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 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-280- 4.63% |
$146K - $162K
|
5.77K
$3.05M
|
|
|
Feb 11, 2025
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-280- 3.03% |
$146K - $162K
|
8.97K
$4.74M
|
|
|
Oct 03, 2024
Q3 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
SELL
|
- |
-282- 0.51% |
$147K - $163K
|
55.4K
$29.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-282- 2.8% |
$147K - $163K
|
9.78K
$5.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-285- 6.47% |
$148K - $164K
|
4.12K
$2.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-286- 2.53% |
$149K - $165K
|
11K
$5.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-286- 0.64% |
$149K - $165K
|
44.2K
$23.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-286- 0.64% |
$149K - $165K
|
44.2K
$23.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-286- 1.22% |
$149K - $165K
|
23.2K
$12.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-287- 0.81% |
$149K - $166K
|
35K
$18.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-289- 18.85% |
$150K - $167K
|
1.24K
$658K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-290- 0.09% |
$151K - $167K
|
327K
$173M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-291- 4.87% |
$151K - $168K
|
5.69K
$3.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-292- 2.71% |
$152K - $168K
|
10.5K
$5.55M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-292- 1.2% |
$152K - $168K
|
24.1K
$12.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-294- 6.36% |
$153K - $170K
|
4.33K
$2.29M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-297- 7.15% |
$154K - $171K
|
3.86K
$2.04M
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-300- 45.45% |
$156K - $173K
|
360
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-301- 19.72% |
$157K - $174K
|
1.23K
$648K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-302- 8.04% |
$157K - $174K
|
3.45K
$1.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-303- 0.57% |
$158K - $175K
|
53.1K
$28M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-304- 0.07% |
$158K - $175K
|
418K
$221M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-304- 3.02% |
$158K - $175K
|
9.75K
$5.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-304- 2.42% |
$158K - $175K
|
12.3K
$6.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-306- 4.3% |
$159K - $177K
|
6.81K
$3.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-307- 8.29% |
$160K - $177K
|
3.4K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-307- 0.88% |
$160K - $177K
|
34.7K
$18.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-307- 45.48% |
$160K - $177K
|
368
$195K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-308- 3.24% |
$160K - $178K
|
9.21K
$4.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-310- 2.59% |
$161K - $179K
|
11.7K
$6.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-319- 5.64% |
$166K - $184K
|
5.34K
$2.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-319- 9.14% |
$166K - $184K
|
3.17K
$1.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-319- 1.33% |
$166K - $184K
|
23.6K
$12.5M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-320- 5.03% |
$166K - $185K
|
6.04K
$3.19M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-320- 14.5% |
$166K - $185K
|
1.89K
$998K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-322- 4.75% |
$167K - $186K
|
6.46K
$3.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-322- 79.12% |
$167K - $186K
|
85
$44.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-322- 0.84% |
$167K - $186K
|
38.1K
$20.1M
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-323- 44.13% |
$168K - $186K
|
409
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-323- 1.32% |
$168K - $186K
|
24.2K
$12.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-325- 7.67% |
$169K - $187K
|
3.92K
$2.07M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-328- 0.61% |
$171K - $189K
|
53.6K
$28.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-328- 0.1% |
$171K - $189K
|
342K
$181M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-329- 8.26% |
$171K - $190K
|
3.65K
$1.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-329- 1.12% |
$171K - $190K
|
29K
$15.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-329- 0.75% |
$171K - $190K
|
43.7K
$23.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-329- 1.44% |
$171K - $190K
|
22.6K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-330- 5.63% |
$172K - $190K
|
5.53K
$2.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-334- 13.33% |
$174K - $193K
|
2.17K
$1.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-338- 2.7% |
$176K - $195K
|
12.2K
$6.43M
|