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 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.88K- 4.63% |
$1.07M - $1.15M
|
38.7K
$23.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.89K- 4.44% |
$1.08M - $1.16M
|
40.8K
$24.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 26.18% |
$1.08M - $1.16M
|
5.34K
$3.23M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.9K- 2.57% |
$1.08M - $1.16M
|
72K
$43.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.9K- 22.71% |
$1.08M - $1.16M
|
6.47K
$3.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.9K- 13.29% |
$1.08M - $1.16M
|
12.4K
$7.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.91K- 25.79% |
$1.09M - $1.16M
|
5.48K
$3.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.92K- 1.49% |
$1.1M - $1.17M
|
127K
$76.4M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-1.95K- 4.01% |
$1.11M - $1.19M
|
46.6K
$28.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.97K- 2.14% |
$1.13M - $1.21M
|
90.2K
$54.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-2.02K- 21.62% |
$1.15M - $1.23M
|
7.31K
$4.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.03K- 3.69% |
$1.16M - $1.24M
|
53.1K
$32M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.05K- 40.06% |
$1.17M - $1.25M
|
3.07K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-2.06K- 29.02% |
$1.18M - $1.26M
|
5.04K
$3.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.07K- 1.37% |
$1.18M - $1.26M
|
149K
$90.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-2.08K- 10.3% |
$1.19M - $1.27M
|
18.1K
$10.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-2.1K- 5.18% |
$1.2M - $1.28M
|
38.5K
$23.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.1K- 2.3% |
$1.2M - $1.28M
|
89.5K
$54M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-2.13K- 4.19% |
$1.21M - $1.3M
|
48.6K
$29.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-2.15K- 3.73% |
$1.23M - $1.31M
|
55.6K
$33.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.18K- 2.05% |
$1.24M - $1.33M
|
104K
$63M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.22K- 4.39% |
$1.26M - $1.35M
|
48.3K
$29.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-2.22K- 6.64% |
$1.27M - $1.36M
|
31.2K
$18.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.23K- 1.65% |
$1.27M - $1.36M
|
133K
$80.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-2.25K- 1.31% |
$1.29M - $1.38M
|
170K
$103M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2.29K- 2.66% |
$1.3M - $1.4M
|
83.6K
$50.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.31K- 1.52% |
$1.32M - $1.41M
|
150K
$90.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.33K- 0.63% |
$1.33M - $1.42M
|
369K
$223M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.33K- 10.01% |
$1.33M - $1.42M
|
20.9K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.35K- 5.41% |
$1.34M - $1.44M
|
41.1K
$24.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.38K- 4.03% |
$1.36M - $1.45M
|
56.7K
$34.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.4K- 12.88% |
$1.37M - $1.47M
|
16.2K
$9.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.47K- 0.99% |
$1.41M - $1.51M
|
248K
$149M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-2.52K- 9.21% |
$1.44M - $1.54M
|
24.8K
$15M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.52K- 10.47% |
$1.44M - $1.54M
|
21.6K
$13M
|
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2.54K- 6.49% |
$1.45M - $1.55M
|
36.6K
$22.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.56K- 3.77% |
$1.46M - $1.56M
|
65.3K
$39.5M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.6K- 3.51% |
$1.48M - $1.59M
|
71.4K
$43.1M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.61K- 21.77% |
$1.49M - $1.59M
|
9.37K
$5.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.64K- 2.18% |
$1.51M - $1.61M
|
119K
$71.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2.67K- 13.73% |
$1.52M - $1.63M
|
16.8K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.68K- 4.27% |
$1.53M - $1.64M
|
60K
$36.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-2.7K- 16.21% |
$1.54M - $1.65M
|
13.9K
$8.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-2.72K- 34.27% |
$1.55M - $1.66M
|
5.22K
$3.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-2.72K- 24.42% |
$1.55M - $1.66M
|
8.42K
$5.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-2.74K- 6.67% |
$1.56M - $1.67M
|
38.3K
$23.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.74K- 6.6% |
$1.56M - $1.67M
|
38.7K
$23.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.74K- 2.5% |
$1.56M - $1.67M
|
107K
$64.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.78K- 3.44% |
$1.58M - $1.69M
|
78K
$47.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.8K- 3.04% |
$1.6M - $1.71M
|
89.5K
$54M
|