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 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-37.8K- 21.37% |
$21.6M - $23.1M
|
139K
$85.4M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-38.9K- 3.86% |
$22.2M - $23.8M
|
970K
$596M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-40.1K- 2.87% |
$22.9M - $24.5M
|
1.36M
$833M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-42.5K- 25.33% |
$24.2M - $25.9M
|
125K
$77M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-43.4K- 81.82% |
$24.8M - $26.5M
|
9.65K
$5.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-44K- 23.32% |
$25.1M - $26.8M
|
145K
$88.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-44.7K- 21.2% |
$25.5M - $27.3M
|
166K
$102M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-45.3K- 12.31% |
$25.8M - $27.7M
|
323K
$198M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-46.6K- 77.39% |
$26.6M - $28.5M
|
13.6K
$8.37M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-47.5K- 82.54% |
$27.1M - $29M
|
10K
$6.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-53.2K- 55.88% |
$30.3M - $32.5M
|
42K
$25.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-53.7K- 6.5% |
$30.7M - $32.8M
|
773K
$475M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-58.8K- 11.15% |
$33.5M - $35.9M
|
469K
$288M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-61.9K- 4.38% |
$35.3M - $37.8M
|
1.35M
$832M
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-65.8K- 78.6% |
$37.5M - $40.2M
|
17.9K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-70K- 32.33% |
$40M - $42.8M
|
147K
$90.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-76.8K- 60.63% |
$43.8M - $46.9M
|
49.9K
$30.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-81K- 4.03% |
$46.2M - $49.5M
|
1.93M
$1.19B
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-93.9K- 1.28% |
$53.6M - $57.4M
|
7.27M
$4.47B
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-100K- 29.43% |
$57.1M - $61.1M
|
240K
$147M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-110K- 6.7% |
$62.8M - $67.2M
|
1.53M
$941M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-140K- 91.98% |
$80.1M - $85.7M
|
12.2K
$7.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-140K- 5.66% |
$80.1M - $85.8M
|
2.34M
$1.44B
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-145K- 96.22% |
$82.6M - $88.4M
|
5.68K
$3.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-171K- 39.62% |
$97.4M - $104M
|
260K
$160M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-172K- 87.57% |
$98M - $105M
|
24.4K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-183K- 8.25% |
$105M - $112M
|
2.04M
$1.25B
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-194K- 26.37% |
$111M - $119M
|
543K
$333M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-205K- 99.71% |
$117M - $125M
|
592
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-213K- 56.06% |
$122M - $130M
|
167K
$103M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-214K- 59.37% |
$122M - $131M
|
146K
$89.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Finland
|
SELL
|
- |
-264K- 33.87% |
$151M - $161M
|
516K
$317M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-311K- 20.18% |
$177M - $190M
|
1.23M
$756M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-357K- 94.72% |
$204M - $218M
|
19.9K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-369K- 53.02% |
$211M - $225M
|
327K
$201M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-380K- 61.62% |
$217M - $232M
|
237K
$146M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-384K- 94.61% |
$219M - $234M
|
21.9K
$13.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-388K- 6.11% |
$221M - $237M
|
5.96M
$3.67B
|
|
|
Feb 12, 2025
Q4 2024
|
Adventist Health System
Roseville, CA |
SELL
|
- |
-449K- 68.7% |
$256M - $274M
|
205K
$126M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-628K- 23.33% |
$358M - $383M
|
2.06M
$1.27B
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-856K- 44.22% |
$488M - $523M
|
1.08M
$664M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-957K- 99.83% |
$546M - $584M
|
1.63K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.11M- 3.21% |
$635M - $680M
|
33.5M
$20.6B
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.04M- 99.47% |
$1.16B - $1.24B
|
10.8K
$6.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.11M- 17.8% |
$1.21B - $1.29B
|
9.77M
$6B
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.74M- 13.1% |
$1.56B - $1.67B
|
18.2M
$11.2B
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-4.5M- 45.98% |
$2.57B - $2.75B
|
5.29M
$3.25B
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.46M- 29.57% |
$4.25B - $4.55B
|
17.8M
$10.9B
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-8.1M- 99.66% |
$4.62B - $4.95B
|
27.5K
$16.9M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-10.2M- 99.83% |
$5.84B - $6.25B
|
17.9K
$11M
|