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
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-263- 4.7% |
$150K - $161K
|
5.34K
$3.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-265- 4.16% |
$151K - $162K
|
6.1K
$3.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-267- 10.34% |
$152K - $163K
|
2.32K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-269- 13.82% |
$153K - $164K
|
1.68K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-273- 27.41% |
$156K - $167K
|
723
$443K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-274- 13.76% |
$156K - $167K
|
1.72K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-278- 1.17% |
$159K - $170K
|
23.4K
$14.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-280- 1.65% |
$160K - $171K
|
16.7K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-285- 0.35% |
$163K - $174K
|
81.4K
$49.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-287- 8.14% |
$164K - $175K
|
3.24K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-288- 0.3% |
$164K - $176K
|
97.2K
$59.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-290- 33.18% |
$165K - $177K
|
584
$358K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-292- 1.59% |
$167K - $178K
|
18.1K
$11.1M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-296- 2.13% |
$169K - $181K
|
13.6K
$8.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-297- 0.95% |
$169K - $181K
|
31K
$19M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-298- 1.05% |
$170K - $182K
|
28.1K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-298- 6.07% |
$170K - $182K
|
4.61K
$2.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-299- 6.62% |
$171K - $183K
|
4.22K
$2.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-299- 7.2% |
$171K - $183K
|
3.85K
$2.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-305- 2.2% |
$174K - $186K
|
13.5K
$8.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-305- 6.01% |
$174K - $186K
|
4.77K
$2.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-305- 23.52% |
$174K - $186K
|
992
$608K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-310- 15.59% |
$177K - $189K
|
1.68K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-314- 30.34% |
$179K - $192K
|
721
$442K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-316- 11.28% |
$180K - $193K
|
2.49K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-317- 2.05% |
$181K - $194K
|
15.1K
$9.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-317- 1.45% |
$181K - $194K
|
21.6K
$13.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-320- 10.28% |
$183K - $195K
|
2.79K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-320- 8.4% |
$183K - $195K
|
3.49K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-321- 6.28% |
$183K - $196K
|
4.79K
$2.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-322- 5.37% |
$184K - $197K
|
5.68K
$3.48M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-322- 0.91% |
$184K - $197K
|
35K
$21.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-323- 1.29% |
$184K - $197K
|
24.6K
$15.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-324- 1.55% |
$185K - $198K
|
20.5K
$12.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-324- 4.6% |
$185K - $198K
|
6.72K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-324- 10.39% |
$185K - $198K
|
2.79K
$1.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-325- 1.23% |
$185K - $198K
|
26K
$15.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-326- 1.57% |
$186K - $199K
|
20.4K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-330- 0.93% |
$188K - $201K
|
35.3K
$21.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-330- 5.86% |
$188K - $201K
|
5.3K
$3.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-335- 3.7% |
$191K - $205K
|
8.73K
$5.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-337- 5.74% |
$192K - $206K
|
5.53K
$3.39M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-337- 6.16% |
$192K - $206K
|
5.13K
$3.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-337- 19.51% |
$192K - $206K
|
1.39K
$852K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-341- 33.83% |
$195K - $208K
|
667
$409K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-343- 6.41% |
$196K - $209K
|
5.01K
$3.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-344- 3.53% |
$196K - $210K
|
9.4K
$5.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-346- 0.87% |
$197K - $211K
|
39.6K
$24.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-347- 22.37% |
$198K - $212K
|
1.2K
$738K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-349- 20.7% |
$199K - $213K
|
1.34K
$819K
|