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 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-402- 1.15% |
$229K - $245K
|
34.7K
$21.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-403- 1.05% |
$230K - $246K
|
38.1K
$23.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-405- 1.56% |
$231K - $247K
|
25.6K
$15.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-415- 13.76% |
$237K - $253K
|
2.6K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-417- 1.97% |
$238K - $255K
|
20.8K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
SELL
|
- |
-420- 6.13% |
$240K - $256K
|
6.43K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-420- 1.27% |
$240K - $256K
|
32.6K
$20M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-425- 13.19% |
$242K - $260K
|
2.8K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-427- 0.2% |
$244K - $261K
|
218K
$134M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-428- 4.62% |
$244K - $261K
|
8.83K
$5.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-429- 0.21% |
$245K - $262K
|
200K
$123M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-431- 3.65% |
$246K - $263K
|
11.4K
$6.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-432- 13.35% |
$246K - $264K
|
2.8K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-432- 16.04% |
$246K - $264K
|
2.26K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-434- 10.08% |
$248K - $265K
|
3.87K
$2.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-434- 5.26% |
$248K - $265K
|
7.81K
$4.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-434- 0.1% |
$248K - $265K
|
444K
$272M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-435- 1.54% |
$248K - $266K
|
27.7K
$17M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-438- 0.94% |
$250K - $267K
|
46.2K
$28.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-438- 54.89% |
$250K - $267K
|
360
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-439- 1.46% |
$250K - $268K
|
29.7K
$18.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-440- 46.22% |
$251K - $269K
|
512
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-446- 24.25% |
$254K - $272K
|
1.39K
$853K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-446- 2.94% |
$254K - $272K
|
14.7K
$9.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-447- 0.56% |
$255K - $273K
|
80K
$49M
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-451- 0.64% |
$257K - $275K
|
70K
$42.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-453- 3.82% |
$258K - $277K
|
11.4K
$6.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-456- 1.54% |
$260K - $278K
|
29.1K
$17.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-457- 3.03% |
$261K - $279K
|
14.6K
$8.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-457- 11.81% |
$261K - $279K
|
3.41K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-458- 0.75% |
$261K - $280K
|
60.8K
$37.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-460- 11.41% |
$262K - $281K
|
3.57K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-460- 12.02% |
$262K - $281K
|
3.37K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-460- 4.78% |
$262K - $281K
|
9.17K
$5.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-464- 0.81% |
$265K - $283K
|
56.8K
$34.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-465- 16.48% |
$265K - $284K
|
2.36K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-467- 7.02% |
$266K - $285K
|
6.19K
$3.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-468- 8.79% |
$267K - $286K
|
4.86K
$2.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-469- 2.18% |
$268K - $286K
|
21K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-469- 28.74% |
$268K - $286K
|
1.16K
$713K
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-472- 1.69% |
$269K - $288K
|
27.5K
$16.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-474- 0.85% |
$270K - $289K
|
55K
$33.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-487- 1.76% |
$278K - $297K
|
27.2K
$16.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-491- 2.03% |
$280K - $300K
|
23.7K
$14.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-493- 6.47% |
$281K - $301K
|
7.13K
$4.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-495- 0.59% |
$282K - $302K
|
83.9K
$51.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-496- 1.71% |
$283K - $303K
|
28.5K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-500- 7.63% |
$285K - $305K
|
6.06K
$3.71M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-502- 0.41% |
$286K - $307K
|
122K
$74.7M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-502- 1.03% |
$286K - $307K
|
48.3K
$29.6M
|