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
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2+ 0.04% |
$1.04K - $1.15K
|
5.41K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
2+ 0.39% |
$1.04K - $1.15K
|
511
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
2+ 0.26% |
$1.04K - $1.15K
|
763
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2+ 0.5% |
$1.04K - $1.15K
|
406
$215K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.03% |
$1.04K - $1.15K
|
7.34K
$3.88M
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2+ 0.39% |
$1.04K - $1.15K
|
518
$274K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.13% |
$520 - $577
|
776
$410K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1+ 0.07% |
$520 - $577
|
1.49K
$787K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1+ 0.26% |
$520 - $577
|
387
$205K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1+ 0.04% |
$520 - $577
|
2.42K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1+ 0.04% |
$520 - $577
|
2.55K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1+ 0.23% |
$520 - $577
|
430
$227K
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
1+ 0.07% |
$520 - $577
|
1.34K
$706K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1+ 0.06% |
$520 - $577
|
1.7K
$900K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.23% |
$520 - $577
|
441
$233K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1+ 0.05% |
$520 - $577
|
2.15K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1New |
$520 - $577
|
1
$529
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1+ 0.42% |
$520 - $577
|
240
$127K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1+ 0.09% |
$520 - $577
|
1.13K
$599K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.17% |
$520 - $577
|
576
$305K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.09% |
$520 - $577
|
1.07K
$564K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1+ 0.04% |
$520 - $577
|
2.81K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1+ 0.2% |
$520 - $577
|
500
$264K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1+ 0.06% |
$520 - $577
|
1.77K
$934K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.27% |
$520 - $577
|
80
$42.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1+ 0.1% |
$520 - $577
|
1.02K
$537K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.13% |
$520 - $577
|
757
$400K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1+ 0.18% |
$520 - $577
|
548
$290K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$520 - $577
|
7.72K
$4.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.2% |
$520 - $577
|
490
$259K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.25% |
$520 - $577
|
395
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$520 - $577
|
2.57K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.68% |
$520 - $577
|
147
$77.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1+ 0.13% |
$520 - $577
|
766
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1+ 0.1% |
$520 - $577
|
1.03K
$543K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.03% |
$520 - $577
|
3.92K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.13% |
$520 - $577
|
798
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.09% |
$520 - $577
|
1.15K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$520 - $577
|
11.9K
$6.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Deere & CO
Moline, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1- 0.02% |
$520 - $577
|
4.37K
$2.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1- 25.0% |
$520 - $577
|
3
$1.59K
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1- -0.0% |
$520 - $577
|
22.5K
$11.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-1- 0.25% |
$520 - $577
|
406
$215K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2- 0.14% |
$1.04K - $1.15K
|
1.41K
$748K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-2- 0.19% |
$1.04K - $1.15K
|
1.07K
$565K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2- 0.09% |
$1.04K - $1.15K
|
2.2K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2- 0.05% |
$1.04K - $1.15K
|
3.83K
$2.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2- 0.05% |
$1.04K - $1.15K
|
3.98K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-2- 0.15% |
$1.04K - $1.15K
|
1.32K
$698K
|