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 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-748- 16.81% |
$427K - $457K
|
3.7K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-772- 10.82% |
$440K - $471K
|
6.36K
$3.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-781- 2.83% |
$446K - $477K
|
26.8K
$16.2M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-800- 4.38% |
$456K - $488K
|
17.5K
$10.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-805- 16.11% |
$459K - $492K
|
4.19K
$2.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-807- 4.86% |
$460K - $493K
|
15.8K
$9.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-816- 3.96% |
$466K - $498K
|
19.8K
$12M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-833- 3.23% |
$475K - $509K
|
25K
$15.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-834- 0.86% |
$476K - $509K
|
96.6K
$58.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-837- 1.89% |
$478K - $511K
|
43.5K
$26.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-843- 38.87% |
$481K - $515K
|
1.33K
$802K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-861- 45.9% |
$491K - $526K
|
1.02K
$614K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-870- 0.69% |
$496K - $531K
|
124K
$75.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-872- 3.34% |
$497K - $532K
|
25.2K
$15.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-878- 35.69% |
$501K - $536K
|
1.58K
$957K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-892- 1.66% |
$509K - $545K
|
52.9K
$32M
|
|
|
Jan 27, 2025
Q4 2024
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-893- 9.3% |
$509K - $545K
|
8.7K
$5.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-908- 15.93% |
$518K - $554K
|
4.79K
$2.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-935- 4.07% |
$533K - $571K
|
22K
$13.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-943- 1.38% |
$538K - $576K
|
67.2K
$40.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-952- 1.51% |
$543K - $581K
|
62K
$37.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-959- 1.41% |
$547K - $586K
|
67.1K
$40.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-970- 1.72% |
$553K - $592K
|
55.4K
$33.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-972- 5.54% |
$555K - $593K
|
16.6K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-979- 2.0% |
$559K - $598K
|
48.1K
$29.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-979- 3.64% |
$559K - $598K
|
25.9K
$15.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-982- 8.77% |
$560K - $600K
|
10.2K
$6.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-989- 1.94% |
$564K - $604K
|
49.9K
$30.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.04K- 2.98% |
$594K - $636K
|
33.9K
$20.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.06K- 1.31% |
$602K - $645K
|
79.3K
$48M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.07K- 26.99% |
$613K - $656K
|
2.91K
$1.76M
|
|
|
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
$66.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.11K- 3.42% |
$635K - $680K
|
31.5K
$19M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.12K- 1.44% |
$638K - $683K
|
76.4K
$46.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.13K- 5.82% |
$644K - $689K
|
18.3K
$11.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.13K- 4.97% |
$645K - $690K
|
21.6K
$13.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.14K- 3.77% |
$652K - $698K
|
29.2K
$17.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.14K- 5.43% |
$653K - $699K
|
19.9K
$12M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.17K- 0.99% |
$666K - $713K
|
116K
$70.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.17K- 4.53% |
$669K - $716K
|
24.7K
$14.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.22K- 5.77% |
$696K - $745K
|
19.9K
$12M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 0.78% |
$699K - $748K
|
157K
$94.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.23K- 1.66% |
$703K - $752K
|
73.2K
$44.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.27K- 11.95% |
$727K - $778K
|
9.38K
$5.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-1.28K- 18.64% |
$731K - $782K
|
5.59K
$3.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.28K- 1.36% |
$731K - $783K
|
92.8K
$56.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.29K- 8.29% |
$737K - $788K
|
14.3K
$8.63M
|