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
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-83- 10.09% |
$47.4K - $50.7K
|
740
$391K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-84- 2.37% |
$47.9K - $51.3K
|
3.47K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-84- 3.29% |
$47.9K - $51.3K
|
2.47K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-85- 14.6% |
$48.5K - $51.9K
|
497
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-85- 0.48% |
$48.5K - $51.9K
|
17.7K
$9.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-86- 1.06% |
$49.1K - $52.5K
|
8K
$4.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-87- 5.57% |
$49.6K - $53.1K
|
1.48K
$780K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-88- 13.75% |
$50.2K - $53.7K
|
552
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-88- 1.12% |
$50.2K - $53.7K
|
7.75K
$4.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-88- 7.85% |
$50.2K - $53.7K
|
1.03K
$546K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-88- 18.45% |
$50.2K - $53.7K
|
389
$206K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-89- 3.08% |
$50.8K - $54.3K
|
2.8K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-91- 5.91% |
$51.9K - $55.6K
|
1.45K
$767K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-91- 3.41% |
$51.9K - $55.6K
|
2.58K
$1.36M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-91- 1.95% |
$51.9K - $55.6K
|
4.57K
$2.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-92- 3.01% |
$52.5K - $56.2K
|
2.96K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-92- 1.22% |
$52.5K - $56.2K
|
7.45K
$3.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-92- 7.63% |
$52.5K - $56.2K
|
1.11K
$589K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-92- 2.35% |
$52.5K - $56.2K
|
3.83K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-93- 3.67% |
$53.1K - $56.8K
|
2.44K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-93- 0.08% |
$53.1K - $56.8K
|
114K
$60.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-93- 4.07% |
$53.1K - $56.8K
|
2.19K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-93- 1.67% |
$53.1K - $56.8K
|
5.46K
$2.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-94- 5.91% |
$53.6K - $57.4K
|
1.5K
$791K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-95- 1.92% |
$54.2K - $58K
|
4.84K
$2.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-95- 0.27% |
$54.2K - $58K
|
34.6K
$18.3M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-95- 16.52% |
$54.2K - $58K
|
480
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-97- 6.34% |
$55.3K - $59.2K
|
1.43K
$758K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-97- 15.95% |
$55.3K - $59.2K
|
511
$270K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-100- 0.23% |
$57.1K - $61.1K
|
43.9K
$23.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-100- 8.41% |
$57.1K - $61.1K
|
1.09K
$576K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-100- 3.1% |
$57.1K - $61.1K
|
3.13K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-100- 3.1% |
$57.1K - $61.1K
|
3.13K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-100- 4.21% |
$57.1K - $61.1K
|
2.28K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-100- 0.32% |
$57.1K - $61.1K
|
31.2K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-100- 1.76% |
$57.1K - $61.1K
|
5.57K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-100- 15.04% |
$57.1K - $61.1K
|
565
$299K
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-101- 2.08% |
$57.6K - $61.7K
|
4.75K
$2.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-102- 1.33% |
$58.2K - $62.3K
|
7.57K
$4M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-102- 1.42% |
$58.2K - $62.3K
|
7.08K
$3.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-103- 0.14% |
$58.8K - $62.9K
|
71.4K
$37.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-103- 3.29% |
$58.8K - $62.9K
|
3.02K
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-104- 1.26% |
$59.3K - $63.5K
|
8.14K
$4.3M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-104- 3.04% |
$59.3K - $63.5K
|
3.32K
$1.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-104- 2.26% |
$59.3K - $63.5K
|
4.5K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-104- 3.37% |
$59.3K - $63.5K
|
2.98K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-106- 1.71% |
$60.5K - $64.7K
|
6.08K
$3.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-106- 5.95% |
$60.5K - $64.7K
|
1.68K
$886K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-106- 0.43% |
$60.5K - $64.7K
|
24.7K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-107- 30.92% |
$61K - $65.3K
|
239
$126K
|