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 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-79- 5.03% |
$45.1K - $48.2K
|
1.49K
$902K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-79- 9.62% |
$45.1K - $48.2K
|
742
$449K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-79- 10.17% |
$45.1K - $48.2K
|
698
$422K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-82- 18.89% |
$46.8K - $50.1K
|
352
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-83- 2.11% |
$47.4K - $50.7K
|
3.85K
$2.33M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-83- 2.47% |
$47.4K - $50.7K
|
3.27K
$1.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-83- 0.44% |
$47.4K - $50.7K
|
18.7K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-83- 2.12% |
$47.4K - $50.7K
|
3.83K
$2.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-84- 2.37% |
$47.9K - $51.3K
|
3.47K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-84- 3.29% |
$47.9K - $51.3K
|
2.47K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-85- 14.6% |
$48.5K - $51.9K
|
497
$301K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-87- 5.57% |
$49.6K - $53.1K
|
1.48K
$892K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-88- 13.75% |
$50.2K - $53.7K
|
552
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-88- 1.12% |
$50.2K - $53.7K
|
7.75K
$4.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-89- 3.08% |
$50.8K - $54.3K
|
2.8K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-91- 5.91% |
$51.9K - $55.6K
|
1.45K
$877K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-91- 3.41% |
$51.9K - $55.6K
|
2.58K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-92- 3.01% |
$52.5K - $56.2K
|
2.96K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-92- 1.22% |
$52.5K - $56.2K
|
7.45K
$4.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-92- 7.63% |
$52.5K - $56.2K
|
1.11K
$674K
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-93- 3.67% |
$53.1K - $56.8K
|
2.44K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-93- 0.08% |
$53.1K - $56.8K
|
114K
$68.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-94- 5.91% |
$53.6K - $57.4K
|
1.5K
$905K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-100- 0.23% |
$57.1K - $61.1K
|
43.9K
$26.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-100- 8.41% |
$57.1K - $61.1K
|
1.09K
$658K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-100- 3.1% |
$57.1K - $61.1K
|
3.13K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-100- 3.1% |
$57.1K - $61.1K
|
3.13K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-101- 2.08% |
$57.6K - $61.7K
|
4.75K
$2.87M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-102- 1.33% |
$58.2K - $62.3K
|
7.57K
$4.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-102- 1.42% |
$58.2K - $62.3K
|
7.08K
$4.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-103- 0.14% |
$58.8K - $62.9K
|
71.4K
$43.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-104- 1.26% |
$59.3K - $63.5K
|
8.14K
$4.92M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-104- 3.04% |
$59.3K - $63.5K
|
3.32K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-106- 1.71% |
$60.5K - $64.7K
|
6.08K
$3.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-106- 5.95% |
$60.5K - $64.7K
|
1.68K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-109- 0.9% |
$62.2K - $66.6K
|
12K
$7.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-110- 2.78% |
$62.8K - $67.2K
|
3.85K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-110- 1.42% |
$62.8K - $67.2K
|
7.65K
$4.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-110- 0.77% |
$62.8K - $67.2K
|
14.1K
$8.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-115- 1.55% |
$65.6K - $70.2K
|
7.29K
$4.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-115- 0.64% |
$65.6K - $70.2K
|
17.8K
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-117- 0.99% |
$66.7K - $71.4K
|
11.6K
$7.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-118- 1.27% |
$67.3K - $72K
|
9.14K
$5.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-118- 2.6% |
$67.3K - $72K
|
4.42K
$2.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-119- 2.08% |
$67.9K - $72.7K
|
5.6K
$3.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-119- 0.31% |
$67.9K - $72.7K
|
37.9K
$22.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-120- 5.15% |
$68.5K - $73.3K
|
2.21K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-121- 2.22% |
$69K - $73.9K
|
5.32K
$3.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-122- 0.5% |
$69.6K - $74.5K
|
24.3K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-124- 6.87% |
$70.7K - $75.7K
|
1.68K
$1.02M
|