Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.56K+ 2.44% |
$814K - $902K
|
65.6K
$36.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.56K+ 3.89% |
$813K - $902K
|
41.8K
$23.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.56K+ 5.25% |
$813K - $901K
|
31.3K
$17.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.55K+ 5.47% |
$807K - $895K
|
29.9K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.55K+ 814.74% |
$805K - $893K
|
1.74K
$970K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.54K+ 5.57% |
$800K - $887K
|
29.1K
$16.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.54K+ 5.52% |
$799K - $886K
|
29.4K
$16.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.53K+ 20.83% |
$797K - $884K
|
8.89K
$4.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.53K+ 2.98% |
$794K - $880K
|
52.7K
$29.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
1.53K+ 35.32% |
$794K - $880K
|
5.85K
$3.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.52K+ 7.71% |
$790K - $876K
|
21.2K
$11.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.51K+ 49.31% |
$785K - $871K
|
4.57K
$2.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.51KNew |
$785K - $870K
|
1.51K
$842K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.5K+ 5.59% |
$780K - $865K
|
28.3K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.5K+ 8.05% |
$780K - $865K
|
20.1K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.49K+ 17.9% |
$777K - $861K
|
9.83K
$5.49M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.49K+ 19.86% |
$773K - $857K
|
8.97K
$5M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.49K+ 4.57% |
$772K - $857K
|
34K
$19M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
1.48K+ 4.27% |
$770K - $854K
|
36.1K
$20.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.47KNew |
$764K - $847K
|
1.47K
$820K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.47K+ 2.25% |
$763K - $846K
|
66.7K
$37.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.47K+ 1.68% |
$762K - $845K
|
88.4K
$49.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
1.46K+ 1.0% |
$761K - $843K
|
147K
$82.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.46K+ 162.61% |
$758K - $840K
|
2.35K
$1.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
1.46K+ 5.45% |
$757K - $840K
|
28.2K
$15.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.45K+ 28.34% |
$754K - $836K
|
6.57K
$3.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
BUY
|
- |
1.45K+ 10.92% |
$754K - $836K
|
14.7K
$8.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.44K+ 10.31% |
$751K - $833K
|
15.4K
$8.62M
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.43K+ 3.09% |
$744K - $825K
|
47.7K
$26.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.43K+ 2.39% |
$743K - $824K
|
61.2K
$34.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
1.43K+ 2.08% |
$741K - $822K
|
69.8K
$38.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.41K+ 1.84% |
$731K - $810K
|
77.8K
$43.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 1.59% |
$728K - $807K
|
89.3K
$49.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.39K+ 128.97% |
$723K - $801K
|
2.47K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.39K+ 1.09% |
$720K - $799K
|
129K
$71.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.37K+ 85.77% |
$712K - $789K
|
2.96K
$1.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.37K+ 8.93% |
$710K - $787K
|
16.6K
$9.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.36KNew |
$707K - $784K
|
1.36K
$759K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.35K+ 2.84% |
$703K - $779K
|
49K
$27.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
1.35K+ 4.91% |
$701K - $777K
|
28.8K
$16.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.35K+ 6.67% |
$700K - $776K
|
21.5K
$12M
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.34K+ 5.89% |
$697K - $773K
|
24.1K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.34K+ 5.89% |
$697K - $773K
|
24.1K
$13.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.33K+ 1.2% |
$692K - $768K
|
112K
$62.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.32K+ 11.16% |
$689K - $764K
|
13.2K
$7.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
1.32K+ 1.08% |
$688K - $763K
|
124K
$69.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
1.32K+ 1.62% |
$687K - $761K
|
82.6K
$46.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.31K+ 1.66% |
$683K - $757K
|
80.4K
$44.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.31K+ 49.56% |
$681K - $755K
|
3.95K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.3K+ 6.86% |
$678K - $752K
|
20.3K
$11.3M
|