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 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-3- 0.3% |
$1.71K - $1.83K
|
1.01K
$640K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-3- 0.04% |
$1.71K - $1.83K
|
7.3K
$4.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3- 0.09% |
$1.71K - $1.83K
|
3.33K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3- 0.06% |
$1.71K - $1.83K
|
4.81K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.06% |
$1.71K - $1.83K
|
5.19K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-3- 0.13% |
$1.71K - $1.83K
|
2.38K
$1.52M
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-3- 0.44% |
$1.71K - $1.83K
|
675
$430K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.13% |
$2.28K - $2.44K
|
3.02K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-4- 0.14% |
$2.28K - $2.44K
|
2.95K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-4- 0.05% |
$2.28K - $2.44K
|
8.13K
$5.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-4- 0.76% |
$2.28K - $2.44K
|
523
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-4- 0.48% |
$2.28K - $2.44K
|
826
$526K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-4- 0.31% |
$2.28K - $2.44K
|
1.3K
$827K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-4- 1.33% |
$2.28K - $2.44K
|
297
$189K
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-5- 0.36% |
$2.85K - $3.05K
|
1.39K
$887K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-5- 0.49% |
$2.85K - $3.05K
|
1.02K
$650K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-5- 0.93% |
$2.85K - $3.05K
|
534
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-5- 0.2% |
$2.85K - $3.05K
|
2.52K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-5- 0.32% |
$2.85K - $3.05K
|
1.56K
$995K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
SELL
|
- |
-5- 0.19% |
$2.85K - $3.05K
|
2.59K
$1.65M
|
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-5- 0.41% |
$2.85K - $3.05K
|
1.21K
$768K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-6- 0.4% |
$3.42K - $3.66K
|
1.48K
$944K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-6- 0.67% |
$3.42K - $3.66K
|
895
$570K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-6- 0.21% |
$3.42K - $3.66K
|
2.87K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-6- 1.63% |
$3.42K - $3.66K
|
361
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-6- 0.18% |
$3.42K - $3.66K
|
3.28K
$2.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-6- 0.69% |
$3.42K - $3.66K
|
860
$547K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-6- 0.98% |
$3.42K - $3.66K
|
608
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-6- 0.22% |
$3.42K - $3.66K
|
2.72K
$1.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
SELL
|
- |
-7- 0.94% |
$3.99K - $4.27K
|
734
$467K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-7- 0.99% |
$3.99K - $4.27K
|
700
$445K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7- 0.46% |
$3.99K - $4.27K
|
1.53K
$974K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-7- 0.97% |
$3.99K - $4.27K
|
715
$455K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-7- 0.33% |
$3.99K - $4.27K
|
2.14K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-7- 1.67% |
$3.99K - $4.27K
|
413
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7- 0.09% |
$3.99K - $4.27K
|
8.13K
$5.17M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-8- 0.21% |
$4.56K - $4.88K
|
3.85K
$2.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-8- 0.27% |
$4.56K - $4.88K
|
2.95K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-8- 0.34% |
$4.56K - $4.88K
|
2.32K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-8- 0.74% |
$4.56K - $4.88K
|
1.07K
$678K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-8- 0.05% |
$4.56K - $4.88K
|
16.9K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-8- 0.75% |
$4.56K - $4.88K
|
1.06K
$675K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-8- 2.18% |
$4.56K - $4.88K
|
359
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-8- 0.56% |
$4.56K - $4.88K
|
1.43K
$911K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-8- 0.54% |
$4.56K - $4.88K
|
1.47K
$936K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-8- 1.53% |
$4.56K - $4.88K
|
515
$328K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-9- 0.26% |
$5.13K - $5.5K
|
3.47K
$2.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-9- 0.17% |
$5.13K - $5.5K
|
5.27K
$3.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-10- 0.59% |
$5.71K - $6.11K
|
1.68K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-10- 0.12% |
$5.71K - $6.11K
|
8.14K
$5.18M
|