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 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-834- 0.86% |
$476K - $509K
|
96.6K
$58.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-837- 1.89% |
$478K - $511K
|
43.5K
$26.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-843- 38.87% |
$481K - $515K
|
1.33K
$799K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-852- 2.19% |
$486K - $520K
|
38.1K
$23M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-857- 3.92% |
$489K - $523K
|
21K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-858- 10.47% |
$489K - $524K
|
7.34K
$4.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-858- 0.96% |
$489K - $524K
|
88.9K
$53.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-861- 45.9% |
$491K - $526K
|
1.02K
$612K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-870- 0.69% |
$496K - $531K
|
124K
$75M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-872- 3.34% |
$497K - $532K
|
25.2K
$15.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-874- 4.99% |
$499K - $534K
|
16.6K
$10M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-877- 2.54% |
$500K - $535K
|
33.6K
$20.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-878- 35.69% |
$501K - $536K
|
1.58K
$954K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-878- 13.01% |
$501K - $536K
|
5.87K
$3.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-892- 1.66% |
$509K - $545K
|
52.9K
$31.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-893- 9.3% |
$509K - $545K
|
8.7K
$5.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-900- 12.76% |
$513K - $550K
|
6.15K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-901- 1.77% |
$514K - $550K
|
50K
$30.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-902- 6.84% |
$515K - $551K
|
12.3K
$7.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-908- 15.93% |
$518K - $554K
|
4.79K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-911- 44.5% |
$520K - $556K
|
1.14K
$685K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-931- 26.4% |
$531K - $568K
|
2.6K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-932- 1.83% |
$532K - $569K
|
50K
$30.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-935- 4.07% |
$533K - $571K
|
22K
$13.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-937- 0.91% |
$535K - $572K
|
103K
$61.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-943- 1.38% |
$538K - $576K
|
67.2K
$40.5M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-944- 62.56% |
$539K - $576K
|
565
$341K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-952- 1.51% |
$543K - $581K
|
62K
$37.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-956- 4.75% |
$545K - $584K
|
19.2K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-957- 3.04% |
$546K - $584K
|
30.5K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-958- 1.21% |
$547K - $585K
|
77.9K
$47M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-959- 1.41% |
$547K - $586K
|
67.1K
$40.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-967- 0.91% |
$552K - $590K
|
105K
$63.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-970- 1.72% |
$553K - $592K
|
55.4K
$33.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-972- 5.54% |
$555K - $593K
|
16.6K
$9.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-979- 2.0% |
$559K - $598K
|
48.1K
$29M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-979- 3.64% |
$559K - $598K
|
25.9K
$15.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-982- 8.77% |
$560K - $600K
|
10.2K
$6.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-989- 1.94% |
$564K - $604K
|
49.9K
$30.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.01K- 25.74% |
$573K - $614K
|
2.9K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 2.96% |
$584K - $625K
|
33.6K
$20.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.04K- 2.98% |
$594K - $636K
|
33.9K
$20.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.06K- 1.31% |
$602K - $645K
|
79.3K
$47.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.06K- 1.3% |
$604K - $647K
|
80.7K
$48.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.07K- 26.99% |
$613K - $656K
|
2.91K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-1.08K- 2.68% |
$613K - $656K
|
39.1K
$23.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.08K- 4.25% |
$616K - $659K
|
24.3K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1.09K- 3.13% |
$620K - $663K
|
33.6K
$20.3M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.09K- 0.98% |
$620K - $663K
|
110K
$66.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-1.1K- 5.26% |
$625K - $669K
|
19.7K
$11.9M
|