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
|
North Star Asset Management Inc
|
BUY
|
- |
303+ 9.79% |
$158K - $175K
|
3.4K
$2.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
301+ 6.62% |
$157K - $174K
|
4.85K
$2.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
300+ 55.66% |
$156K - $173K
|
839
$512K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
298+ 18.44% |
$155K - $172K
|
1.91K
$1.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
297+ 23.37% |
$154K - $171K
|
1.57K
$956K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
289+ 10.2% |
$150K - $167K
|
3.12K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
286+ 35.57% |
$149K - $165K
|
1.09K
$665K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
283+ 0.76% |
$147K - $163K
|
37.7K
$23M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
282+ 4.16% |
$147K - $163K
|
7.06K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
282+ 0.04% |
$147K - $163K
|
655K
$399M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
277+ 7.09% |
$144K - $160K
|
4.18K
$2.55M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
276+ 2.3% |
$144K - $159K
|
12.3K
$7.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
272+ 0.39% |
$141K - $157K
|
69.9K
$42.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
272+ 24.68% |
$141K - $157K
|
1.37K
$838K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
271+ 0.43% |
$141K - $156K
|
63.5K
$38.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
270+ 0.88% |
$140K - $156K
|
31K
$18.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
269+ 6.99% |
$140K - $155K
|
4.12K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
269New |
$140K - $155K
|
269
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
266+ 8.14% |
$138K - $153K
|
3.54K
$2.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
265+ 10.43% |
$138K - $153K
|
2.81K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
264+ 9.73% |
$137K - $152K
|
2.98K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
261+ 5.01% |
$136K - $151K
|
5.47K
$3.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
260+ 1.38% |
$135K - $150K
|
19.1K
$11.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
259+ 3.2% |
$135K - $149K
|
8.35K
$5.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
259+ 2.16% |
$135K - $149K
|
12.2K
$7.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
258+ 6.35% |
$134K - $149K
|
4.32K
$2.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
257+ 18.95% |
$134K - $148K
|
1.61K
$984K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
256+ 1.11% |
$133K - $148K
|
23.3K
$14.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
255+ 0.56% |
$133K - $147K
|
45.8K
$28M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
254+ 3.15% |
$132K - $147K
|
8.33K
$5.08M
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
253+ 0.73% |
$132K - $146K
|
34.9K
$21.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
251+ 0.34% |
$131K - $145K
|
74.4K
$45.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
250+ 167.79% |
$130K - $144K
|
399
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
249+ 9.88% |
$130K - $144K
|
2.77K
$1.69M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
247+ 16.64% |
$128K - $142K
|
1.73K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
247+ 8.04% |
$128K - $142K
|
3.32K
$2.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
246+ 50.72% |
$128K - $142K
|
731
$446K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
246+ 8.23% |
$128K - $142K
|
3.24K
$1.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
245+ 0.97% |
$127K - $141K
|
25.5K
$15.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
242+ 0.52% |
$126K - $140K
|
46.7K
$28.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
242+ 1.42% |
$126K - $140K
|
17.2K
$10.5M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
242+ 4.17% |
$126K - $140K
|
6.05K
$3.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
241+ 1.1% |
$125K - $139K
|
22.2K
$13.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
239+ 4.67% |
$124K - $138K
|
5.36K
$3.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
239+ 10.61% |
$124K - $138K
|
2.49K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
239+ 6.07% |
$124K - $138K
|
4.18K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
26 North Partners LP
New York, NY |
BUY
|
- |
239+ 0.1% |
$124K - $138K
|
249K
$152M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
238+ 4.34% |
$124K - $137K
|
5.72K
$3.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
237+ 3.24% |
$123K - $137K
|
7.54K
$4.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
236+ 0.46% |
$123K - $136K
|
51.4K
$31.3M
|