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 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-278- 1.17% |
$159K - $170K
|
23.4K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-280- 1.65% |
$160K - $171K
|
16.7K
$8.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-285- 0.35% |
$163K - $174K
|
81.4K
$43M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-287- 8.14% |
$164K - $175K
|
3.24K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-288- 0.3% |
$164K - $176K
|
97.2K
$51.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-290- 33.18% |
$165K - $177K
|
584
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-292- 1.59% |
$167K - $178K
|
18.1K
$9.54M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-296- 2.13% |
$169K - $181K
|
13.6K
$7.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-297- 0.95% |
$169K - $181K
|
31K
$16.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-298- 1.05% |
$170K - $182K
|
28.1K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-298- 6.07% |
$170K - $182K
|
4.61K
$2.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-299- 6.62% |
$171K - $183K
|
4.22K
$2.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-299- 7.2% |
$171K - $183K
|
3.85K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-300- 2.48% |
$171K - $183K
|
11.8K
$6.23M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-302- 29.26% |
$172K - $184K
|
730
$386K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-305- 2.2% |
$174K - $186K
|
13.5K
$7.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-305- 6.01% |
$174K - $186K
|
4.77K
$2.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-305- 23.52% |
$174K - $186K
|
992
$524K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-310- 15.59% |
$177K - $189K
|
1.68K
$887K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-314- 30.34% |
$179K - $192K
|
721
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-314- 2.17% |
$179K - $192K
|
14.2K
$7.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-316- 11.28% |
$180K - $193K
|
2.49K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-317- 2.05% |
$181K - $194K
|
15.1K
$8M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-317- 1.45% |
$181K - $194K
|
21.6K
$11.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-320- 10.28% |
$183K - $195K
|
2.79K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-320- 8.4% |
$183K - $195K
|
3.49K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-321- 6.28% |
$183K - $196K
|
4.79K
$2.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-322- 5.37% |
$184K - $197K
|
5.68K
$3M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-322- 0.91% |
$184K - $197K
|
35K
$18.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-323- 1.29% |
$184K - $197K
|
24.6K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-324- 1.55% |
$185K - $198K
|
20.5K
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-324- 4.6% |
$185K - $198K
|
6.72K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-324- 10.39% |
$185K - $198K
|
2.79K
$1.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-325- 1.23% |
$185K - $198K
|
26K
$13.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-326- 1.57% |
$186K - $199K
|
20.4K
$10.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-330- 0.93% |
$188K - $201K
|
35.3K
$18.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-330- 5.86% |
$188K - $201K
|
5.3K
$2.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-335- 3.7% |
$191K - $205K
|
8.73K
$4.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-337- 5.74% |
$192K - $206K
|
5.53K
$2.92M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-337- 6.16% |
$192K - $206K
|
5.13K
$2.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-337- 19.51% |
$192K - $206K
|
1.39K
$735K
|
|
|
Feb 14, 2025
Q4 2024
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-339- 11.89% |
$193K - $207K
|
2.51K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-341- 33.83% |
$195K - $208K
|
667
$353K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-343- 6.41% |
$196K - $209K
|
5.01K
$2.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-344- 3.53% |
$196K - $210K
|
9.4K
$4.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-346- 0.87% |
$197K - $211K
|
39.6K
$20.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-347- 22.37% |
$198K - $212K
|
1.2K
$637K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-349- 20.7% |
$199K - $213K
|
1.34K
$707K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-350- 11.13% |
$200K - $214K
|
2.79K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-350- 10.0% |
$200K - $214K
|
3.15K
$1.67M
|