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 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-32- 5.33% |
$18.3K - $19.5K
|
568
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-32- 1.8% |
$18.3K - $19.5K
|
1.75K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-32- 1.31% |
$18.3K - $19.5K
|
2.42K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-32- 0.13% |
$18.3K - $19.5K
|
23.9K
$15.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-33- 0.14% |
$18.8K - $20.1K
|
23.9K
$15.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-33- 0.47% |
$18.8K - $20.1K
|
7.03K
$4.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-33- 5.35% |
$18.8K - $20.1K
|
584
$388K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-33- 2.16% |
$18.8K - $20.1K
|
1.5K
$993K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-33- 0.21% |
$18.8K - $20.1K
|
16.1K
$10.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-34- 5.67% |
$19.4K - $20.8K
|
566
$376K
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-35- 5.49% |
$20K - $21.4K
|
603
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-35- 6.32% |
$20K - $21.4K
|
519
$345K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-35- 5.22% |
$20K - $21.4K
|
636
$422K
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-35- 2.09% |
$20K - $21.4K
|
1.64K
$1.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-36- 1.17% |
$20.5K - $22K
|
3.03K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-36- 7.03% |
$20.5K - $22K
|
476
$316K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-36- 4.22% |
$20.5K - $22K
|
817
$542K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-36- 1.6% |
$20.5K - $22K
|
2.21K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-37- 1.82% |
$21.1K - $22.6K
|
1.99K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-37- 1.4% |
$21.1K - $22.6K
|
2.6K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-37- 6.61% |
$21.1K - $22.6K
|
523
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-37- 4.35% |
$21.1K - $22.6K
|
814
$540K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-38- 3.56% |
$21.7K - $23.2K
|
1.03K
$684K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-38- 1.76% |
$21.7K - $23.2K
|
2.12K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-38- 3.27% |
$21.7K - $23.2K
|
1.12K
$746K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-38- 3.6% |
$21.7K - $23.2K
|
1.02K
$675K
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-38- 1.3% |
$21.7K - $23.2K
|
2.89K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-38- 0.55% |
$21.7K - $23.2K
|
6.83K
$4.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-38- 19.29% |
$21.7K - $23.2K
|
159
$106K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-39- 1.5% |
$22.2K - $23.8K
|
2.56K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-39- 0.12% |
$22.2K - $23.8K
|
33.8K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-39- 0.23% |
$22.2K - $23.8K
|
17.2K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-40- 4.48% |
$22.8K - $24.4K
|
852
$566K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-40- 1.5% |
$22.8K - $24.4K
|
2.63K
$1.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-40- 1.49% |
$22.8K - $24.4K
|
2.65K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-40- 1.82% |
$22.8K - $24.4K
|
2.16K
$1.43M
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-40- 0.39% |
$22.8K - $24.4K
|
10.1K
$6.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-41- 0.44% |
$23.4K - $25K
|
9.35K
$6.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-41- 0.08% |
$23.4K - $25K
|
54.2K
$36M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-42- 1.84% |
$24K - $25.6K
|
2.24K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-42- 0.3% |
$24K - $25.6K
|
14K
$9.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-42- 1.27% |
$24K - $25.6K
|
3.26K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-42- 0.15% |
$24K - $25.6K
|
27.9K
$18.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-43- 0.2% |
$24.5K - $26.3K
|
21.5K
$14.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-43- 2.6% |
$24.5K - $26.3K
|
1.61K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-43- 2.25% |
$24.5K - $26.3K
|
1.86K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-44- 4.29% |
$25.1K - $26.9K
|
982
$652K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-44- 8.13% |
$25.1K - $26.9K
|
497
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-44- 0.36% |
$25.1K - $26.9K
|
12.1K
$8.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-45- 0.79% |
$25.7K - $27.5K
|
5.68K
$3.77M
|