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
|
Quent Capital, LLC
|
SELL
|
- |
-110- 0.77% |
$62.8K - $67.2K
|
14.1K
$8.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-112- 1.66% |
$63.9K - $68.4K
|
6.63K
$4.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-114- 10.68% |
$65K - $69.6K
|
953
$602K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-115- 1.55% |
$65.6K - $70.2K
|
7.29K
$4.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-115- 0.64% |
$65.6K - $70.2K
|
17.8K
$11.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-117- 0.99% |
$66.7K - $71.4K
|
11.6K
$7.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-118- 1.27% |
$67.3K - $72K
|
9.14K
$5.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-118- 2.6% |
$67.3K - $72K
|
4.42K
$2.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-119- 2.08% |
$67.9K - $72.7K
|
5.6K
$3.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-119- 0.31% |
$67.9K - $72.7K
|
37.9K
$24M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-120- 5.15% |
$68.5K - $73.3K
|
2.21K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-121- 2.22% |
$69K - $73.9K
|
5.32K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-121- 0.7% |
$69K - $73.9K
|
17.3K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-122- 0.5% |
$69.6K - $74.5K
|
24.3K
$15.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-124- 6.87% |
$70.7K - $75.7K
|
1.68K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-124- 24.03% |
$70.7K - $75.7K
|
392
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-126- 0.83% |
$71.9K - $76.9K
|
15K
$9.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-128- 1.2% |
$73K - $78.2K
|
10.5K
$6.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-128- 3.37% |
$73K - $78.2K
|
3.67K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-129- 5.33% |
$73.6K - $78.8K
|
2.29K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-129- 14.43% |
$73.6K - $78.8K
|
765
$483K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-129- 5.43% |
$73.6K - $78.8K
|
2.25K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-130- 26.1% |
$74.2K - $79.4K
|
368
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-130- 0.73% |
$74.2K - $79.4K
|
17.8K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-132- 4.8% |
$75.3K - $80.6K
|
2.62K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-133- 1.13% |
$75.9K - $81.2K
|
11.6K
$7.34M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-135- 0.82% |
$77K - $82.4K
|
16.4K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-135- 5.53% |
$77K - $82.4K
|
2.31K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-137- 2.27% |
$78.2K - $83.7K
|
5.91K
$3.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-138- 2.39% |
$78.7K - $84.3K
|
5.64K
$3.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-138- 0.63% |
$78.7K - $84.3K
|
21.7K
$13.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-138- 6.77% |
$78.7K - $84.3K
|
1.9K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-140- 4.41% |
$79.9K - $85.5K
|
3.03K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-141- 1.33% |
$80.4K - $86.1K
|
10.5K
$6.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-142- 5.16% |
$81K - $86.7K
|
2.61K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-142- 3.13% |
$81K - $86.7K
|
4.39K
$2.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-142- 8.99% |
$81K - $86.7K
|
1.44K
$908K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-144- 0.91% |
$82.2K - $87.9K
|
15.6K
$9.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-144- 7.95% |
$82.2K - $87.9K
|
1.67K
$1.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-144- 3.68% |
$82.2K - $87.9K
|
3.77K
$2.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-145- 0.97% |
$82.7K - $88.5K
|
14.8K
$9.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-145- 0.28% |
$82.7K - $88.5K
|
52.1K
$32.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-147- 0.95% |
$83.9K - $89.8K
|
15.4K
$9.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-147- 1.51% |
$83.9K - $89.8K
|
9.57K
$6.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-148- 3.08% |
$84.4K - $90.4K
|
4.65K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-150- 9.48% |
$85.6K - $91.6K
|
1.43K
$905K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-153- 4.18% |
$87.3K - $93.4K
|
3.51K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-153- 3.89% |
$87.3K - $93.4K
|
3.78K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-154- 2.12% |
$87.9K - $94K
|
7.1K
$4.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-154- 0.89% |
$87.9K - $94K
|
17.1K
$10.8M
|