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
|
Rda Financial Network
|
BUY
|
- |
83+ 8.04% |
$43.2K - $47.9K
|
1.12K
$674K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
83+ 5.02% |
$43.2K - $47.9K
|
1.74K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
83New |
$43.2K - $47.9K
|
83
$50.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
82+ 1.6% |
$42.7K - $47.3K
|
5.19K
$3.14M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
81+ 8.49% |
$42.1K - $46.7K
|
1.04K
$626K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
80+ 2.65% |
$41.6K - $46.1K
|
3.1K
$1.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
80+ 13.09% |
$41.6K - $46.1K
|
691
$418K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
80+ 1.63% |
$41.6K - $46.1K
|
4.99K
$3.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
80New |
$41.6K - $46.1K
|
80
$48.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
79+ 1.7% |
$41.1K - $45.6K
|
4.73K
$2.86M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
78+ 1.49% |
$40.6K - $45K
|
5.32K
$3.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
78+ 2.35% |
$40.6K - $45K
|
3.4K
$2.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
77+ 2.71% |
$40.1K - $44.4K
|
2.92K
$1.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
77+ 10.29% |
$40.1K - $44.4K
|
825
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
76+ 2.24% |
$39.5K - $43.8K
|
3.47K
$2.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
75+ 12.84% |
$39K - $43.3K
|
659
$398K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
75+ 0.51% |
$39K - $43.3K
|
14.9K
$9.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
75+ 3.93% |
$39K - $43.3K
|
1.99K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
75+ 20.0% |
$39K - $43.3K
|
450
$272K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
74+ 1.41% |
$38.5K - $42.7K
|
5.31K
$3.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
74+ 2.56% |
$38.5K - $42.7K
|
2.96K
$1.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
74+ 2.62% |
$38.5K - $42.7K
|
2.9K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
74+ 7.97% |
$38.5K - $42.7K
|
1K
$606K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
73New |
$38K - $42.1K
|
73
$44.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
73+ 4.84% |
$38K - $42.1K
|
1.58K
$957K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
73+ 3.76% |
$38K - $42.1K
|
2.01K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
73+ 2.31% |
$38K - $42.1K
|
3.24K
$1.96M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
73+ 0.32% |
$38K - $42.1K
|
22.6K
$13.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
72+ 1.35% |
$37.5K - $41.5K
|
5.39K
$3.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
72+ 3.83% |
$37.5K - $41.5K
|
1.95K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
71+ 9.48% |
$36.9K - $41K
|
820
$496K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
71+ 1.58% |
$36.9K - $41K
|
4.56K
$2.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
71+ 18.21% |
$36.9K - $41K
|
461
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
71+ 2.63% |
$36.9K - $41K
|
2.77K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
71+ 3.6% |
$36.9K - $41K
|
2.05K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
70+ 0.54% |
$36.4K - $40.4K
|
13K
$7.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
69New |
$35.9K - $39.8K
|
69
$41.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
68+ 0.45% |
$35.4K - $39.2K
|
15.1K
$9.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
68+ 38.86% |
$35.4K - $39.2K
|
243
$147K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
68+ 0.65% |
$35.4K - $39.2K
|
10.6K
$6.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
68+ 1.17% |
$35.4K - $39.2K
|
5.87K
$3.55M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
67+ 4.76% |
$34.9K - $38.6K
|
1.47K
$891K
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
67+ 7.4% |
$34.9K - $38.6K
|
972
$588K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
67+ 9.7% |
$34.9K - $38.6K
|
758
$458K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
67+ 0.32% |
$34.9K - $38.6K
|
20.8K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
67+ 1.4% |
$34.9K - $38.6K
|
4.85K
$2.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
64New |
$33.3K - $36.9K
|
64
$38.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
63+ 101.61% |
$32.8K - $36.3K
|
125
$75.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
63+ 10.52% |
$32.8K - $36.3K
|
662
$400K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
63+ 7.34% |
$32.8K - $36.3K
|
921
$557K
|