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 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-25.6K- 12.98% |
$14.6M - $15.6M
|
172K
$95M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-25.8K- 17.54% |
$14.7M - $15.8M
|
121K
$67.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-26.5K- 33.64% |
$15.1M - $16.2M
|
52.3K
$28.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-26.6K- 33.49% |
$15.2M - $16.3M
|
52.9K
$29.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-27.1K- 17.07% |
$15.4M - $16.5M
|
131K
$72.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-27.7K- 26.69% |
$15.8M - $16.9M
|
76K
$42.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-27.7K- 2.56% |
$15.8M - $16.9M
|
1.06M
$584M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-28.9K- 22.76% |
$16.5M - $17.6M
|
98K
$54.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-29.6K- 4.72% |
$16.9M - $18.1M
|
598K
$331M
|
|
|
Jan 22, 2025
Q4 2024
|
Cisco Systems, Inc.
San Jose, CA |
SELL
|
- |
-30K- 18.75% |
$17.1M - $18.3M
|
130K
$71.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-30.6K- 45.72% |
$17.5M - $18.7M
|
36.3K
$20.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-31.1K- 6.62% |
$17.7M - $19M
|
439K
$243M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-33.2K- 93.01% |
$18.9M - $20.3M
|
2.49K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-33.8K- 61.95% |
$19.3M - $20.6M
|
20.8K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-34.3K- 7.6% |
$19.6M - $20.9M
|
417K
$231M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-35.3K- 49.52% |
$20.1M - $21.6M
|
36K
$19.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-35.4K- 5.57% |
$20.2M - $21.6M
|
601K
$332M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36.3K- 1.28% |
$20.7M - $22.2M
|
2.8M
$1.55B
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-36.9K- 46.42% |
$21M - $22.5M
|
42.6K
$23.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-37.8K- 21.37% |
$21.6M - $23.1M
|
139K
$76.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-38.3K- 29.63% |
$21.9M - $23.4M
|
91K
$50.3M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-38.9K- 3.86% |
$22.2M - $23.8M
|
970K
$537M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-40.1K- 2.87% |
$22.9M - $24.5M
|
1.36M
$750M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-42.5K- 25.33% |
$24.2M - $25.9M
|
125K
$69.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-43.4K- 81.82% |
$24.8M - $26.5M
|
9.65K
$5.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-44K- 23.32% |
$25.1M - $26.8M
|
145K
$80M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-44.7K- 21.2% |
$25.5M - $27.3M
|
166K
$91.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-45.3K- 12.31% |
$25.8M - $27.7M
|
323K
$178M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-46.6K- 77.39% |
$26.6M - $28.5M
|
13.6K
$7.54M
|
|
|
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
$5.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-53.2K- 55.88% |
$30.3M - $32.5M
|
42K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-53.7K- 6.5% |
$30.7M - $32.8M
|
773K
$428M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-58.8K- 11.15% |
$33.5M - $35.9M
|
469K
$259M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-61.9K- 4.38% |
$35.3M - $37.8M
|
1.35M
$749M
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-65.8K- 78.6% |
$37.5M - $40.2M
|
17.9K
$9.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-70K- 32.33% |
$40M - $42.8M
|
147K
$81.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-76.8K- 60.63% |
$43.8M - $46.9M
|
49.9K
$27.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-81K- 4.03% |
$46.2M - $49.5M
|
1.93M
$1.07B
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-85.7K- 41.71% |
$48.9M - $52.3M
|
120K
$66.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-93.9K- 1.28% |
$53.6M - $57.4M
|
7.27M
$4.02B
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-100K- 29.43% |
$57.1M - $61.1M
|
240K
$133M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-110K- 6.7% |
$62.8M - $67.2M
|
1.53M
$847M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-140K- 91.98% |
$80.1M - $85.7M
|
12.2K
$6.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-140K- 5.66% |
$80.1M - $85.8M
|
2.34M
$1.29B
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-145K- 96.22% |
$82.6M - $88.4M
|
5.68K
$3.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-171K- 39.62% |
$97.4M - $104M
|
260K
$144M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-172K- 87.57% |
$98M - $105M
|
24.4K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-183K- 8.25% |
$105M - $112M
|
2.04M
$1.13B
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-194K- 26.37% |
$111M - $119M
|
543K
$300M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-205K- 99.71% |
$117M - $125M
|
592
$327K
|