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 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-2.22K- 6.64% |
$1.27M - $1.36M
|
31.2K
$18.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.23K- 1.65% |
$1.27M - $1.36M
|
133K
$80.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-2.25K- 1.31% |
$1.29M - $1.38M
|
170K
$103M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2.29K- 2.66% |
$1.3M - $1.4M
|
83.6K
$50.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.33K- 0.63% |
$1.33M - $1.42M
|
369K
$223M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.33K- 10.01% |
$1.33M - $1.42M
|
20.9K
$12.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.35K- 5.41% |
$1.34M - $1.44M
|
41.1K
$24.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.4K- 12.88% |
$1.37M - $1.47M
|
16.2K
$9.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.47K- 0.99% |
$1.41M - $1.51M
|
248K
$150M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.52K- 10.47% |
$1.44M - $1.54M
|
21.6K
$13.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.56K- 3.77% |
$1.46M - $1.56M
|
65.3K
$39.5M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.6K- 3.51% |
$1.48M - $1.59M
|
71.4K
$43.1M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.61K- 21.77% |
$1.49M - $1.59M
|
9.37K
$5.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2.67K- 13.73% |
$1.52M - $1.63M
|
16.8K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.68K- 4.27% |
$1.53M - $1.64M
|
60K
$36.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-2.7K- 16.21% |
$1.54M - $1.65M
|
13.9K
$8.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-2.72K- 34.27% |
$1.55M - $1.66M
|
5.22K
$3.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-2.74K- 6.67% |
$1.56M - $1.67M
|
38.3K
$23.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.74K- 6.6% |
$1.56M - $1.67M
|
38.7K
$23.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.74K- 2.5% |
$1.56M - $1.67M
|
107K
$64.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.78K- 3.44% |
$1.58M - $1.69M
|
78K
$47.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.86K- 20.47% |
$1.63M - $1.74M
|
11.1K
$6.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-2.86K- 13.68% |
$1.63M - $1.75M
|
18K
$10.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.89K- 1.17% |
$1.65M - $1.76M
|
244K
$147M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.94K- 0.77% |
$1.68M - $1.79M
|
376K
$227M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-3.11K- 74.2% |
$1.77M - $1.9M
|
1.08K
$654K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.13K- 13.99% |
$1.79M - $1.91M
|
19.3K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.21K- 3.27% |
$1.83M - $1.96M
|
95K
$57.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3.27K- 2.69% |
$1.87M - $2M
|
118K
$71.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.33K- 0.89% |
$1.9M - $2.03M
|
372K
$225M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.37K- 0.62% |
$1.92M - $2.06M
|
539K
$326M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.4K- 6.74% |
$1.94M - $2.07M
|
47K
$28.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-3.56K- 5.29% |
$2.03M - $2.17M
|
63.7K
$38.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.56K- 20.34% |
$2.03M - $2.18M
|
14K
$8.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.59K- 16.75% |
$2.05M - $2.19M
|
17.8K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-3.67K- 1.44% |
$2.1M - $2.24M
|
251K
$152M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.68K- 5.27% |
$2.1M - $2.25M
|
66.1K
$40M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.85K- 19.78% |
$2.19M - $2.35M
|
15.6K
$9.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-3.88K- 3.11% |
$2.21M - $2.37M
|
121K
$73.1M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-3.92K- 17.06% |
$2.24M - $2.39M
|
19K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-4.04K- 17.59% |
$2.31M - $2.47M
|
19K
$11.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.08K- 33.07% |
$2.33M - $2.49M
|
8.25K
$4.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.13K- 0.92% |
$2.35M - $2.52M
|
443K
$268M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-4.2K- 31.26% |
$2.39M - $2.56M
|
9.23K
$5.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4.23K- 1.1% |
$2.41M - $2.58M
|
380K
$230M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.3K- 0.83% |
$2.45M - $2.62M
|
514K
$311M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.32K- 29.34% |
$2.47M - $2.64M
|
10.4K
$6.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.46K- 8.27% |
$2.55M - $2.73M
|
49.5K
$29.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-4.62K- 4.68% |
$2.64M - $2.82M
|
94.1K
$56.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-4.94K- 10.78% |
$2.82M - $3.02M
|
40.9K
$24.7M
|