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 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.44K- 11.74% |
$821K - $879K
|
10.8K
$6.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.45K- 7.43% |
$829K - $887K
|
18.1K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.46K- 2.85% |
$834K - $893K
|
49.9K
$30.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.47K- 16.59% |
$836K - $895K
|
7.37K
$4.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.48K- 5.93% |
$844K - $904K
|
23.5K
$14.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-1.52K- 0.72% |
$866K - $927K
|
210K
$127M
|
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.52K- 2.24% |
$868K - $929K
|
66.4K
$40M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-1.53K- 4.37% |
$873K - $934K
|
33.5K
$20.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-1.54K- 2.79% |
$877K - $939K
|
53.5K
$32.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.55K- 18.63% |
$884K - $946K
|
6.77K
$4.08M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.55K- 2.16% |
$885K - $947K
|
70.4K
$42.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.57K- 4.69% |
$893K - $956K
|
31.8K
$19.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.58K- 60.73% |
$899K - $962K
|
1.02K
$614K
|
|
|
Feb 14, 2025
Q4 2024
|
Ironclad Investments LLC
Maitland, FL |
SELL
|
- |
-1.58K- 1.1% |
$901K - $965K
|
142K
$85.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.59K- 7.02% |
$905K - $969K
|
21K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.59K- 1.72% |
$907K - $970K
|
91K
$54.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.61K- 4.43% |
$918K - $982K
|
34.7K
$20.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-1.62K- 4.59% |
$926K - $991K
|
33.7K
$20.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.63K- 1.87% |
$927K - $992K
|
85.4K
$51.5M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.63K- 0.96% |
$929K - $994K
|
168K
$101M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.63K- 22.74% |
$932K - $998K
|
5.55K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.66K- 3.72% |
$946K - $1.01M
|
42.9K
$25.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.68K- 5.05% |
$956K - $1.02M
|
31.5K
$19M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.69K- 4.08% |
$962K - $1.03M
|
39.7K
$23.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-1.71K- 1.63% |
$978K - $1.05M
|
103K
$62.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.72K- 2.21% |
$980K - $1.05M
|
76.2K
$45.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.73K- 9.82% |
$986K - $1.06M
|
15.9K
$9.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.74K- 7.24% |
$992K - $1.06M
|
22.3K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.77K- 6.93% |
$1.01M - $1.08M
|
23.7K
$14.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.81K- 18.13% |
$1.03M - $1.11M
|
8.18K
$4.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.81K- 6.21% |
$1.03M - $1.11M
|
27.4K
$16.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.84K- 80.79% |
$1.05M - $1.12M
|
438
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-1.84K- 9.49% |
$1.05M - $1.13M
|
17.6K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-1.86K- 3.9% |
$1.06M - $1.14M
|
45.9K
$27.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.88K- 4.63% |
$1.07M - $1.15M
|
38.7K
$23.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.89K- 4.44% |
$1.08M - $1.16M
|
40.8K
$24.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 26.18% |
$1.08M - $1.16M
|
5.34K
$3.22M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.9K- 2.57% |
$1.08M - $1.16M
|
72K
$43.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.9K- 22.71% |
$1.08M - $1.16M
|
6.47K
$3.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.9K- 13.29% |
$1.08M - $1.16M
|
12.4K
$7.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.91K- 25.79% |
$1.09M - $1.16M
|
5.48K
$3.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.92K- 1.49% |
$1.1M - $1.17M
|
127K
$76.3M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-1.95K- 4.01% |
$1.11M - $1.19M
|
46.6K
$28.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.97K- 2.14% |
$1.13M - $1.21M
|
90.2K
$54.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.98K- 61.26% |
$1.13M - $1.21M
|
1.25K
$756K
|
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
SELL
|
- |
-2K- 73.83% |
$1.14M - $1.22M
|
709
$427K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-2.02K- 21.62% |
$1.15M - $1.23M
|
7.31K
$4.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.03K- 3.69% |
$1.16M - $1.24M
|
53.1K
$32M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.05K- 40.06% |
$1.17M - $1.25M
|
3.07K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-2.06K- 29.02% |
$1.18M - $1.26M
|
5.04K
$3.04M
|