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 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
783+ 1.0% |
$407K - $452K
|
78.8K
$47.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
779+ 48.12% |
$405K - $449K
|
2.4K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
777+ 2.69% |
$404K - $448K
|
29.7K
$18M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
767+ 1.48% |
$399K - $442K
|
52.6K
$31.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
765New |
$398K - $441K
|
765
$464K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
764+ 0.97% |
$397K - $441K
|
79.4K
$48.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
762+ 0.66% |
$396K - $440K
|
116K
$70.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
759+ 1.67% |
$395K - $438K
|
46.2K
$28M
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
BUY
|
- |
753+ 0.11% |
$392K - $434K
|
685K
$415M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
751+ 2.23% |
$391K - $433K
|
34.5K
$20.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
744+ 77.26% |
$387K - $429K
|
1.71K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
743+ 1.84% |
$386K - $429K
|
41K
$24.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
743+ 0.69% |
$386K - $429K
|
109K
$66M
|
|
|
Oct 09, 2024
Q3 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
741New |
$385K - $427K
|
741
$449K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
740+ 6.64% |
$385K - $427K
|
11.9K
$7.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
736+ 0.91% |
$383K - $425K
|
81.7K
$49.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
734+ 2.24% |
$382K - $423K
|
33.4K
$20.3M
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Wisconsin Foundation
Madison, WI |
BUY
|
- |
733+ 1.3% |
$381K - $423K
|
57.1K
$34.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
728+ 0.97% |
$379K - $420K
|
75.9K
$46M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
728+ 10.21% |
$379K - $420K
|
7.86K
$4.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
727+ 21.85% |
$378K - $419K
|
4.05K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
717+ 1.01% |
$373K - $414K
|
71.9K
$43.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
713+ 2.27% |
$371K - $411K
|
32.2K
$19.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
712+ 2.1% |
$370K - $411K
|
34.6K
$21M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
701+ 31.03% |
$365K - $404K
|
2.96K
$1.79M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
699+ 21.39% |
$364K - $403K
|
3.97K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
698+ 95.36% |
$363K - $403K
|
1.43K
$866K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
694+ 92.78% |
$361K - $400K
|
1.44K
$874K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
693+ 7.03% |
$360K - $400K
|
10.5K
$6.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
690+ 5.97% |
$359K - $398K
|
12.2K
$7.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
689+ 20.11% |
$358K - $397K
|
4.12K
$2.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
688+ 0.7% |
$358K - $397K
|
98.8K
$59.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
687+ 11.16% |
$357K - $396K
|
6.84K
$4.15M
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
686New |
$357K - $396K
|
686
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
686+ 23.31% |
$357K - $396K
|
3.63K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
683+ 6.65% |
$355K - $394K
|
11K
$6.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
682+ 6.76% |
$355K - $393K
|
10.8K
$6.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
680+ 72.42% |
$354K - $392K
|
1.62K
$981K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
679+ 9.33% |
$353K - $392K
|
7.95K
$4.82M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
677+ 7.03% |
$352K - $391K
|
10.3K
$6.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
677+ 1.93% |
$352K - $391K
|
35.8K
$21.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
671+ 1.43% |
$349K - $387K
|
47.7K
$28.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
666+ 0.85% |
$346K - $384K
|
78.9K
$47.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
664+ 3.3% |
$345K - $383K
|
20.8K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
661+ 11.69% |
$344K - $381K
|
6.32K
$3.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
660+ 6.38% |
$343K - $381K
|
11K
$6.67M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
659+ 116.84% |
$343K - $380K
|
1.22K
$741K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
655+ 3.48% |
$341K - $378K
|
19.5K
$11.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
652+ 25.22% |
$339K - $376K
|
3.24K
$1.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
652+ 1.63% |
$339K - $376K
|
40.5K
$24.6M
|