Purchases and Sales Made in Q3 2024 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 28, 2024 Q3 2024
Forte Asset Management LLC

BUY
 -
127
+ 1.21%
$66.1K - $73.3K
10.6K $7.22M
Nov 13, 2024 Q3 2024
Gitterman Wealth Management, LLC

BUY
 -
127
+ 1.76%
$66.1K - $73.3K
7.34K $4.99M
Oct 07, 2024 Q3 2024
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
126
+ 1.29%
$65.5K - $72.7K
9.91K $6.73M
Oct 09, 2024 Q3 2024
Ss&H Financial Advisors, Inc.

BUY
 -
126
+ 17.21%
$65.5K - $72.7K
858 $582K
Oct 17, 2024 Q3 2024
Aaron Wealth Advisors LLC

BUY
 -
126
+ 1.76%
$65.5K - $72.7K
7.28K $4.94M
Oct 11, 2024 Q3 2024
Boston Mountain Money Management Inc

Bentonville, AR
BUY
 -
124
+ 0.3%
$64.5K - $71.5K
40.9K $27.7M
Oct 28, 2024 Q3 2024
Reston Wealth Management LLC

BUY
 -
123
New
$64K - $70.9K
123 $83.5K
Oct 08, 2024 Q3 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
122
+ 1.15%
$63.5K - $70.4K
10.7K $7.28M
Nov 13, 2024 Q3 2024
Principle Wealth Partners LLC

BUY
 -
122
+ 8.88%
$63.5K - $70.4K
1.5K $1.02M
Oct 04, 2024 Q3 2024
Peoples Bank/Ks

Pratt, KS
BUY
 -
121
New
$62.9K - $69.8K
121 $82.1K
Oct 29, 2024 Q3 2024
Lansing Street Advisors

BUY
 -
119
+ 1.7%
$61.9K - $68.6K
7.1K $4.82M
Oct 15, 2024 Q3 2024
Cornell Pochily Investment Advisors, Inc.

BUY
 -
118
+ 1.72%
$61.4K - $68.1K
6.99K $4.75M
Oct 18, 2024 Q3 2024
Truefg, LLC

Cedar Park, TX
BUY
 -
118
+ 1.25%
$61.4K - $68.1K
9.54K $6.47M
Nov 12, 2024 Q3 2024
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
118
+ 11.01%
$61.4K - $68.1K
1.19K $808K
Nov 12, 2024 Q3 2024
Seven Bridge Financial Group, LLC

BUY
 -
117
+ 25.49%
$60.9K - $67.5K
576 $391K
Oct 25, 2024 Q3 2024
Sandy Spring Bank

BUY
 -
116
+ 0.05%
$60.3K - $66.9K
234K $159M
Nov 01, 2024 Q3 2024
Leavell Investment Management, Inc.

BUY
 -
116
+ 0.68%
$60.3K - $66.9K
17.1K $11.6M
Nov 01, 2024 Q3 2024
17 Capital Partners, LLC

BUY
 -
116
+ 4.67%
$60.3K - $66.9K
2.6K $1.76M
Nov 12, 2024 Q3 2024
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
116
+ 10.34%
$60.3K - $66.9K
1.24K $840K
Oct 15, 2024 Q3 2024
Yelin Lapidot Holdings Management Ltd.

Tel Aviv, L3
BUY
 -
115
+ 0.76%
$59.8K - $66.3K
15.3K $10.4M
Oct 11, 2024 Q3 2024
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
114
+ 9.98%
$59.3K - $65.8K
1.26K $853K
Oct 28, 2024 Q3 2024
Ashford Advisors, LLC

BUY
 -
114
+ 0.03%
$59.3K - $65.8K
434K $295M
Oct 10, 2024 Q3 2024
Kings Path Partners LLC

Sugar Land, TX
BUY
 -
111
+ 8.98%
$57.7K - $64K
1.35K $914K
Oct 28, 2024 Q3 2024
Wade Financial Advisory, Inc

BUY
 -
111
+ 7.7%
$57.7K - $64K
1.55K $1.05M
Oct 28, 2024 Q3 2024
Weatherly Asset Management L. P.

