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 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-49- 1.28% |
$28K - $29.9K
|
3.78K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-49- 1.69% |
$28K - $29.9K
|
2.86K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-50- 1.4% |
$28.5K - $30.5K
|
3.53K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-50- 2.63% |
$28.5K - $30.5K
|
1.85K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-51- 9.66% |
$29.1K - $31.1K
|
477
$288K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-51- 2.28% |
$29.1K - $31.1K
|
2.18K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-51- 2.52% |
$29.1K - $31.1K
|
1.98K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-51- 9.41% |
$29.1K - $31.1K
|
491
$297K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-52- 0.54% |
$29.7K - $31.8K
|
9.61K
$5.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-52- 5.82% |
$29.7K - $31.8K
|
842
$509K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-53- 4.18% |
$30.2K - $32.4K
|
1.22K
$735K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-54- 2.76% |
$30.8K - $33K
|
1.9K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-55- 4.5% |
$31.4K - $33.6K
|
1.17K
$706K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-55- 10.52% |
$31.4K - $33.6K
|
468
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-57- 6.22% |
$32.5K - $34.8K
|
859
$519K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-57- 2.45% |
$32.5K - $34.8K
|
2.27K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-58- 8.8% |
$33.1K - $35.4K
|
601
$363K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-58- 0.72% |
$33.1K - $35.4K
|
7.94K
$4.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-58- 0.12% |
$33.1K - $35.4K
|
48.7K
$29.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-59- 0.53% |
$33.7K - $36K
|
11.1K
$6.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-59- 0.62% |
$33.7K - $36K
|
9.48K
$5.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-59- 1.73% |
$33.7K - $36K
|
3.35K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-60- 8.98% |
$34.2K - $36.6K
|
608
$368K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-62- 6.7% |
$35.4K - $37.9K
|
864
$522K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-62- 0.9% |
$35.4K - $37.9K
|
6.86K
$4.15M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-62- 0.95% |
$35.4K - $37.9K
|
6.45K
$3.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-63- 0.78% |
$35.9K - $38.5K
|
8.06K
$4.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-64- 1.39% |
$36.5K - $39.1K
|
4.55K
$2.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-64- 1.28% |
$36.5K - $39.1K
|
4.93K
$2.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-64- 4.79% |
$36.5K - $39.1K
|
1.27K
$769K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-65- 2.19% |
$37.1K - $39.7K
|
2.9K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-66- 15.35% |
$37.7K - $40.3K
|
364
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-66- 1.72% |
$37.7K - $40.3K
|
3.78K
$2.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
SELL
|
- |
-67- 5.54% |
$38.2K - $40.9K
|
1.14K
$691K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-69- 1.87% |
$39.4K - $42.1K
|
3.62K
$2.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-70- 2.62% |
$39.9K - $42.7K
|
2.61K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-70- 0.96% |
$39.9K - $42.7K
|
7.21K
$4.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-71- 1.26% |
$40.5K - $43.4K
|
5.56K
$3.36M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-72- 2.92% |
$41.1K - $44K
|
2.39K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-72- 0.82% |
$41.1K - $44K
|
8.7K
$5.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-72- 0.2% |
$41.1K - $44K
|
36.3K
$22M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-72- 1.55% |
$41.1K - $44K
|
4.57K
$2.76M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-72- 0.21% |
$41.1K - $44K
|
33.9K
$20.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-73- 58.4% |
$41.6K - $44.6K
|
52
$31.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-73- 9.1% |
$41.6K - $44.6K
|
729
$441K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-74- 0.78% |
$42.2K - $45.2K
|
9.4K
$5.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-75- 1.55% |
$42.8K - $45.8K
|
4.77K
$2.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-75- 10.23% |
$42.8K - $45.8K
|
658
$398K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-77- 5.01% |
$43.9K - $47K
|
1.46K
$882K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-78- 2.07% |
$44.5K - $47.6K
|
3.69K
$2.23M
|