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 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-323- 1.29% |
$184K - $197K
|
24.6K
$14.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-324- 1.55% |
$185K - $198K
|
20.5K
$12.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-324- 4.6% |
$185K - $198K
|
6.72K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-324- 10.39% |
$185K - $198K
|
2.79K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-325- 1.23% |
$185K - $198K
|
26K
$15.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-326- 1.57% |
$186K - $199K
|
20.4K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-330- 0.93% |
$188K - $201K
|
35.3K
$21.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-330- 5.86% |
$188K - $201K
|
5.3K
$3.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-335- 3.7% |
$191K - $205K
|
8.73K
$5.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-337- 5.74% |
$192K - $206K
|
5.53K
$3.33M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-337- 6.16% |
$192K - $206K
|
5.13K
$3.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-337- 19.51% |
$192K - $206K
|
1.39K
$838K
|
|
|
Feb 14, 2025
Q4 2024
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-339- 11.89% |
$193K - $207K
|
2.51K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-341- 33.83% |
$195K - $208K
|
667
$402K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-343- 6.41% |
$196K - $209K
|
5.01K
$3.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-344- 3.53% |
$196K - $210K
|
9.4K
$5.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-346- 0.87% |
$197K - $211K
|
39.6K
$23.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-347- 22.37% |
$198K - $212K
|
1.2K
$726K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-349- 20.7% |
$199K - $213K
|
1.34K
$806K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-350- 11.13% |
$200K - $214K
|
2.79K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-350- 10.0% |
$200K - $214K
|
3.15K
$1.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-351- 5.92% |
$200K - $214K
|
5.58K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-351- 10.68% |
$200K - $214K
|
2.94K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-356- 3.64% |
$203K - $217K
|
9.42K
$5.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-359- 0.11% |
$205K - $219K
|
322K
$194M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-365- 0.53% |
$208K - $223K
|
68.3K
$41.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-367- 5.34% |
$209K - $224K
|
6.51K
$3.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-368- 3.89% |
$210K - $225K
|
9.1K
$5.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-373- 14.59% |
$213K - $228K
|
2.18K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-376- 2.6% |
$215K - $230K
|
14.1K
$8.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-376- 4.68% |
$215K - $230K
|
7.66K
$4.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-382- 3.92% |
$218K - $233K
|
9.37K
$5.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-383- 0.86% |
$219K - $234K
|
44.4K
$26.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-385- 2.27% |
$220K - $235K
|
16.6K
$10M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-386- 0.54% |
$220K - $236K
|
70.8K
$42.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-387- 0.17% |
$221K - $236K
|
231K
$139M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-389- 7.93% |
$222K - $238K
|
4.52K
$2.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-390- 3.69% |
$222K - $238K
|
10.2K
$6.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-390- 6.59% |
$222K - $238K
|
5.53K
$3.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-392- 3.63% |
$224K - $239K
|
10.4K
$6.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-392- 22.72% |
$224K - $239K
|
1.33K
$804K
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-393- 7.56% |
$224K - $240K
|
4.8K
$2.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-394- 0.83% |
$225K - $241K
|
47.4K
$28.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-394- 1.74% |
$225K - $241K
|
22.2K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-394- 7.11% |
$225K - $241K
|
5.15K
$3.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-395- 0.3% |
$225K - $241K
|
129K
$77.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-396- 3.87% |
$226K - $242K
|
9.84K
$5.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-399- 3.65% |
$228K - $244K
|
10.5K
$6.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-399- 4.51% |
$228K - $244K
|
8.44K
$5.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-402- 1.15% |
$229K - $245K
|
34.7K
$20.9M
|