BUY
 -
111
+ 3.09%
$57.7K - $64K
3.7K $2.51M
Nov 14, 2024 Q3 2024
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
111
+ 1.49%
$57.7K - $64K
7.55K $5.13M
May 28, 2025 Q3 2024
Wealth Management Associates, Inc.

Cherry Hill, NJ
BUY
 -
111
+ 0.63%
$57.7K - $64K
17.7K $12M
Nov 04, 2024 Q3 2024
Apollon Financial, LLC

Mount Pleasant, SC
BUY
 -
110
+ 0.48%
$57.2K - $63.5K
23.1K $15.7M
Nov 05, 2024 Q3 2024
Sanchez Wealth Management Group

BUY
 -
110
+ 0.27%
$57.2K - $63.5K
40.9K $27.8M
Nov 13, 2024 Q3 2024
Loomis Sayles & CO L P

BUY
 -
110
New
$57.2K - $63.5K
110 $74.7K
Nov 13, 2024 Q3 2024
Rollins Financial Advisors, LLC

Atlanta, GA
BUY
 -
110
+ 5.94%
$57.2K - $63.5K
1.96K $1.33M
Oct 22, 2024 Q3 2024
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
109
+ 0.46%
$56.7K - $62.9K
23.9K $16.2M
Nov 14, 2024 Q3 2024
Nbt Bank N A

BUY
 -
108
+ 1.31%
$56.2K - $62.3K
8.33K $5.65M
Nov 15, 2024 Q3 2024
Hamilton Capital, LLC

Columbus, OH
BUY
 -
108
+ 5.49%
$56.2K - $62.3K
2.08K $1.41M
Nov 12, 2024 Q3 2024
Howland Capital Management LLC

BUY
 -
107
+ 2.84%
$55.7K - $61.7K
3.87K $2.63M
Nov 18, 2024 Q3 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
107
+ 0.28%
$55.7K - $61.7K
38K $25.8M
Nov 12, 2024 Q3 2024
Plancorp, LLC

BUY
 -
106
+ 2.36%
$55.1K - $61.1K
4.61K $3.13M
Oct 10, 2024 Q3 2024
Mechanics Bank Trust Department

BUY
 -
105
+ 4.23%
$54.6K - $60.6K
2.59K $1.75M
Oct 22, 2024 Q3 2024
Iron Horse Wealth Management, LLC

BUY
 -
105
+ 11.6%
$54.6K - $60.6K
1.01K $686K
Oct 15, 2024 Q3 2024
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
104
+ 3.74%
$54.1K - $60K
2.89K $1.96M
Oct 17, 2024 Q3 2024
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
104
+ 6.2%
$54.1K - $60K
1.78K $1.21M
Oct 31, 2024 Q3 2024
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
104
+ 4.61%
$54.1K - $60K
2.36K $1.6M
Oct 08, 2024 Q3 2024
City Holding CO

BUY
 -
103
+ 17.17%
$53.6K - $59.4K
703 $477K
Oct 21, 2024 Q3 2024
Kaye Capital Management

El Segundo, CA
BUY
 -
103
+ 0.15%
$53.6K - $59.4K
70.5K $47.8M
Oct 30, 2024 Q3 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
103
+ 15.77%
$53.6K - $59.4K
756 $513K
Oct 24, 2024 Q3 2024
Mcrae Capital Management Inc

BUY
 -
102
+ 3.3%
$53.1K - $58.8K
3.19K $2.17M
Oct 23, 2024 Q3 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
101
+ 4.06%
$52.5K - $58.3K
2.59K $1.76M
Nov 01, 2024 Q3 2024
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
101
+ 3.13%
$52.5K - $58.3K
3.33K $2.26M
Nov 15, 2024 Q3 2024
Main Management LLC

San Francisco, CA
BUY
 -
101
+ 42.98%
$52.5K - $58.3K
336 $228K

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