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
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
40+ 5.43% |
$20.8K - $23.1K
|
777
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
40+ 1.96% |
$20.8K - $23.1K
|
2.08K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
40New |
$20.8K - $23.1K
|
40
$24.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
39+ 139.29% |
$20.3K - $22.5K
|
67
$40.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
39+ 0.56% |
$20.3K - $22.5K
|
6.99K
$4.23M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
38+ 3.5% |
$19.8K - $21.9K
|
1.12K
$680K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
38+ 1.38% |
$19.8K - $21.9K
|
2.79K
$1.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
36+ 2.09% |
$18.7K - $20.8K
|
1.76K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
36+ 0.46% |
$18.7K - $20.8K
|
7.8K
$4.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
36+ 0.36% |
$18.7K - $20.8K
|
10.1K
$6.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
35+ 3.51% |
$18.2K - $20.2K
|
1.03K
$624K
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
35+ 5.8% |
$18.2K - $20.2K
|
638
$386K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
35+ 9.16% |
$18.2K - $20.2K
|
417
$252K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
34+ 1.94% |
$17.7K - $19.6K
|
1.79K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
34+ 9.24% |
$17.7K - $19.6K
|
402
$243K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
34+ 0.6% |
$17.7K - $19.6K
|
5.7K
$3.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
32New |
$16.6K - $18.5K
|
32
$19.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
32+ 0.81% |
$16.6K - $18.5K
|
3.98K
$2.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
32+ 0.82% |
$16.6K - $18.5K
|
3.92K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
32+ 0.45% |
$16.6K - $18.5K
|
7.09K
$4.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
31+ 1.09% |
$16.1K - $17.9K
|
2.87K
$1.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
30+ 0.38% |
$15.6K - $17.3K
|
7.85K
$4.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.0% |
$15.6K - $17.3K
|
3.02K
$1.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
30+ 0.96% |
$15.6K - $17.3K
|
3.15K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
29+ 1.11% |
$15.1K - $16.7K
|
2.64K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
29+ 1.49% |
$15.1K - $16.7K
|
1.98K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
28+ 6.02% |
$14.6K - $16.2K
|
493
$298K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
27+ 0.2% |
$14K - $15.6K
|
13.6K
$8.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
27+ 1.02% |
$14K - $15.6K
|
2.67K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
27+ 9.25% |
$14K - $15.6K
|
319
$193K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
26+ 0.54% |
$13.5K - $15K
|
4.82K
$2.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
25+ 6.39% |
$13K - $14.4K
|
416
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
25+ 35.21% |
$13K - $14.4K
|
96
$58K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
25+ 1.12% |
$13K - $14.4K
|
2.27K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
25New |
$13K - $14.4K
|
25
$15.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
24+ 5.29% |
$12.5K - $13.8K
|
478
$289K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
24+ 1.25% |
$12.5K - $13.8K
|
1.95K
$1.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
24+ 14.91% |
$12.5K - $13.8K
|
185
$112K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
24+ 0.92% |
$12.5K - $13.8K
|
2.63K
$1.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
24+ 0.32% |
$12.5K - $13.8K
|
7.6K
$4.59M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
23+ 4.6% |
$12K - $13.3K
|
523
$316K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
22+ 4.18% |
$11.4K - $12.7K
|
548
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
22+ 1.53% |
$11.4K - $12.7K
|
1.46K
$881K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
22+ 2.97% |
$11.4K - $12.7K
|
762
$461K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
21+ 0.43% |
$10.9K - $12.1K
|
4.85K
$2.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
21+ 3.74% |
$10.9K - $12.1K
|
582
$352K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
20+ 0.17% |
$10.4K - $11.5K
|
12.1K
$7.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
20+ 0.62% |
$10.4K - $11.5K
|
3.22K
$1.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
20+ 2.3% |
$10.4K - $11.5K
|
888
$537K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
19+ 0.14% |
$9.88K - $11K
|
13.4K
$8.08M
|