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
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-18.1K- 17.39% |
$10.3M - $11.1M
|
86K
$48.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-18.7K- 71.23% |
$10.6M - $11.4M
|
7.54K
$4.21M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-18.7K- 1.58% |
$10.7M - $11.4M
|
1.17M
$653M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-19.2K- 15.88% |
$10.9M - $11.7M
|
102K
$56.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-19.3K- 14.41% |
$11M - $11.8M
|
115K
$64M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-20.2K- 5.24% |
$11.5M - $12.3M
|
365K
$204M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-20.4K- 1.55% |
$11.7M - $12.5M
|
1.3M
$725M
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-20.6K- 12.13% |
$11.7M - $12.6M
|
149K
$83.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-20.7K- 64.55% |
$11.8M - $12.7M
|
11.4K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-21.7K- 33.25% |
$12.4M - $13.2M
|
43.6K
$24.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
SELL
|
- |
-22.2K- 33.42% |
$12.7M - $13.5M
|
44.2K
$24.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-22.6K- 9.15% |
$12.9M - $13.8M
|
224K
$125M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-24K- 8.79% |
$13.7M - $14.6M
|
249K
$139M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-24K- 79.98% |
$13.7M - $14.7M
|
6.01K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-25.1K- 91.32% |
$14.3M - $15.3M
|
2.39K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-25.6K- 12.98% |
$14.6M - $15.6M
|
172K
$95.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-25.8K- 17.54% |
$14.7M - $15.8M
|
121K
$67.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-26.5K- 33.64% |
$15.1M - $16.2M
|
52.3K
$29.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-26.6K- 33.49% |
$15.2M - $16.3M
|
52.9K
$29.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-27.1K- 17.07% |
$15.4M - $16.5M
|
131K
$73.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-27.7K- 26.69% |
$15.8M - $16.9M
|
76K
$42.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-27.7K- 2.56% |
$15.8M - $16.9M
|
1.06M
$590M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-28.9K- 22.76% |
$16.5M - $17.6M
|
98K
$54.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-29.6K- 4.72% |
$16.9M - $18.1M
|
598K
$334M
|
|
|
Jan 22, 2025
Q4 2024
|
Cisco Systems, Inc.
San Jose, CA |
SELL
|
- |
-30K- 18.75% |
$17.1M - $18.3M
|
130K
$72.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-30.6K- 45.72% |
$17.5M - $18.7M
|
36.3K
$20.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-31.1K- 6.62% |
$17.7M - $19M
|
439K
$245M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-33.2K- 93.01% |
$18.9M - $20.3M
|
2.49K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-33.8K- 61.95% |
$19.3M - $20.6M
|
20.8K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-34.3K- 7.6% |
$19.6M - $20.9M
|
417K
$233M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-35.3K- 49.52% |
$20.1M - $21.6M
|
36K
$20.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-35.4K- 5.57% |
$20.2M - $21.6M
|
601K
$336M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36.3K- 1.28% |
$20.7M - $22.2M
|
2.8M
$1.56B
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-36.9K- 46.42% |
$21M - $22.5M
|
42.6K
$23.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-37.8K- 21.37% |
$21.6M - $23.1M
|
139K
$77.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-38.3K- 29.63% |
$21.9M - $23.4M
|
91K
$50.8M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-38.9K- 3.86% |
$22.2M - $23.8M
|
970K
$542M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-40.1K- 2.87% |
$22.9M - $24.5M
|
1.36M
$757M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-42.5K- 25.33% |
$24.2M - $25.9M
|
125K
$70M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-43.4K- 81.82% |
$24.8M - $26.5M
|
9.65K
$5.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-44K- 23.32% |
$25.1M - $26.8M
|
145K
$80.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-44.7K- 21.2% |
$25.5M - $27.3M
|
166K
$92.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-45.3K- 12.31% |
$25.8M - $27.7M
|
323K
$180M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-46.6K- 77.39% |
$26.6M - $28.5M
|
13.6K
$7.61M
|
|
|
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
$5.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-53.2K- 55.88% |
$30.3M - $32.5M
|
42K
$23.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-53.7K- 6.5% |
$30.7M - $32.8M
|
773K
$432M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-58.8K- 11.15% |
$33.5M - $35.9M
|
469K
$262M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-61.9K- 4.38% |
$35.3M - $37.8M
|
1.35M
$756M
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-65.8K- 78.6% |
$37.5M - $40.2M
|
17.9K
$10M
|