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 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.4K- 12.88% |
$1.37M - $1.47M
|
16.2K
$9.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.42K- 0.61% |
$1.38M - $1.48M
|
397K
$243M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.47K- 0.99% |
$1.41M - $1.51M
|
248K
$152M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-2.52K- 9.21% |
$1.44M - $1.54M
|
24.8K
$15.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.52K- 10.47% |
$1.44M - $1.54M
|
21.6K
$13.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2.54K- 6.49% |
$1.45M - $1.55M
|
36.6K
$22.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.56K- 3.77% |
$1.46M - $1.56M
|
65.3K
$40M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.6K- 3.51% |
$1.48M - $1.59M
|
71.4K
$43.7M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.61K- 21.77% |
$1.49M - $1.59M
|
9.37K
$5.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.64K- 2.18% |
$1.51M - $1.61M
|
119K
$72.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2.67K- 13.73% |
$1.52M - $1.63M
|
16.8K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.68K- 4.27% |
$1.53M - $1.64M
|
60K
$36.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.68K- 1.17% |
$1.53M - $1.64M
|
227K
$139M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-2.7K- 16.21% |
$1.54M - $1.65M
|
13.9K
$8.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-2.72K- 10.76% |
$1.55M - $1.66M
|
22.5K
$13.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-2.72K- 34.27% |
$1.55M - $1.66M
|
5.22K
$3.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-2.72K- 24.42% |
$1.55M - $1.66M
|
8.42K
$5.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-2.74K- 6.67% |
$1.56M - $1.67M
|
38.3K
$23.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.74K- 6.6% |
$1.56M - $1.67M
|
38.7K
$23.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.74K- 2.5% |
$1.56M - $1.67M
|
107K
$65.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.78K- 3.44% |
$1.58M - $1.69M
|
78K
$47.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.78K- 10.81% |
$1.59M - $1.7M
|
23K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.8K- 17.41% |
$1.6M - $1.71M
|
13.3K
$8.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.8K- 3.04% |
$1.6M - $1.71M
|
89.5K
$54.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.86K- 20.47% |
$1.63M - $1.74M
|
11.1K
$6.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-2.86K- 13.68% |
$1.63M - $1.75M
|
18K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.89K- 1.17% |
$1.65M - $1.76M
|
244K
$149M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.94K- 0.77% |
$1.68M - $1.79M
|
376K
$230M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
SELL
|
- |
-2.97K- 4.34% |
$1.69M - $1.81M
|
65.4K
$40.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.03K- 19.12% |
$1.73M - $1.85M
|
12.8K
$7.85M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-3.11K- 74.2% |
$1.77M - $1.9M
|
1.08K
$662K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.13K- 13.99% |
$1.79M - $1.91M
|
19.3K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.21K- 3.27% |
$1.83M - $1.96M
|
95K
$58.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3.27K- 2.69% |
$1.87M - $2M
|
118K
$72.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.33K- 0.89% |
$1.9M - $2.03M
|
372K
$228M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-3.33K- 0.81% |
$1.9M - $2.03M
|
408K
$250M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.37K- 0.62% |
$1.92M - $2.06M
|
539K
$330M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3.39K- 3.47% |
$1.93M - $2.07M
|
94.4K
$57.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.4K- 6.74% |
$1.94M - $2.07M
|
47K
$28.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.41K- 2.52% |
$1.95M - $2.08M
|
132K
$80.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.45K- 3.56% |
$1.97M - $2.11M
|
93.5K
$57.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-3.47K- 4.31% |
$1.98M - $2.12M
|
77K
$47.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.49K- 2.52% |
$1.99M - $2.13M
|
135K
$82.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-3.5K- 1.98% |
$2M - $2.14M
|
173K
$106M
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-3.56K- 5.29% |
$2.03M - $2.17M
|
63.7K
$39M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.56K- 20.34% |
$2.03M - $2.18M
|
14K
$8.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.59K- 16.75% |
$2.05M - $2.19M
|
17.8K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-3.67K- 1.44% |
$2.1M - $2.24M
|
251K
$154M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.68K- 5.27% |
$2.1M - $2.25M
|
66.1K
$40.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.71K- 1.35% |
$2.12M - $2.27M
|
271K
$166M
|