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
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-893- 9.3% |
$509K - $545K
|
8.7K
$5.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-900- 12.76% |
$513K - $550K
|
6.15K
$3.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-908- 15.93% |
$518K - $554K
|
4.79K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-911- 44.5% |
$520K - $556K
|
1.14K
$686K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-935- 4.07% |
$533K - $571K
|
22K
$13.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-937- 0.91% |
$535K - $572K
|
103K
$61.9M
|
|
|
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
$37.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-959- 1.41% |
$547K - $586K
|
67.1K
$40.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-967- 0.91% |
$552K - $590K
|
105K
$63.7M
|
|
|
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
$29M
|
|
|
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
$6.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-989- 1.94% |
$564K - $604K
|
49.9K
$30.1M
|
|
|
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
$47.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.06K- 1.3% |
$604K - $647K
|
80.7K
$48.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.07K- 26.99% |
$613K - $656K
|
2.91K
$1.75M
|
|
|
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
$66.2M
|
|
|
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
$46.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.13K- 5.82% |
$644K - $689K
|
18.3K
$11M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.13K- 4.97% |
$645K - $690K
|
21.6K
$13M
|
|
|
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
$70.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.17K- 4.53% |
$669K - $716K
|
24.7K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.19K- 41.88% |
$677K - $724K
|
1.65K
$994K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.2K- 2.5% |
$683K - $731K
|
46.7K
$28.2M
|
|
|
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
$94.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.23K- 1.66% |
$703K - $752K
|
73.2K
$44.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.25K- 1.19% |
$714K - $764K
|
103K
$62.5M
|
|
|
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
$8.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.3K- 8.28% |
$739K - $791K
|
14.4K
$8.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.3K- 11.7% |
$742K - $794K
|
9.82K
$5.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.31K- 2.1% |
$749K - $801K
|
61.2K
$36.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.36K- 7.05% |
$778K - $832K
|
18K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.36K- 11.7% |
$778K - $833K
|
10.3K
$6.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.37K- 0.05% |
$781K - $836K
|
2.66M
$1.61B
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.38K- 24.28% |
$788K - $843K
|
4.31K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.38K- 1.47% |
$790K - $845K
|
93K
$56.1M
|