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 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
963+ 5.27% |
$501K - $555K
|
19.2K
$11.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
960+ 10.53% |
$499K - $554K
|
10.1K
$6.12M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
959+ 28.66% |
$499K - $553K
|
4.31K
$2.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
959+ 4.98% |
$499K - $553K
|
20.2K
$12.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
957+ 21.04% |
$498K - $552K
|
5.51K
$3.34M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
954+ 16.14% |
$496K - $550K
|
6.87K
$4.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
940New |
$489K - $542K
|
940
$571K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
939+ 5.66% |
$488K - $542K
|
17.5K
$10.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
934+ 1.7% |
$486K - $539K
|
56K
$34M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
933+ 124.57% |
$485K - $538K
|
1.68K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
925New |
$481K - $534K
|
925
$561K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
914+ 1.16% |
$475K - $527K
|
79.4K
$48.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
913+ 1.04% |
$475K - $527K
|
88.6K
$53.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
912New |
$474K - $526K
|
912
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
902+ 15.87% |
$469K - $520K
|
6.59K
$4M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
899+ 1.68% |
$468K - $519K
|
54.4K
$33M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
894+ 11.86% |
$465K - $516K
|
8.43K
$5.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
889+ 4.76% |
$462K - $513K
|
19.6K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
874+ 18.74% |
$455K - $504K
|
5.54K
$3.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
871+ 3.54% |
$453K - $502K
|
25.5K
$15.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
869+ 25.97% |
$452K - $501K
|
4.22K
$2.56M
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
868+ 2.9% |
$452K - $501K
|
30.8K
$18.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
866New |
$450K - $500K
|
866
$526K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
862+ 6.32% |
$448K - $497K
|
14.5K
$8.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
860+ 36.12% |
$447K - $496K
|
3.24K
$1.97M
|
|
|
Nov 15, 2024
Q3 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
859+ 0.85% |
$447K - $495K
|
102K
$61.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
856New |
$445K - $494K
|
856
$520K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
851+ 13.16% |
$443K - $491K
|
7.32K
$4.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
851New |
$443K - $491K
|
851
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
851+ 50.5% |
$443K - $491K
|
2.54K
$1.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
850+ 1.7% |
$442K - $490K
|
50.9K
$30.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
847New |
$441K - $489K
|
847
$514K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
846+ 2.4% |
$440K - $488K
|
36.1K
$21.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
840New |
$437K - $485K
|
840
$510K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
840+ 1.06% |
$437K - $485K
|
79.8K
$48.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
837+ 57.84% |
$435K - $483K
|
2.28K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
830New |
$432K - $479K
|
830
$504K
|
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
824New |
$429K - $475K
|
824
$500K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
819+ 1.47% |
$426K - $472K
|
56.5K
$34.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
818+ 33.96% |
$426K - $472K
|
3.23K
$1.96M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
815+ 1.55% |
$424K - $470K
|
53.3K
$32.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
815+ 30.48% |
$424K - $470K
|
3.49K
$2.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
814+ 3.0% |
$423K - $470K
|
27.9K
$16.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
807New |
$420K - $465K
|
807
$490K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
797+ 4.42% |
$415K - $460K
|
18.8K
$11.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
796New |
$414K - $459K
|
796
$483K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
796+ 8.69% |
$414K - $459K
|
9.96K
$6.05M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
790+ 2.08% |
$411K - $456K
|
38.8K
$23.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
784+ 1.86% |
$408K - $452K
|
42.8K
$26M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
783+ 1.0% |
$407K - $452K
|
78.8K
$47.8M
|