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 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-64- 1.39% |
$36.5K - $39.1K
|
4.55K
$2.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-64- 1.28% |
$36.5K - $39.1K
|
4.93K
$2.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-64- 4.79% |
$36.5K - $39.1K
|
1.27K
$684K
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-64- 0.64% |
$36.5K - $39.1K
|
9.91K
$5.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-65- 2.19% |
$37.1K - $39.7K
|
2.9K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-65- 2.67% |
$37.1K - $39.7K
|
2.37K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-65- 1.78% |
$37.1K - $39.7K
|
3.59K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-65- 1.43% |
$37.1K - $39.7K
|
4.47K
$2.41M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-66- 15.35% |
$37.7K - $40.3K
|
364
$196K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-66- 1.72% |
$37.7K - $40.3K
|
3.78K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
SELL
|
- |
-67- 5.54% |
$38.2K - $40.9K
|
1.14K
$615K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-67- 6.69% |
$38.2K - $40.9K
|
934
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-67- 8.74% |
$38.2K - $40.9K
|
700
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-68- 5.6% |
$38.8K - $41.5K
|
1.15K
$617K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-69- 1.87% |
$39.4K - $42.1K
|
3.62K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-70- 2.62% |
$39.9K - $42.7K
|
2.61K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-70- 0.96% |
$39.9K - $42.7K
|
7.21K
$3.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-70- 0.38% |
$39.9K - $42.7K
|
18.1K
$9.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-70- 1.76% |
$39.9K - $42.7K
|
3.92K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-70- 1.98% |
$39.9K - $42.7K
|
3.47K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-70- 1.65% |
$39.9K - $42.7K
|
4.17K
$2.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-71- 1.26% |
$40.5K - $43.4K
|
5.56K
$2.99M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-72- 2.92% |
$41.1K - $44K
|
2.39K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-72- 0.82% |
$41.1K - $44K
|
8.7K
$4.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-72- 0.2% |
$41.1K - $44K
|
36.3K
$19.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-72- 1.55% |
$41.1K - $44K
|
4.57K
$2.46M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-72- 0.21% |
$41.1K - $44K
|
33.9K
$18.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-73- 58.4% |
$41.6K - $44.6K
|
52
$28K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-73- 9.1% |
$41.6K - $44.6K
|
729
$392K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-73- 1.39% |
$41.6K - $44.6K
|
5.16K
$2.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-74- 0.78% |
$42.2K - $45.2K
|
9.4K
$5.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-75- 1.55% |
$42.8K - $45.8K
|
4.77K
$2.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-75- 10.23% |
$42.8K - $45.8K
|
658
$354K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-76- 6.76% |
$43.4K - $46.4K
|
1.05K
$564K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-77- 5.01% |
$43.9K - $47K
|
1.46K
$785K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-78- 2.07% |
$44.5K - $47.6K
|
3.69K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-78- 1.9% |
$44.5K - $47.6K
|
4.04K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-78- 12.85% |
$44.5K - $47.6K
|
529
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-79- 5.03% |
$45.1K - $48.2K
|
1.49K
$802K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-79- 9.62% |
$45.1K - $48.2K
|
742
$399K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-79- 10.17% |
$45.1K - $48.2K
|
698
$375K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-79- 15.37% |
$45.1K - $48.2K
|
435
$234K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-79- 1.59% |
$45.1K - $48.2K
|
4.89K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-80- 3.13% |
$45.6K - $48.8K
|
2.48K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-80- 6.97% |
$45.6K - $48.8K
|
1.07K
$574K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-81- 3.29% |
$46.2K - $49.5K
|
2.38K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-81- 3.13% |
$46.2K - $49.5K
|
2.5K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-82- 18.89% |
$46.8K - $50.1K
|
352
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-82- 0.71% |
$46.8K - $50.1K
|
11.4K
$6.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-83- 2.11% |
$47.4K - $50.7K
|
3.85K
$2.07M
|