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
|
Family Management Corp
New York, NY |
BUY
|
- |
6+ 0.14% |
$3.12K - $3.46K
|
4.18K
$2.84M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6+ 1.44% |
$3.12K - $3.46K
|
424
$288K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6+ 0.69% |
$3.12K - $3.46K
|
874
$593K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.36% |
$2.6K - $2.88K
|
1.41K
$956K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$2.6K - $2.88K
|
2.96K
$2.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
5+ 1.06% |
$2.6K - $2.88K
|
478
$324K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
5+ 0.1% |
$2.6K - $2.88K
|
5.26K
$3.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5+ 0.43% |
$2.6K - $2.88K
|
1.17K
$791K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5+ 0.46% |
$2.6K - $2.88K
|
1.1K
$745K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 0.8% |
$2.6K - $2.88K
|
627
$426K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5+ 0.47% |
$2.6K - $2.88K
|
1.08K
$732K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$2.6K - $2.88K
|
60K
$40.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5+ 1.09% |
$2.6K - $2.88K
|
465
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
5+ 0.33% |
$2.6K - $2.88K
|
1.53K
$1.04M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.03% |
$2.08K - $2.31K
|
14.2K
$9.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4+ 0.14% |
$2.08K - $2.31K
|
2.93K
$1.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
4+ 0.32% |
$2.08K - $2.31K
|
1.26K
$853K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4+ 0.06% |
$2.08K - $2.31K
|
6.75K
$4.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.16% |
$2.08K - $2.31K
|
2.46K
$1.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$2.08K - $2.31K
|
9.72K
$6.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
4+ 0.47% |
$2.08K - $2.31K
|
848
$576K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.33% |
$2.08K - $2.31K
|
1.21K
$819K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
4+ 33.33% |
$2.08K - $2.31K
|
16
$10.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
4+ 0.39% |
$2.08K - $2.31K
|
1.04K
$703K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4+ 0.2% |
$2.08K - $2.31K
|
2.02K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4+ 0.07% |
$2.08K - $2.31K
|
5.59K
$3.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
4+ 0.36% |
$2.08K - $2.31K
|
1.12K
$757K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
4+ 0.22% |
$2.08K - $2.31K
|
1.84K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4+ 0.08% |
$2.08K - $2.31K
|
4.75K
$3.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3+ 0.4% |
$1.56K - $1.73K
|
753
$511K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3+ 0.18% |
$1.56K - $1.73K
|
1.64K
$1.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.85% |
$1.56K - $1.73K
|
356
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3+ 0.13% |
$1.56K - $1.73K
|
2.24K
$1.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3+ 0.79% |
$1.56K - $1.73K
|
382
$259K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3+ 0.16% |
$1.56K - $1.73K
|
1.93K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
3+ 0.3% |
$1.56K - $1.73K
|
1K
$679K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
3+ 0.07% |
$1.56K - $1.73K
|
4.11K
$2.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3+ 0.13% |
$1.56K - $1.73K
|
2.3K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
3+ 0.05% |
$1.56K - $1.73K
|
5.93K
$4.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3+ 0.45% |
$1.56K - $1.73K
|
673
$457K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
3New |
$1.56K - $1.73K
|
3
$2.04K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3+ 0.3% |
$1.56K - $1.73K
|
992
$673K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
3+ 0.53% |
$1.56K - $1.73K
|
572
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
3+ 0.82% |
$1.56K - $1.73K
|
371
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3+ 0.23% |
$1.56K - $1.73K
|
1.31K
$892K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3+ 0.07% |
$1.56K - $1.73K
|
4.34K
$2.94M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2+ 0.15% |
$1.04K - $1.15K
|
1.33K
$900K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2+ 0.04% |
$1.04K - $1.15K
|
4.78K
$3.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2+ 0.4% |
$1.04K - $1.15K
|
508
$345K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.21% |
$1.04K - $1.15K
|
933
$633K
|