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
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-503- 35.35% |
$287K - $307K
|
920
$555K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-506- 37.21% |
$289K - $309K
|
854
$515K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-507- 5.07% |
$289K - $310K
|
9.5K
$5.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-509- 4.86% |
$290K - $311K
|
9.97K
$6.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-510- 3.25% |
$291K - $311K
|
15.2K
$9.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-511- 69.24% |
$292K - $312K
|
227
$137K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-511- 27.22% |
$292K - $312K
|
1.37K
$824K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-515- 4.41% |
$294K - $314K
|
11.2K
$6.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-522- 2.93% |
$298K - $319K
|
17.3K
$10.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-524- 4.98% |
$299K - $320K
|
10K
$6.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-527- 1.59% |
$301K - $322K
|
32.6K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-529- 2.39% |
$302K - $323K
|
21.6K
$13M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-533- 2.54% |
$304K - $325K
|
20.4K
$12.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-537- 0.36% |
$306K - $328K
|
149K
$90.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-537- 2.31% |
$306K - $328K
|
22.7K
$13.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-539- 2.2% |
$308K - $329K
|
23.9K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-540- 11.43% |
$308K - $330K
|
4.19K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-544- 25.1% |
$310K - $332K
|
1.62K
$978K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-546- 1.41% |
$311K - $333K
|
38.1K
$23M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-547- 5.51% |
$312K - $334K
|
9.38K
$5.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-550- 32.45% |
$314K - $336K
|
1.15K
$690K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-552- 60.53% |
$315K - $337K
|
360
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-557- 1.9% |
$318K - $340K
|
28.8K
$17.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-566- 1.42% |
$323K - $346K
|
39.4K
$23.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-567- 1.92% |
$323K - $346K
|
29K
$17.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-568- 30.62% |
$324K - $347K
|
1.29K
$776K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-569- 0.42% |
$325K - $347K
|
135K
$81.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-571- 0.63% |
$326K - $349K
|
89.7K
$54.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-571- 4.78% |
$326K - $349K
|
11.4K
$6.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-577- 8.8% |
$329K - $352K
|
5.98K
$3.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-579- 14.09% |
$330K - $354K
|
3.53K
$2.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-580- 10.54% |
$331K - $354K
|
4.93K
$2.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-585- 1.5% |
$334K - $357K
|
38.5K
$23.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-591- 10.24% |
$337K - $361K
|
5.18K
$3.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-596- 18.33% |
$340K - $364K
|
2.66K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-596- 1.96% |
$340K - $364K
|
29.9K
$18M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-598- 0.74% |
$341K - $365K
|
79.9K
$48.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-600- 1.26% |
$342K - $366K
|
46.9K
$28.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-606- 0.85% |
$346K - $370K
|
70.6K
$42.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-609- 1.01% |
$347K - $372K
|
60K
$36.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-610- 0.18% |
$348K - $372K
|
333K
$201M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-611- 5.35% |
$349K - $373K
|
10.8K
$6.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-621- 12.88% |
$354K - $379K
|
4.2K
$2.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-623- 0.1% |
$355K - $380K
|
609K
$367M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-629- 2.37% |
$359K - $384K
|
25.9K
$15.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-630- 5.16% |
$359K - $385K
|
11.6K
$6.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-633- 3.71% |
$361K - $387K
|
16.4K
$9.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-636- 53.9% |
$363K - $388K
|
544
$328K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-642- 6.62% |
$366K - $392K
|
9.05K
$5.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-642- 42.46% |
$366K - $392K
|
870
$524K
|