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 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-45- 0.89% |
$23.4K - $26K
|
5K
$2.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-45- 2.17% |
$23.4K - $26K
|
2.03K
$1.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-45- 3.83% |
$23.4K - $26K
|
1.13K
$597K
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-45- 5.54% |
$23.4K - $26K
|
767
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-45- 6.53% |
$23.4K - $26K
|
644
$340K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-46- 10.34% |
$23.9K - $26.5K
|
399
$211K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-46- 0.91% |
$23.9K - $26.5K
|
5.01K
$2.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-46- 5.25% |
$23.9K - $26.5K
|
830
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-46- 0.65% |
$23.9K - $26.5K
|
7.09K
$3.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-47- 8.32% |
$24.4K - $27.1K
|
518
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-47- 5.85% |
$24.4K - $27.1K
|
756
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-47- 0.53% |
$24.4K - $27.1K
|
8.84K
$4.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-48- 0.12% |
$25K - $27.7K
|
41.2K
$21.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-48- 0.3% |
$25K - $27.7K
|
15.8K
$8.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-48- 0.58% |
$25K - $27.7K
|
8.16K
$4.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-49- 4.56% |
$25.5K - $28.3K
|
1.03K
$542K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-50- 1.6% |
$26K - $28.8K
|
3.07K
$1.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-50- 4.19% |
$26K - $28.8K
|
1.14K
$604K
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-50- 0.3% |
$26K - $28.8K
|
16.5K
$8.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-50- 0.55% |
$26K - $28.8K
|
8.97K
$4.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
SELL
|
- |
-50- 5.88% |
$26K - $28.8K
|
800
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-50- 1.22% |
$26K - $28.8K
|
4.03K
$2.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-53- 1.42% |
$27.6K - $30.6K
|
3.68K
$1.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-53- 5.88% |
$27.6K - $30.6K
|
849
$449K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-53- 4.33% |
$27.6K - $30.6K
|
1.17K
$619K
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-53- 2.11% |
$27.6K - $30.6K
|
2.46K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-53- 2.22% |
$27.6K - $30.6K
|
2.33K
$1.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-54- 0.66% |
$28.1K - $31.1K
|
8.18K
$4.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-54- 2.66% |
$28.1K - $31.1K
|
1.98K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-54- 0.92% |
$28.1K - $31.1K
|
5.8K
$3.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Vista Finance, LLC
|
SELL
|
- |
-55- 1.96% |
$28.6K - $31.7K
|
2.76K
$1.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-55- 91.67% |
$28.6K - $31.7K
|
5
$2.64K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-55- 1.1% |
$28.6K - $31.7K
|
4.94K
$2.61M
|
|
|
Jan 29, 2025
Q3 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-55- 5.24% |
$28.6K - $31.7K
|
994
$525K
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-56- 2.04% |
$29.1K - $32.3K
|
2.69K
$1.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-56- 4.0% |
$29.1K - $32.3K
|
1.34K
$710K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-56- 1.67% |
$29.1K - $32.3K
|
3.29K
$1.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-57- 3.71% |
$29.7K - $32.9K
|
1.48K
$782K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-57- 2.15% |
$29.7K - $32.9K
|
2.6K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-57- 3.54% |
$29.7K - $32.9K
|
1.55K
$820K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-58- 1.25% |
$30.2K - $33.5K
|
4.57K
$2.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-58- 1.15% |
$30.2K - $33.5K
|
4.96K
$2.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-59- 7.48% |
$30.7K - $34K
|
730
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-59- 0.33% |
$30.7K - $34K
|
17.8K
$9.39M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-60- 13.82% |
$31.2K - $34.6K
|
374
$198K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-60- 10.07% |
$31.2K - $34.6K
|
536
$283K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-60- 31.75% |
$31.2K - $34.6K
|
129
$68.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-60- 1.49% |
$31.2K - $34.6K
|
3.98K
$2.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-60- 1.04% |
$31.2K - $34.6K
|
5.7K
$3.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-61- 4.81% |
$31.7K - $35.2K
|
1.21K
$638K
|