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 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.46K- 8.27% |
$2.55M - $2.73M
|
49.5K
$30.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-4.51K- 61.87% |
$2.57M - $2.75M
|
2.78K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-4.62K- 4.68% |
$2.64M - $2.82M
|
94.1K
$57.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-4.93K- 5.77% |
$2.81M - $3.01M
|
80.5K
$49.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-4.94K- 10.78% |
$2.82M - $3.02M
|
40.9K
$25.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5.14K- 38.53% |
$2.93M - $3.14M
|
8.19K
$5.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.16K- 67.01% |
$2.94M - $3.15M
|
2.54K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.17K- 1.54% |
$2.95M - $3.15M
|
330K
$202M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.2K- 1.7% |
$2.97M - $3.17M
|
300K
$184M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-5.2K- 12.08% |
$2.97M - $3.18M
|
37.9K
$23.2M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-5.38K- 40.09% |
$3.07M - $3.28M
|
8.04K
$4.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-5.42K- 9.57% |
$3.09M - $3.31M
|
51.2K
$31.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.44K- 4.18% |
$3.1M - $3.32M
|
125K
$76.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-5.64K- 4.88% |
$3.22M - $3.44M
|
110K
$67.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-5.75K- 3.91% |
$3.28M - $3.51M
|
141K
$86.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.76K- 8.85% |
$3.29M - $3.52M
|
59.3K
$36.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-5.76K- 1.59% |
$3.29M - $3.52M
|
356K
$218M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-5.77K- 45.17% |
$3.29M - $3.52M
|
7K
$4.29M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.79K- 2.72% |
$3.3M - $3.53M
|
207K
$127M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-5.84K- 19.51% |
$3.33M - $3.56M
|
24.1K
$14.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-5.86K- 8.94% |
$3.34M - $3.58M
|
59.7K
$36.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.96K- 33.97% |
$3.4M - $3.64M
|
11.6K
$7.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-5.97K- 1.38% |
$3.41M - $3.65M
|
428K
$263M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.12K- 10.01% |
$3.49M - $3.74M
|
55K
$33.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-6.27K- 4.16% |
$3.57M - $3.83M
|
144K
$88.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-6.27K- 0.8% |
$3.58M - $3.83M
|
782K
$479M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-6.28K- 11.17% |
$3.58M - $3.83M
|
49.9K
$30.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.28K- 1.3% |
$3.58M - $3.83M
|
477K
$292M
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-6.33K- 31.04% |
$3.61M - $3.86M
|
14.1K
$8.62M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.49K- 7.47% |
$3.7M - $3.96M
|
80.4K
$49.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-6.58K- 2.9% |
$3.75M - $4.02M
|
221K
$135M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.64K- 19.7% |
$3.79M - $4.05M
|
27K
$16.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.65K- 8.36% |
$3.79M - $4.06M
|
72.9K
$44.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.71K- 2.58% |
$3.83M - $4.1M
|
253K
$155M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.91K- 0.45% |
$3.94M - $4.22M
|
1.54M
$945M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.99K- 6.24% |
$3.99M - $4.27M
|
105K
$64.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.06K- 3.61% |
$4.03M - $4.31M
|
188K
$115M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-7.11K- 2.48% |
$4.06M - $4.34M
|
280K
$171M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-7.24K- 92.81% |
$4.13M - $4.42M
|
561
$344K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-7.29K- 50.47% |
$4.16M - $4.45M
|
7.16K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.78K- 6.85% |
$4.44M - $4.75M
|
106K
$64.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-7.98K- 13.58% |
$4.55M - $4.87M
|
50.8K
$31.1M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-7.98K- 24.69% |
$4.55M - $4.87M
|
24.3K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8K- 7.9% |
$4.56M - $4.88M
|
93.3K
$57.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-8.02K- 7.65% |
$4.58M - $4.9M
|
96.9K
$59.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-8.18K- 22.64% |
$4.67M - $5M
|
28K
$17.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8.32K- 21.61% |
$4.75M - $5.08M
|
30.2K
$18.5M
|
|
|
Feb 13, 2025
Q4 2024
|
University Of Wisconsin Foundation
Madison, WI |
SELL
|
- |
-8.33K- 14.59% |
$4.75M - $5.08M
|
48.8K
$29.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-8.87K- 25.92% |
$5.06M - $5.41M
|
25.3K
$15.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-8.91K- 6.14% |
$5.08M - $5.44M
|
136K
$83.5M
|