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 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-8- 0.74% |
$4.56K - $4.88K
|
1.07K
$573K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-8- 0.05% |
$4.56K - $4.88K
|
16.9K
$9.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-8- 0.75% |
$4.56K - $4.88K
|
1.06K
$570K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-8- 2.18% |
$4.56K - $4.88K
|
359
$193K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-8- 0.56% |
$4.56K - $4.88K
|
1.43K
$770K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-8- 0.54% |
$4.56K - $4.88K
|
1.47K
$791K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-8- 1.53% |
$4.56K - $4.88K
|
515
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-9- 0.26% |
$5.13K - $5.5K
|
3.47K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-9- 0.17% |
$5.13K - $5.5K
|
5.27K
$2.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-10- 0.59% |
$5.71K - $6.11K
|
1.68K
$902K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-10- 0.12% |
$5.71K - $6.11K
|
8.14K
$4.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-10- 0.2% |
$5.71K - $6.11K
|
5K
$2.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-10- 0.38% |
$5.71K - $6.11K
|
2.62K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-10- 1.8% |
$5.71K - $6.11K
|
547
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Independent Investors Inc
|
SELL
|
- |
-10- 0.48% |
$5.71K - $6.11K
|
2.09K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-10- 1.6% |
$5.71K - $6.11K
|
614
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-10- 0.23% |
$5.71K - $6.11K
|
4.33K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-11- 1.23% |
$6.28K - $6.72K
|
881
$474K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-11- 0.12% |
$6.28K - $6.72K
|
9.02K
$4.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-11- 1.28% |
$6.28K - $6.72K
|
850
$457K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-11- 1.78% |
$6.28K - $6.72K
|
608
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-11- 0.55% |
$6.28K - $6.72K
|
1.97K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-11- 1.16% |
$6.28K - $6.72K
|
935
$503K
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-11- 2.76% |
$6.28K - $6.72K
|
388
$209K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-11- 2.01% |
$6.28K - $6.72K
|
537
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-11- 1.42% |
$6.28K - $6.72K
|
761
$409K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-12- 0.34% |
$6.85K - $7.33K
|
3.5K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-12- 0.73% |
$6.85K - $7.33K
|
1.63K
$875K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-12- 1.02% |
$6.85K - $7.33K
|
1.16K
$623K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-12- 0.69% |
$6.85K - $7.33K
|
1.74K
$934K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-12- 0.01% |
$6.85K - $7.33K
|
94.9K
$51M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 5.69% |
$6.85K - $7.33K
|
199
$107K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-12- 0.91% |
$6.85K - $7.33K
|
1.3K
$700K
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-12- 2.59% |
$6.85K - $7.33K
|
452
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-12- 0.08% |
$6.85K - $7.33K
|
14.2K
$7.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-13- 0.05% |
$7.42K - $7.94K
|
25.8K
$13.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-13- 35.14% |
$7.42K - $7.94K
|
24
$12.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-13- 2.34% |
$7.42K - $7.94K
|
543
$292K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-13- 1.05% |
$7.42K - $7.94K
|
1.23K
$662K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-13- 0.76% |
$7.42K - $7.94K
|
1.69K
$911K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-13- 0.64% |
$7.42K - $7.94K
|
2.03K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-14- 2.75% |
$7.99K - $8.55K
|
495
$266K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-14- 12.28% |
$7.99K - $8.55K
|
100
$53.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-14- 2.55% |
$7.99K - $8.55K
|
536
$288K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-14- 0.57% |
$7.99K - $8.55K
|
2.46K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-14- 0.71% |
$7.99K - $8.55K
|
1.97K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-14- 0.53% |
$7.99K - $8.55K
|
2.62K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-14- 1.0% |
$7.99K - $8.55K
|
1.38K
$742K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-15- 0.19% |
$8.56K - $9.16K
|
8.05K
$4.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-15- 0.32% |
$8.56K - $9.16K
|
4.72K
$2.54M
|