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 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.48K- 5.39% |
$770K - $854K
|
26K
$17.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.5K- 26.47% |
$779K - $864K
|
4.16K
$2.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.51K- 2.35% |
$783K - $868K
|
62.5K
$42.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.52K- 38.41% |
$791K - $877K
|
2.44K
$1.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.53K- 17.15% |
$796K - $883K
|
7.39K
$5.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.55K- 0.12% |
$804K - $892K
|
1.32M
$896M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.56K- 6.92% |
$811K - $899K
|
21K
$14.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.59K- 9.72% |
$825K - $915K
|
14.7K
$10M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.61K- 2.59% |
$835K - $926K
|
60.4K
$41M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.63K- 6.72% |
$847K - $940K
|
22.6K
$15.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.64K- 0.75% |
$852K - $944K
|
218K
$148M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.64K- 30.61% |
$853K - $946K
|
3.72K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-1.65K- 43.5% |
$860K - $953K
|
2.15K
$1.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.68K- 2.18% |
$872K - $967K
|
75.1K
$50.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.7K- 45.48% |
$884K - $980K
|
2.04K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.71K- 1.36% |
$891K - $988K
|
124K
$84.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.72K- 0.34% |
$893K - $990K
|
504K
$342M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.73K- 1.9% |
$901K - $1M
|
89.2K
$60.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.75K- 2.9% |
$911K - $1.01M
|
58.7K
$39.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.76K- 48.82% |
$913K - $1.01M
|
1.84K
$1.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.8K- 12.11% |
$935K - $1.04M
|
13.1K
$8.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.84K- 36.91% |
$957K - $1.06M
|
3.14K
$2.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.86K- 9.02% |
$966K - $1.07M
|
18.7K
$12.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.87K- 58.29% |
$973K - $1.08M
|
1.34K
$908K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.87K- 13.68% |
$974K - $1.08M
|
11.8K
$8.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.88K- 7.76% |
$979K - $1.09M
|
22.4K
$15.2M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.89K- 0.57% |
$984K - $1.09M
|
332K
$225M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.91K- 3.58% |
$996K - $1.1M
|
51.6K
$35M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.95K- 16.3% |
$1.01M - $1.12M
|
9.99K
$6.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.95K- 1.58% |
$1.01M - $1.12M
|
121K
$82.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.95K- 4.2% |
$1.01M - $1.13M
|
44.5K
$30.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.99K- 51.97% |
$1.03M - $1.15M
|
1.84K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.01K- 10.28% |
$1.04M - $1.16M
|
17.5K
$11.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-2.01K- 3.61% |
$1.05M - $1.16M
|
53.8K
$36.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-2.04K- 4.09% |
$1.06M - $1.18M
|
47.8K
$32.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-2.05K- 7.21% |
$1.06M - $1.18M
|
26.3K
$17.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.08K- 10.04% |
$1.08M - $1.2M
|
18.6K
$12.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.1K- 8.76% |
$1.09M - $1.21M
|
21.9K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.1K- 6.4% |
$1.09M - $1.21M
|
30.8K
$20.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.13K- 7.61% |
$1.11M - $1.23M
|
25.8K
$17.5M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-2.16K- 9.68% |
$1.12M - $1.24M
|
20.1K
$13.7M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.17K- 4.24% |
$1.13M - $1.25M
|
49K
$33.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-2.2K- 25.58% |
$1.14M - $1.27M
|
6.4K
$4.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.24K- 3.03% |
$1.16M - $1.29M
|
71.5K
$48.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.24K- 10.53% |
$1.16M - $1.29M
|
19K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.24K- 5.96% |
$1.16M - $1.29M
|
35.3K
$24M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.25K- 21.2% |
$1.17M - $1.3M
|
8.37K
$5.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.25K- 10.29% |
$1.17M - $1.3M
|
19.6K
$13.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.26K- 24.05% |
$1.18M - $1.31M
|
7.15K
$4.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.35K- 8.25% |
$1.22M - $1.35M
|
26.1K
$17.7M
|