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 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.96K- 33.97% |
$3.4M - $3.64M
|
11.6K
$7M
|
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-5.97K- 1.38% |
$3.41M - $3.65M
|
428K
$259M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.49K- 7.47% |
$3.7M - $3.96M
|
80.4K
$48.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-6.58K- 2.9% |
$3.75M - $4.02M
|
221K
$133M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.65K- 8.36% |
$3.79M - $4.06M
|
72.9K
$44.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.99K- 6.24% |
$3.99M - $4.27M
|
105K
$63.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.06K- 3.61% |
$4.03M - $4.31M
|
188K
$114M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-7.11K- 2.48% |
$4.06M - $4.34M
|
280K
$169M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-7.24K- 92.81% |
$4.13M - $4.42M
|
561
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-7.98K- 13.58% |
$4.55M - $4.87M
|
50.8K
$30.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-8.02K- 7.65% |
$4.58M - $4.9M
|
96.9K
$58.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-8.18K- 22.64% |
$4.67M - $5M
|
28K
$16.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8.32K- 21.61% |
$4.75M - $5.08M
|
30.2K
$18.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-8.91K- 6.14% |
$5.08M - $5.44M
|
136K
$82.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-8.93K- 5.36% |
$5.09M - $5.45M
|
158K
$95.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8.97K- 75.55% |
$5.12M - $5.48M
|
2.9K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9.16K- 4.56% |
$5.23M - $5.59M
|
192K
$116M
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-9.21K- 90.34% |
$5.25M - $5.62M
|
985
$596K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-9.28K- 1.84% |
$5.3M - $5.67M
|
495K
$299M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-9.63K- 16.49% |
$5.49M - $5.88M
|
48.8K
$29.5M
|
|
|
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
$3.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10.6K- 35.24% |
$6.04M - $6.46M
|
19.5K
$11.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-10.6K- 69.21% |
$6.06M - $6.49M
|
4.73K
$2.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-10.6K- 50.13% |
$6.06M - $6.49M
|
10.6K
$6.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-11.4K- 1.66% |
$6.49M - $6.95M
|
674K
$407M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 16.23% |
$6.65M - $7.11M
|
60.2K
$36.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-11.8K- 45.47% |
$6.73M - $7.2M
|
14.1K
$8.55M
|
|
|
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
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-12.5K- 18.1% |
$7.15M - $7.65M
|
56.7K
$34.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-12.6K- 7.95% |
$7.19M - $7.69M
|
146K
$88.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 30.61% |
$8.16M - $8.74M
|
32.4K
$19.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15.6K- 12.2% |
$8.87M - $9.5M
|
112K
$67.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.6K- 99.92% |
$9.49M - $10.2M
|
14
$8.47K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.7K- 8.13% |
$10.1M - $10.8M
|
200K
$121M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-18.7K- 1.58% |
$10.7M - $11.4M
|
1.17M
$707M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-20.2K- 5.24% |
$11.5M - $12.3M
|
365K
$221M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-22.6K- 9.15% |
$12.9M - $13.8M
|
224K
$136M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-25.8K- 17.54% |
$14.7M - $15.8M
|
121K
$73.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-28.9K- 22.76% |
$16.5M - $17.6M
|
98K
$59.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cisco Systems, Inc.
San Jose, CA |
SELL
|
- |
-30K- 18.75% |
$17.1M - $18.3M
|
130K
$78.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-30.6K- 45.72% |
$17.5M - $18.7M
|
36.3K
$22M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-31.1K- 6.62% |
$17.7M - $19M
|
439K
$265M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-36.9K- 46.42% |
$21M - $22.5M
|
42.6K
$25.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-37.8K- 21.37% |
$21.6M - $23.1M
|
139K
$84.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-44K- 23.32% |
$25.1M - $26.8M
|
145K
$87.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-44.7K- 21.2% |
$25.5M - $27.3M
|
166K
$100M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-45.3K- 12.31% |
$25.8M - $27.7M
|
323K
$195M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-47.5K- 82.54% |
$27.1M - $29M
|
10K
$6.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-53.2K- 55.88% |
$30.3M - $32.5M
|
42K
$25.4M
|