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 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-765- 9.41% |
$398K - $441K
|
7.36K
$4.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-771- 1.12% |
$401K - $445K
|
67.9K
$37.9M
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-773- 1.5% |
$402K - $446K
|
50.9K
$28.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-774- 8.36% |
$403K - $446K
|
8.48K
$4.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-778- 4.37% |
$405K - $449K
|
17K
$9.51M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-778- 4.35% |
$405K - $449K
|
17.1K
$9.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-780- 14.92% |
$406K - $450K
|
4.45K
$2.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-782- 5.59% |
$407K - $451K
|
13.2K
$7.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-784- 5.71% |
$408K - $452K
|
12.9K
$7.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-799- 5.07% |
$416K - $461K
|
15K
$8.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-800- 58.57% |
$416K - $461K
|
566
$316K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-806- 3.0% |
$419K - $465K
|
26.1K
$14.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-809- 0.42% |
$421K - $467K
|
194K
$108M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-817- 16.94% |
$425K - $471K
|
4.01K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-817- 3.7% |
$425K - $471K
|
21.2K
$11.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-818- 3.2% |
$426K - $472K
|
24.8K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-822- 7.4% |
$428K - $474K
|
10.3K
$5.74M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-825- 13.65% |
$429K - $476K
|
5.22K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-826- 4.54% |
$430K - $476K
|
17.4K
$9.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-841- 5.25% |
$437K - $485K
|
15.2K
$8.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-843- 2.89% |
$439K - $486K
|
28.3K
$15.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-860- 15.56% |
$447K - $496K
|
4.67K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-864- 0.88% |
$449K - $498K
|
97K
$54.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-866- 6.1% |
$450K - $500K
|
13.3K
$7.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-874- 4.04% |
$455K - $504K
|
20.8K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-876- 29.5% |
$456K - $505K
|
2.09K
$1.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-877- 3.85% |
$456K - $506K
|
21.9K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-879- 15.26% |
$457K - $507K
|
4.88K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-885- 51.33% |
$460K - $510K
|
839
$468K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-887- 7.51% |
$461K - $512K
|
10.9K
$6.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-887- 22.66% |
$461K - $512K
|
3.03K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-889- 0.56% |
$462K - $513K
|
158K
$88.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-891- 2.78% |
$463K - $514K
|
31.1K
$17.4M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-895- 11.46% |
$466K - $516K
|
6.92K
$3.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-903- 3.2% |
$470K - $521K
|
27.3K
$15.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-911- 37.8% |
$474K - $525K
|
1.5K
$837K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-918- 4.89% |
$478K - $530K
|
17.9K
$9.97M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-925- 2.04% |
$481K - $534K
|
44.4K
$24.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-926- 5.67% |
$482K - $534K
|
15.4K
$8.6M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-944- 51.93% |
$491K - $545K
|
874
$488K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-950- 1.58% |
$494K - $548K
|
59K
$32.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-957- 0.42% |
$498K - $552K
|
227K
$127M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-958- 29.58% |
$498K - $553K
|
2.28K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-958- 12.75% |
$498K - $553K
|
6.55K
$3.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-960- 3.36% |
$499K - $554K
|
27.6K
$15.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-966- 13.62% |
$502K - $557K
|
6.13K
$3.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-966- 0.71% |
$502K - $557K
|
135K
$75.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-968- 4.36% |
$504K - $558K
|
21.3K
$11.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-972- 2.83% |
$506K - $561K
|
33.4K
$18.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-977- 5.38% |
$508K - $564K
|
17.2K
$9.59M
|