5K - $39.1K
|
9.91K
$5.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-65- 2.19% |
$37.1K - $39.7K
|
2.9K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-65- 2.67% |
$37.1K - $39.7K
|
2.37K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-65- 1.78% |
$37.1K - $39.7K
|
3.59K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-65- 1.43% |
$37.1K - $39.7K
|
4.47K
$2.54M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-66- 15.35% |
$37.7K - $40.3K
|
364
$207K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-66- 1.72% |
$37.7K - $40.3K
|
3.78K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
SELL
|
- |
-67- 5.54% |
$38.2K - $40.9K
|
1.14K
$649K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-67- 6.69% |
$38.2K - $40.9K
|
934
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-67- 8.74% |
$38.2K - $40.9K
|
700
$398K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-68- 5.6% |
$38.8K - $41.5K
|
1.15K
$652K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-69- 1.87% |
$39.4K - $42.1K
|
3.62K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-70- 2.62% |
$39.9K - $42.7K
|
2.61K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-70- 0.96% |
$39.9K - $42.7K
|
7.21K
$4.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-70- 0.38% |
$39.9K - $42.7K
|
18.1K
$10.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-70- 1.76% |
$39.9K - $42.7K
|
3.92K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-70- 1.98% |
$39.9K - $42.7K
|
3.47K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-70- 1.65% |
$39.9K - $42.7K
|
4.17K
$2.37M
|