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 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-9.75K- 5.8% |
$5.07M - $5.62M
|
158K
$108M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.82K- 8.53% |
$5.11M - $5.66M
|
105K
$71.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-9.88K- 2.66% |
$5.14M - $5.7M
|
362K
$246M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-9.91K- 8.0% |
$5.16M - $5.72M
|
114K
$77.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-9.91K- 20.72% |
$5.16M - $5.72M
|
37.9K
$25.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-10K- 5.8% |
$5.21M - $5.77M
|
163K
$110M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-10K- 39.83% |
$5.21M - $5.78M
|
15.1K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-10.4K- 12.58% |
$5.39M - $5.98M
|
72K
$48.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.5K- 2.18% |
$5.44M - $6.04M
|
470K
$319M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.6K- 5.66% |
$5.51M - $6.11M
|
176K
$120M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-10.7K- 2.92% |
$5.58M - $6.19M
|
357K
$242M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.8K- 2.88% |
$5.59M - $6.2M
|
362K
$246M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.8K- 10.25% |
$5.6M - $6.22M
|
94.4K
$64M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-11.2K- 57.78% |
$5.83M - $6.47M
|
8.19K
$5.56M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-11.3K- 13.21% |
$5.85M - $6.49M
|
73.9K
$50.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-11.3K- 22.67% |
$5.87M - $6.51M
|
38.5K
$26.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-11.5K- 42.27% |
$5.96M - $6.61M
|
15.7K
$10.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 9.2% |
$6.09M - $6.75M
|
115K
$78.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-11.7K- 11.29% |
$6.11M - $6.77M
|
92.3K
$62.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.8K- 17.61% |
$6.13M - $6.79M
|
55.1K
$37.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11.9K- 14.26% |
$6.18M - $6.85M
|
71.4K
$48.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-11.9K- 10.04% |
$6.18M - $6.86M
|
107K
$72.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-12.2K- 3.15% |
$6.35M - $7.04M
|
375K
$255M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-12.6K- 9.47% |
$6.57M - $7.29M
|
121K
$82M
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-12.9K- 39.44% |
$6.73M - $7.46M
|
19.9K
$13.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-13K- 11.02% |
$6.75M - $7.48M
|
105K
$71.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.9K- 0.78% |
$7.23M - $8.02M
|
1.78M
$1.21B
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-14K- 4.16% |
$7.29M - $8.09M
|
323K
$219M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-15.7K- 8.13% |
$8.14M - $9.03M
|
177K
$120M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-15.8K- 11.51% |
$8.21M - $9.11M
|
121K
$82.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-15.8K- 29.88% |
$8.24M - $9.14M
|
37.2K
$25.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-15.9K- 6.61% |
$8.28M - $9.18M
|
225K
$153M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-16.2K- 15.03% |
$8.41M - $9.33M
|
91.4K
$62M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-16.4K- 11.46% |
$8.54M - $9.48M
|
127K
$86.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-17K- 69.05% |
$8.84M - $9.81M
|
7.62K
$5.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-17K- 2.59% |
$8.87M - $9.83M
|
640K
$434M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.6K- 8.18% |
$9.14M - $10.1M
|
197K
$134M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-17.7K- 4.63% |
$9.21M - $10.2M
|
365K
$248M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-17.8K- 14.08% |
$9.26M - $10.3M
|
109K
$73.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-18.4K- 61.28% |
$9.56M - $10.6M
|
11.6K
$7.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.2K- 9.12% |
$9.97M - $11.1M
|
191K
$130M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-19.7K- 13.38% |
$10.2M - $11.4M
|
127K
$86.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.9K- 6.75% |
$10.3M - $11.5M
|
275K
$186M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-20.4K- 1.23% |
$10.6M - $11.7M
|
1.63M
$1.11B
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-20.4K- 11.71% |
$10.6M - $11.8M
|
154K
$104M
|
|
|
Nov 14, 2024
Q3 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-21.4K- 55.94% |
$11.1M - $12.4M
|
16.9K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-21.7K- 28.14% |
$11.3M - $12.5M
|
55.5K
$37.7M
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-21.9K- 27.84% |
$11.4M - $12.6M
|
56.8K
$38.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-22K- 9.65% |
$11.4M - $12.7M
|
205K
$139M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23.6K- 3.63% |
$12.3M - $13.6M
|
627K
$426M
|