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 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.12K- 1.44% |
$638K - $683K
|
76.4K
$50.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.13K- 5.82% |
$644K - $689K
|
18.3K
$12.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.13K- 4.97% |
$645K - $690K
|
21.6K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.14K- 3.77% |
$652K - $698K
|
29.2K
$19.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.14K- 5.43% |
$653K - $699K
|
19.9K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.15K- 4.49% |
$656K - $702K
|
24.5K
$16.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.15K- 5.94% |
$657K - $703K
|
18.2K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.17K- 0.99% |
$666K - $713K
|
116K
$77.3M
|
|
|
Oct 17, 2025
Q4 2024
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-1.17K- 14.18% |
$667K - $714K
|
7.08K
$4.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.17K- 4.53% |
$669K - $716K
|
24.7K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.17K- 1.94% |
$670K - $717K
|
59.2K
$39.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.18K- 3.67% |
$673K - $720K
|
30.9K
$20.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.18K- 1.52% |
$674K - $722K
|
76.4K
$50.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.19K- 41.88% |
$677K - $724K
|
1.65K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.2K- 2.5% |
$683K - $731K
|
46.7K
$31M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.2K- 2.82% |
$684K - $732K
|
41.4K
$27.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.21K- 3.15% |
$690K - $739K
|
37.2K
$24.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.22K- 15.33% |
$694K - $743K
|
6.72K
$4.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.22K- 5.77% |
$696K - $745K
|
19.9K
$13.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 0.78% |
$699K - $748K
|
157K
$104M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.23K- 1.84% |
$702K - $752K
|
65.7K
$43.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.23K- 1.66% |
$703K - $752K
|
73.2K
$48.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.25K- 1.19% |
$714K - $764K
|
103K
$68.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.27K- 2.66% |
$725K - $775K
|
46.6K
$30.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.27K- 11.95% |
$727K - $778K
|
9.38K
$6.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-1.28K- 18.64% |
$731K - $782K
|
5.59K
$3.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.28K- 1.36% |
$731K - $783K
|
92.8K
$61.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-1.28K- 0.66% |
$732K - $783K
|
193K
$128M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.29K- 6.79% |
$736K - $788K
|
17.7K
$11.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.29K- 8.29% |
$737K - $788K
|
14.3K
$9.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.3K- 8.28% |
$739K - $791K
|
14.4K
$9.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.3K- 11.7% |
$742K - $794K
|
9.82K
$6.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.31K- 2.1% |
$749K - $801K
|
61.2K
$40.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.33K- 10.95% |
$761K - $815K
|
10.9K
$7.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-1.34K- 33.97% |
$766K - $819K
|
2.61K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.34K- 0.1% |
$767K - $821K
|
1.3M
$860M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.36K- 7.05% |
$778K - $832K
|
18K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.36K- 11.7% |
$778K - $833K
|
10.3K
$6.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.37K- 0.05% |
$781K - $836K
|
2.66M
$1.77B
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.38K- 24.28% |
$788K - $843K
|
4.31K
$2.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.38K- 1.47% |
$790K - $845K
|
93K
$61.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.39K- 4.94% |
$794K - $849K
|
26.8K
$17.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.39K- 1.34% |
$795K - $851K
|
103K
$68.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.4K- 14.51% |
$800K - $856K
|
8.26K
$5.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.41K- 8.84% |
$803K - $860K
|
14.5K
$9.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-1.41K- 13.69% |
$803K - $860K
|
8.88K
$5.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.41K- 21.46% |
$804K - $860K
|
5.16K
$3.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.41K- 2.3% |
$805K - $862K
|
59.8K
$39.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.43K- 1.15% |
$815K - $872K
|
123K
$81.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.43K- 3.77% |
$816K - $873K
|
36.5K
$24.3M
|