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 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-330- 5.86% |
$188K - $201K
|
5.3K
$3.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-337- 5.74% |
$192K - $206K
|
5.53K
$3.34M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-337- 6.16% |
$192K - $206K
|
5.13K
$3.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-341- 33.83% |
$195K - $208K
|
667
$403K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-343- 6.41% |
$196K - $209K
|
5.01K
$3.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-344- 3.53% |
$196K - $210K
|
9.4K
$5.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-347- 22.37% |
$198K - $212K
|
1.2K
$728K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-350- 11.13% |
$200K - $214K
|
2.79K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-356- 3.64% |
$203K - $217K
|
9.42K
$5.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-367- 5.34% |
$209K - $224K
|
6.51K
$3.94M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-376- 2.6% |
$215K - $230K
|
14.1K
$8.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-382- 3.92% |
$218K - $233K
|
9.37K
$5.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-383- 0.86% |
$219K - $234K
|
44.4K
$26.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-385- 2.27% |
$220K - $235K
|
16.6K
$10M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-392- 3.63% |
$224K - $239K
|
10.4K
$6.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-394- 0.83% |
$225K - $241K
|
47.4K
$28.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-396- 3.87% |
$226K - $242K
|
9.84K
$5.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-399- 3.65% |
$228K - $244K
|
10.5K
$6.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-402- 1.15% |
$229K - $245K
|
34.7K
$21M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-405- 1.56% |
$231K - $247K
|
25.6K
$15.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-415- 13.76% |
$237K - $253K
|
2.6K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-417- 1.97% |
$238K - $255K
|
20.8K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
SELL
|
- |
-420- 6.13% |
$240K - $256K
|
6.43K
$3.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-425- 13.19% |
$242K - $260K
|
2.8K
$1.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-428- 4.62% |
$244K - $261K
|
8.83K
$5.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-429- 0.21% |
$245K - $262K
|
200K
$121M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-431- 3.65% |
$246K - $263K
|
11.4K
$6.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-432- 13.35% |
$246K - $264K
|
2.8K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-432- 16.04% |
$246K - $264K
|
2.26K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-434- 10.08% |
$248K - $265K
|
3.87K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-438- 0.94% |
$250K - $267K
|
46.2K
$28M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-439- 1.46% |
$250K - $268K
|
29.7K
$17.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-440- 46.22% |
$251K - $269K
|
512
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-446- 24.25% |
$254K - $272K
|
1.39K
$842K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-446- 2.94% |
$254K - $272K
|
14.7K
$8.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-447- 0.56% |
$255K - $273K
|
80K
$48.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-451- 0.64% |
$257K - $275K
|
70K
$42.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-457- 3.03% |
$261K - $279K
|
14.6K
$8.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-457- 11.81% |
$261K - $279K
|
3.41K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-458- 0.75% |
$261K - $280K
|
60.8K
$36.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-460- 11.41% |
$262K - $281K
|
3.57K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-460- 12.02% |
$262K - $281K
|
3.37K
$2.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-464- 0.81% |
$265K - $283K
|
56.8K
$34.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-465- 16.48% |
$265K - $284K
|
2.36K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-467- 7.02% |
$266K - $285K
|
6.19K
$3.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-468- 8.79% |
$267K - $286K
|
4.86K
$2.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-469- 2.18% |
$268K - $286K
|
21K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-472- 1.69% |
$269K - $288K
|
27.5K
$16.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-474- 0.85% |
$270K - $289K
|
55K
$33.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-487- 1.76% |
$278K - $297K
|
27.2K
$16.4M
|