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 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-9.47K- 1.5% |
$5.4M - $5.78M
|
623K
$375M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-9.55K- 8.01% |
$5.45M - $5.83M
|
110K
$66.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-9.63K- 16.49% |
$5.49M - $5.88M
|
48.8K
$29.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.88K- 3.13% |
$5.64M - $6.03M
|
306K
$184M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-10.5K- 3.16% |
$5.99M - $6.41M
|
322K
$194M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-10.6K- 66.57% |
$6.03M - $6.46M
|
5.31K
$3.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10.6K- 35.24% |
$6.04M - $6.46M
|
19.5K
$11.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-10.6K- 69.21% |
$6.06M - $6.49M
|
4.73K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-10.6K- 50.13% |
$6.06M - $6.49M
|
10.6K
$6.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-10.7KClosed |
$6.13M - $6.56M
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-11K- 78.62% |
$6.28M - $6.72M
|
2.99K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-11.1K- 1.11% |
$6.34M - $6.79M
|
993K
$599M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-11.1K- 22.73% |
$6.35M - $6.8M
|
37.8K
$22.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-11.2K- 8.29% |
$6.41M - $6.86M
|
124K
$74.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.3K- 17.95% |
$6.43M - $6.89M
|
51.5K
$31.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-11.4K- 1.66% |
$6.49M - $6.95M
|
674K
$406M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.6K- 43.23% |
$6.63M - $7.1M
|
15.3K
$9.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 16.23% |
$6.65M - $7.11M
|
60.2K
$36.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-11.8K- 45.47% |
$6.73M - $7.2M
|
14.1K
$8.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-11.8K- 48.86% |
$6.75M - $7.23M
|
12.4K
$7.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-11.9K- 16.62% |
$6.8M - $7.28M
|
59.8K
$36.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-12K- 23.69% |
$6.83M - $7.31M
|
38.5K
$23.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-12K- 71.71% |
$6.84M - $7.32M
|
4.73K
$2.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-12K- 7.93% |
$6.86M - $7.34M
|
140K
$84.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.1K- 28.99% |
$6.91M - $7.39M
|
29.6K
$17.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-12.5K- 4.13% |
$7.13M - $7.63M
|
290K
$175M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-12.5K- 18.1% |
$7.15M - $7.65M
|
56.7K
$34.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-12.6K- 7.95% |
$7.19M - $7.69M
|
146K
$87.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-12.9K- 82.04% |
$7.38M - $7.9M
|
2.83K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-13.3K- 5.68% |
$7.57M - $8.1M
|
220K
$133M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 30.61% |
$8.16M - $8.74M
|
32.4K
$19.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-14.4K- 40.63% |
$8.22M - $8.79M
|
21K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-14.5K- 96.07% |
$8.29M - $8.87M
|
594
$358K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-14.7K- 29.08% |
$8.41M - $9M
|
35.9K
$21.7M
|
|
|
Feb 14, 2025
Q4 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-15.3K- 25.0% |
$8.75M - $9.36M
|
46K
$27.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-15.5K- 5.11% |
$8.84M - $9.46M
|
288K
$173M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-15.5K- 11.22% |
$8.85M - $9.47M
|
123K
$74M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15.6K- 12.2% |
$8.87M - $9.5M
|
112K
$67.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.6K- 16.53% |
$8.9M - $9.52M
|
78.8K
$47.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.6K- 99.92% |
$9.49M - $10.2M
|
14
$8.44K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.7K- 22.95% |
$9.54M - $10.2M
|
56.1K
$33.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.1K- 21.34% |
$9.76M - $10.4M
|
63.1K
$38M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-17.2K- 9.65% |
$9.79M - $10.5M
|
161K
$96.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.7K- 8.13% |
$10.1M - $10.8M
|
200K
$120M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-18.1K- 17.39% |
$10.3M - $11.1M
|
86K
$51.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-18.7K- 71.23% |
$10.6M - $11.4M
|
7.54K
$4.55M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-18.7K- 1.58% |
$10.7M - $11.4M
|
1.17M
$705M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-19.2K- 15.88% |
$10.9M - $11.7M
|
102K
$61.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-19.3K- 14.41% |
$11M - $11.8M
|
115K
$69.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-20.2K- 5.24% |
$11.5M - $12.3M
|
365K
$220M
|