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 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-5.86K- 8.94% |
$3.34M - $3.58M
|
59.7K
$31.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.96K- 33.97% |
$3.4M - $3.64M
|
11.6K
$6.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-5.97K- 1.38% |
$3.41M - $3.65M
|
428K
$227M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.12K- 10.01% |
$3.49M - $3.74M
|
55K
$29.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-6.27K- 4.16% |
$3.57M - $3.83M
|
144K
$76.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-6.27K- 0.8% |
$3.58M - $3.83M
|
782K
$413M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-6.28K- 11.17% |
$3.58M - $3.83M
|
49.9K
$26.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.28K- 1.3% |
$3.58M - $3.83M
|
477K
$252M
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-6.33K- 31.04% |
$3.61M - $3.86M
|
14.1K
$7.44M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.49K- 7.47% |
$3.7M - $3.96M
|
80.4K
$42.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-6.58K- 2.9% |
$3.75M - $4.02M
|
221K
$117M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.64K- 19.7% |
$3.79M - $4.05M
|
27K
$14.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.65K- 8.36% |
$3.79M - $4.06M
|
72.9K
$38.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.71K- 2.58% |
$3.83M - $4.1M
|
253K
$134M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.91K- 0.45% |
$3.94M - $4.22M
|
1.54M
$815M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.99K- 6.24% |
$3.99M - $4.27M
|
105K
$55.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.06K- 3.61% |
$4.03M - $4.31M
|
188K
$99.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-7.11K- 2.48% |
$4.06M - $4.34M
|
280K
$148M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-7.24K- 92.81% |
$4.13M - $4.42M
|
561
$297K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-7.29K- 50.47% |
$4.16M - $4.45M
|
7.16K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.78K- 6.85% |
$4.44M - $4.75M
|
106K
$55.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-7.98K- 13.58% |
$4.55M - $4.87M
|
50.8K
$26.8M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-7.98K- 24.69% |
$4.55M - $4.87M
|
24.3K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8K- 7.9% |
$4.56M - $4.88M
|
93.3K
$49.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-8.02K- 7.65% |
$4.58M - $4.9M
|
96.9K
$51.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-8.18K- 22.64% |
$4.67M - $5M
|
28K
$14.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8.32K- 21.61% |
$4.75M - $5.08M
|
30.2K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
University Of Wisconsin Foundation
Madison, WI |
SELL
|
- |
-8.33K- 14.59% |
$4.75M - $5.08M
|
48.8K
$25.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-8.87K- 25.92% |
$5.06M - $5.41M
|
25.3K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-8.91K- 6.14% |
$5.08M - $5.44M
|
136K
$72.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-8.93K- 5.36% |
$5.09M - $5.45M
|
158K
$83.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8.97K- 75.55% |
$5.12M - $5.48M
|
2.9K
$1.53M
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-9.05K- 9.53% |
$5.16M - $5.52M
|
85.9K
$45.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9.16K- 4.56% |
$5.23M - $5.59M
|
192K
$101M
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-9.21K- 90.34% |
$5.25M - $5.62M
|
985
$521K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-9.28K- 1.84% |
$5.3M - $5.67M
|
495K
$262M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-9.47K- 1.5% |
$5.4M - $5.78M
|
623K
$329M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-9.55K- 8.01% |
$5.45M - $5.83M
|
110K
$58M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-9.63K- 16.49% |
$5.49M - $5.88M
|
48.8K
$25.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.88K- 3.13% |
$5.64M - $6.03M
|
306K
$162M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-10K- 50.32% |
$5.73M - $6.13M
|
9.91K
$5.24M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
SELL
|
- |
-10.3K- 85.62% |
$5.85M - $6.27M
|
1.72K
$911K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-10.5K- 3.16% |
$5.99M - $6.41M
|
322K
$170M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-10.6K- 66.57% |
$6.03M - $6.46M
|
5.31K
$2.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10.6K- 35.24% |
$6.04M - $6.46M
|
19.5K
$10.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-10.6K- 69.21% |
$6.06M - $6.49M
|
4.73K
$2.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-10.6K- 50.13% |
$6.06M - $6.49M
|
10.6K
$5.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-10.7KClosed |
$6.13M - $6.56M
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-11K- 78.62% |
$6.28M - $6.72M
|
2.99K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-11.1K- 1.11% |
$6.34M - $6.79M
|
993K
$525M
|