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 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-243- 23.92% |
$139K - $148K
|
773
$466K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-244- 12.44% |
$139K - $149K
|
1.72K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-244- 4.46% |
$139K - $149K
|
5.23K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-244- 12.17% |
$139K - $149K
|
1.76K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-249- 1.03% |
$142K - $152K
|
24K
$14.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-250- 33.33% |
$143K - $153K
|
500
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-250- 9.52% |
$143K - $153K
|
2.38K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-251- 1.44% |
$143K - $153K
|
17.2K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-252- 1.15% |
$144K - $154K
|
21.7K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-252- 0.42% |
$144K - $154K
|
59.8K
$36M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-256- 1.33% |
$146K - $156K
|
18.9K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-256- 2.71% |
$146K - $156K
|
9.18K
$5.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-258- 3.1% |
$147K - $158K
|
8.07K
$4.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-258- 0.4% |
$147K - $158K
|
64K
$38.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-263- 4.7% |
$150K - $161K
|
5.34K
$3.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-265- 4.16% |
$151K - $162K
|
6.1K
$3.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-267- 10.34% |
$152K - $163K
|
2.32K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-269- 13.82% |
$153K - $164K
|
1.68K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-273- 27.41% |
$156K - $167K
|
723
$436K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-274- 13.76% |
$156K - $167K
|
1.72K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-276- 3.36% |
$157K - $169K
|
7.93K
$4.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-278- 1.17% |
$159K - $170K
|
23.4K
$14.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-280- 1.65% |
$160K - $171K
|
16.7K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-285- 0.35% |
$163K - $174K
|
81.4K
$49.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-287- 8.14% |
$164K - $175K
|
3.24K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-288- 0.3% |
$164K - $176K
|
97.2K
$58.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-290- 33.18% |
$165K - $177K
|
584
$352K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-292- 1.59% |
$167K - $178K
|
18.1K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-296- 2.13% |
$169K - $181K
|
13.6K
$8.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-297- 0.95% |
$169K - $181K
|
31K
$18.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-298- 1.05% |
$170K - $182K
|
28.1K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-298- 6.07% |
$170K - $182K
|
4.61K
$2.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-299- 6.62% |
$171K - $183K
|
4.22K
$2.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-299- 7.2% |
$171K - $183K
|
3.85K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-300- 2.48% |
$171K - $183K
|
11.8K
$7.1M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-302- 29.26% |
$172K - $184K
|
730
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-305- 2.2% |
$174K - $186K
|
13.5K
$8.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-305- 6.01% |
$174K - $186K
|
4.77K
$2.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-305- 23.52% |
$174K - $186K
|
992
$598K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-310- 15.59% |
$177K - $189K
|
1.68K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-314- 30.34% |
$179K - $192K
|
721
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-314- 2.17% |
$179K - $192K
|
14.2K
$8.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-316- 11.28% |
$180K - $193K
|
2.49K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-317- 2.05% |
$181K - $194K
|
15.1K
$9.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-317- 1.45% |
$181K - $194K
|
21.6K
$13M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-320- 10.28% |
$183K - $195K
|
2.79K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-320- 8.4% |
$183K - $195K
|
3.49K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-321- 6.28% |
$183K - $196K
|
4.79K
$2.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-322- 5.37% |
$184K - $197K
|
5.68K
$3.42M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-322- 0.91% |
$184K - $197K
|
35K
$21.1M
|