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 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-37- 1.4% |
$21.1K - $22.6K
|
2.6K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-37- 6.61% |
$21.1K - $22.6K
|
523
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-37- 4.35% |
$21.1K - $22.6K
|
814
$518K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-38- 3.56% |
$21.7K - $23.2K
|
1.03K
$656K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-38- 1.76% |
$21.7K - $23.2K
|
2.12K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-38- 3.27% |
$21.7K - $23.2K
|
1.12K
$715K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-38- 3.6% |
$21.7K - $23.2K
|
1.02K
$647K
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-38- 1.3% |
$21.7K - $23.2K
|
2.89K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-38- 0.55% |
$21.7K - $23.2K
|
6.83K
$4.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-38- 19.29% |
$21.7K - $23.2K
|
159
$101K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-39- 1.5% |
$22.2K - $23.8K
|
2.56K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-39- 0.12% |
$22.2K - $23.8K
|
33.8K
$21.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-39- 0.23% |
$22.2K - $23.8K
|
17.2K
$10.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-40- 4.48% |
$22.8K - $24.4K
|
852
$542K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-40- 1.5% |
$22.8K - $24.4K
|
2.63K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-40- 1.49% |
$22.8K - $24.4K
|
2.65K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-40- 1.82% |
$22.8K - $24.4K
|
2.16K
$1.37M
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-40- 0.39% |
$22.8K - $24.4K
|
10.1K
$6.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-41- 0.44% |
$23.4K - $25K
|
9.35K
$5.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-41- 0.08% |
$23.4K - $25K
|
54.2K
$34.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-42- 1.84% |
$24K - $25.6K
|
2.24K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-42- 0.3% |
$24K - $25.6K
|
14K
$8.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-42- 1.27% |
$24K - $25.6K
|
3.26K
$2.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-42- 0.15% |
$24K - $25.6K
|
27.9K
$17.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-43- 0.2% |
$24.5K - $26.3K
|
21.5K
$13.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-43- 2.6% |
$24.5K - $26.3K
|
1.61K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-43- 2.25% |
$24.5K - $26.3K
|
1.86K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-44- 4.29% |
$25.1K - $26.9K
|
982
$625K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-44- 8.13% |
$25.1K - $26.9K
|
497
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-44- 0.36% |
$25.1K - $26.9K
|
12.1K
$7.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-45- 0.79% |
$25.7K - $27.5K
|
5.68K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-45- 0.6% |
$25.7K - $27.5K
|
7.51K
$4.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-45- 1.75% |
$25.7K - $27.5K
|
2.52K
$1.61M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-46- 0.6% |
$26.2K - $28.1K
|
7.66K
$4.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-46- 1.06% |
$26.2K - $28.1K
|
4.28K
$2.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-46- 0.59% |
$26.2K - $28.1K
|
7.81K
$4.97M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-46- 4.93% |
$26.2K - $28.1K
|
887
$564K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-47- 4.58% |
$26.8K - $28.7K
|
980
$624K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-47- 0.99% |
$26.8K - $28.7K
|
4.69K
$2.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-47- 5.75% |
$26.8K - $28.7K
|
771
$491K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-47- 0.09% |
$26.8K - $28.7K
|
51.4K
$32.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-47- 0.94% |
$26.8K - $28.7K
|
4.94K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-47- 4.74% |
$26.8K - $28.7K
|
945
$601K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-48- 0.62% |
$27.4K - $29.3K
|
7.65K
$4.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-48- 3.39% |
$27.4K - $29.3K
|
1.37K
$871K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-48- 0.15% |
$27.4K - $29.3K
|
32.1K
$20.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-48- 6.37% |
$27.4K - $29.3K
|
705
$449K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-49- 0.68% |
$28K - $29.9K
|
7.15K
$4.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-49- 1.28% |
$28K - $29.9K
|
3.78K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-49- 1.69% |
$28K - $29.9K
|
2.86K
$1.82M
|