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 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-181- 26.19% |
$103K - $111K
|
510
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-181- 1.98% |
$103K - $111K
|
8.94K
$5.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-182- 1.49% |
$104K - $111K
|
12K
$7.24M
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-183- 9.78% |
$104K - $112K
|
1.69K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-189- 3.22% |
$108K - $115K
|
5.68K
$3.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-189- 8.08% |
$108K - $115K
|
2.15K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-190- 0.42% |
$108K - $116K
|
44.6K
$26.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-192- 1.6% |
$110K - $117K
|
11.8K
$7.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-195- 3.55% |
$111K - $119K
|
5.29K
$3.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-197- 1.28% |
$112K - $120K
|
15.2K
$9.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-199- 27.11% |
$114K - $122K
|
535
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-200- 1.22% |
$114K - $122K
|
16.2K
$9.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-202- 6.69% |
$115K - $123K
|
2.82K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-202- 2.75% |
$115K - $123K
|
7.13K
$4.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-204- 5.09% |
$116K - $125K
|
3.8K
$2.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-206- 14.14% |
$118K - $126K
|
1.25K
$754K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-206- 8.4% |
$118K - $126K
|
2.25K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-208- 28.85% |
$119K - $127K
|
513
$309K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-209- 2.3% |
$119K - $128K
|
8.89K
$5.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-210- 2.97% |
$120K - $128K
|
6.86K
$4.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-211- 5.21% |
$120K - $129K
|
3.84K
$2.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-211- 3.93% |
$120K - $129K
|
5.16K
$3.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-213- 0.68% |
$122K - $130K
|
30.9K
$18.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-217- 0.12% |
$124K - $132K
|
184K
$111M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-219- 14.96% |
$125K - $134K
|
1.25K
$751K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-220- 3.37% |
$126K - $134K
|
6.31K
$3.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-221- 4.86% |
$126K - $135K
|
4.32K
$2.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-221- 0.38% |
$126K - $135K
|
57.4K
$34.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-222- 13.96% |
$127K - $136K
|
1.37K
$825K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-225- 0.64% |
$128K - $137K
|
34.9K
$21M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-225- 9.46% |
$128K - $137K
|
2.15K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-227- 1.85% |
$130K - $139K
|
12K
$7.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-228- 1.75% |
$130K - $139K
|
12.8K
$7.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-230- 2.81% |
$131K - $140K
|
7.94K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-230- 11.08% |
$131K - $140K
|
1.85K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-230- 4.71% |
$131K - $140K
|
4.65K
$2.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-231- 2.27% |
$132K - $141K
|
9.94K
$5.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-232- 2.21% |
$132K - $142K
|
10.3K
$6.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-234- 34.01% |
$133K - $143K
|
454
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-234- 9.33% |
$133K - $143K
|
2.27K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-234- 3.59% |
$133K - $143K
|
6.28K
$3.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-235- 0.53% |
$134K - $143K
|
44.3K
$26.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-235- 3.08% |
$134K - $143K
|
7.4K
$4.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-236- 1.8% |
$135K - $144K
|
12.8K
$7.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-236- 3.4% |
$135K - $144K
|
6.71K
$4.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-236- 2.13% |
$135K - $144K
|
10.8K
$6.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-236- 25.62% |
$135K - $144K
|
685
$413K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-238- 6.82% |
$136K - $145K
|
3.25K
$1.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-239- 39.31% |
$136K - $146K
|
369
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-239- 2.43% |
$136K - $146K
|
9.59K
$5.78M
|