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 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-214- 1.72% |
$111K - $123K
|
12.2K
$6.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-214- 4.65% |
$111K - $123K
|
4.39K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-216- 2.55% |
$112K - $125K
|
8.25K
$4.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-217- 4.24% |
$113K - $125K
|
4.91K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-222- 20.71% |
$115K - $128K
|
850
$449K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-223- 24.53% |
$116K - $129K
|
686
$363K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-223- 8.71% |
$116K - $129K
|
2.34K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-223- 0.41% |
$116K - $129K
|
54K
$28.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-224- 10.0% |
$117K - $129K
|
2.02K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-224- 10.95% |
$117K - $129K
|
1.82K
$963K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
SELL
|
- |
-228- 0.32% |
$119K - $132K
|
71.5K
$37.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-228- 8.35% |
$119K - $132K
|
2.5K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-228- 1.88% |
$119K - $132K
|
11.9K
$6.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-229- 6.0% |
$119K - $132K
|
3.59K
$1.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-230- 2.39% |
$120K - $133K
|
9.41K
$4.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-230- 2.33% |
$120K - $133K
|
9.66K
$5.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-233- 12.37% |
$121K - $134K
|
1.65K
$873K
|
|
|
Apr 10, 2025
Q3 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-235- 0.12% |
$122K - $136K
|
189K
$100M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-238- 10.32% |
$124K - $137K
|
2.07K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-238- 1.65% |
$124K - $137K
|
14.2K
$7.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-238- 9.09% |
$124K - $137K
|
2.38K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-240- 5.24% |
$125K - $138K
|
4.34K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-240- 3.9% |
$125K - $138K
|
5.92K
$3.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-243- 0.6% |
$126K - $140K
|
40K
$21.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-243- 0.6% |
$126K - $140K
|
40.6K
$21.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-244- 5.55% |
$127K - $141K
|
4.15K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-245- 1.35% |
$127K - $141K
|
17.8K
$9.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-247- 1.8% |
$128K - $142K
|
13.5K
$7.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-248- 16.95% |
$129K - $143K
|
1.22K
$642K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-249- 21.45% |
$130K - $144K
|
912
$482K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-250- 6.35% |
$130K - $144K
|
3.69K
$1.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-250- 2.58% |
$130K - $144K
|
9.43K
$4.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-251- 2.34% |
$131K - $145K
|
10.5K
$5.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-251- 9.1% |
$131K - $145K
|
2.51K
$1.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-254- 15.46% |
$132K - $147K
|
1.39K
$734K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-254- 13.09% |
$132K - $147K
|
1.69K
$891K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-255- 0.27% |
$133K - $147K
|
94.3K
$49.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-258- 1.45% |
$134K - $149K
|
17.5K
$9.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-258- 6.2% |
$134K - $149K
|
3.9K
$2.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-267- 5.95% |
$139K - $154K
|
4.22K
$2.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-268- 3.43% |
$139K - $155K
|
7.55K
$3.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-271- 15.71% |
$141K - $156K
|
1.45K
$769K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-273- 15.15% |
$142K - $157K
|
1.53K
$808K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-274- 5.55% |
$143K - $158K
|
4.66K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-275- 1.11% |
$143K - $159K
|
24.5K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-275- 0.14% |
$143K - $159K
|
197K
$104M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-276- 0.62% |
$144K - $159K
|
44.6K
$23.6M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-276- 10.04% |
$144K - $159K
|
2.47K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-279- 3.9% |
$145K - $161K
|
6.88K
$3.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-279- 21.28% |
$145K - $161K
|
1.03K
$546K
|