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 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-539- 2.2% |
$308K - $329K
|
23.9K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-540- 11.43% |
$308K - $330K
|
4.19K
$2.56M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-544- 25.1% |
$310K - $332K
|
1.62K
$994K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-546- 1.41% |
$311K - $333K
|
38.1K
$23.3M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-547- 5.51% |
$312K - $334K
|
9.38K
$5.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-550- 32.45% |
$314K - $336K
|
1.15K
$702K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-552- 60.53% |
$315K - $337K
|
360
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-557- 1.9% |
$318K - $340K
|
28.8K
$17.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-566- 1.42% |
$323K - $346K
|
39.4K
$24.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-567- 1.92% |
$323K - $346K
|
29K
$17.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-568- 30.62% |
$324K - $347K
|
1.29K
$789K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-569- 0.42% |
$325K - $347K
|
135K
$82.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-571- 0.63% |
$326K - $349K
|
89.7K
$55M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-571- 4.78% |
$326K - $349K
|
11.4K
$6.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-577- 8.8% |
$329K - $352K
|
5.98K
$3.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-579- 14.09% |
$330K - $354K
|
3.53K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-580- 10.54% |
$331K - $354K
|
4.93K
$3.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-585- 1.5% |
$334K - $357K
|
38.5K
$23.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-591- 10.24% |
$337K - $361K
|
5.18K
$3.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-596- 18.33% |
$340K - $364K
|
2.66K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-596- 1.96% |
$340K - $364K
|
29.9K
$18.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-598- 0.74% |
$341K - $365K
|
79.9K
$48.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-600- 1.26% |
$342K - $366K
|
46.9K
$28.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-606- 0.85% |
$346K - $370K
|
70.6K
$43.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-609- 1.01% |
$347K - $372K
|
60K
$36.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-610- 0.18% |
$348K - $372K
|
333K
$204M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-611- 5.35% |
$349K - $373K
|
10.8K
$6.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-621- 12.88% |
$354K - $379K
|
4.2K
$2.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-623- 0.1% |
$355K - $380K
|
609K
$373M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-629- 2.37% |
$359K - $384K
|
25.9K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-630- 5.16% |
$359K - $385K
|
11.6K
$7.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-633- 3.71% |
$361K - $387K
|
16.4K
$10.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-636- 53.9% |
$363K - $388K
|
544
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-642- 6.62% |
$366K - $392K
|
9.05K
$5.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-642- 42.46% |
$366K - $392K
|
870
$533K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-643- 0.36% |
$367K - $393K
|
176K
$108M
|
|
|
Feb 12, 2025
Q4 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-647- 30.14% |
$369K - $395K
|
1.5K
$919K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-647- 1.68% |
$369K - $395K
|
37.8K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-650- 30.67% |
$371K - $397K
|
1.47K
$900K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-659- 0.71% |
$376K - $402K
|
92.8K
$56.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-663- 17.83% |
$378K - $405K
|
3.06K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-664- 50.88% |
$379K - $405K
|
641
$393K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-666- 5.72% |
$380K - $407K
|
11K
$6.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-668- 5.41% |
$381K - $408K
|
11.7K
$7.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-668- 1.53% |
$381K - $408K
|
43K
$26.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-672- 50.22% |
$383K - $410K
|
666
$408K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-674- 0.84% |
$385K - $412K
|
79.6K
$48.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-676- 21.66% |
$386K - $413K
|
2.45K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-679- 5.5% |
$387K - $415K
|
11.7K
$7.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-680- 42.0% |
$388K - $415K
|
939
$575K
|