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 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.35K- 5.82% |
$702K - $778K
|
21.8K
$12.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
SELL
|
- |
-1.35K- 3.83% |
$702K - $779K
|
33.9K
$19.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 11.77% |
$702K - $779K
|
10.1K
$5.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.35K- 0.59% |
$704K - $781K
|
227K
$130M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.37K- 32.87% |
$712K - $789K
|
2.79K
$1.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-1.38K- 1.99% |
$717K - $795K
|
68K
$38.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.41K- 70.63% |
$732K - $812K
|
585
$334K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.41K- 2.88% |
$733K - $813K
|
47.5K
$27.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.45K- 10.49% |
$753K - $835K
|
12.3K
$7.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.45K- 5.37% |
$756K - $838K
|
25.6K
$14.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.46K- 16.96% |
$758K - $840K
|
7.13K
$4.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-1.46K- 8.78% |
$758K - $840K
|
15.1K
$8.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.47K- 11.66% |
$765K - $848K
|
11.1K
$6.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.48K- 5.39% |
$770K - $854K
|
26K
$14.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.5K- 26.47% |
$779K - $864K
|
4.16K
$2.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.51K- 2.35% |
$783K - $868K
|
62.5K
$35.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.52K- 38.41% |
$791K - $877K
|
2.44K
$1.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.53K- 17.15% |
$796K - $883K
|
7.39K
$4.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.55K- 0.12% |
$804K - $892K
|
1.32M
$754M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.56K- 6.92% |
$811K - $899K
|
21K
$12M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.59K- 9.72% |
$825K - $915K
|
14.7K
$8.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.61K- 2.59% |
$835K - $926K
|
60.4K
$34.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.63K- 6.72% |
$847K - $940K
|
22.6K
$12.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.64K- 0.75% |
$852K - $944K
|
218K
$124M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.64K- 30.61% |
$853K - $946K
|
3.72K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-1.65K- 43.5% |
$860K - $953K
|
2.15K
$1.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.68K- 2.18% |
$872K - $967K
|
75.1K
$42.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.7K- 45.48% |
$884K - $980K
|
2.04K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.71K- 1.36% |
$891K - $988K
|
124K
$71.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.72K- 0.34% |
$893K - $990K
|
504K
$288M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.73K- 1.9% |
$901K - $1M
|
89.2K
$51M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.75K- 2.9% |
$911K - $1.01M
|
58.7K
$33.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.76K- 48.82% |
$913K - $1.01M
|
1.84K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.8K- 12.11% |
$935K - $1.04M
|
13.1K
$7.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.84K- 36.91% |
$957K - $1.06M
|
3.14K
$1.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.86K- 9.02% |
$966K - $1.07M
|
18.7K
$10.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.87K- 58.29% |
$973K - $1.08M
|
1.34K
$765K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.87K- 13.68% |
$974K - $1.08M
|
11.8K
$6.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.88K- 7.76% |
$979K - $1.09M
|
22.4K
$12.8M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.89K- 0.57% |
$984K - $1.09M
|
332K
$190M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.91K- 3.58% |
$996K - $1.1M
|
51.6K
$29.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.95K- 16.3% |
$1.01M - $1.12M
|
9.99K
$5.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.95K- 1.58% |
$1.01M - $1.12M
|
121K
$69.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.95K- 4.2% |
$1.01M - $1.13M
|
44.5K
$25.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.99K- 51.97% |
$1.03M - $1.15M
|
1.84K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.01K- 10.28% |
$1.04M - $1.16M
|
17.5K
$10M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-2.01K- 3.61% |
$1.05M - $1.16M
|
53.8K
$30.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-2.04K- 4.09% |
$1.06M - $1.18M
|
47.8K
$27.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-2.05K- 7.21% |
$1.06M - $1.18M
|
26.3K
$15M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.08K- 10.04% |
$1.08M - $1.2M
|
18.6K
$10.6M
|