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
|
Efficient Advisors, LLC
|
SELL
|
- |
-900- 12.76% |
$513K - $550K
|
6.15K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-901- 1.77% |
$514K - $550K
|
50K
$30.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-902- 6.84% |
$515K - $551K
|
12.3K
$7.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-908- 15.93% |
$518K - $554K
|
4.79K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-911- 44.5% |
$520K - $556K
|
1.14K
$696K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-931- 26.4% |
$531K - $568K
|
2.6K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-932- 1.83% |
$532K - $569K
|
50K
$30.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-935- 4.07% |
$533K - $571K
|
22K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-937- 0.91% |
$535K - $572K
|
103K
$62.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-943- 1.38% |
$538K - $576K
|
67.2K
$41.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-952- 1.51% |
$543K - $581K
|
62K
$38M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-956- 4.75% |
$545K - $584K
|
19.2K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-957- 3.04% |
$546K - $584K
|
30.5K
$18.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-958- 1.21% |
$547K - $585K
|
77.9K
$47.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-959- 1.41% |
$547K - $586K
|
67.1K
$41.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-967- 0.91% |
$552K - $590K
|
105K
$64.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-970- 1.72% |
$553K - $592K
|
55.4K
$34M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-972- 5.54% |
$555K - $593K
|
16.6K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-979- 2.0% |
$559K - $598K
|
48.1K
$29.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-979- 3.64% |
$559K - $598K
|
25.9K
$15.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-982- 8.77% |
$560K - $600K
|
10.2K
$6.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-989- 1.94% |
$564K - $604K
|
49.9K
$30.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.01K- 25.74% |
$573K - $614K
|
2.9K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 2.96% |
$584K - $625K
|
33.6K
$20.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.04K- 2.98% |
$594K - $636K
|
33.9K
$20.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.06K- 1.31% |
$602K - $645K
|
79.3K
$48.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.06K- 1.3% |
$604K - $647K
|
80.7K
$49.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.07K- 26.99% |
$613K - $656K
|
2.91K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-1.08K- 2.68% |
$613K - $656K
|
39.1K
$23.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.08K- 4.25% |
$616K - $659K
|
24.3K
$14.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1.09K- 3.13% |
$620K - $663K
|
33.6K
$20.6M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.09K- 0.98% |
$620K - $663K
|
110K
$67.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-1.1K- 5.26% |
$625K - $669K
|
19.7K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.11K- 3.42% |
$635K - $680K
|
31.5K
$19.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.12K- 1.44% |
$638K - $683K
|
76.4K
$46.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.13K- 5.82% |
$644K - $689K
|
18.3K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.13K- 4.97% |
$645K - $690K
|
21.6K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.14K- 3.77% |
$652K - $698K
|
29.2K
$17.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.14K- 5.43% |
$653K - $699K
|
19.9K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.15K- 4.49% |
$656K - $702K
|
24.5K
$15M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.15K- 5.94% |
$657K - $703K
|
18.2K
$11.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.17K- 0.99% |
$666K - $713K
|
116K
$71.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.17K- 4.53% |
$669K - $716K
|
24.7K
$15.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.17K- 1.94% |
$670K - $717K
|
59.2K
$36.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.18K- 3.67% |
$673K - $720K
|
30.9K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.18K- 1.52% |
$674K - $722K
|
76.4K
$46.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.19K- 41.88% |
$677K - $724K
|
1.65K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.2K- 2.5% |
$683K - $731K
|
46.7K
$28.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.2K- 2.82% |
$684K - $732K
|
41.4K
$25.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.21K- 3.15% |
$690K - $739K
|
37.2K
$22.8M
|