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 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-4- 0.11% |
$2.08K - $2.31K
|
3.65K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-4- 0.04% |
$2.08K - $2.31K
|
11K
$6.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-5- 0.09% |
$2.6K - $2.88K
|
5.61K
$3.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-5- 0.6% |
$2.6K - $2.88K
|
825
$498K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-5- 0.25% |
$2.6K - $2.88K
|
1.99K
$1.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-5- 0.97% |
$2.6K - $2.88K
|
512
$309K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5- 0.04% |
$2.6K - $2.88K
|
11.9K
$7.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-5- 0.02% |
$2.6K - $2.88K
|
24.8K
$15M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5- 0.29% |
$2.6K - $2.88K
|
1.74K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-5- 0.32% |
$2.6K - $2.88K
|
1.57K
$945K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-5- 0.06% |
$2.6K - $2.88K
|
8.03K
$4.85M
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-5- 0.09% |
$2.6K - $2.88K
|
5.6K
$3.38M
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-6- 0.43% |
$3.12K - $3.46K
|
1.39K
$836K
|
|
|
Oct 23, 2024
Q3 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-6- 1.13% |
$3.12K - $3.46K
|
527
$318K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-7- 0.21% |
$3.64K - $4.04K
|
3.3K
$1.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-7- 0.8% |
$3.64K - $4.04K
|
871
$526K
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-7- 0.46% |
$3.64K - $4.04K
|
1.52K
$917K
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
SELL
|
- |
-7- 1.41% |
$3.64K - $4.04K
|
488
$295K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7- 0.3% |
$3.64K - $4.04K
|
2.34K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7- 0.09% |
$3.64K - $4.04K
|
7.7K
$4.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-7- 1.56% |
$3.64K - $4.04K
|
441
$266K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-8- 0.15% |
$4.16K - $4.61K
|
5.35K
$3.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-8- 1.1% |
$4.16K - $4.61K
|
722
$436K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
SELL
|
- |
-8- 1.39% |
$4.16K - $4.61K
|
569
$344K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-8- 0.46% |
$4.16K - $4.61K
|
1.75K
$1.06M
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
SELL
|
- |
-8- 0.12% |
$4.16K - $4.61K
|
6.82K
$4.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-9- 0.34% |
$4.68K - $5.19K
|
2.66K
$1.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-9- 7.14% |
$4.68K - $5.19K
|
117
$70.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-9- 1.02% |
$4.68K - $5.19K
|
870
$525K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-9- 0.16% |
$4.68K - $5.19K
|
5.73K
$3.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-9- 1.67% |
$4.68K - $5.19K
|
531
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-9- 0.89% |
$4.68K - $5.19K
|
1K
$606K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-10- 0.15% |
$5.2K - $5.77K
|
6.51K
$3.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-10- 0.67% |
$5.2K - $5.77K
|
1.48K
$892K
|
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-10- 1.77% |
$5.2K - $5.77K
|
554
$335K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-10- 0.2% |
$5.2K - $5.77K
|
5.12K
$3.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-10- 0.15% |
$5.2K - $5.77K
|
6.62K
$4M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-10- 0.2% |
$5.2K - $5.77K
|
4.96K
$3M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-10- 0.77% |
$5.2K - $5.77K
|
1.29K
$778K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10- 0.39% |
$5.2K - $5.77K
|
2.56K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-10- 0.03% |
$5.2K - $5.77K
|
32.5K
$19.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-11- 0.31% |
$5.72K - $6.35K
|
3.58K
$2.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-11- 1.06% |
$5.72K - $6.35K
|
1.03K
$619K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-11- 1.3% |
$5.72K - $6.35K
|
833
$503K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-11- 1.17% |
$5.72K - $6.35K
|
926
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-11- 0.08% |
$5.72K - $6.35K
|
14.4K
$8.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-11- 0.1% |
$5.72K - $6.35K
|
11.1K
$6.7M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-12- 0.53% |
$6.24K - $6.92K
|
2.23K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-13- 26.0% |
$6.76K - $7.5K
|
37
$22.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-13- 0.4% |
$6.76K - $7.5K
|
3.28K
$1.98M
|