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 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-324- 1.55% |
$185K - $198K
|
20.5K
$12.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-324- 4.6% |
$185K - $198K
|
6.72K
$4.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-325- 1.23% |
$185K - $198K
|
26K
$15.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-326- 1.57% |
$186K - $199K
|
20.4K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-330- 0.93% |
$188K - $201K
|
35.3K
$21.3M
|
|
|
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 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-337- 19.51% |
$192K - $206K
|
1.39K
$839K
|
|
|
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
$5.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-346- 0.87% |
$197K - $211K
|
39.6K
$23.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-347- 22.37% |
$198K - $212K
|
1.2K
$727K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-350- 11.13% |
$200K - $214K
|
2.79K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-350- 10.0% |
$200K - $214K
|
3.15K
$1.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-351- 5.92% |
$200K - $214K
|
5.58K
$3.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-356- 3.64% |
$203K - $217K
|
9.42K
$5.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-359- 0.11% |
$205K - $219K
|
322K
$195M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-367- 5.34% |
$209K - $224K
|
6.51K
$3.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-368- 3.89% |
$210K - $225K
|
9.1K
$5.5M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-376- 2.6% |
$215K - $230K
|
14.1K
$8.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-382- 3.92% |
$218K - $233K
|
9.37K
$5.65M
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-386- 0.54% |
$220K - $236K
|
70.8K
$42.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-389- 7.93% |
$222K - $238K
|
4.52K
$2.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-392- 3.63% |
$224K - $239K
|
10.4K
$6.28M
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-393- 7.56% |
$224K - $240K
|
4.8K
$2.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-394- 0.83% |
$225K - $241K
|
47.4K
$28.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-394- 1.74% |
$225K - $241K
|
22.2K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-396- 3.87% |
$226K - $242K
|
9.84K
$5.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-399- 3.65% |
$228K - $244K
|
10.5K
$6.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-402- 1.15% |
$229K - $245K
|
34.7K
$20.9M
|
|
|
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
$12.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
SELL
|
- |
-420- 6.13% |
$240K - $256K
|
6.43K
$3.88M
|
|
|
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
$5.33M
|
|
|
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
$6.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-432- 13.35% |
$246K - $264K
|
2.8K
$1.69M
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-434- 5.26% |
$248K - $265K
|
7.81K
$4.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-434- 0.1% |
$248K - $265K
|
444K
$268M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-435- 1.54% |
$248K - $266K
|
27.7K
$16.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-438- 0.94% |
$250K - $267K
|
46.2K
$27.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-439- 1.46% |
$250K - $268K
|
29.7K
$17.9M
|