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 07, 2024 Q3 2024
Bath Savings Trust CO

BUY
 -
4
+ 0.32%
$2.08K - $2.31K
1.26K $664K
Oct 15, 2024 Q3 2024
Insight Advisors, LLC

Newtown, PA
BUY
 -
4
+ 0.06%
$2.08K - $2.31K
6.75K $3.57M
Oct 17, 2024 Q3 2024
Newton One Investments LLC

BUY
 -
4
+ 0.16%
$2.08K - $2.31K
2.46K $1.3M
Oct 18, 2024 Q3 2024
Morling Financial Advisors, LLC

BUY
 -
4
+ 0.04%
$2.08K - $2.31K
9.72K $5.14M
Oct 23, 2024 Q3 2024
Financial Partners Group, LLC

Gallatin, TN
BUY
 -
4
+ 0.47%
$2.08K - $2.31K
848 $448K
Oct 24, 2024 Q3 2024
Concord Wealth Partners

BUY
 -
4
+ 0.33%
$2.08K - $2.31K
1.21K $638K
Oct 24, 2024 Q3 2024
Gables Capital Management Inc.

BUY
 -
4
+ 33.33%
$2.08K - $2.31K
16 $8.46K
Oct 25, 2024 Q3 2024
Center For Asset Management LLC

BUY
 -
4
+ 0.39%
$2.08K - $2.31K
1.04K $547K
Oct 31, 2024 Q3 2024
Cozad Asset Management Inc

Champaign, IL
BUY
 -
4
+ 0.2%
$2.08K - $2.31K
2.02K $1.07M
Nov 07, 2024 Q3 2024
First Western Trust Bank

Denver, CO
BUY
 -
4
+ 0.07%
$2.08K - $2.31K
5.59K $2.95M
Nov 12, 2024 Q3 2024
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
4
+ 0.22%
$2.08K - $2.31K
1.84K $974K
Nov 12, 2024 Q3 2024
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
4
+ 0.08%
$2.08K - $2.31K
4.75K $2.51M
Nov 06, 2024 Q3 2024
Palo Alto Wealth Advisors, LLC

Palo Alto, CA
BUY
 -
3
+ 0.4%
$1.56K - $1.73K
753 $398K
Oct 07, 2024 Q3 2024
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
3
+ 0.18%
$1.56K - $1.73K
1.64K $865K
Oct 11, 2024 Q3 2024
Rise Advisors, LLC

BUY
 -
3
+ 0.85%
$1.56K - $1.73K
356 $188K
Oct 15, 2024 Q3 2024
Capstone Wealth Management Group, LLC

Clarks Green, PA
BUY
 -
3
+ 0.13%
$1.56K - $1.73K
2.24K $1.18M
Oct 23, 2024 Q3 2024
Global Trust Asset Management, LLC

BUY
 -
3
+ 0.79%
$1.56K - $1.73K
382 $202K
Oct 29, 2024 Q3 2024
Klingenstein Fields & CO LP

BUY
 -
3
+ 0.16%
$1.56K - $1.73K
1.93K $1.02M
Oct 30, 2024 Q3 2024
Financial Security Advisor, Inc.

Virginia Beach, VA
BUY
 -
3
+ 0.3%
$1.56K - $1.73K
1K $529K
Oct 31, 2024 Q3 2024
Opus Capital Group, LLC

BUY
 -
3
+ 0.07%
$1.56K - $1.73K
4.11K $2.17M
Nov 01, 2024 Q3 2024
Seascape Capital Management

Portsmouth, NH
BUY
 -
3
+ 0.13%
$1.56K - $1.73K
2.3K $1.22M
Nov 04, 2024 Q3 2024
Investment Partners, Ltd.

BUY
 -
3
+ 0.05%
$1.56K - $1.73K
5.93K $3.14M
Nov 04, 2024 Q3 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
3
+ 0.45%
$1.56K - $1.73K
673 $356K
Nov 06, 2024 Q3 2024
Peterson Wealth Services

BUY
 -
3
New
$1.56K - $1.73K
3 $1.59K
Nov 12, 2024 Q3 2024
Stonebrook Private Inc.

