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
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-502- 0.41% |
$286K - $307K
|
122K
$73.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-511- 69.24% |
$292K - $312K
|
227
$137K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-515- 4.41% |
$294K - $314K
|
11.2K
$6.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-524- 4.98% |
$299K - $320K
|
10K
$6.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-533- 2.54% |
$304K - $325K
|
20.4K
$12.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-537- 0.36% |
$306K - $328K
|
149K
$90.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-540- 11.43% |
$308K - $330K
|
4.19K
$2.53M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-544- 25.1% |
$310K - $332K
|
1.62K
$981K
|
|
|
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
$5.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-550- 32.45% |
$314K - $336K
|
1.15K
$692K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-552- 60.53% |
$315K - $337K
|
360
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-557- 1.9% |
$318K - $340K
|
28.8K
$17.4M
|
|
|
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
$778K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-571- 0.63% |
$326K - $349K
|
89.7K
$54.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-571- 4.78% |
$326K - $349K
|
11.4K
$6.88M
|
|
|
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
$2.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-585- 1.5% |
$334K - $357K
|
38.5K
$23.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-596- 18.33% |
$340K - $364K
|
2.66K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-600- 1.26% |
$342K - $366K
|
46.9K
$28.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-609- 1.01% |
$347K - $372K
|
60K
$36.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-610- 0.18% |
$348K - $372K
|
333K
$202M
|
|
|
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
$7M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-633- 3.71% |
$361K - $387K
|
16.4K
$9.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-642- 6.62% |
$366K - $392K
|
9.05K
$5.47M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-643- 0.36% |
$367K - $393K
|
176K
$106M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-659- 0.71% |
$376K - $402K
|
92.8K
$56.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-663- 17.83% |
$378K - $405K
|
3.06K
$1.85M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-666- 5.72% |
$380K - $407K
|
11K
$6.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-668- 5.41% |
$381K - $408K
|
11.7K
$7.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-674- 0.84% |
$385K - $412K
|
79.6K
$48.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-679- 5.5% |
$387K - $415K
|
11.7K
$7.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-680- 42.0% |
$388K - $415K
|
939
$568K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-688- 13.59% |
$393K - $420K
|
4.37K
$2.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-698- 1.88% |
$398K - $426K
|
36.4K
$22M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-702- 3.22% |
$400K - $429K
|
21.1K
$12.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-704- 23.45% |
$402K - $430K
|
2.3K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-705- 4.82% |
$402K - $430K
|
13.9K
$8.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-706- 22.43% |
$403K - $431K
|
2.44K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-710- 2.42% |
$405K - $434K
|
28.7K
$17.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-720- 33.33% |
$411K - $440K
|
1.44K
$871K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-723- 1.62% |
$412K - $441K
|
43.9K
$26.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-723- 11.93% |
$412K - $441K
|
5.34K
$3.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-724- 50.21% |
$413K - $442K
|
718
$434K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-731- 19.43% |
$417K - $446K
|
3.03K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-735- 0.52% |
$419K - $449K
|
141K
$85M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-737- 0.7% |
$420K - $450K
|
105K
$63.3M
|