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 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
679+ 9.33% |
$353K - $392K
|
7.95K
$4.44M
|
|
|
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
$5.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
677+ 1.93% |
$352K - $391K
|
35.8K
$20M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
671+ 1.43% |
$349K - $387K
|
47.7K
$26.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
666+ 0.85% |
$346K - $384K
|
78.9K
$44M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
664+ 3.3% |
$345K - $383K
|
20.8K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
661+ 11.69% |
$344K - $381K
|
6.32K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
660+ 6.38% |
$343K - $381K
|
11K
$6.14M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
659+ 116.84% |
$343K - $380K
|
1.22K
$683K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
655+ 3.48% |
$341K - $378K
|
19.5K
$10.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
652+ 25.22% |
$339K - $376K
|
3.24K
$1.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
652+ 1.63% |
$339K - $376K
|
40.5K
$22.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
647+ 76.57% |
$337K - $373K
|
1.49K
$833K
|
|
|
Oct 24, 2024
Q3 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
642New |
$334K - $370K
|
642
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
641+ 0.29% |
$333K - $370K
|
222K
$124M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
639+ 34.88% |
$332K - $369K
|
2.47K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Carroll Investors, Inc
|
BUY
|
- |
639New |
$332K - $369K
|
639
$357K
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
635+ 7.83% |
$330K - $366K
|
8.75K
$4.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
634+ 47.1% |
$330K - $366K
|
1.98K
$1.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
633+ 3.49% |
$329K - $365K
|
18.8K
$10.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
626+ 3.49% |
$326K - $361K
|
18.6K
$10.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
625+ 7.28% |
$325K - $361K
|
9.22K
$5.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
621+ 2.64% |
$323K - $358K
|
24.2K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
621New |
$323K - $358K
|
621
$347K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
620+ 0.96% |
$323K - $358K
|
65K
$36.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
616+ 1.65% |
$320K - $355K
|
37.9K
$21.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
614+ 5.23% |
$319K - $354K
|
12.3K
$6.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
608New |
$316K - $351K
|
608
$339K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
605+ 18.18% |
$315K - $349K
|
3.93K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
600New |
$312K - $346K
|
600
$335K
|
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
593+ 0.49% |
$308K - $342K
|
122K
$68.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
593+ 29.14% |
$308K - $342K
|
2.63K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
593+ 1.78% |
$308K - $342K
|
34K
$19M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
593+ 66.04% |
$308K - $342K
|
1.49K
$832K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
591+ 2.95% |
$307K - $341K
|
20.6K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
591+ 4.63% |
$307K - $341K
|
13.4K
$7.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
588+ 2.33% |
$306K - $339K
|
25.8K
$14.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
584+ 2.45% |
$304K - $337K
|
24.5K
$13.7M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
583+ 6.6% |
$303K - $336K
|
9.42K
$5.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
582New |
$303K - $336K
|
582
$325K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
577+ 2.21% |
$300K - $333K
|
26.7K
$14.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
576+ 14.55% |
$300K - $332K
|
4.54K
$2.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
573+ 58.95% |
$298K - $331K
|
1.55K
$862K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
567+ 12.16% |
$295K - $327K
|
5.23K
$2.92M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
566+ 3.55% |
$294K - $326K
|
16.5K
$9.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
563+ 42.85% |
$293K - $325K
|
1.88K
$1.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
561+ 2.8% |
$292K - $324K
|
20.6K
$11.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
560New |
$291K - $323K
|
560
$313K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
559New |
$291K - $322K
|
559
$312K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
558New |
$290K - $322K
|
558
$311K
|