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
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
48.7KNew |
$25.3M - $28.1M
|
48.7K
$32.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
47.2KNew |
$24.6M - $27.2M
|
47.2K
$31.4M
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
46.1K+ 3.4% |
$24M - $26.6M
|
1.4M
$929M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45K+ 2882.78% |
$23.4M - $26M
|
46.6K
$30.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
44.8K+ 458.54% |
$23.3M - $25.8M
|
54.6K
$36.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
44.7K+ 6.37% |
$23.3M - $25.8M
|
747K
$496M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
43.2K+ 5858.13% |
$22.5M - $24.9M
|
44K
$29.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
42.6K+ 60.26% |
$22.1M - $24.5M
|
113K
$75.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
42.5KNew |
$22.1M - $24.5M
|
42.5K
$28.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
42K+ 5.98% |
$21.8M - $24.2M
|
744K
$494M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
41.1K+ 2.83% |
$21.4M - $23.7M
|
1.5M
$993M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
40.9K+ 4.95% |
$21.3M - $23.6M
|
867K
$576M
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
40.5K+ 934.69% |
$21.1M - $23.3M
|
44.8K
$29.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
39.4K+ 7.15% |
$20.5M - $22.7M
|
591K
$392M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
39.1K+ 11.79% |
$20.4M - $22.6M
|
371K
$246M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.9K+ 1.73% |
$20.2M - $22.4M
|
2.28M
$1.51B
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
38.8K+ 11.83% |
$20.2M - $22.4M
|
367K
$244M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
38.2K+ 12.84% |
$19.9M - $22M
|
336K
$223M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.1K+ 5.21% |
$19.3M - $21.4M
|
749K
$497M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
36.5K+ 1.34% |
$19M - $21.1M
|
2.76M
$1.83B
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36.4K+ 13.96% |
$19M - $21M
|
297K
$198M
|
|
|
Nov 14, 2024
Q3 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
35.9K+ 36.67% |
$18.7M - $20.7M
|
134K
$88.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
35.5K+ 10.28% |
$18.5M - $20.5M
|
381K
$253M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
35.4K+ 3.89% |
$18.4M - $20.4M
|
947K
$629M
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
35.2K+ 1.93% |
$18.3M - $20.3M
|
1.86M
$1.23B
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
34.6KNew |
$18M - $20M
|
34.6K
$23M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
32.3K+ 7.92% |
$16.8M - $18.6M
|
440K
$292M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
32K+ 3.67% |
$16.7M - $18.5M
|
905K
$601M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.9K+ 2.21% |
$16.6M - $18.4M
|
1.47M
$979M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.7K+ 0.35% |
$16.5M - $18.3M
|
9.01M
$5.98B
|
|
|
Oct 25, 2024
Q3 2024
|
Toews Corp
|
BUY
|
- |
31.7K+ 105.6% |
$16.5M - $18.3M
|
61.7K
$41M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
30.8K+ 14.14% |
$16M - $17.8M
|
249K
$165M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
30.7K+ 7.04% |
$15.9M - $17.7M
|
466K
$309M
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
30.5KNew |
$15.8M - $17.6M
|
30.5K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.4K+ 4.28% |
$15.3M - $17M
|
718K
$477M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
29.3K+ 10.22% |
$15.2M - $16.9M
|
316K
$210M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
28.8K+ 26.64% |
$15M - $16.6M
|
137K
$90.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
28.6KNew |
$14.9M - $16.5M
|
28.6K
$19M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
27.2K+ 200.85% |
$14.2M - $15.7M
|
40.8K
$27.1M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
26.5K+ 26.29% |
$13.8M - $15.3M
|
127K
$84.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.9K+ 2.54% |
$13.5M - $15M
|
1.05M
$694M
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
25.8K+ 37.33% |
$13.4M - $14.9M
|
95.1K
$63.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
25.8K+ 62.89% |
$13.4M - $14.9M
|
66.9K
$44.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
25.7K+ 31.26% |
$13.4M - $14.8M
|
108K
$71.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
25.6K+ 45.43% |
$13.3M - $14.7M
|
81.8K
$54.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
25.6K+ 17.3% |
$13.3M - $14.7M
|
173K
$115M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
25.4K+ 26.41% |
$13.2M - $14.6M
|
121K
$80.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
25.3K+ 10.03% |
$13.2M - $14.6M
|
277K
$184M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
24.5K+ 19.2% |
$12.7M - $14.1M
|
152K
$101M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24.1K+ 30.16% |
$12.6M - $13.9M
|
104K
$69.2M
|