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 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-95- 0.27% |
$54.2K - $58K
|
34.6K
$20.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-97- 6.34% |
$55.3K - $59.2K
|
1.43K
$865K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-97- 15.95% |
$55.3K - $59.2K
|
511
$308K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-100- 0.23% |
$57.1K - $61.1K
|
43.9K
$26.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-100- 8.41% |
$57.1K - $61.1K
|
1.09K
$657K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-100- 3.1% |
$57.1K - $61.1K
|
3.13K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-100- 3.1% |
$57.1K - $61.1K
|
3.13K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-100- 4.21% |
$57.1K - $61.1K
|
2.28K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-100- 0.32% |
$57.1K - $61.1K
|
31.2K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-100- 1.76% |
$57.1K - $61.1K
|
5.57K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-100- 15.04% |
$57.1K - $61.1K
|
565
$341K
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-101- 2.08% |
$57.6K - $61.7K
|
4.75K
$2.86M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-102- 1.33% |
$58.2K - $62.3K
|
7.57K
$4.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-102- 1.42% |
$58.2K - $62.3K
|
7.08K
$4.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-103- 0.14% |
$58.8K - $62.9K
|
71.4K
$43.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-103- 3.29% |
$58.8K - $62.9K
|
3.02K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-104- 1.26% |
$59.3K - $63.5K
|
8.14K
$4.91M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-104- 3.04% |
$59.3K - $63.5K
|
3.32K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-104- 2.26% |
$59.3K - $63.5K
|
4.5K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-104- 3.37% |
$59.3K - $63.5K
|
2.98K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-106- 1.71% |
$60.5K - $64.7K
|
6.08K
$3.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-106- 5.95% |
$60.5K - $64.7K
|
1.68K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-106- 0.43% |
$60.5K - $64.7K
|
24.7K
$14.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-107- 30.92% |
$61K - $65.3K
|
239
$144K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-109- 0.9% |
$62.2K - $66.6K
|
12K
$7.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-109- 2.59% |
$62.2K - $66.6K
|
4.11K
$2.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-110- 2.78% |
$62.8K - $67.2K
|
3.85K
$2.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-110- 1.42% |
$62.8K - $67.2K
|
7.65K
$4.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-110- 0.77% |
$62.8K - $67.2K
|
14.1K
$8.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-112- 1.66% |
$63.9K - $68.4K
|
6.63K
$4M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-114- 10.68% |
$65K - $69.6K
|
953
$575K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-115- 1.55% |
$65.6K - $70.2K
|
7.29K
$4.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-115- 0.64% |
$65.6K - $70.2K
|
17.8K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-117- 0.99% |
$66.7K - $71.4K
|
11.6K
$7.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-118- 1.27% |
$67.3K - $72K
|
9.14K
$5.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-118- 2.6% |
$67.3K - $72K
|
4.42K
$2.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-119- 2.08% |
$67.9K - $72.7K
|
5.6K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-119- 0.31% |
$67.9K - $72.7K
|
37.9K
$22.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-120- 5.15% |
$68.5K - $73.3K
|
2.21K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-121- 2.22% |
$69K - $73.9K
|
5.32K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-121- 0.7% |
$69K - $73.9K
|
17.3K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-122- 0.5% |
$69.6K - $74.5K
|
24.3K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-124- 6.87% |
$70.7K - $75.7K
|
1.68K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-124- 24.03% |
$70.7K - $75.7K
|
392
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-126- 0.83% |
$71.9K - $76.9K
|
15K
$9.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-128- 1.2% |
$73K - $78.2K
|
10.5K
$6.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-128- 3.37% |
$73K - $78.2K
|
3.67K
$2.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-129- 5.33% |
$73.6K - $78.8K
|
2.29K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-129- 14.43% |
$73.6K - $78.8K
|
765
$461K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-129- 5.43% |
$73.6K - $78.8K
|
2.25K
$1.35M
|