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 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-45- 0.6% |
$25.7K - $27.5K
|
7.51K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-45- 1.75% |
$25.7K - $27.5K
|
2.52K
$1.71M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-46- 0.6% |
$26.2K - $28.1K
|
7.66K
$5.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-46- 1.06% |
$26.2K - $28.1K
|
4.28K
$2.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-46- 0.59% |
$26.2K - $28.1K
|
7.81K
$5.3M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-46- 4.93% |
$26.2K - $28.1K
|
887
$602K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-47- 4.58% |
$26.8K - $28.7K
|
980
$665K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-47- 0.99% |
$26.8K - $28.7K
|
4.69K
$3.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-47- 5.75% |
$26.8K - $28.7K
|
771
$523K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-47- 0.09% |
$26.8K - $28.7K
|
51.4K
$34.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-47- 0.94% |
$26.8K - $28.7K
|
4.94K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-47- 4.74% |
$26.8K - $28.7K
|
945
$641K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-48- 0.62% |
$27.4K - $29.3K
|
7.65K
$5.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-48- 3.39% |
$27.4K - $29.3K
|
1.37K
$929K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-48- 0.15% |
$27.4K - $29.3K
|
32.1K
$21.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-48- 6.37% |
$27.4K - $29.3K
|
705
$479K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-49- 0.68% |
$28K - $29.9K
|
7.15K
$4.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-49- 1.28% |
$28K - $29.9K
|
3.78K
$2.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-49- 1.69% |
$28K - $29.9K
|
2.86K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-49- 7.81% |
$28K - $29.9K
|
578
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-49- 61.25% |
$28K - $29.9K
|
31
$21K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-49- 2.01% |
$28K - $29.9K
|
2.38K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-50- 1.4% |
$28.5K - $30.5K
|
3.53K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-50- 2.63% |
$28.5K - $30.5K
|
1.85K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Kidder Stephen W
|
SELL
|
- |
-50- 6.25% |
$28.5K - $30.5K
|
750
$509K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-51- 9.66% |
$29.1K - $31.1K
|
477
$324K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-51- 2.28% |
$29.1K - $31.1K
|
2.18K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-51- 2.52% |
$29.1K - $31.1K
|
1.98K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-51- 9.41% |
$29.1K - $31.1K
|
491
$333K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-51- 2.1% |
$29.1K - $31.1K
|
2.38K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-51- 0.58% |
$29.1K - $31.1K
|
8.7K
$5.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-52- 0.54% |
$29.7K - $31.8K
|
9.61K
$6.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-52- 5.82% |
$29.7K - $31.8K
|
842
$572K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-52- 6.85% |
$29.7K - $31.8K
|
707
$480K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-53- 4.18% |
$30.2K - $32.4K
|
1.22K
$825K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-53- 4.35% |
$30.2K - $32.4K
|
1.17K
$791K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-53- 0.07% |
$30.2K - $32.4K
|
76K
$51.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-54- 2.76% |
$30.8K - $33K
|
1.9K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-55- 4.5% |
$31.4K - $33.6K
|
1.17K
$793K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-55- 10.52% |
$31.4K - $33.6K
|
468
$318K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-57- 6.22% |
$32.5K - $34.8K
|
859
$583K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-57- 2.45% |
$32.5K - $34.8K
|
2.27K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-57- 1.19% |
$32.5K - $34.8K
|
4.75K
$3.22M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-57- 11.56% |
$32.5K - $34.8K
|
436
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-58- 8.8% |
$33.1K - $35.4K
|
601
$408K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-58- 0.72% |
$33.1K - $35.4K
|
7.94K
$5.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-58- 0.12% |
$33.1K - $35.4K
|
48.7K
$33M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-59- 0.53% |
$33.7K - $36K
|
11.1K
$7.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-59- 0.62% |
$33.7K - $36K
|
9.48K
$6.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-59- 1.73% |
$33.7K - $36K
|
3.35K
$2.27M
|