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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q3 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-138- 1.54% |
$71.8K - $79.6K
|
8.84K
$4.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-139- 0.17% |
$72.3K - $80.2K
|
80.3K
$42.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-140- 18.97% |
$72.8K - $80.8K
|
598
$316K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-141- 5.58% |
$73.3K - $81.3K
|
2.38K
$1.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-141- 3.98% |
$73.3K - $81.3K
|
3.4K
$1.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-142- 8.33% |
$73.9K - $81.9K
|
1.56K
$826K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-143- 11.82% |
$74.4K - $82.5K
|
1.07K
$564K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-143- 1.48% |
$74.4K - $82.5K
|
9.54K
$5.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-144- 3.62% |
$74.9K - $83.1K
|
3.83K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-144- 5.08% |
$74.9K - $83.1K
|
2.69K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-146- 18.58% |
$75.9K - $84.2K
|
640
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-147- 5.7% |
$76.5K - $84.8K
|
2.43K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-147- 24.5% |
$76.5K - $84.8K
|
453
$239K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-148- 0.84% |
$77K - $85.4K
|
17.5K
$9.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-148- 2.23% |
$77K - $85.4K
|
6.49K
$3.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-149- 1.72% |
$77.5K - $85.9K
|
8.5K
$4.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-151- 1.02% |
$78.5K - $87.1K
|
14.6K
$7.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-151- 5.57% |
$78.5K - $87.1K
|
2.56K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-151- 21.06% |
$78.5K - $87.1K
|
566
$299K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-152- 0.43% |
$79.1K - $87.7K
|
35.2K
$18.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-152- 0.82% |
$79.1K - $87.7K
|
18.3K
$9.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-152- 1.92% |
$79.1K - $87.7K
|
7.76K
$4.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-152- 2.05% |
$79.1K - $87.7K
|
7.26K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-153- 2.31% |
$79.6K - $88.3K
|
6.47K
$3.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-154- 0.61% |
$80.1K - $88.8K
|
24.9K
$13.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-154- 0.15% |
$80.1K - $88.8K
|
100K
$53.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-154- 2.6% |
$80.1K - $88.8K
|
5.78K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-156- 1.91% |
$81.1K - $90K
|
8K
$4.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-156- 0.59% |
$81.1K - $90K
|
26.3K
$13.9M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-158- 0.54% |
$82.2K - $91.1K
|
29.3K
$15.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
SELL
|
- |
-160- 11.68% |
$83.2K - $92.3K
|
1.21K
$640K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-160- 3.97% |
$83.2K - $92.3K
|
3.88K
$2.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-160- 4.33% |
$83.2K - $92.3K
|
3.54K
$1.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-160- 0.07% |
$83.2K - $92.3K
|
228K
$121M
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-160- 2.37% |
$83.2K - $92.3K
|
6.59K
$3.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-161- 1.02% |
$83.7K - $92.9K
|
15.7K
$8.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-162- 1.43% |
$84.3K - $93.4K
|
11.2K
$5.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-162- 1.94% |
$84.3K - $93.4K
|
8.17K
$4.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-164- 10.93% |
$85.3K - $94.6K
|
1.34K
$706K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-164- 4.32% |
$85.3K - $94.6K
|
3.63K
$1.92M
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-165- 24.02% |
$85.8K - $95.2K
|
522
$276K
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
SELL
|
- |
-167- 18.41% |
$86.9K - $96.3K
|
740
$391K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-168- 20.34% |
$87.4K - $96.9K
|
658
$348K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-169- 0.86% |
$87.9K - $97.5K
|
19.5K
$10.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-169- 1.39% |
$87.9K - $97.5K
|
12K
$6.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-170- 6.84% |
$88.4K - $98.1K
|
2.32K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-170- 12.59% |
$88.4K - $98.1K
|
1.18K
$624K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-170- 13.17% |
$88.4K - $98.1K
|
1.12K
$593K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-170- 13.22% |
$88.4K - $98.1K
|
1.12K
$590K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-170- 1.65% |
$88.4K - $98.1K
|
10.2K
$5.37M
|