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
|
Wealthfront Advisers LLC
|
SELL
|
- |
-338- 17.98% |
$176K - $195K
|
1.54K
$815K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-339- 1.2% |
$176K - $196K
|
28K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-343- 5.25% |
$178K - $198K
|
6.19K
$3.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-345- 18.21% |
$179K - $199K
|
1.55K
$819K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-345- 22.06% |
$179K - $199K
|
1.22K
$644K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-346- 1.5% |
$180K - $200K
|
22.7K
$12M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-346- 3.46% |
$180K - $200K
|
9.66K
$5.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-351- 4.1% |
$183K - $202K
|
8.21K
$4.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-351- 6.5% |
$183K - $202K
|
5.05K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-353- 9.95% |
$184K - $204K
|
3.19K
$1.69M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-354- 9.37% |
$184K - $204K
|
3.42K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-356- 6.62% |
$185K - $205K
|
5.02K
$2.66M
|
|
|
Apr 08, 2025
Q3 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-363- 11.52% |
$189K - $209K
|
2.79K
$1.47M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-369- 41.09% |
$192K - $213K
|
529
$280K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-370- 11.09% |
$192K - $213K
|
2.97K
$1.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-375- 5.02% |
$195K - $216K
|
7.1K
$3.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-376- 2.37% |
$196K - $217K
|
15.5K
$8.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-379- 13.29% |
$197K - $219K
|
2.47K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-380- 1.65% |
$198K - $219K
|
22.6K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-380- 2.08% |
$198K - $219K
|
17.9K
$9.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-387- 1.26% |
$201K - $223K
|
30.3K
$16M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-389- 2.24% |
$202K - $224K
|
17K
$8.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-395- 1.2% |
$205K - $228K
|
32.6K
$17.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-395- 8.0% |
$205K - $228K
|
4.55K
$2.4M
|
|
|
Jan 29, 2025
Q3 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-398- 1.93% |
$207K - $230K
|
20.2K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-400- 4.86% |
$208K - $231K
|
7.83K
$4.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-404- 5.29% |
$210K - $233K
|
7.24K
$3.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-405- 16.84% |
$211K - $234K
|
2K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-407- 5.16% |
$212K - $235K
|
7.49K
$3.96M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
SELL
|
- |
-410- 3.89% |
$213K - $236K
|
10.1K
$5.36M
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-410- 0.84% |
$213K - $236K
|
48.5K
$25.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-412- 3.8% |
$214K - $238K
|
10.4K
$5.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-412- 3.72% |
$214K - $238K
|
10.7K
$5.64M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-414- 6.86% |
$215K - $239K
|
5.62K
$2.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-414- 4.98% |
$215K - $239K
|
7.9K
$4.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-415- 4.38% |
$216K - $239K
|
9.06K
$4.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-431- 45.13% |
$224K - $249K
|
524
$277K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-435- 9.21% |
$226K - $251K
|
4.29K
$2.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-441- 5.03% |
$229K - $254K
|
8.32K
$4.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-441- 1.8% |
$229K - $254K
|
24K
$12.7M
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-443- 11.79% |
$230K - $256K
|
3.31K
$1.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-445- 2.16% |
$231K - $257K
|
20.1K
$10.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-445- 0.6% |
$231K - $257K
|
73.8K
$39M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-447- 18.59% |
$233K - $258K
|
1.96K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-450- 5.25% |
$234K - $260K
|
8.12K
$4.29M
|
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-458- 7.83% |
$238K - $264K
|
5.39K
$2.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-459- 13.49% |
$239K - $265K
|
2.94K
$1.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-460- 30.36% |
$239K - $265K
|
1.06K
$558K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-465- 2.86% |
$242K - $268K
|
15.8K
$8.34M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-465- 2.1% |
$242K - $268K
|
21.7K
$11.5M
|