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
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-151- 21.06% |
$78.5K - $87.1K
|
566
$342K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-152- 0.43% |
$79.1K - $87.7K
|
35.2K
$21.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-152- 0.82% |
$79.1K - $87.7K
|
18.3K
$11.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-152- 1.92% |
$79.1K - $87.7K
|
7.76K
$4.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-152- 2.05% |
$79.1K - $87.7K
|
7.26K
$4.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-153- 2.31% |
$79.6K - $88.3K
|
6.47K
$3.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-154- 0.61% |
$80.1K - $88.8K
|
24.9K
$15.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-154- 0.15% |
$80.1K - $88.8K
|
100K
$60.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-154- 2.6% |
$80.1K - $88.8K
|
5.78K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-156- 1.91% |
$81.1K - $90K
|
8K
$4.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-156- 0.59% |
$81.1K - $90K
|
26.3K
$15.9M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-158- 0.54% |
$82.2K - $91.1K
|
29.3K
$17.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
SELL
|
- |
-160- 11.68% |
$83.2K - $92.3K
|
1.21K
$732K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-160- 3.97% |
$83.2K - $92.3K
|
3.88K
$2.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-160- 4.33% |
$83.2K - $92.3K
|
3.54K
$2.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-160- 0.07% |
$83.2K - $92.3K
|
228K
$138M
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-160- 2.37% |
$83.2K - $92.3K
|
6.59K
$3.99M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-161- 1.02% |
$83.7K - $92.9K
|
15.7K
$9.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-162- 1.43% |
$84.3K - $93.4K
|
11.2K
$6.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-162- 1.94% |
$84.3K - $93.4K
|
8.17K
$4.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-164- 10.93% |
$85.3K - $94.6K
|
1.34K
$808K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-164- 4.32% |
$85.3K - $94.6K
|
3.63K
$2.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-165- 24.02% |
$85.8K - $95.2K
|
522
$316K
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
SELL
|
- |
-167- 18.41% |
$86.9K - $96.3K
|
740
$447K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-168- 20.34% |
$87.4K - $96.9K
|
658
$398K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-169- 0.86% |
$87.9K - $97.5K
|
19.5K
$11.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-169- 1.39% |
$87.9K - $97.5K
|
12K
$7.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-170- 6.84% |
$88.4K - $98.1K
|
2.32K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-170- 12.59% |
$88.4K - $98.1K
|
1.18K
$713K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-170- 13.17% |
$88.4K - $98.1K
|
1.12K
$678K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-170- 13.22% |
$88.4K - $98.1K
|
1.12K
$675K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-170- 1.65% |
$88.4K - $98.1K
|
10.2K
$6.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-172- 5.09% |
$89.5K - $99.2K
|
3.21K
$1.94M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-172- 3.89% |
$89.5K - $99.2K
|
4.24K
$2.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-173- 1.82% |
$90K - $99.8K
|
9.33K
$5.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-173- 20.55% |
$90K - $99.8K
|
669
$405K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-174- 10.62% |
$90.5K - $100K
|
1.46K
$885K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-174- 3.68% |
$90.5K - $100K
|
4.55K
$2.75M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-174- 0.43% |
$90.5K - $100K
|
39.8K
$24.1M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-174- 7.43% |
$90.5K - $100K
|
2.17K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-174- 15.8% |
$90.5K - $100K
|
927
$561K
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-177- 0.19% |
$92.1K - $102K
|
92.1K
$55.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-177- 22.21% |
$92.1K - $102K
|
620
$375K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-177- 5.29% |
$92.1K - $102K
|
3.17K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-177- 5.03% |
$92.1K - $102K
|
3.34K
$2.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-179- 8.61% |
$93.1K - $103K
|
1.9K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-180- 6.74% |
$93.6K - $104K
|
2.49K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-180- 3.61% |
$93.6K - $104K
|
4.81K
$2.91M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-181- 3.42% |
$94.2K - $104K
|
5.11K
$3.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-183- 0.96% |
$95.2K - $106K
|
18.8K
$11.4M
|