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 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-72- 1.55% |
$41.1K - $44K
|
4.57K
$2.76M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-72- 0.21% |
$41.1K - $44K
|
33.9K
$20.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-73- 58.4% |
$41.6K - $44.6K
|
52
$31.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-73- 9.1% |
$41.6K - $44.6K
|
729
$439K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-73- 1.39% |
$41.6K - $44.6K
|
5.16K
$3.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-74- 0.78% |
$42.2K - $45.2K
|
9.4K
$5.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-75- 1.55% |
$42.8K - $45.8K
|
4.77K
$2.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-75- 10.23% |
$42.8K - $45.8K
|
658
$397K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-76- 6.76% |
$43.4K - $46.4K
|
1.05K
$632K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-77- 5.01% |
$43.9K - $47K
|
1.46K
$880K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-78- 2.07% |
$44.5K - $47.6K
|
3.69K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-78- 1.9% |
$44.5K - $47.6K
|
4.04K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-78- 12.85% |
$44.5K - $47.6K
|
529
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-79- 5.03% |
$45.1K - $48.2K
|
1.49K
$899K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-79- 9.62% |
$45.1K - $48.2K
|
742
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-79- 10.17% |
$45.1K - $48.2K
|
698
$421K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-79- 15.37% |
$45.1K - $48.2K
|
435
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-80- 3.13% |
$45.6K - $48.8K
|
2.48K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-80- 6.97% |
$45.6K - $48.8K
|
1.07K
$644K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-81- 3.29% |
$46.2K - $49.5K
|
2.38K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-81- 3.13% |
$46.2K - $49.5K
|
2.5K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-82- 18.89% |
$46.8K - $50.1K
|
352
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-82- 0.71% |
$46.8K - $50.1K
|
11.4K
$6.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-83- 2.11% |
$47.4K - $50.7K
|
3.85K
$2.32M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-83- 2.47% |
$47.4K - $50.7K
|
3.27K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-83- 0.44% |
$47.4K - $50.7K
|
18.7K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-83- 2.12% |
$47.4K - $50.7K
|
3.83K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-83- 10.09% |
$47.4K - $50.7K
|
740
$446K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-84- 2.37% |
$47.9K - $51.3K
|
3.47K
$2.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-84- 3.29% |
$47.9K - $51.3K
|
2.47K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-85- 14.6% |
$48.5K - $51.9K
|
497
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-85- 0.48% |
$48.5K - $51.9K
|
17.7K
$10.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-86- 1.06% |
$49.1K - $52.5K
|
8K
$4.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-87- 5.57% |
$49.6K - $53.1K
|
1.48K
$889K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-88- 13.75% |
$50.2K - $53.7K
|
552
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-88- 1.12% |
$50.2K - $53.7K
|
7.75K
$4.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-88- 7.85% |
$50.2K - $53.7K
|
1.03K
$623K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-88- 18.45% |
$50.2K - $53.7K
|
389
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-89- 3.08% |
$50.8K - $54.3K
|
2.8K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-91- 5.91% |
$51.9K - $55.6K
|
1.45K
$874K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-91- 3.41% |
$51.9K - $55.6K
|
2.58K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-92- 3.01% |
$52.5K - $56.2K
|
2.96K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-92- 1.22% |
$52.5K - $56.2K
|
7.45K
$4.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-92- 7.63% |
$52.5K - $56.2K
|
1.11K
$672K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-92- 2.35% |
$52.5K - $56.2K
|
3.83K
$2.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-93- 3.67% |
$53.1K - $56.8K
|
2.44K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-93- 0.08% |
$53.1K - $56.8K
|
114K
$68.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-93- 4.07% |
$53.1K - $56.8K
|
2.19K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-93- 1.67% |
$53.1K - $56.8K
|
5.46K
$3.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-94- 5.91% |
$53.6K - $57.4K
|
1.5K
$902K
|