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
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-33- 0.16% |
$17.2K - $19K
|
20.9K
$11M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-34- 0.48% |
$17.7K - $19.6K
|
7.07K
$3.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-34- 5.91% |
$17.7K - $19.6K
|
541
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-34- 1.02% |
$17.7K - $19.6K
|
3.29K
$1.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-35- 4.32% |
$18.2K - $20.2K
|
775
$410K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-35- 0.3% |
$18.2K - $20.2K
|
11.8K
$6.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
SELL
|
- |
-35- 1.24% |
$18.2K - $20.2K
|
2.78K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-35- 5.82% |
$18.2K - $20.2K
|
566
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-35- 1.99% |
$18.2K - $20.2K
|
1.73K
$912K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-36- 2.27% |
$18.7K - $20.8K
|
1.55K
$819K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-36- 8.87% |
$18.7K - $20.8K
|
370
$196K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-37- 0.58% |
$19.2K - $21.3K
|
6.36K
$3.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-37- 0.18% |
$19.2K - $21.3K
|
21.1K
$11.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-37- 1.89% |
$19.2K - $21.3K
|
1.92K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-37- 7.07% |
$19.2K - $21.3K
|
486
$257K
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-37- 0.05% |
$19.2K - $21.3K
|
71.9K
$38M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-37- 0.15% |
$19.2K - $21.3K
|
25.3K
$13.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-38- 1.07% |
$19.8K - $21.9K
|
3.52K
$1.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-38- 1.74% |
$19.8K - $21.9K
|
2.14K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-38- 0.34% |
$19.8K - $21.9K
|
11.1K
$5.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-38- 2.35% |
$19.8K - $21.9K
|
1.58K
$836K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-38- 1.53% |
$19.8K - $21.9K
|
2.44K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-38- 5.15% |
$19.8K - $21.9K
|
700
$370K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-39- 3.82% |
$20.3K - $22.5K
|
982
$519K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-39- 0.69% |
$20.3K - $22.5K
|
5.61K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-39- 0.66% |
$20.3K - $22.5K
|
5.87K
$3.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-40- 2.53% |
$20.8K - $23.1K
|
1.54K
$815K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-40- 1.5% |
$20.8K - $23.1K
|
2.64K
$1.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Independent Investors Inc
|
SELL
|
- |
-40- 1.87% |
$20.8K - $23.1K
|
2.1K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-40- 1.27% |
$20.8K - $23.1K
|
3.11K
$1.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-41- 0.99% |
$21.3K - $23.6K
|
4.09K
$2.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-41- 4.21% |
$21.3K - $23.6K
|
933
$493K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-41- 2.32% |
$21.3K - $23.6K
|
1.73K
$913K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-41- 33.61% |
$21.3K - $23.6K
|
81
$42.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-41- 1.03% |
$21.3K - $23.6K
|
3.93K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-41- 0.1% |
$21.3K - $23.6K
|
39.9K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-41- 7.43% |
$21.3K - $23.6K
|
511
$270K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-42- 0.57% |
$21.8K - $24.2K
|
7.28K
$3.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-42- 4.25% |
$21.8K - $24.2K
|
946
$500K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-42- 0.58% |
$21.8K - $24.2K
|
7.2K
$3.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-42- 1.26% |
$21.8K - $24.2K
|
3.3K
$1.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-42- 0.5% |
$21.8K - $24.2K
|
8.32K
$4.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-42- 0.86% |
$21.8K - $24.2K
|
4.84K
$2.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-43- 0.9% |
$22.4K - $24.8K
|
4.73K
$2.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-43- 1.35% |
$22.4K - $24.8K
|
3.13K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-43- 0.45% |
$22.4K - $24.8K
|
9.48K
$5.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-43- 0.15% |
$22.4K - $24.8K
|
29.6K
$15.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-44- 1.11% |
$22.9K - $25.4K
|
3.92K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-44- 0.66% |
$22.9K - $25.4K
|
6.65K
$3.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-44- 3.06% |
$22.9K - $25.4K
|
1.39K
$736K
|