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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-13- 0.05% |
$7.42K - $7.94K
|
25.8K
$15.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-13- 35.14% |
$7.42K - $7.94K
|
24
$14.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-13- 2.34% |
$7.42K - $7.94K
|
543
$328K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-13- 1.05% |
$7.42K - $7.94K
|
1.23K
$743K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-14- 2.75% |
$7.99K - $8.55K
|
495
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-14- 12.28% |
$7.99K - $8.55K
|
100
$60.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-14- 2.55% |
$7.99K - $8.55K
|
536
$324K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-14- 0.57% |
$7.99K - $8.55K
|
2.46K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-14- 0.71% |
$7.99K - $8.55K
|
1.97K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-15- 0.19% |
$8.56K - $9.16K
|
8.05K
$4.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-15- 0.32% |
$8.56K - $9.16K
|
4.72K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.42% |
$8.56K - $9.16K
|
3.57K
$2.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-15- 2.7% |
$8.56K - $9.16K
|
541
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-16- 3.44% |
$9.13K - $9.77K
|
449
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-16- 0.08% |
$9.13K - $9.77K
|
19.6K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-16- 2.43% |
$9.13K - $9.77K
|
642
$388K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-16- 0.67% |
$9.13K - $9.77K
|
2.37K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-16- 0.2% |
$9.13K - $9.77K
|
7.84K
$4.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-17- 0.79% |
$9.7K - $10.4K
|
2.13K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-17- 0.48% |
$9.7K - $10.4K
|
3.52K
$2.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-17- 1.9% |
$9.7K - $10.4K
|
878
$530K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-17- 1.29% |
$9.7K - $10.4K
|
1.3K
$783K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-17- 2.21% |
$9.7K - $10.4K
|
753
$455K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-17- 0.72% |
$9.7K - $10.4K
|
2.34K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18- 0.39% |
$10.3K - $11K
|
4.64K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-18- 0.18% |
$10.3K - $11K
|
10.1K
$6.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-18- 0.44% |
$10.3K - $11K
|
4.09K
$2.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-18- 0.99% |
$10.3K - $11K
|
1.8K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-19- 12.42% |
$10.8K - $11.6K
|
134
$80.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-19- 0.41% |
$10.8K - $11.6K
|
4.57K
$2.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-19- 2.26% |
$10.8K - $11.6K
|
820
$495K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-19- 5.08% |
$10.8K - $11.6K
|
355
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-20- 0.31% |
$11.4K - $12.2K
|
6.44K
$3.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-20- 1.54% |
$11.4K - $12.2K
|
1.28K
$773K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-20- 1.49% |
$11.4K - $12.2K
|
1.32K
$799K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-20- 1.45% |
$11.4K - $12.2K
|
1.36K
$819K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-20- 1.98% |
$11.4K - $12.2K
|
990
$598K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-20- 0.52% |
$11.4K - $12.2K
|
3.83K
$2.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-20- 0.25% |
$11.4K - $12.2K
|
8.14K
$4.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-20- 0.22% |
$11.4K - $12.2K
|
8.94K
$5.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-20- 0.35% |
$11.4K - $12.2K
|
5.7K
$3.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-20- 2.42% |
$11.4K - $12.2K
|
805
$486K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
SELL
|
- |
-20- 0.46% |
$11.4K - $12.2K
|
4.3K
$2.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-21- 0.62% |
$12K - $12.8K
|
3.34K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-21- 0.44% |
$12K - $12.8K
|
4.76K
$2.87M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-22- 2.62% |
$12.6K - $13.4K
|
818
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-22- 4.16% |
$12.6K - $13.4K
|
507
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-22- 0.48% |
$12.6K - $13.4K
|
4.53K
$2.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-22- 1.24% |
$12.6K - $13.4K
|
1.76K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-22- 5.42% |
$12.6K - $13.4K
|
384
$232K
|