Northville, MI
BUY
 -
3
+ 0.3%
$1.56K - $1.73K
992 $524K
Nov 12, 2024 Q3 2024
Hrc Wealth Management, LLC

Moscow, ID
BUY
 -
3
+ 0.53%
$1.56K - $1.73K
572 $302K
Nov 14, 2024 Q3 2024
Dividend Assets Capital, LLC

BUY
 -
3
+ 0.82%
$1.56K - $1.73K
371 $196K
Nov 14, 2024 Q3 2024
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
3
+ 0.23%
$1.56K - $1.73K
1.31K $695K
Nov 18, 2024 Q3 2024
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
3
+ 0.07%
$1.56K - $1.73K
4.34K $2.29M
Oct 04, 2024 Q3 2024
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
2
+ 0.15%
$1.04K - $1.15K
1.33K $701K
Oct 08, 2024 Q3 2024
Howard Financial Services, Ltd.

BUY
 -
2
+ 0.04%
$1.04K - $1.15K
4.78K $2.53M
Oct 09, 2024 Q3 2024
Keeler & Nadler Financial Planning & Wealth Management

Dublin, OH
BUY
 -
2
+ 0.4%
$1.04K - $1.15K
508 $269K
Oct 09, 2024 Q3 2024
Castle Rock Wealth Management, LLC

BUY
 -
2
+ 0.21%
$1.04K - $1.15K
933 $493K
Oct 09, 2024 Q3 2024
Maltin Wealth Management, Inc.

BUY
 -
2
+ 0.43%
$1.04K - $1.15K
465 $246K
Oct 09, 2024 Q3 2024
Family Wealth Partners, LLC

Matthews, NC
BUY
 -
2
+ 0.08%
$1.04K - $1.15K
2.65K $1.4M
Oct 10, 2024 Q3 2024
Next Level Private LLC

Harrison, NY
BUY
 -
2
+ 0.19%
$1.04K - $1.15K
1.05K $555K
Oct 15, 2024 Q3 2024
Gleason Group, Inc.

BUY
 -
2
+ 0.2%
$1.04K - $1.15K
1K $529K
Oct 15, 2024 Q3 2024
Clearview Wealth Advisors LLC

BUY
 -
2
+ 0.14%
$1.04K - $1.15K
1.42K $749K
Oct 15, 2024 Q3 2024
Terra Nova Asset Management LLC

BUY
 -
2
+ 0.45%
$1.04K - $1.15K
447 $236K
Oct 16, 2024 Q3 2024
Tpg Financial Advisors, LLC

BUY
 -
2
+ 0.13%
$1.04K - $1.15K
1.57K $830K
Oct 16, 2024 Q3 2024
Ellsworth Advisors, LLC

BUY
 -
2
+ 0.29%
$1.04K - $1.15K
685 $362K
Oct 18, 2024 Q3 2024
Aurora Private Wealth, Inc.

BUY
 -
2
+ 0.12%
$1.04K - $1.15K
1.61K $851K
Oct 18, 2024 Q3 2024
Meredith Wealth Planning

Maryville, IL
BUY
 -
2
+ 0.5%
$1.04K - $1.15K
403 $213K
Oct 23, 2024 Q3 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
2
+ 0.05%
$1.04K - $1.15K
3.75K $1.98M
Oct 23, 2024 Q3 2024
Tenon Financial LLC

Metuchen, NJ
BUY
 -
2
+ 0.16%
$1.04K - $1.15K
1.24K $656K
Oct 29, 2024 Q3 2024
Westbourne Investment Advisors, Inc.

BUY
 -
2
+ 0.13%
$1.04K - $1.15K
1.49K $786K
Oct 30, 2024 Q3 2024
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
2
+ 0.03%
$1.04K - $1.15K
6.48K $3.43M
Nov 01, 2024 Q3 2024
First Fiduciary Investment Counsel, Inc.

BUY
 -
2
+ 0.42%
$1.04K - $1.15K
483 $255K
Nov 12, 2024 Q3 2024
Farrell Financial LLC

Orchard Park, NY
BUY
 -
2
+ 0.23%
$1.04K - $1.15K
861 $455K

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