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 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-34- 5.67% |
$19.4K - $20.8K
|
566
$304K
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-35- 5.49% |
$20K - $21.4K
|
603
$324K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-35- 6.32% |
$20K - $21.4K
|
519
$279K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-35- 5.22% |
$20K - $21.4K
|
636
$342K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-36- 1.17% |
$20.5K - $22K
|
3.03K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-36- 7.03% |
$20.5K - $22K
|
476
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-36- 4.22% |
$20.5K - $22K
|
817
$439K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-36- 1.6% |
$20.5K - $22K
|
2.21K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-37- 1.82% |
$21.1K - $22.6K
|
1.99K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-37- 1.4% |
$21.1K - $22.6K
|
2.6K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-37- 6.61% |
$21.1K - $22.6K
|
523
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-37- 4.35% |
$21.1K - $22.6K
|
814
$438K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-38- 3.56% |
$21.7K - $23.2K
|
1.03K
$554K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-38- 1.76% |
$21.7K - $23.2K
|
2.12K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-38- 3.27% |
$21.7K - $23.2K
|
1.12K
$605K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-38- 3.6% |
$21.7K - $23.2K
|
1.02K
$547K
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-38- 1.3% |
$21.7K - $23.2K
|
2.89K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-38- 0.55% |
$21.7K - $23.2K
|
6.83K
$3.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-38- 19.29% |
$21.7K - $23.2K
|
159
$85.5K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-39- 1.5% |
$22.2K - $23.8K
|
2.56K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-39- 0.12% |
$22.2K - $23.8K
|
33.8K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-39- 0.23% |
$22.2K - $23.8K
|
17.2K
$9.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-40- 4.48% |
$22.8K - $24.4K
|
852
$458K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-40- 1.5% |
$22.8K - $24.4K
|
2.63K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-40- 1.49% |
$22.8K - $24.4K
|
2.65K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-40- 1.82% |
$22.8K - $24.4K
|
2.16K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-41- 0.44% |
$23.4K - $25K
|
9.35K
$5.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-41- 0.08% |
$23.4K - $25K
|
54.2K
$29.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-42- 1.84% |
$24K - $25.6K
|
2.24K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-42- 0.3% |
$24K - $25.6K
|
14K
$7.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-42- 1.27% |
$24K - $25.6K
|
3.26K
$1.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-42- 0.15% |
$24K - $25.6K
|
27.9K
$15M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-43- 0.2% |
$24.5K - $26.3K
|
21.5K
$11.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-43- 2.6% |
$24.5K - $26.3K
|
1.61K
$865K
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-43- 2.25% |
$24.5K - $26.3K
|
1.86K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-44- 4.29% |
$25.1K - $26.9K
|
982
$528K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-44- 8.13% |
$25.1K - $26.9K
|
497
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-44- 0.36% |
$25.1K - $26.9K
|
12.1K
$6.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-45- 0.79% |
$25.7K - $27.5K
|
5.68K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-45- 0.6% |
$25.7K - $27.5K
|
7.51K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-45- 1.75% |
$25.7K - $27.5K
|
2.52K
$1.36M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-46- 0.6% |
$26.2K - $28.1K
|
7.66K
$4.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-46- 1.06% |
$26.2K - $28.1K
|
4.28K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-46- 0.59% |
$26.2K - $28.1K
|
7.81K
$4.2M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-46- 4.93% |
$26.2K - $28.1K
|
887
$477K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-47- 4.58% |
$26.8K - $28.7K
|
980
$527K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-47- 0.99% |
$26.8K - $28.7K
|
4.69K
$2.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-47- 5.75% |
$26.8K - $28.7K
|
771
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-47- 0.09% |
$26.8K - $28.7K
|
51.4K
$27.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-47- 0.94% |
$26.8K - $28.7K
|
4.94K
$2.66M
|