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 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-27- 0.7% |
$15.4K - $16.5K
|
3.85K
$2.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-27- 0.5% |
$15.4K - $16.5K
|
5.38K
$3.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-28- 0.11% |
$16K - $17.1K
|
24.9K
$15M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-28- 0.7% |
$16K - $17.1K
|
3.95K
$2.39M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-28- 3.78% |
$16K - $17.1K
|
713
$431K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-30- 1.17% |
$17.1K - $18.3K
|
2.52K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-30- 0.94% |
$17.1K - $18.3K
|
3.17K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-31- 2.36% |
$17.7K - $18.9K
|
1.28K
$775K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-31- 0.81% |
$17.7K - $18.9K
|
3.8K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-32- 3.43% |
$18.3K - $19.5K
|
901
$545K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-32- 5.33% |
$18.3K - $19.5K
|
568
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-32- 1.8% |
$18.3K - $19.5K
|
1.75K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-32- 1.31% |
$18.3K - $19.5K
|
2.42K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-33- 0.14% |
$18.8K - $20.1K
|
23.9K
$14.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-33- 0.47% |
$18.8K - $20.1K
|
7.03K
$4.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-33- 5.35% |
$18.8K - $20.1K
|
584
$353K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-33- 2.16% |
$18.8K - $20.1K
|
1.5K
$905K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-33- 0.21% |
$18.8K - $20.1K
|
16.1K
$9.71M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-35- 5.49% |
$20K - $21.4K
|
603
$365K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-35- 6.32% |
$20K - $21.4K
|
519
$314K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-35- 5.22% |
$20K - $21.4K
|
636
$385K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-36- 1.17% |
$20.5K - $22K
|
3.03K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-36- 7.03% |
$20.5K - $22K
|
476
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-36- 4.22% |
$20.5K - $22K
|
817
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-37- 1.82% |
$21.1K - $22.6K
|
1.99K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-37- 1.4% |
$21.1K - $22.6K
|
2.6K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-38- 3.56% |
$21.7K - $23.2K
|
1.03K
$623K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-38- 1.76% |
$21.7K - $23.2K
|
2.12K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-38- 3.27% |
$21.7K - $23.2K
|
1.12K
$680K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-38- 3.6% |
$21.7K - $23.2K
|
1.02K
$615K
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-38- 1.3% |
$21.7K - $23.2K
|
2.89K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-39- 1.5% |
$22.2K - $23.8K
|
2.56K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-40- 4.48% |
$22.8K - $24.4K
|
852
$515K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-40- 1.5% |
$22.8K - $24.4K
|
2.63K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-40- 1.49% |
$22.8K - $24.4K
|
2.65K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-40- 1.82% |
$22.8K - $24.4K
|
2.16K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-41- 0.44% |
$23.4K - $25K
|
9.35K
$5.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-42- 1.84% |
$24K - $25.6K
|
2.24K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-42- 0.3% |
$24K - $25.6K
|
14K
$8.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-42- 1.27% |
$24K - $25.6K
|
3.26K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-42- 0.15% |
$24K - $25.6K
|
27.9K
$16.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-43- 0.2% |
$24.5K - $26.3K
|
21.5K
$13M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-43- 2.6% |
$24.5K - $26.3K
|
1.61K
$972K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-45- 0.79% |
$25.7K - $27.5K
|
5.68K
$3.44M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-46- 0.6% |
$26.2K - $28.1K
|
7.66K
$4.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-46- 1.06% |
$26.2K - $28.1K
|
4.28K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-47- 4.58% |
$26.8K - $28.7K
|
980
$593K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-48- 0.62% |
$27.4K - $29.3K
|
7.65K
$4.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-48- 3.39% |
$27.4K - $29.3K
|
1.37K
$828K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-49- 0.68% |
$28K - $29.9K
|
7.15K
$4.33M
|