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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-3.33K- 0.81% |
$1.9M - $2.03M
|
408K
$246M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.37K- 0.62% |
$1.92M - $2.06M
|
539K
$325M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.4K- 6.74% |
$1.94M - $2.07M
|
47K
$28.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-3.47K- 4.31% |
$1.98M - $2.12M
|
77K
$46.5M
|
|
|
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
$8.43M
|
|
|
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
$39.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.71K- 1.35% |
$2.12M - $2.27M
|
271K
$164M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.85K- 19.78% |
$2.19M - $2.35M
|
15.6K
$9.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-3.88K- 3.11% |
$2.21M - $2.37M
|
121K
$73M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-3.92K- 17.06% |
$2.24M - $2.39M
|
19K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.94K- 30.19% |
$2.25M - $2.41M
|
9.11K
$5.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-4.01K- 3.13% |
$2.29M - $2.45M
|
124K
$75.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-4.04K- 17.59% |
$2.31M - $2.47M
|
19K
$11.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-4.05K- 4.56% |
$2.31M - $2.47M
|
84.7K
$51.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.08K- 0.31% |
$2.32M - $2.49M
|
1.32M
$795M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.08K- 33.07% |
$2.33M - $2.49M
|
8.25K
$4.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.13K- 0.92% |
$2.35M - $2.52M
|
443K
$267M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-4.2K- 31.26% |
$2.39M - $2.56M
|
9.23K
$5.57M
|
|
|
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
$310M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.32K- 29.34% |
$2.47M - $2.64M
|
10.4K
$6.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.38K- 2.75% |
$2.5M - $2.67M
|
155K
$93.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.46K- 8.27% |
$2.55M - $2.73M
|
49.5K
$29.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-4.51K- 61.87% |
$2.57M - $2.75M
|
2.78K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-4.62K- 4.68% |
$2.64M - $2.82M
|
94.1K
$56.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-4.94K- 10.78% |
$2.82M - $3.02M
|
40.9K
$24.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5.14K- 38.53% |
$2.93M - $3.14M
|
8.19K
$4.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.16K- 67.01% |
$2.94M - $3.15M
|
2.54K
$1.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.17K- 1.54% |
$2.95M - $3.15M
|
330K
$199M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.2K- 1.7% |
$2.97M - $3.17M
|
300K
$181M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-5.2K- 12.08% |
$2.97M - $3.18M
|
37.9K
$22.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-5.42K- 9.57% |
$3.09M - $3.31M
|
51.2K
$30.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-5.64K- 4.88% |
$3.22M - $3.44M
|
110K
$66.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-5.75K- 3.91% |
$3.28M - $3.51M
|
141K
$85.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.76K- 8.85% |
$3.29M - $3.52M
|
59.3K
$35.8M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.79K- 2.72% |
$3.3M - $3.53M
|
207K
$125M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-5.84K- 19.51% |
$3.33M - $3.56M
|
24.1K
$14.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-5.86K- 8.94% |
$3.34M - $3.58M
|
59.7K
$36.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.96K- 33.97% |
$3.4M - $3.64M
|
11.6K
$6.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-5.97K- 1.38% |
$3.41M - $3.65M
|
428K
$259M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.12K- 10.01% |
$3.49M - $3.74M
|
55K
$33.2M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.49K- 7.47% |
$3.7M - $3.96M
|
80.4K
$48.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-6.58K- 2.9% |
$3.75M - $4.02M
|
221K
$133M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.64K- 19.7% |
$3.79M - $4.05M
|
27K
$16.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.65K- 8.36% |
$3.79M - $4.06M
|
72.9K
$44M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.99K- 6.24% |
$3.99M - $4.27M
|
105K
$63.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.06K- 3.61% |
$4.03M - $4.31M
|
188K
$114M
|