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 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-147- 1.51% |
$83.9K - $89.8K
|
9.57K
$5.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-148- 3.08% |
$84.4K - $90.4K
|
4.65K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-150- 9.48% |
$85.6K - $91.6K
|
1.43K
$770K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-153- 4.18% |
$87.3K - $93.4K
|
3.51K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-153- 3.89% |
$87.3K - $93.4K
|
3.78K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-154- 2.12% |
$87.9K - $94K
|
7.1K
$3.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-154- 0.89% |
$87.9K - $94K
|
17.1K
$9.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-154- 29.5% |
$87.9K - $94K
|
368
$198K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-160- 1.92% |
$91.3K - $97.7K
|
8.16K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-160- 8.7% |
$91.3K - $97.7K
|
1.68K
$904K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-161- 9.25% |
$91.9K - $98.3K
|
1.58K
$850K
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-162- 3.73% |
$92.4K - $98.9K
|
4.18K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-164- 2.95% |
$93.6K - $100K
|
5.39K
$2.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-165- 0.88% |
$94.1K - $101K
|
18.6K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-167- 0.51% |
$95.3K - $102K
|
32.3K
$17.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-169- 18.41% |
$96.4K - $103K
|
749
$403K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-169- 1.23% |
$96.4K - $103K
|
13.5K
$7.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-169- 36.34% |
$96.4K - $103K
|
296
$159K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-170- 0.49% |
$97K - $104K
|
34.4K
$18.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-170- 3.58% |
$97K - $104K
|
4.58K
$2.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-172- 1.83% |
$98.1K - $105K
|
9.21K
$4.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-174- 1.65% |
$99.3K - $106K
|
10.4K
$5.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-175- 3.26% |
$99.8K - $107K
|
5.19K
$2.79M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-176- 0.87% |
$100K - $107K
|
20K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-177- 1.9% |
$101K - $108K
|
9.15K
$4.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-177- 3.46% |
$101K - $108K
|
4.93K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-177- 11.65% |
$101K - $108K
|
1.34K
$722K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-178- 3.45% |
$102K - $109K
|
4.98K
$2.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-180- 7.01% |
$103K - $110K
|
2.39K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-180- 2.94% |
$103K - $110K
|
5.95K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-181- 26.19% |
$103K - $111K
|
510
$274K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-181- 1.98% |
$103K - $111K
|
8.94K
$4.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-182- 1.49% |
$104K - $111K
|
12K
$6.46M
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-183- 9.78% |
$104K - $112K
|
1.69K
$908K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-189- 3.22% |
$108K - $115K
|
5.68K
$3.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-189- 8.08% |
$108K - $115K
|
2.15K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-190- 0.42% |
$108K - $116K
|
44.6K
$24M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-192- 1.6% |
$110K - $117K
|
11.8K
$6.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-195- 3.55% |
$111K - $119K
|
5.29K
$2.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-197- 1.28% |
$112K - $120K
|
15.2K
$8.19M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-197- 4.62% |
$112K - $120K
|
4.07K
$2.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-199- 27.11% |
$114K - $122K
|
535
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-200- 1.22% |
$114K - $122K
|
16.2K
$8.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-202- 6.69% |
$115K - $123K
|
2.82K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-202- 2.75% |
$115K - $123K
|
7.13K
$3.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-204- 5.09% |
$116K - $125K
|
3.8K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-206- 14.14% |
$118K - $126K
|
1.25K
$673K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-206- 8.4% |
$118K - $126K
|
2.25K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-208- 28.85% |
$119K - $127K
|
513
$276K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-209- 2.3% |
$119K - $128K
|
8.89K
$4.78M
|