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 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-580- 10.54% |
$331K - $354K
|
4.93K
$3.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-585- 1.5% |
$334K - $357K
|
38.5K
$23.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-591- 10.24% |
$337K - $361K
|
5.18K
$3.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-596- 18.33% |
$340K - $364K
|
2.66K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-596- 1.96% |
$340K - $364K
|
29.9K
$18.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-598- 0.74% |
$341K - $365K
|
79.9K
$48.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-600- 1.26% |
$342K - $366K
|
46.9K
$28.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-606- 0.85% |
$346K - $370K
|
70.6K
$43.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-609- 1.01% |
$347K - $372K
|
60K
$36.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-610- 0.18% |
$348K - $372K
|
333K
$204M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-611- 5.35% |
$349K - $373K
|
10.8K
$6.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-621- 12.88% |
$354K - $379K
|
4.2K
$2.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-623- 0.1% |
$355K - $380K
|
609K
$373M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-629- 2.37% |
$359K - $384K
|
25.9K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-630- 5.16% |
$359K - $385K
|
11.6K
$7.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-633- 3.71% |
$361K - $387K
|
16.4K
$10.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-636- 53.9% |
$363K - $388K
|
544
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-642- 6.62% |
$366K - $392K
|
9.05K
$5.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-642- 42.46% |
$366K - $392K
|
870
$533K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-643- 0.36% |
$367K - $393K
|
176K
$108M
|
|
|
Feb 12, 2025
Q4 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-647- 30.14% |
$369K - $395K
|
1.5K
$919K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-647- 1.68% |
$369K - $395K
|
37.8K
$23.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-659- 0.71% |
$376K - $402K
|
92.8K
$56.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-663- 17.83% |
$378K - $405K
|
3.06K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-664- 50.88% |
$379K - $405K
|
641
$393K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-666- 5.72% |
$380K - $407K
|
11K
$6.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-668- 5.41% |
$381K - $408K
|
11.7K
$7.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-668- 1.53% |
$381K - $408K
|
43K
$26.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-672- 50.22% |
$383K - $410K
|
666
$408K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-674- 0.84% |
$385K - $412K
|
79.6K
$48.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-676- 21.66% |
$386K - $413K
|
2.45K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-679- 5.5% |
$387K - $415K
|
11.7K
$7.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-680- 42.0% |
$388K - $415K
|
939
$575K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-685- 0.98% |
$391K - $418K
|
69.2K
$42.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-688- 13.59% |
$393K - $420K
|
4.37K
$2.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-698- 1.88% |
$398K - $426K
|
36.4K
$22.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-702- 3.22% |
$400K - $429K
|
21.1K
$12.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-704- 23.45% |
$402K - $430K
|
2.3K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-705- 4.82% |
$402K - $430K
|
13.9K
$8.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-706- 22.43% |
$403K - $431K
|
2.44K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-710- 2.42% |
$405K - $434K
|
28.7K
$17.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-720- 33.33% |
$411K - $440K
|
1.44K
$882K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-721- 10.4% |
$411K - $440K
|
6.22K
$3.81M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-723- 1.62% |
$412K - $441K
|
43.9K
$26.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-723- 11.93% |
$412K - $441K
|
5.34K
$3.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-724- 50.21% |
$413K - $442K
|
718
$440K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
SELL
|
- |
-730- 18.71% |
$416K - $446K
|
3.17K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-731- 19.43% |
$417K - $446K
|
3.03K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-735- 0.52% |
$419K - $449K
|
141K
$86.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-737- 0.7% |
$420K - $450K
|
105K
$64.1M
|