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 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
364New |
$189K - $210K
|
364
$222K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
363New |
$189K - $209K
|
363
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
362+ 0.17% |
$188K - $209K
|
212K
$129M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
361New |
$188K - $208K
|
361
$220K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
360New |
$187K - $208K
|
360
$220K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
359New |
$187K - $207K
|
359
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
359+ 2.88% |
$187K - $207K
|
12.8K
$7.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
357+ 12.09% |
$186K - $206K
|
3.31K
$2.02M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
357+ 2.49% |
$186K - $206K
|
14.7K
$8.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
355New |
$185K - $205K
|
355
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
355+ 13.56% |
$185K - $205K
|
2.97K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
354+ 2.1% |
$184K - $204K
|
17.2K
$10.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
353New |
$184K - $204K
|
353
$215K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
353New |
$184K - $204K
|
353
$215K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
352New |
$183K - $203K
|
352
$215K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
352New |
$183K - $203K
|
352
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
352New |
$183K - $203K
|
352
$215K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
351New |
$183K - $202K
|
351
$214K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
351New |
$183K - $202K
|
351
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
351New |
$183K - $202K
|
351
$214K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
351+ 2.11% |
$183K - $202K
|
17K
$10.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
350New |
$182K - $202K
|
350
$213K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
350New |
$182K - $202K
|
350
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
347New |
$181K - $200K
|
347
$212K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
346+ 3.36% |
$180K - $200K
|
10.7K
$6.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
343+ 4.68% |
$178K - $198K
|
7.67K
$4.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
340+ 0.73% |
$177K - $196K
|
46.8K
$28.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Pembroke Management, LTD
|
BUY
|
- |
339+ 1.41% |
$176K - $196K
|
24.5K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
338+ 1.86% |
$176K - $195K
|
18.6K
$11.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
337+ 1.93% |
$175K - $194K
|
17.8K
$10.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
330+ 4.3% |
$172K - $190K
|
8K
$4.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
329+ 19.54% |
$171K - $190K
|
2.01K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
328+ 0.28% |
$171K - $189K
|
118K
$71.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
325+ 0.56% |
$169K - $187K
|
58.4K
$35.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
324+ 1.53% |
$169K - $187K
|
21.5K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
324+ 60.9% |
$169K - $187K
|
856
$522K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
322+ 4.44% |
$167K - $186K
|
7.57K
$4.62M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
320+ 1.39% |
$166K - $185K
|
23.3K
$14.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
320+ 10.51% |
$166K - $185K
|
3.37K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
320+ 0.29% |
$166K - $185K
|
112K
$68.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
319+ 5.57% |
$166K - $184K
|
6.05K
$3.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
318+ 0.88% |
$165K - $183K
|
36.4K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
316+ 7.63% |
$164K - $182K
|
4.46K
$2.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
313+ 4.48% |
$163K - $181K
|
7.3K
$4.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
311+ 2.38% |
$162K - $179K
|
13.4K
$8.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
311+ 4.3% |
$162K - $179K
|
7.54K
$4.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
309+ 2.05% |
$161K - $178K
|
15.4K
$9.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
308+ 6.0% |
$160K - $178K
|
5.45K
$3.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
306+ 0.4% |
$159K - $177K
|
77.5K
$47.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
304+ 1.93% |
$158K - $175K
|
16.1K
$9.8M
|