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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q4 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-25- 2.23% |
$14.3K - $15.3K
|
1.1K
$698K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-26- 3.17% |
$14.8K - $15.9K
|
794
$505K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-26- 0.46% |
$14.8K - $15.9K
|
5.58K
$3.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-26- 0.27% |
$14.8K - $15.9K
|
9.78K
$6.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-26- 2.57% |
$14.8K - $15.9K
|
986
$628K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-26- 0.66% |
$14.8K - $15.9K
|
3.9K
$2.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-26- 2.65% |
$14.8K - $15.9K
|
956
$608K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-26- 0.79% |
$14.8K - $15.9K
|
3.27K
$2.08M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-26- 0.47% |
$14.8K - $15.9K
|
5.56K
$3.54M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-27- 3.84% |
$15.4K - $16.5K
|
676
$430K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-27- 0.7% |
$15.4K - $16.5K
|
3.85K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-27- 0.5% |
$15.4K - $16.5K
|
5.38K
$3.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-27- 0.22% |
$15.4K - $16.5K
|
12.2K
$7.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-27- 0.41% |
$15.4K - $16.5K
|
6.54K
$4.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-28- 0.11% |
$16K - $17.1K
|
24.9K
$15.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-28- 0.7% |
$16K - $17.1K
|
3.95K
$2.51M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-28- 3.78% |
$16K - $17.1K
|
713
$454K
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-28- 1.87% |
$16K - $17.1K
|
1.47K
$936K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-28- 1.09% |
$16K - $17.1K
|
2.53K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-29- 5.12% |
$16.5K - $17.7K
|
537
$342K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-29- 7.77% |
$16.5K - $17.7K
|
344
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-30- 1.17% |
$17.1K - $18.3K
|
2.52K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-30- 0.94% |
$17.1K - $18.3K
|
3.17K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-30- 25.64% |
$17.1K - $18.3K
|
87
$55.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-30- 0.24% |
$17.1K - $18.3K
|
12.6K
$8.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-30- 1.46% |
$17.1K - $18.3K
|
2.03K
$1.29M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-30- 1.82% |
$17.1K - $18.3K
|
1.62K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-31- 2.36% |
$17.7K - $18.9K
|
1.28K
$816K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-31- 0.81% |
$17.7K - $18.9K
|
3.8K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-31- 0.03% |
$17.7K - $18.9K
|
97.6K
$62.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-32- 3.43% |
$18.3K - $19.5K
|
901
$573K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-32- 5.33% |
$18.3K - $19.5K
|
568
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-32- 1.8% |
$18.3K - $19.5K
|
1.75K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-32- 1.31% |
$18.3K - $19.5K
|
2.42K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-32- 0.13% |
$18.3K - $19.5K
|
23.9K
$15.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-33- 0.14% |
$18.8K - $20.1K
|
23.9K
$15.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-33- 0.47% |
$18.8K - $20.1K
|
7.03K
$4.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-33- 5.35% |
$18.8K - $20.1K
|
584
$372K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-33- 2.16% |
$18.8K - $20.1K
|
1.5K
$952K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-33- 0.21% |
$18.8K - $20.1K
|
16.1K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-34- 5.67% |
$19.4K - $20.8K
|
566
$360K
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-35- 5.49% |
$20K - $21.4K
|
603
$384K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-35- 6.32% |
$20K - $21.4K
|
519
$330K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-35- 5.22% |
$20K - $21.4K
|
636
$405K
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-35- 2.09% |
$20K - $21.4K
|
1.64K
$1.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-36- 1.17% |
$20.5K - $22K
|
3.03K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-36- 7.03% |
$20.5K - $22K
|
476
$303K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-36- 4.22% |
$20.5K - $22K
|
817
$520K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-36- 1.6% |
$20.5K - $22K
|
2.21K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-37- 1.82% |
$21.1K - $22.6K
|
1.99K
$1.27M
|