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 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-438- 0.94% |
$250K - $267K
|
46.2K
$24.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-438- 54.89% |
$250K - $267K
|
360
$194K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-439- 1.46% |
$250K - $268K
|
29.7K
$16M
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-440- 46.22% |
$251K - $269K
|
512
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-446- 24.25% |
$254K - $272K
|
1.39K
$749K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-446- 2.94% |
$254K - $272K
|
14.7K
$7.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-447- 0.56% |
$255K - $273K
|
80K
$43M
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-451- 0.64% |
$257K - $275K
|
70K
$37.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-453- 3.82% |
$258K - $277K
|
11.4K
$6.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-456- 1.54% |
$260K - $278K
|
29.1K
$15.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-457- 3.03% |
$261K - $279K
|
14.6K
$7.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-457- 11.81% |
$261K - $279K
|
3.41K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-458- 0.75% |
$261K - $280K
|
60.8K
$32.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-460- 11.41% |
$262K - $281K
|
3.57K
$1.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-460- 12.02% |
$262K - $281K
|
3.37K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-460- 4.78% |
$262K - $281K
|
9.17K
$4.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-464- 0.81% |
$265K - $283K
|
56.8K
$30.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-465- 16.48% |
$265K - $284K
|
2.36K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-467- 7.02% |
$266K - $285K
|
6.19K
$3.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-468- 8.79% |
$267K - $286K
|
4.86K
$2.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-469- 2.18% |
$268K - $286K
|
21K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-469- 28.74% |
$268K - $286K
|
1.16K
$626K
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-472- 1.69% |
$269K - $288K
|
27.5K
$14.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-474- 0.85% |
$270K - $289K
|
55K
$29.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-487- 1.76% |
$278K - $297K
|
27.2K
$14.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-491- 2.03% |
$280K - $300K
|
23.7K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-493- 6.47% |
$281K - $301K
|
7.13K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-495- 0.59% |
$282K - $302K
|
83.9K
$45.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-496- 1.71% |
$283K - $303K
|
28.5K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-497- 7.11% |
$284K - $303K
|
6.49K
$3.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-500- 7.63% |
$285K - $305K
|
6.06K
$3.26M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-502- 0.41% |
$286K - $307K
|
122K
$65.5M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-502- 1.03% |
$286K - $307K
|
48.3K
$26M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-503- 35.35% |
$287K - $307K
|
920
$495K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-506- 37.21% |
$289K - $309K
|
854
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-507- 5.07% |
$289K - $310K
|
9.5K
$5.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-509- 4.86% |
$290K - $311K
|
9.97K
$5.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-510- 3.25% |
$291K - $311K
|
15.2K
$8.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-511- 69.24% |
$292K - $312K
|
227
$122K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-511- 27.22% |
$292K - $312K
|
1.37K
$735K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-515- 4.41% |
$294K - $314K
|
11.2K
$6M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-522- 2.93% |
$298K - $319K
|
17.3K
$9.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-524- 4.98% |
$299K - $320K
|
10K
$5.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-527- 1.59% |
$301K - $322K
|
32.6K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-529- 2.39% |
$302K - $323K
|
21.6K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-533- 2.54% |
$304K - $325K
|
20.4K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-537- 0.36% |
$306K - $328K
|
149K
$80.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-537- 2.31% |
$306K - $328K
|
22.7K
$12.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-539- 2.2% |
$308K - $329K
|
23.9K
$12.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-540- 11.43% |
$308K - $330K
|
4.19K
$2.25M
|