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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
558+ 0.82% |
$290K - $322K
|
68.6K
$38.3M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
556+ 157.06% |
$289K - $321K
|
910
$508K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
556+ 1.19% |
$289K - $321K
|
47.5K
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
556+ 0.24% |
$289K - $321K
|
231K
$129M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
554+ 18.62% |
$288K - $320K
|
3.53K
$1.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
546+ 5.33% |
$284K - $315K
|
10.8K
$6.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
544+ 1.67% |
$283K - $314K
|
33.1K
$18.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
544+ 64.0% |
$283K - $314K
|
1.39K
$778K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
543+ 1.57% |
$282K - $313K
|
35.2K
$19.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
542New |
$282K - $313K
|
542
$303K
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
541+ 0.95% |
$281K - $312K
|
57.7K
$32.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
540+ 8.7% |
$281K - $311K
|
6.75K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
535+ 13.91% |
$278K - $309K
|
4.38K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
534+ 2.07% |
$278K - $308K
|
26.4K
$14.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
534New |
$278K - $308K
|
534
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
534+ 128.06% |
$278K - $308K
|
951
$531K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
533+ 2.78% |
$277K - $307K
|
19.7K
$11M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
528+ 75.54% |
$275K - $305K
|
1.23K
$685K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
526+ 4.95% |
$274K - $303K
|
11.1K
$6.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
526+ 0.51% |
$274K - $303K
|
104K
$57.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
525+ 0.9% |
$273K - $303K
|
58.7K
$32.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
517+ 0.92% |
$269K - $298K
|
56.6K
$31.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
517+ 1.98% |
$269K - $298K
|
26.6K
$14.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
517+ 6.14% |
$269K - $298K
|
8.94K
$4.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
515+ 0.47% |
$268K - $297K
|
111K
$61.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
515+ 1.03% |
$268K - $297K
|
50.7K
$28.3M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
508+ 3.8% |
$264K - $293K
|
13.9K
$7.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
507+ 14.66% |
$264K - $292K
|
3.97K
$2.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
507+ 1.77% |
$264K - $292K
|
29.2K
$16.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
506+ 112.69% |
$263K - $292K
|
955
$533K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
506+ 19.61% |
$263K - $292K
|
3.09K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
499+ 62.53% |
$260K - $288K
|
1.3K
$724K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
498+ 0.66% |
$259K - $287K
|
75.9K
$42.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
488New |
$254K - $281K
|
488
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
485+ 5.29% |
$252K - $280K
|
9.66K
$5.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
479+ 0.26% |
$249K - $276K
|
184K
$103M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
478New |
$249K - $276K
|
478
$267K
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
473New |
$246K - $273K
|
473
$264K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
470+ 2.52% |
$244K - $271K
|
19.1K
$10.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
468+ 0.24% |
$243K - $270K
|
196K
$109M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
464+ 0.42% |
$241K - $268K
|
111K
$61.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
464+ 0.3% |
$241K - $268K
|
153K
$85.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
464+ 60.97% |
$241K - $268K
|
1.23K
$684K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
463+ 6.32% |
$241K - $267K
|
7.79K
$4.35M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
463+ 0.91% |
$241K - $267K
|
51.4K
$28.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
461+ 3.66% |
$240K - $266K
|
13.1K
$7.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
460+ 15.89% |
$239K - $265K
|
3.35K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
459+ 3.89% |
$239K - $265K
|
12.3K
$6.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
456+ 1.68% |
$237K - $263K
|
27.6K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
456+ 23.07% |
$237K - $263K
|
2.43K
$1.36M
|