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 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-706- 22.43% |
$403K - $431K
|
2.44K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-710- 2.42% |
$405K - $434K
|
28.7K
$17.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-720- 33.33% |
$411K - $440K
|
1.44K
$894K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-721- 10.4% |
$411K - $440K
|
6.22K
$3.86M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-723- 1.62% |
$412K - $441K
|
43.9K
$27.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-723- 11.93% |
$412K - $441K
|
5.34K
$3.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-724- 50.21% |
$413K - $442K
|
718
$446K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
SELL
|
- |
-730- 18.71% |
$416K - $446K
|
3.17K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-731- 19.43% |
$417K - $446K
|
3.03K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-735- 0.52% |
$419K - $449K
|
141K
$87.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-737- 0.7% |
$420K - $450K
|
105K
$65M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-748- 16.81% |
$427K - $457K
|
3.7K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-770- 5.17% |
$439K - $470K
|
14.1K
$8.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-772- 10.82% |
$440K - $471K
|
6.36K
$3.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-776- 6.13% |
$443K - $474K
|
11.9K
$7.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-781- 2.83% |
$446K - $477K
|
26.8K
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
SELL
|
- |
-783- 29.49% |
$447K - $478K
|
1.87K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-788- 12.12% |
$450K - $481K
|
5.71K
$3.55M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-800- 4.38% |
$456K - $488K
|
17.5K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-800- 3.56% |
$456K - $488K
|
21.7K
$13.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-805- 16.11% |
$459K - $492K
|
4.19K
$2.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-807- 4.86% |
$460K - $493K
|
15.8K
$9.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-810- 7.06% |
$462K - $495K
|
10.7K
$6.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-815- 27.51% |
$465K - $498K
|
2.15K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-816- 3.96% |
$466K - $498K
|
19.8K
$12.3M
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-830- 1.53% |
$474K - $507K
|
53.6K
$33.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-831- 7.97% |
$474K - $507K
|
9.6K
$5.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-833- 3.23% |
$475K - $509K
|
25K
$15.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-834- 0.86% |
$476K - $509K
|
96.6K
$59.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-837- 1.89% |
$478K - $511K
|
43.5K
$27M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-843- 38.87% |
$481K - $515K
|
1.33K
$823K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-852- 2.19% |
$486K - $520K
|
38.1K
$23.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-857- 3.92% |
$489K - $523K
|
21K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-858- 10.47% |
$489K - $524K
|
7.34K
$4.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-858- 0.96% |
$489K - $524K
|
88.9K
$55.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-861- 45.9% |
$491K - $526K
|
1.02K
$630K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-870- 0.69% |
$496K - $531K
|
124K
$77.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-872- 3.34% |
$497K - $532K
|
25.2K
$15.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-874- 4.99% |
$499K - $534K
|
16.6K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-877- 2.54% |
$500K - $535K
|
33.6K
$20.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-878- 35.69% |
$501K - $536K
|
1.58K
$982K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-878- 13.01% |
$501K - $536K
|
5.87K
$3.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-892- 1.66% |
$509K - $545K
|
52.9K
$32.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-893- 9.3% |
$509K - $545K
|
8.7K
$5.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-900- 12.76% |
$513K - $550K
|
6.15K
$3.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-901- 1.77% |
$514K - $550K
|
50K
$31.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-902- 6.84% |
$515K - $551K
|
12.3K
$7.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-908- 15.93% |
$518K - $554K
|
4.79K
$2.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-911- 44.5% |
$520K - $556K
|
1.14K
$705K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-931- 26.4% |
$531K - $568K
|
2.6K
$1.61M
|