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 |
|---|---|---|---|---|---|---|---|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-8.71K- 8.16% |
$4.97M - $5.32M
|
98K
$65.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-8.87K- 25.92% |
$5.06M - $5.41M
|
25.3K
$16.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-8.91K- 6.14% |
$5.08M - $5.44M
|
136K
$90.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-8.93K- 5.36% |
$5.09M - $5.45M
|
158K
$105M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8.97K- 75.55% |
$5.12M - $5.48M
|
2.9K
$1.93M
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-9.05K- 9.53% |
$5.16M - $5.52M
|
85.9K
$57M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9.16K- 4.56% |
$5.23M - $5.59M
|
192K
$127M
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-9.21K- 90.34% |
$5.25M - $5.62M
|
985
$654K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-9.28K- 1.84% |
$5.3M - $5.67M
|
495K
$329M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-9.47K- 1.5% |
$5.4M - $5.78M
|
623K
$413M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-9.55K- 8.01% |
$5.45M - $5.83M
|
110K
$72.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-9.63K- 16.49% |
$5.49M - $5.88M
|
48.8K
$32.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.88K- 3.13% |
$5.64M - $6.03M
|
306K
$203M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-10K- 50.32% |
$5.73M - $6.13M
|
9.91K
$6.58M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
SELL
|
- |
-10.3K- 85.62% |
$5.85M - $6.27M
|
1.72K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-10.5K- 3.16% |
$5.99M - $6.41M
|
322K
$214M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-10.6K- 66.57% |
$6.03M - $6.46M
|
5.31K
$3.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10.6K- 35.24% |
$6.04M - $6.46M
|
19.5K
$12.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-10.6K- 69.21% |
$6.06M - $6.49M
|
4.73K
$3.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-10.6K- 50.13% |
$6.06M - $6.49M
|
10.6K
$7.02M
|
|
|
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
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-11.1K- 1.11% |
$6.34M - $6.79M
|
993K
$659M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-11.1K- 22.73% |
$6.35M - $6.8M
|
37.8K
$25.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-11.2K- 8.29% |
$6.41M - $6.86M
|
124K
$82.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.3K- 17.95% |
$6.43M - $6.89M
|
51.5K
$34.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-11.4K- 1.66% |
$6.49M - $6.95M
|
674K
$447M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.6K- 43.23% |
$6.63M - $7.1M
|
15.3K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 16.23% |
$6.65M - $7.11M
|
60.2K
$39.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-11.8K- 45.47% |
$6.73M - $7.2M
|
14.1K
$9.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-11.8K- 48.86% |
$6.75M - $7.23M
|
12.4K
$8.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-11.9K- 16.62% |
$6.8M - $7.28M
|
59.8K
$39.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-12K- 23.69% |
$6.83M - $7.31M
|
38.5K
$25.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-12K- 71.71% |
$6.84M - $7.32M
|
4.73K
$3.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-12K- 7.93% |
$6.86M - $7.34M
|
140K
$92.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.1K- 28.99% |
$6.91M - $7.39M
|
29.6K
$19.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-12.5K- 4.13% |
$7.13M - $7.63M
|
290K
$193M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-12.5K- 18.1% |
$7.15M - $7.65M
|
56.7K
$37.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-12.6K- 7.95% |
$7.19M - $7.69M
|
146K
$96.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-12.9K- 82.04% |
$7.38M - $7.9M
|
2.83K
$1.88M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-13K- 21.96% |
$7.41M - $7.93M
|
46.1K
$30.6M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-13K- 21.96% |
$7.41M - $7.93M
|
46.1K
$30.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-13.3K- 5.68% |
$7.57M - $8.1M
|
220K
$146M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 30.61% |
$8.16M - $8.74M
|
32.4K
$21.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-14.4K- 40.63% |
$8.22M - $8.79M
|
21K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-14.5K- 96.07% |
$8.29M - $8.87M
|
594
$394K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-14.7K- 29.08% |
$8.41M - $9M
|
35.9K
$23.9M
|
|
|
Feb 14, 2025
Q4 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-15.3K- 25.0% |
$8.75M - $9.36M
|
46K
$30.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-15.5K- 5.11% |
$8.84M - $9.46M
|
288K
$191M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-15.5K- 11.22% |
$8.85M - $9.47M
|
123K
$81.5M
|