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 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-70K- 32.33% |
$40M - $42.8M
|
147K
$81.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-76.8K- 60.63% |
$43.8M - $46.9M
|
49.9K
$27.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-81K- 4.03% |
$46.2M - $49.5M
|
1.93M
$1.08B
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-85.7K- 41.71% |
$48.9M - $52.3M
|
120K
$66.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-93.9K- 1.28% |
$53.6M - $57.4M
|
7.27M
$4.06B
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-100K- 29.43% |
$57.1M - $61.1M
|
240K
$134M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-110K- 6.7% |
$62.8M - $67.2M
|
1.53M
$856M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-140K- 91.98% |
$80.1M - $85.7M
|
12.2K
$6.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-140K- 5.66% |
$80.1M - $85.8M
|
2.34M
$1.31B
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-145K- 96.22% |
$82.6M - $88.4M
|
5.68K
$3.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-171K- 39.62% |
$97.4M - $104M
|
260K
$145M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-172K- 87.57% |
$98M - $105M
|
24.4K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-183K- 8.25% |
$105M - $112M
|
2.04M
$1.14B
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-194K- 26.37% |
$111M - $119M
|
543K
$303M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-205K- 99.71% |
$117M - $125M
|
592
$331K
|
|
|
Jan 17, 2025
Q4 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-213K- 56.06% |
$122M - $130M
|
167K
$93.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-214K- 59.37% |
$122M - $131M
|
146K
$81.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Finland
|
SELL
|
- |
-264K- 33.87% |
$151M - $161M
|
516K
$288M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-311K- 20.18% |
$177M - $190M
|
1.23M
$687M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-357K- 94.72% |
$204M - $218M
|
19.9K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-369K- 53.02% |
$211M - $225M
|
327K
$183M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-380K- 61.62% |
$217M - $232M
|
237K
$132M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-384K- 94.61% |
$219M - $234M
|
21.9K
$12.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-388K- 6.11% |
$221M - $237M
|
5.96M
$3.33B
|
|
|
Feb 12, 2025
Q4 2024
|
Adventist Health System
Roseville, CA |
SELL
|
- |
-449K- 68.7% |
$256M - $274M
|
205K
$114M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-628K- 23.33% |
$358M - $383M
|
2.06M
$1.15B
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-856K- 44.22% |
$488M - $523M
|
1.08M
$603M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-957K- 99.83% |
$546M - $584M
|
1.63K
$909K
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.05M- 99.83% |
$599M - $641M
|
1.79K
$998K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.11M- 3.21% |
$635M - $680M
|
33.5M
$18.7B
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.04M- 99.47% |
$1.16B - $1.24B
|
10.8K
$6.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.11M- 17.8% |
$1.21B - $1.29B
|
9.77M
$5.46B
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.74M- 13.1% |
$1.56B - $1.67B
|
18.2M
$10.2B
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-4.5M- 45.98% |
$2.57B - $2.75B
|
5.29M
$2.96B
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.46M- 29.57% |
$4.25B - $4.55B
|
17.8M
$9.92B
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-8.1M- 99.66% |
$4.62B - $4.95B
|
27.5K
$15.3M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-10.2M- 99.83% |
$5.84B - $6.25B
|
17.9K
$10M
|