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 24, 2024
Q3 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
642New |
$334K - $370K
|
642
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
641+ 0.29% |
$333K - $370K
|
222K
$135M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
639+ 34.88% |
$332K - $369K
|
2.47K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Carroll Investors, Inc
|
BUY
|
- |
639New |
$332K - $369K
|
639
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
635+ 7.83% |
$330K - $366K
|
8.75K
$5.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
634+ 47.1% |
$330K - $366K
|
1.98K
$1.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
633+ 3.49% |
$329K - $365K
|
18.8K
$11.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
626+ 3.49% |
$326K - $361K
|
18.6K
$11.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
625+ 7.28% |
$325K - $361K
|
9.22K
$5.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
621+ 2.64% |
$323K - $358K
|
24.2K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
621New |
$323K - $358K
|
621
$377K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
620+ 0.96% |
$323K - $358K
|
65K
$39.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
616+ 1.65% |
$320K - $355K
|
37.9K
$23M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
614+ 5.23% |
$319K - $354K
|
12.3K
$7.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
608New |
$316K - $351K
|
608
$369K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
605+ 18.18% |
$315K - $349K
|
3.93K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
600New |
$312K - $346K
|
600
$364K
|
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
593+ 0.49% |
$308K - $342K
|
122K
$74.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
593+ 29.14% |
$308K - $342K
|
2.63K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
593+ 1.78% |
$308K - $342K
|
34K
$20.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
593+ 66.04% |
$308K - $342K
|
1.49K
$905K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
591+ 2.95% |
$307K - $341K
|
20.6K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
591+ 4.63% |
$307K - $341K
|
13.4K
$8.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
588+ 2.33% |
$306K - $339K
|
25.8K
$15.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
584+ 2.45% |
$304K - $337K
|
24.5K
$14.9M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
583+ 6.6% |
$303K - $336K
|
9.42K
$5.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
582New |
$303K - $336K
|
582
$353K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
577+ 2.21% |
$300K - $333K
|
26.7K
$16.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
576+ 14.55% |
$300K - $332K
|
4.54K
$2.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
573+ 58.95% |
$298K - $331K
|
1.55K
$938K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
567+ 12.16% |
$295K - $327K
|
5.23K
$3.17M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
566+ 3.55% |
$294K - $326K
|
16.5K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
563+ 42.85% |
$293K - $325K
|
1.88K
$1.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
561+ 2.8% |
$292K - $324K
|
20.6K
$12.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
560New |
$291K - $323K
|
560
$340K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
559New |
$291K - $322K
|
559
$339K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
558New |
$290K - $322K
|
558
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
558+ 0.82% |
$290K - $322K
|
68.6K
$41.6M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
556+ 157.06% |
$289K - $321K
|
910
$552K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
556+ 1.19% |
$289K - $321K
|
47.5K
$28.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
556+ 0.24% |
$289K - $321K
|
231K
$140M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
554+ 18.62% |
$288K - $320K
|
3.53K
$2.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
546+ 5.33% |
$284K - $315K
|
10.8K
$6.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
544+ 1.67% |
$283K - $314K
|
33.1K
$20.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
544+ 64.0% |
$283K - $314K
|
1.39K
$846K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
543+ 1.57% |
$282K - $313K
|
35.2K
$21.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
542New |
$282K - $313K
|
542
$329K
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
541+ 0.95% |
$281K - $312K
|
57.7K
$35M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
540+ 8.7% |
$281K - $311K
|
6.75K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
535+ 13.91% |
$278K - $309K
|
4.38K
$2.66M
|