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 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.1K- 8.76% |
$1.09M - $1.21M
|
21.9K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.1K- 6.4% |
$1.09M - $1.21M
|
30.8K
$17.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.13K- 7.61% |
$1.11M - $1.23M
|
25.8K
$14.7M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-2.16K- 9.68% |
$1.12M - $1.24M
|
20.1K
$11.5M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.17K- 4.24% |
$1.13M - $1.25M
|
49K
$28M
|
|
|
Oct 22, 2024
Q3 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-2.2K- 25.58% |
$1.14M - $1.27M
|
6.4K
$3.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.24K- 3.03% |
$1.16M - $1.29M
|
71.5K
$40.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.24K- 10.53% |
$1.16M - $1.29M
|
19K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.24K- 5.96% |
$1.16M - $1.29M
|
35.3K
$20.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.25K- 21.2% |
$1.17M - $1.3M
|
8.37K
$4.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.25K- 10.29% |
$1.17M - $1.3M
|
19.6K
$11.2M
|
|
|
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
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.35K- 8.25% |
$1.22M - $1.35M
|
26.1K
$14.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.4K- 25.07% |
$1.25M - $1.39M
|
7.19K
$4.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.42K- 1.76% |
$1.26M - $1.4M
|
135K
$77.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.43K- 5.28% |
$1.26M - $1.4M
|
43.6K
$24.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.46K- 12.9% |
$1.28M - $1.42M
|
16.6K
$9.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.47K- 3.92% |
$1.29M - $1.43M
|
60.6K
$34.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.49K- 10.69% |
$1.3M - $1.44M
|
20.8K
$11.9M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.5K- 2.79% |
$1.3M - $1.44M
|
86.9K
$49.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.53K- 4.35% |
$1.32M - $1.46M
|
55.7K
$31.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.57K- 23.76% |
$1.34M - $1.48M
|
8.25K
$4.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-2.66K- 0.64% |
$1.38M - $1.53M
|
411K
$235M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.73K- 6.52% |
$1.42M - $1.57M
|
39.1K
$22.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.74K- 3.94% |
$1.42M - $1.58M
|
66.8K
$38.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.74K- 11.63% |
$1.43M - $1.58M
|
20.9K
$11.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.75K- 3.24% |
$1.43M - $1.58M
|
82K
$46.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2.76K- 32.94% |
$1.43M - $1.59M
|
5.61K
$3.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.77K- 9.13% |
$1.44M - $1.6M
|
27.6K
$15.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.81K- 4.34% |
$1.46M - $1.62M
|
61.8K
$35.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.82K- 4.3% |
$1.47M - $1.63M
|
62.8K
$35.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.82K- 80.4% |
$1.47M - $1.63M
|
688
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.87K- 2.46% |
$1.49M - $1.65M
|
114K
$64.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.94K- 2.25% |
$1.53M - $1.7M
|
128K
$73M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.95K- 0.97% |
$1.53M - $1.7M
|
301K
$172M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.95K- 4.16% |
$1.53M - $1.7M
|
67.9K
$38.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.98K- 4.53% |
$1.55M - $1.72M
|
62.7K
$35.8M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.01K- 35.51% |
$1.57M - $1.74M
|
5.47K
$3.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.08K- 4.94% |
$1.6M - $1.77M
|
59.2K
$33.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.09K- 7.84% |
$1.6M - $1.78M
|
36.3K
$20.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-3.13K- 5.15% |
$1.63M - $1.81M
|
57.7K
$33M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.15K- 1.2% |
$1.64M - $1.82M
|
260K
$148M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-3.16K- 64.5% |
$1.65M - $1.82M
|
1.74K
$995K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.18K- 5.42% |
$1.65M - $1.83M
|
55.5K
$31.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.2K- 9.26% |
$1.67M - $1.85M
|
31.4K
$17.9M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-3.21K- 9.03% |
$1.67M - $1.85M
|
32.3K
$18.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.23K- 5.38% |
$1.68M - $1.86M
|
56.8K
$32.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.24K- 7.25% |
$1.69M - $1.87M
|
41.5K
$23.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.24K- 86.94% |
$1.69M - $1.87M
|
487
$278K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.26K- 3.49% |
$1.7M - $1.88M
|
90.3K
$51.6M
|