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 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-219- 14.96% |
$125K - $134K
|
1.25K
$763K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-220- 3.37% |
$126K - $134K
|
6.31K
$3.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-221- 4.86% |
$126K - $135K
|
4.32K
$2.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-221- 0.38% |
$126K - $135K
|
57.4K
$35.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-222- 13.96% |
$127K - $136K
|
1.37K
$838K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-225- 0.64% |
$128K - $137K
|
34.9K
$21.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-225- 9.46% |
$128K - $137K
|
2.15K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-227- 1.85% |
$130K - $139K
|
12K
$7.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-228- 1.75% |
$130K - $139K
|
12.8K
$7.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-230- 2.81% |
$131K - $140K
|
7.94K
$4.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-230- 11.08% |
$131K - $140K
|
1.85K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-230- 4.71% |
$131K - $140K
|
4.65K
$2.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-231- 2.27% |
$132K - $141K
|
9.94K
$6.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-232- 2.21% |
$132K - $142K
|
10.3K
$6.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-234- 34.01% |
$133K - $143K
|
454
$278K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-234- 9.33% |
$133K - $143K
|
2.27K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-234- 3.59% |
$133K - $143K
|
6.28K
$3.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-235- 0.53% |
$134K - $143K
|
44.3K
$27.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-235- 3.08% |
$134K - $143K
|
7.4K
$4.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-236- 1.8% |
$135K - $144K
|
12.8K
$7.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-236- 3.4% |
$135K - $144K
|
6.71K
$4.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-236- 2.13% |
$135K - $144K
|
10.8K
$6.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-236- 25.62% |
$135K - $144K
|
685
$420K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-238- 6.82% |
$136K - $145K
|
3.25K
$1.99M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-239- 39.31% |
$136K - $146K
|
369
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-239- 2.43% |
$136K - $146K
|
9.59K
$5.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-243- 23.92% |
$139K - $148K
|
773
$474K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-244- 12.44% |
$139K - $149K
|
1.72K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-244- 4.46% |
$139K - $149K
|
5.23K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-244- 12.17% |
$139K - $149K
|
1.76K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-249- 1.03% |
$142K - $152K
|
24K
$14.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-250- 33.33% |
$143K - $153K
|
500
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-250- 9.52% |
$143K - $153K
|
2.38K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-251- 1.44% |
$143K - $153K
|
17.2K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-252- 1.15% |
$144K - $154K
|
21.7K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-252- 0.42% |
$144K - $154K
|
59.8K
$36.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-256- 1.33% |
$146K - $156K
|
18.9K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-258- 3.1% |
$147K - $158K
|
8.07K
$4.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-258- 0.4% |
$147K - $158K
|
64K
$39.2M
|
|
|
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
|