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
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.3K- 8.28% |
$739K - $791K
|
14.4K
$8.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.3K- 11.7% |
$742K - $794K
|
9.82K
$5.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.31K- 2.1% |
$749K - $801K
|
61.2K
$36.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-1.34K- 33.97% |
$766K - $819K
|
2.61K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.34K- 0.1% |
$767K - $821K
|
1.3M
$782M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.36K- 7.05% |
$778K - $832K
|
18K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.36K- 11.7% |
$778K - $833K
|
10.3K
$6.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.37K- 0.05% |
$781K - $836K
|
2.66M
$1.61B
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.38K- 24.28% |
$788K - $843K
|
4.31K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.38K- 1.47% |
$790K - $845K
|
93K
$56.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.39K- 4.94% |
$794K - $849K
|
26.8K
$16.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.41K- 8.84% |
$803K - $860K
|
14.5K
$8.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-1.41K- 13.69% |
$803K - $860K
|
8.88K
$5.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.41K- 21.46% |
$804K - $860K
|
5.16K
$3.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.43K- 1.15% |
$815K - $872K
|
123K
$74.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.44K- 11.74% |
$821K - $879K
|
10.8K
$6.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.46K- 2.85% |
$834K - $893K
|
49.9K
$30.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.47K- 16.59% |
$836K - $895K
|
7.37K
$4.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.48K- 5.93% |
$844K - $904K
|
23.5K
$14.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-1.52K- 0.72% |
$866K - $927K
|
210K
$127M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-1.53K- 4.37% |
$873K - $934K
|
33.5K
$20.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-1.54K- 2.79% |
$877K - $939K
|
53.5K
$32.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.55K- 18.63% |
$884K - $946K
|
6.77K
$4.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.57K- 4.69% |
$893K - $956K
|
31.8K
$19.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.58K- 60.73% |
$899K - $962K
|
1.02K
$615K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.59K- 7.02% |
$905K - $969K
|
21K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.59K- 1.72% |
$907K - $970K
|
91K
$55M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-1.62K- 4.59% |
$926K - $991K
|
33.7K
$20.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.63K- 1.87% |
$927K - $992K
|
85.4K
$51.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.63K- 22.74% |
$932K - $998K
|
5.55K
$3.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.68K- 5.05% |
$956K - $1.02M
|
31.5K
$19M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.69K- 4.08% |
$962K - $1.03M
|
39.7K
$24M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-1.71K- 1.63% |
$978K - $1.05M
|
103K
$62.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.72K- 2.21% |
$980K - $1.05M
|
76.2K
$46M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.73K- 9.82% |
$986K - $1.06M
|
15.9K
$9.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.77K- 6.93% |
$1.01M - $1.08M
|
23.7K
$14.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.81K- 18.13% |
$1.03M - $1.11M
|
8.18K
$4.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.84K- 80.79% |
$1.05M - $1.12M
|
438
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-1.84K- 9.49% |
$1.05M - $1.13M
|
17.6K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-1.86K- 3.9% |
$1.06M - $1.14M
|
45.9K
$27.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.88K- 4.63% |
$1.07M - $1.15M
|
38.7K
$23.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.89K- 4.44% |
$1.08M - $1.16M
|
40.8K
$24.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 26.18% |
$1.08M - $1.16M
|
5.34K
$3.23M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.9K- 2.57% |
$1.08M - $1.16M
|
72K
$43.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.9K- 22.71% |
$1.08M - $1.16M
|
6.47K
$3.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.9K- 13.29% |
$1.08M - $1.16M
|
12.4K
$7.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.91K- 25.79% |
$1.09M - $1.16M
|
5.48K
$3.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.92K- 1.49% |
$1.1M - $1.17M
|
127K
$76.4M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-1.95K- 4.01% |
$1.11M - $1.19M
|
46.6K
$28.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.97K- 2.14% |
$1.13M - $1.21M
|
90.2K
$54.4M
|