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 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-7.11K- 2.48% |
$4.06M - $4.34M
|
280K
$169M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-7.24K- 92.81% |
$4.13M - $4.42M
|
561
$339K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-7.29K- 50.47% |
$4.16M - $4.45M
|
7.16K
$4.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-7.98K- 13.58% |
$4.55M - $4.87M
|
50.8K
$30.7M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-7.98K- 24.69% |
$4.55M - $4.87M
|
24.3K
$14.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-8.02K- 7.65% |
$4.58M - $4.9M
|
96.9K
$58.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-8.18K- 22.64% |
$4.67M - $5M
|
28K
$16.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8.32K- 21.61% |
$4.75M - $5.08M
|
30.2K
$18.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-8.87K- 25.92% |
$5.06M - $5.41M
|
25.3K
$15.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-8.91K- 6.14% |
$5.08M - $5.44M
|
136K
$82.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-8.93K- 5.36% |
$5.09M - $5.45M
|
158K
$95.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8.97K- 75.55% |
$5.12M - $5.48M
|
2.9K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9.16K- 4.56% |
$5.23M - $5.59M
|
192K
$116M
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-9.21K- 90.34% |
$5.25M - $5.62M
|
985
$595K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-9.28K- 1.84% |
$5.3M - $5.67M
|
495K
$299M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-9.47K- 1.5% |
$5.4M - $5.78M
|
623K
$376M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-9.55K- 8.01% |
$5.45M - $5.83M
|
110K
$66.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-9.63K- 16.49% |
$5.49M - $5.88M
|
48.8K
$29.4M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-10.5K- 3.16% |
$5.99M - $6.41M
|
322K
$194M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-10.6K- 66.57% |
$6.03M - $6.46M
|
5.31K
$3.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10.6K- 35.24% |
$6.04M - $6.46M
|
19.5K
$11.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-10.6K- 69.21% |
$6.06M - $6.49M
|
4.73K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-10.6K- 50.13% |
$6.06M - $6.49M
|
10.6K
$6.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-10.7KClosed |
$6.13M - $6.56M
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-11.1K- 22.73% |
$6.35M - $6.8M
|
37.8K
$22.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.3K- 17.95% |
$6.43M - $6.89M
|
51.5K
$31.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-11.4K- 1.66% |
$6.49M - $6.95M
|
674K
$407M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 16.23% |
$6.65M - $7.11M
|
60.2K
$36.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-11.8K- 45.47% |
$6.73M - $7.2M
|
14.1K
$8.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-11.9K- 16.62% |
$6.8M - $7.28M
|
59.8K
$36.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-12K- 71.71% |
$6.84M - $7.32M
|
4.73K
$2.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-12K- 7.93% |
$6.86M - $7.34M
|
140K
$84.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.1K- 28.99% |
$6.91M - $7.39M
|
29.6K
$17.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-12.5K- 18.1% |
$7.15M - $7.65M
|
56.7K
$34.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-12.6K- 7.95% |
$7.19M - $7.69M
|
146K
$88M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 30.61% |
$8.16M - $8.74M
|
32.4K
$19.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-14.4K- 40.63% |
$8.22M - $8.79M
|
21K
$12.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-14.7K- 29.08% |
$8.41M - $9M
|
35.9K
$21.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-15.5K- 5.11% |
$8.84M - $9.46M
|
288K
$174M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15.6K- 12.2% |
$8.87M - $9.5M
|
112K
$67.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.6K- 16.53% |
$8.9M - $9.52M
|
78.8K
$47.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.6K- 99.92% |
$9.49M - $10.2M
|
14
$8.45K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-17.2K- 9.65% |
$9.79M - $10.5M
|
161K
$97M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.7K- 8.13% |
$10.1M - $10.8M
|
200K
$121M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-18.7K- 71.23% |
$10.6M - $11.4M
|
7.54K
$4.55M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-18.7K- 1.58% |
$10.7M - $11.4M
|
1.17M
$706M
|
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-19.3K- 14.41% |
$11M - $11.8M
|
115K
$69.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-20.2K- 5.24% |
$11.5M - $12.3M
|
365K
$220M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-20.4K- 1.55% |
$11.7M - $12.5M
|
1.3M
$783M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-22.6K- 9.15% |
$12.9M - $13.8M
|
224K
$135M
|