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 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-23- 4.91% |
$13.1K - $14K
|
445
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-23- 0.73% |
$13.1K - $14K
|
3.15K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-23- 0.47% |
$13.1K - $14K
|
4.88K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-23- 2.02% |
$13.1K - $14K
|
1.11K
$599K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-23- 0.19% |
$13.1K - $14K
|
11.9K
$6.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-24- 0.22% |
$13.7K - $14.7K
|
11.1K
$5.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-25- 0.61% |
$14.3K - $15.3K
|
4.07K
$2.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-25- 0.94% |
$14.3K - $15.3K
|
2.63K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-25- 0.28% |
$14.3K - $15.3K
|
8.8K
$4.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Carroll Investors, Inc
|
SELL
|
- |
-25- 3.91% |
$14.3K - $15.3K
|
614
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-25- 1.28% |
$14.3K - $15.3K
|
1.93K
$1.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-26- 3.17% |
$14.8K - $15.9K
|
794
$427K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-26- 0.46% |
$14.8K - $15.9K
|
5.58K
$3M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-26- 0.27% |
$14.8K - $15.9K
|
9.78K
$5.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-26- 2.57% |
$14.8K - $15.9K
|
986
$530K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-26- 0.66% |
$14.8K - $15.9K
|
3.9K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-26- 2.65% |
$14.8K - $15.9K
|
956
$514K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-26- 0.79% |
$14.8K - $15.9K
|
3.27K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-26- 0.47% |
$14.8K - $15.9K
|
5.56K
$2.99M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-27- 3.84% |
$15.4K - $16.5K
|
676
$364K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-27- 0.7% |
$15.4K - $16.5K
|
3.85K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-27- 0.5% |
$15.4K - $16.5K
|
5.38K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-27- 0.22% |
$15.4K - $16.5K
|
12.2K
$6.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-27- 0.41% |
$15.4K - $16.5K
|
6.54K
$3.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-28- 0.11% |
$16K - $17.1K
|
24.9K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-28- 0.7% |
$16K - $17.1K
|
3.95K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-28- 3.78% |
$16K - $17.1K
|
713
$383K
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-28- 1.87% |
$16K - $17.1K
|
1.47K
$791K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-28- 1.09% |
$16K - $17.1K
|
2.53K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-29- 5.12% |
$16.5K - $17.7K
|
537
$289K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-29- 7.77% |
$16.5K - $17.7K
|
344
$185K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-30- 1.17% |
$17.1K - $18.3K
|
2.52K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-30- 0.94% |
$17.1K - $18.3K
|
3.17K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-30- 25.64% |
$17.1K - $18.3K
|
87
$46.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-30- 0.24% |
$17.1K - $18.3K
|
12.6K
$6.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-30- 1.46% |
$17.1K - $18.3K
|
2.03K
$1.09M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-30- 1.82% |
$17.1K - $18.3K
|
1.62K
$869K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-31- 2.36% |
$17.7K - $18.9K
|
1.28K
$690K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-31- 0.81% |
$17.7K - $18.9K
|
3.8K
$2.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-31- 0.03% |
$17.7K - $18.9K
|
97.6K
$52.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-32- 3.43% |
$18.3K - $19.5K
|
901
$485K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-32- 5.33% |
$18.3K - $19.5K
|
568
$305K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-32- 1.8% |
$18.3K - $19.5K
|
1.75K
$940K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-32- 1.31% |
$18.3K - $19.5K
|
2.42K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-32- 0.13% |
$18.3K - $19.5K
|
23.9K
$12.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-33- 0.14% |
$18.8K - $20.1K
|
23.9K
$12.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-33- 0.47% |
$18.8K - $20.1K
|
7.03K
$3.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-33- 5.35% |
$18.8K - $20.1K
|
584
$314K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-33- 2.16% |
$18.8K - $20.1K
|
1.5K
$805K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-33- 0.21% |
$18.8K - $20.1K
|
16.1K
$8.64M
|