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 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.4K- 25.07% |
$1.25M - $1.39M
|
7.19K
$4.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.42K- 1.76% |
$1.26M - $1.4M
|
135K
$89.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.43K- 5.28% |
$1.26M - $1.4M
|
43.6K
$28.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.46K- 12.9% |
$1.28M - $1.42M
|
16.6K
$11M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.47K- 3.92% |
$1.29M - $1.43M
|
60.6K
$40.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.49K- 10.69% |
$1.3M - $1.44M
|
20.8K
$13.8M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.5K- 2.79% |
$1.3M - $1.44M
|
86.9K
$57.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.53K- 4.35% |
$1.32M - $1.46M
|
55.7K
$37M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.57K- 23.76% |
$1.34M - $1.48M
|
8.25K
$5.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-2.66K- 0.64% |
$1.38M - $1.53M
|
411K
$273M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.73K- 6.52% |
$1.42M - $1.57M
|
39.1K
$26M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.74K- 3.94% |
$1.42M - $1.58M
|
66.8K
$44.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.74K- 11.63% |
$1.43M - $1.58M
|
20.9K
$13.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.75K- 3.24% |
$1.43M - $1.58M
|
82K
$54.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2.76K- 32.94% |
$1.43M - $1.59M
|
5.61K
$3.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.77K- 9.13% |
$1.44M - $1.6M
|
27.6K
$18.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.81K- 4.34% |
$1.46M - $1.62M
|
61.8K
$41M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.82K- 4.3% |
$1.47M - $1.63M
|
62.8K
$41.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.82K- 80.4% |
$1.47M - $1.63M
|
688
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.87K- 2.46% |
$1.49M - $1.65M
|
114K
$75.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.94K- 2.25% |
$1.53M - $1.7M
|
128K
$84.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.95K- 0.97% |
$1.53M - $1.7M
|
301K
$200M
|
|
|
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
$45.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.98K- 4.53% |
$1.55M - $1.72M
|
62.7K
$41.6M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.01K- 35.51% |
$1.57M - $1.74M
|
5.47K
$3.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.08K- 4.94% |
$1.6M - $1.77M
|
59.2K
$39.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.09K- 7.84% |
$1.6M - $1.78M
|
36.3K
$24.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-3.13K- 5.15% |
$1.63M - $1.81M
|
57.7K
$38.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.15K- 1.2% |
$1.64M - $1.82M
|
260K
$172M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-3.16K- 64.5% |
$1.65M - $1.82M
|
1.74K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.18K- 5.42% |
$1.65M - $1.83M
|
55.5K
$36.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.2K- 9.26% |
$1.67M - $1.85M
|
31.4K
$20.8M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-3.21K- 9.03% |
$1.67M - $1.85M
|
32.3K
$21.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.23K- 5.38% |
$1.68M - $1.86M
|
56.8K
$37.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.24K- 7.25% |
$1.69M - $1.87M
|
41.5K
$27.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.24K- 86.94% |
$1.69M - $1.87M
|
487
$323K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.26K- 3.49% |
$1.7M - $1.88M
|
90.3K
$59.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-3.28K- 0.88% |
$1.7M - $1.89M
|
371K
$246M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.31K- 4.25% |
$1.72M - $1.91M
|
74.6K
$49.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-3.37K- 0.41% |
$1.75M - $1.94M
|
827K
$549M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.38K- 10.27% |
$1.76M - $1.95M
|
29.5K
$19.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-3.39K- 3.79% |
$1.76M - $1.95M
|
85.9K
$57M
|
|
|
Nov 13, 2024
Q3 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-3.4K- 2.48% |
$1.77M - $1.96M
|
134K
$88.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-3.43K- 6.45% |
$1.78M - $1.98M
|
49.7K
$33M
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-3.53K- 65.36% |
$1.84M - $2.04M
|
1.87K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.55K- 3.13% |
$1.85M - $2.05M
|
110K
$72.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.57K- 27.53% |
$1.86M - $2.06M
|
9.4K
$6.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.61K- 4.52% |
$1.88M - $2.08M
|
76.3K
$50.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-3.61K- 6.02% |
$1.88M - $2.08M
|
56.4K
$37.4M
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.69K- 0.97% |
$1.92M - $2.13M
|
378K
$251M
|