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 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
694+ 92.78% |
$361K - $400K
|
1.44K
$957K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
693+ 7.03% |
$360K - $400K
|
10.5K
$7M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
690+ 5.97% |
$359K - $398K
|
12.2K
$8.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
689+ 20.11% |
$358K - $397K
|
4.12K
$2.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
688+ 0.7% |
$358K - $397K
|
98.8K
$65.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
687+ 11.16% |
$357K - $396K
|
6.84K
$4.54M
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
686New |
$357K - $396K
|
686
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
686+ 23.31% |
$357K - $396K
|
3.63K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
683+ 6.65% |
$355K - $394K
|
11K
$7.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
682+ 6.76% |
$355K - $393K
|
10.8K
$7.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
680+ 72.42% |
$354K - $392K
|
1.62K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
679+ 9.33% |
$353K - $392K
|
7.95K
$5.28M
|
|
|
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
$6.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
677+ 1.93% |
$352K - $391K
|
35.8K
$23.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
671+ 1.43% |
$349K - $387K
|
47.7K
$31.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
666+ 0.85% |
$346K - $384K
|
78.9K
$52.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
664+ 3.3% |
$345K - $383K
|
20.8K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
661+ 11.69% |
$344K - $381K
|
6.32K
$4.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
660+ 6.38% |
$343K - $381K
|
11K
$7.31M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
659+ 116.84% |
$343K - $380K
|
1.22K
$812K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
655+ 3.48% |
$341K - $378K
|
19.5K
$12.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
652+ 25.22% |
$339K - $376K
|
3.24K
$2.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
652+ 1.63% |
$339K - $376K
|
40.5K
$26.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
647+ 76.57% |
$337K - $373K
|
1.49K
$991K
|
|
|
Oct 24, 2024
Q3 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
642New |
$334K - $370K
|
642
$426K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
641+ 0.29% |
$333K - $370K
|
222K
$148M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
639+ 34.88% |
$332K - $369K
|
2.47K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Carroll Investors, Inc
|
BUY
|
- |
639New |
$332K - $369K
|
639
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
635+ 7.83% |
$330K - $366K
|
8.75K
$5.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
634+ 47.1% |
$330K - $366K
|
1.98K
$1.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
633+ 3.49% |
$329K - $365K
|
18.8K
$12.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
626+ 3.49% |
$326K - $361K
|
18.6K
$12.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
625+ 7.28% |
$325K - $361K
|
9.22K
$6.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
621+ 2.64% |
$323K - $358K
|
24.2K
$16M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
621New |
$323K - $358K
|
621
$412K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
620+ 0.96% |
$323K - $358K
|
65K
$43.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
616+ 1.65% |
$320K - $355K
|
37.9K
$25.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
614+ 5.23% |
$319K - $354K
|
12.3K
$8.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
608New |
$316K - $351K
|
608
$404K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
605+ 18.18% |
$315K - $349K
|
3.93K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
600New |
$312K - $346K
|
600
$398K
|
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
593+ 0.49% |
$308K - $342K
|
122K
$81.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
593+ 29.14% |
$308K - $342K
|
2.63K
$1.74M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
593+ 1.78% |
$308K - $342K
|
34K
$22.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
593+ 66.04% |
$308K - $342K
|
1.49K
$990K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
591+ 2.95% |
$307K - $341K
|
20.6K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
591+ 4.63% |
$307K - $341K
|
13.4K
$8.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
588+ 2.33% |
$306K - $339K
|
25.8K
$17.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
584+ 2.45% |
$304K - $337K
|
24.5K
$16.2M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
583+ 6.6% |
$303K - $336K
|
9.42K
$6.25M
|