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 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.63K- 22.74% |
$932K - $998K
|
5.55K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.66K- 3.72% |
$946K - $1.01M
|
42.9K
$22.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.68K- 5.05% |
$956K - $1.02M
|
31.5K
$16.7M
|
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.69K- 25.56% |
$961K - $1.03M
|
4.91K
$2.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.69K- 4.08% |
$962K - $1.03M
|
39.7K
$21M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.69K- 4.08% |
$962K - $1.03M
|
39.7K
$21M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-1.71K- 1.63% |
$978K - $1.05M
|
103K
$54.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.72K- 2.21% |
$980K - $1.05M
|
76.2K
$40.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.73K- 9.82% |
$986K - $1.06M
|
15.9K
$8.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.74K- 7.24% |
$992K - $1.06M
|
22.3K
$11.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.77K- 6.93% |
$1.01M - $1.08M
|
23.7K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.81K- 18.13% |
$1.03M - $1.11M
|
8.18K
$4.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.81K- 6.21% |
$1.03M - $1.11M
|
27.4K
$14.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.84K- 80.79% |
$1.05M - $1.12M
|
438
$232K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-1.84K- 9.49% |
$1.05M - $1.13M
|
17.6K
$9.29M
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-1.86K- 3.9% |
$1.06M - $1.14M
|
45.9K
$24.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.88K- 4.63% |
$1.07M - $1.15M
|
38.7K
$20.4M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.89K- 7.06% |
$1.08M - $1.15M
|
24.9K
$13.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.89K- 4.44% |
$1.08M - $1.16M
|
40.8K
$21.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 26.18% |
$1.08M - $1.16M
|
5.34K
$2.82M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.9K- 2.57% |
$1.08M - $1.16M
|
72K
$38.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.9K- 22.71% |
$1.08M - $1.16M
|
6.47K
$3.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.9K- 13.29% |
$1.08M - $1.16M
|
12.4K
$6.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.91K- 25.79% |
$1.09M - $1.16M
|
5.48K
$2.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.92K- 1.49% |
$1.1M - $1.17M
|
127K
$66.9M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-1.95K- 4.01% |
$1.11M - $1.19M
|
46.6K
$24.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.97K- 2.14% |
$1.13M - $1.21M
|
90.2K
$47.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.98K- 61.26% |
$1.13M - $1.21M
|
1.25K
$663K
|
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
SELL
|
- |
-2K- 73.83% |
$1.14M - $1.22M
|
709
$375K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-2.02K- 21.62% |
$1.15M - $1.23M
|
7.31K
$3.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.03K- 3.69% |
$1.16M - $1.24M
|
53.1K
$28M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.05K- 40.06% |
$1.17M - $1.25M
|
3.07K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-2.06K- 29.02% |
$1.18M - $1.26M
|
5.04K
$2.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.07K- 1.37% |
$1.18M - $1.26M
|
149K
$78.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-2.08K- 10.3% |
$1.19M - $1.27M
|
18.1K
$9.58M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-2.1K- 5.18% |
$1.2M - $1.28M
|
38.5K
$20.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.1K- 2.3% |
$1.2M - $1.28M
|
89.5K
$47.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.11K- 73.84% |
$1.21M - $1.29M
|
749
$396K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-2.13K- 4.19% |
$1.21M - $1.3M
|
48.6K
$25.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-2.15K- 3.73% |
$1.23M - $1.31M
|
55.6K
$29.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-2.17K- 2.13% |
$1.24M - $1.32M
|
99.6K
$52.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.18K- 2.05% |
$1.24M - $1.33M
|
104K
$55.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.22K- 4.39% |
$1.26M - $1.35M
|
48.3K
$25.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-2.22K- 6.64% |
$1.27M - $1.36M
|
31.2K
$16.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.23K- 1.65% |
$1.27M - $1.36M
|
133K
$70.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-2.25K- 1.31% |
$1.29M - $1.38M
|
170K
$89.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2.29K- 2.66% |
$1.3M - $1.4M
|
83.6K
$44.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.3K- 46.4% |
$1.31M - $1.41M
|
2.66K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.31K- 1.52% |
$1.32M - $1.41M
|
150K
$79.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.33K- 0.63% |
$1.33M - $1.42M
|
369K
$195M
|