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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-14- 0.57% |
$7.99K - $8.55K
|
2.46K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-15- 0.19% |
$8.56K - $9.16K
|
8.05K
$4.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-15- 0.32% |
$8.56K - $9.16K
|
4.72K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.42% |
$8.56K - $9.16K
|
3.57K
$2.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-15- 2.7% |
$8.56K - $9.16K
|
541
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-16- 3.44% |
$9.13K - $9.77K
|
449
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-16- 0.08% |
$9.13K - $9.77K
|
19.6K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-16- 2.43% |
$9.13K - $9.77K
|
642
$388K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-16- 0.67% |
$9.13K - $9.77K
|
2.37K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-17- 0.79% |
$9.7K - $10.4K
|
2.13K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-17- 0.48% |
$9.7K - $10.4K
|
3.52K
$2.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-17- 1.9% |
$9.7K - $10.4K
|
878
$531K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-17- 1.29% |
$9.7K - $10.4K
|
1.3K
$784K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-17- 2.21% |
$9.7K - $10.4K
|
753
$455K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18- 0.39% |
$10.3K - $11K
|
4.64K
$2.81M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-18- 0.18% |
$10.3K - $11K
|
10.1K
$6.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-18- 0.44% |
$10.3K - $11K
|
4.09K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-19- 12.42% |
$10.8K - $11.6K
|
134
$81K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-19- 0.41% |
$10.8K - $11.6K
|
4.57K
$2.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-19- 2.26% |
$10.8K - $11.6K
|
820
$496K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-19- 5.08% |
$10.8K - $11.6K
|
355
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-20- 0.31% |
$11.4K - $12.2K
|
6.44K
$3.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-20- 1.54% |
$11.4K - $12.2K
|
1.28K
$774K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-20- 1.49% |
$11.4K - $12.2K
|
1.32K
$800K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-20- 1.45% |
$11.4K - $12.2K
|
1.36K
$820K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-20- 1.98% |
$11.4K - $12.2K
|
990
$599K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-20- 0.52% |
$11.4K - $12.2K
|
3.83K
$2.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-20- 0.25% |
$11.4K - $12.2K
|
8.14K
$4.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-20- 0.22% |
$11.4K - $12.2K
|
8.94K
$5.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-21- 0.62% |
$12K - $12.8K
|
3.34K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-21- 0.44% |
$12K - $12.8K
|
4.76K
$2.88M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-22- 2.62% |
$12.6K - $13.4K
|
818
$495K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-22- 4.16% |
$12.6K - $13.4K
|
507
$307K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-22- 0.48% |
$12.6K - $13.4K
|
4.53K
$2.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-22- 1.24% |
$12.6K - $13.4K
|
1.76K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-23- 3.35% |
$13.1K - $14K
|
663
$401K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-23- 6.46% |
$13.1K - $14K
|
333
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-23- 4.91% |
$13.1K - $14K
|
445
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-23- 0.73% |
$13.1K - $14K
|
3.15K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-24- 0.22% |
$13.7K - $14.7K
|
11.1K
$6.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-25- 0.61% |
$14.3K - $15.3K
|
4.07K
$2.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-25- 0.94% |
$14.3K - $15.3K
|
2.63K
$1.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-26- 3.17% |
$14.8K - $15.9K
|
794
$480K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-26- 0.46% |
$14.8K - $15.9K
|
5.58K
$3.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-26- 0.27% |
$14.8K - $15.9K
|
9.78K
$5.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-26- 2.57% |
$14.8K - $15.9K
|
986
$596K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-26- 0.66% |
$14.8K - $15.9K
|
3.9K
$2.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-26- 2.65% |
$14.8K - $15.9K
|
956
$578K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-26- 0.79% |
$14.8K - $15.9K
|
3.27K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-27- 3.84% |
$15.4K - $16.5K
|
676
$409K
|