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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.3K- 17.95% |
$6.43M - $6.89M
|
51.5K
$31.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-11.4K- 1.66% |
$6.49M - $6.95M
|
674K
$413M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.6K- 43.23% |
$6.63M - $7.1M
|
15.3K
$9.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 16.23% |
$6.65M - $7.11M
|
60.2K
$36.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-11.8K- 45.47% |
$6.73M - $7.2M
|
14.1K
$8.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-11.8K- 48.86% |
$6.75M - $7.23M
|
12.4K
$7.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-11.9K- 16.62% |
$6.8M - $7.28M
|
59.8K
$36.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-12K- 23.69% |
$6.83M - $7.31M
|
38.5K
$23.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-12K- 71.71% |
$6.84M - $7.32M
|
4.73K
$2.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-12K- 7.93% |
$6.86M - $7.34M
|
140K
$85.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.1K- 28.99% |
$6.91M - $7.39M
|
29.6K
$18.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-12.5K- 4.13% |
$7.13M - $7.63M
|
290K
$178M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-12.5K- 18.1% |
$7.15M - $7.65M
|
56.7K
$34.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-12.6K- 7.95% |
$7.19M - $7.69M
|
146K
$89.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-13.3K- 5.68% |
$7.57M - $8.1M
|
220K
$135M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 30.61% |
$8.16M - $8.74M
|
32.4K
$19.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-14.4K- 40.63% |
$8.22M - $8.79M
|
21K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-14.5K- 96.07% |
$8.29M - $8.87M
|
594
$364K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-14.7K- 29.08% |
$8.41M - $9M
|
35.9K
$22M
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-15.5K- 5.11% |
$8.84M - $9.46M
|
288K
$176M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-15.5K- 11.22% |
$8.85M - $9.47M
|
123K
$75.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15.6K- 12.2% |
$8.87M - $9.5M
|
112K
$68.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.6K- 16.53% |
$8.9M - $9.52M
|
78.8K
$48.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.6K- 99.92% |
$9.49M - $10.2M
|
14
$8.58K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.7K- 22.95% |
$9.54M - $10.2M
|
56.1K
$34.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.1K- 21.34% |
$9.76M - $10.4M
|
63.1K
$38.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-17.2K- 9.65% |
$9.79M - $10.5M
|
161K
$98.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.7K- 8.13% |
$10.1M - $10.8M
|
200K
$122M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-18.1K- 17.39% |
$10.3M - $11.1M
|
86K
$52.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-18.7K- 71.23% |
$10.6M - $11.4M
|
7.54K
$4.62M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-18.7K- 1.58% |
$10.7M - $11.4M
|
1.17M
$717M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-19.2K- 15.88% |
$10.9M - $11.7M
|
102K
$62.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-19.3K- 14.41% |
$11M - $11.8M
|
115K
$70.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-20.2K- 5.24% |
$11.5M - $12.3M
|
365K
$224M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-20.4K- 1.55% |
$11.7M - $12.5M
|
1.3M
$795M
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-20.6K- 12.13% |
$11.7M - $12.6M
|
149K
$91.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
SELL
|
- |
-22.2K- 33.42% |
$12.7M - $13.5M
|
44.2K
$27.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-22.6K- 9.15% |
$12.9M - $13.8M
|
224K
$137M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-24K- 8.79% |
$13.7M - $14.6M
|
249K
$152M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-24K- 79.98% |
$13.7M - $14.7M
|
6.01K
$3.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-25.8K- 17.54% |
$14.7M - $15.8M
|
121K
$74.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-26.5K- 33.64% |
$15.1M - $16.2M
|
52.3K
$32.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-26.6K- 33.49% |
$15.2M - $16.3M
|
52.9K
$32.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-27.1K- 17.07% |
$15.4M - $16.5M
|
131K
$80.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-27.7K- 26.69% |
$15.8M - $16.9M
|
76K
$46.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-28.9K- 22.76% |
$16.5M - $17.6M
|
98K
$60.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Cisco Systems, Inc.
San Jose, CA |
SELL
|
- |
-30K- 18.75% |
$17.1M - $18.3M
|
130K
$79.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-30.6K- 45.72% |
$17.5M - $18.7M
|
36.3K
$22.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-31.1K- 6.62% |
$17.7M - $19M
|
439K
$269M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-33.8K- 61.95% |
$19.3M - $20.6M
|
20.8K
$12.7M
|