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 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 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-650- 30.67% |
$371K - $397K
|
1.47K
$900K
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-691- 17.97% |
$394K - $422K
|
3.16K
$1.93M
|
|
|
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
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-748- 16.81% |
$427K - $457K
|
3.7K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-770- 5.17% |
$439K - $470K
|
14.1K
$8.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-772- 10.82% |
$440K - $471K
|
6.36K
$3.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-776- 6.13% |
$443K - $474K
|
11.9K
$7.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-781- 2.83% |
$446K - $477K
|
26.8K
$16.4M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
SELL
|
- |
-783- 29.49% |
$447K - $478K
|
1.87K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-788- 12.12% |
$450K - $481K
|
5.71K
$3.5M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-800- 4.38% |
$456K - $488K
|
17.5K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-800- 3.56% |
$456K - $488K
|
21.7K
$13.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-805- 16.11% |
$459K - $492K
|
4.19K
$2.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-807- 4.86% |
$460K - $493K
|
15.8K
$9.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-810- 7.06% |
$462K - $495K
|
10.7K
$6.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-815- 27.51% |
$465K - $498K
|
2.15K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-816- 3.96% |
$466K - $498K
|
19.8K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-831- 7.97% |
$474K - $507K
|
9.6K
$5.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-833- 3.23% |
$475K - $509K
|
25K
$15.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-834- 0.86% |
$476K - $509K
|
96.6K
$59.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-837- 1.89% |
$478K - $511K
|
43.5K
$26.7M
|