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 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-214K- 59.37% |
$122M - $131M
|
146K
$78.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Finland
|
SELL
|
- |
-264K- 33.87% |
$151M - $161M
|
516K
$277M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-311K- 20.18% |
$177M - $190M
|
1.23M
$662M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-357K- 94.72% |
$204M - $218M
|
19.9K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-369K- 53.02% |
$211M - $225M
|
327K
$176M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-380K- 61.62% |
$217M - $232M
|
237K
$127M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-384K- 94.61% |
$219M - $234M
|
21.9K
$11.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-388K- 6.11% |
$221M - $237M
|
5.96M
$3.21B
|
|
|
Feb 12, 2025
Q4 2024
|
Adventist Health System
Roseville, CA |
SELL
|
- |
-449K- 68.7% |
$256M - $274M
|
205K
$110M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-628K- 23.33% |
$358M - $383M
|
2.06M
$1.11B
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-856K- 44.22% |
$488M - $523M
|
1.08M
$581M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-957K- 99.83% |
$546M - $584M
|
1.63K
$876K
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.05M- 99.83% |
$599M - $641M
|
1.79K
$961K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.11M- 3.21% |
$635M - $680M
|
33.5M
$18B
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.04M- 99.47% |
$1.16B - $1.24B
|
10.8K
$5.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.11M- 17.8% |
$1.21B - $1.29B
|
9.77M
$5.25B
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.74M- 13.1% |
$1.56B - $1.67B
|
18.2M
$9.78B
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-4.5M- 45.98% |
$2.57B - $2.75B
|
5.29M
$2.85B
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.46M- 29.57% |
$4.25B - $4.55B
|
17.8M
$9.55B
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-8.1M- 99.66% |
$4.62B - $4.95B
|
27.5K
$14.8M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-8.53M- 99.99% |
$4.87B - $5.21B
|
1.2K
$643K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-10.2M- 99.83% |
$5.84B - $6.25B
|
17.9K
$9.63M
|