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 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.22K- 15.33% |
$694K - $743K
|
6.72K
$3.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.22K- 5.77% |
$696K - $745K
|
19.9K
$10.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 0.78% |
$699K - $748K
|
157K
$84.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.23K- 1.84% |
$702K - $752K
|
65.7K
$35.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.23K- 1.66% |
$703K - $752K
|
73.2K
$39.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.25K- 1.19% |
$714K - $764K
|
103K
$55.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.27K- 2.66% |
$725K - $775K
|
46.6K
$25M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.27K- 11.95% |
$727K - $778K
|
9.38K
$5.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-1.28K- 18.64% |
$731K - $782K
|
5.59K
$3.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.28K- 1.36% |
$731K - $783K
|
92.8K
$49.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-1.28K- 0.66% |
$732K - $783K
|
193K
$104M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.29K- 6.79% |
$736K - $788K
|
17.7K
$9.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.29K- 8.29% |
$737K - $788K
|
14.3K
$7.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.3K- 8.28% |
$739K - $791K
|
14.4K
$7.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.3K- 11.7% |
$742K - $794K
|
9.82K
$5.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.31K- 2.1% |
$749K - $801K
|
61.2K
$32.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.33K- 10.95% |
$761K - $815K
|
10.9K
$5.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-1.34K- 33.97% |
$766K - $819K
|
2.61K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.34K- 0.1% |
$767K - $821K
|
1.3M
$697M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.36K- 7.05% |
$778K - $832K
|
18K
$9.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.36K- 11.7% |
$778K - $833K
|
10.3K
$5.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.37K- 0.05% |
$781K - $836K
|
2.66M
$1.43B
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.38K- 24.28% |
$788K - $843K
|
4.31K
$2.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.38K- 1.47% |
$790K - $845K
|
93K
$50M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.39K- 4.94% |
$794K - $849K
|
26.8K
$14.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.39K- 1.34% |
$795K - $851K
|
103K
$55.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.4K- 14.51% |
$800K - $856K
|
8.26K
$4.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.41K- 8.84% |
$803K - $860K
|
14.5K
$7.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-1.41K- 13.69% |
$803K - $860K
|
8.88K
$4.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.41K- 21.46% |
$804K - $860K
|
5.16K
$2.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.41K- 2.3% |
$805K - $862K
|
59.8K
$32.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.43K- 1.15% |
$815K - $872K
|
123K
$66.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.43K- 3.77% |
$816K - $873K
|
36.5K
$19.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.44K- 11.74% |
$821K - $879K
|
10.8K
$5.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.45K- 7.43% |
$829K - $887K
|
18.1K
$9.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.46K- 2.85% |
$834K - $893K
|
49.9K
$26.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.47K- 16.59% |
$836K - $895K
|
7.37K
$3.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.48K- 5.93% |
$844K - $904K
|
23.5K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-1.52K- 0.72% |
$866K - $927K
|
210K
$113M
|
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.52K- 2.24% |
$868K - $929K
|
66.4K
$35.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-1.53K- 4.37% |
$873K - $934K
|
33.5K
$18M
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-1.54K- 2.79% |
$877K - $939K
|
53.5K
$28.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.55K- 18.63% |
$884K - $946K
|
6.77K
$3.64M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.55K- 2.16% |
$885K - $947K
|
70.4K
$37.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.57K- 4.69% |
$893K - $956K
|
31.8K
$17.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.58K- 60.73% |
$899K - $962K
|
1.02K
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
Ironclad Investments LLC
Maitland, FL |
SELL
|
- |
-1.58K- 1.1% |
$901K - $965K
|
142K
$76.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.59K- 7.02% |
$905K - $969K
|
21K
$11.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.59K- 1.72% |
$907K - $970K
|
91K
$49M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.61K- 4.43% |
$918K - $982K
|
34.7K
$18.7M
|