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 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.21K- 3.27% |
$1.83M - $1.96M
|
95K
$58.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3.27K- 2.69% |
$1.87M - $2M
|
118K
$72.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.33K- 0.89% |
$1.9M - $2.03M
|
372K
$228M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-3.33K- 0.81% |
$1.9M - $2.03M
|
408K
$250M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.37K- 0.62% |
$1.92M - $2.06M
|
539K
$330M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3.39K- 3.47% |
$1.93M - $2.07M
|
94.4K
$57.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.4K- 6.74% |
$1.94M - $2.07M
|
47K
$28.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.41K- 2.52% |
$1.95M - $2.08M
|
132K
$80.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.45K- 3.56% |
$1.97M - $2.11M
|
93.5K
$57.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-3.47K- 4.31% |
$1.98M - $2.12M
|
77K
$47.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.49K- 2.52% |
$1.99M - $2.13M
|
135K
$82.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-3.5K- 1.98% |
$2M - $2.14M
|
173K
$106M
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-3.56K- 5.29% |
$2.03M - $2.17M
|
63.7K
$39M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.56K- 20.34% |
$2.03M - $2.18M
|
14K
$8.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.59K- 16.75% |
$2.05M - $2.19M
|
17.8K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-3.67K- 1.44% |
$2.1M - $2.24M
|
251K
$154M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.68K- 5.27% |
$2.1M - $2.25M
|
66.1K
$40.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.71K- 1.35% |
$2.12M - $2.27M
|
271K
$166M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.78K- 3.59% |
$2.15M - $2.31M
|
101K
$62.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.8K- 2.34% |
$2.17M - $2.32M
|
159K
$97.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.85K- 19.78% |
$2.19M - $2.35M
|
15.6K
$9.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-3.88K- 3.11% |
$2.21M - $2.37M
|
121K
$74.1M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-3.92K- 17.06% |
$2.24M - $2.39M
|
19K
$11.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.94K- 30.19% |
$2.25M - $2.41M
|
9.11K
$5.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.95K- 1.98% |
$2.25M - $2.41M
|
195K
$120M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-3.97K- 9.34% |
$2.26M - $2.42M
|
38.5K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.97K- 3.27% |
$2.26M - $2.42M
|
117K
$72M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-4.01K- 3.13% |
$2.29M - $2.45M
|
124K
$76.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-4.04K- 17.59% |
$2.31M - $2.47M
|
19K
$11.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-4.05K- 4.56% |
$2.31M - $2.47M
|
84.7K
$51.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.08K- 0.31% |
$2.32M - $2.49M
|
1.32M
$806M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.08K- 33.07% |
$2.33M - $2.49M
|
8.25K
$5.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.13K- 0.92% |
$2.35M - $2.52M
|
443K
$271M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-4.2K- 31.26% |
$2.39M - $2.56M
|
9.23K
$5.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4.23K- 1.1% |
$2.41M - $2.58M
|
380K
$233M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.26K- 27.5% |
$2.43M - $2.6M
|
11.2K
$6.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.3K- 0.83% |
$2.45M - $2.62M
|
514K
$315M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.32K- 29.34% |
$2.47M - $2.64M
|
10.4K
$6.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.38K- 2.75% |
$2.5M - $2.67M
|
155K
$95.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.46K- 8.27% |
$2.55M - $2.73M
|
49.5K
$30.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-4.51K- 61.87% |
$2.57M - $2.75M
|
2.78K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-4.62K- 4.68% |
$2.64M - $2.82M
|
94.1K
$57.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-4.93K- 5.77% |
$2.81M - $3.01M
|
80.5K
$49.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-4.94K- 10.78% |
$2.82M - $3.02M
|
40.9K
$25.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5.14K- 38.53% |
$2.93M - $3.14M
|
8.19K
$5.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.16K- 67.01% |
$2.94M - $3.15M
|
2.54K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.17K- 1.54% |
$2.95M - $3.15M
|
330K
$202M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.2K- 1.7% |
$2.97M - $3.17M
|
300K
$184M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-5.2K- 12.08% |
$2.97M - $3.18M
|
37.9K
$23.2M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-5.38K- 40.09% |
$3.07M - $3.28M
|
8.04K
$4.92M
|