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
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-59- 2.37% |
$33.7K - $36K
|
2.43K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-59- 0.71% |
$33.7K - $36K
|
8.22K
$5.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-60- 8.98% |
$34.2K - $36.6K
|
608
$413K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-60- 4.4% |
$34.2K - $36.6K
|
1.3K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-60- 4.57% |
$34.2K - $36.6K
|
1.25K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-61- 1.39% |
$34.8K - $37.2K
|
4.32K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-62- 6.7% |
$35.4K - $37.9K
|
864
$586K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-62- 0.9% |
$35.4K - $37.9K
|
6.86K
$4.65M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-62- 0.95% |
$35.4K - $37.9K
|
6.45K
$4.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-63- 0.78% |
$35.9K - $38.5K
|
8.06K
$5.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-63- 0.83% |
$35.9K - $38.5K
|
7.49K
$5.08M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-63- 4.33% |
$35.9K - $38.5K
|
1.39K
$944K
|
|
|
Aug 12, 2025
Q4 2024
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-63- 10.84% |
$35.9K - $38.5K
|
518
$352K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-64- 1.39% |
$36.5K - $39.1K
|
4.55K
$3.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-64- 1.28% |
$36.5K - $39.1K
|
4.93K
$3.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-64- 4.79% |
$36.5K - $39.1K
|
1.27K
$863K
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-64- 0.64% |
$36.5K - $39.1K
|
9.91K
$6.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-65- 2.19% |
$37.1K - $39.7K
|
2.9K
$1.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-65- 2.67% |
$37.1K - $39.7K
|
2.37K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-65- 1.78% |
$37.1K - $39.7K
|
3.59K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-65- 1.43% |
$37.1K - $39.7K
|
4.47K
$3.04M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-66- 15.35% |
$37.7K - $40.3K
|
364
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-66- 1.72% |
$37.7K - $40.3K
|
3.78K
$2.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
SELL
|
- |
-67- 5.54% |
$38.2K - $40.9K
|
1.14K
$776K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-67- 6.69% |
$38.2K - $40.9K
|
934
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-67- 8.74% |
$38.2K - $40.9K
|
700
$475K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-68- 5.6% |
$38.8K - $41.5K
|
1.15K
$779K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-69- 1.87% |
$39.4K - $42.1K
|
3.62K
$2.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-70- 2.62% |
$39.9K - $42.7K
|
2.61K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-70- 0.96% |
$39.9K - $42.7K
|
7.21K
$4.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-70- 0.38% |
$39.9K - $42.7K
|
18.1K
$12.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-70- 1.76% |
$39.9K - $42.7K
|
3.92K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-70- 1.98% |
$39.9K - $42.7K
|
3.47K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-70- 1.65% |
$39.9K - $42.7K
|
4.17K
$2.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-71- 1.26% |
$40.5K - $43.4K
|
5.56K
$3.77M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-72- 2.92% |
$41.1K - $44K
|
2.39K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-72- 0.82% |
$41.1K - $44K
|
8.7K
$5.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-72- 0.2% |
$41.1K - $44K
|
36.3K
$24.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-72- 1.55% |
$41.1K - $44K
|
4.57K
$3.1M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-72- 0.21% |
$41.1K - $44K
|
33.9K
$23M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-73- 58.4% |
$41.6K - $44.6K
|
52
$35.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-73- 9.1% |
$41.6K - $44.6K
|
729
$495K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-73- 1.39% |
$41.6K - $44.6K
|
5.16K
$3.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-74- 0.78% |
$42.2K - $45.2K
|
9.4K
$6.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-75- 1.55% |
$42.8K - $45.8K
|
4.77K
$3.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-75- 10.23% |
$42.8K - $45.8K
|
658
$447K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-76- 6.76% |
$43.4K - $46.4K
|
1.05K
$711K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-77- 5.01% |
$43.9K - $47K
|
1.46K
$990K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-78- 2.07% |
$44.5K - $47.6K
|
3.69K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-78- 1.9% |
$44.5K - $47.6K
|
4.04K
$2.74M
|