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 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-23.7K- 21.32% |
$12.3M - $13.7M
|
87.4K
$59.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-24.2K- 28.25% |
$12.6M - $14M
|
61.5K
$41.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-24.5K- 5.15% |
$12.7M - $14.1M
|
451K
$306M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-24.6K- 14.28% |
$12.8M - $14.2M
|
148K
$100M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-24.6K- 12.22% |
$12.8M - $14.2M
|
177K
$120M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-25.9K- 6.67% |
$13.4M - $14.9M
|
362K
$245M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-26.2K- 64.2% |
$13.6M - $15.1M
|
14.6K
$9.91M
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-26.8K- 45.28% |
$13.9M - $15.4M
|
32.3K
$22M
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-26.8K- 45.28% |
$13.9M - $15.4M
|
32.3K
$22M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.1K- 0.19% |
$14.6M - $16.2M
|
14.8M
$10B
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-28.1K- 26.12% |
$14.6M - $16.2M
|
79.6K
$54M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-28.8K- 3.82% |
$15M - $16.6M
|
726K
$493M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Investment Management, LLC
|
SELL
|
- |
-30.3K- 98.66% |
$15.8M - $17.5M
|
412
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-30.5K- 98.61% |
$15.9M - $17.6M
|
431
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30.6K- 29.57% |
$15.9M - $17.6M
|
72.9K
$49.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-31.2K- 20.56% |
$16.2M - $18M
|
120K
$81.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-31.5K- 19.22% |
$16.4M - $18.2M
|
132K
$89.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32.8K- 1.45% |
$17.1M - $18.9M
|
2.24M
$1.52B
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-34.3K- 30.11% |
$17.8M - $19.8M
|
79.5K
$54M
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-34.8K- 2.36% |
$18.1M - $20.1M
|
1.44M
$977M
|
|
|
Oct 22, 2024
Q3 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-35K- 2.41% |
$18.2M - $20.2M
|
1.42M
$962M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-35.7K- 6.62% |
$18.6M - $20.6M
|
504K
$342M
|
|
|
Nov 14, 2024
Q3 2024
|
Qalhat Capital LTD
St Helier, Y9 |
SELL
|
- |
-36.3K- 20.12% |
$18.9M - $20.9M
|
144K
$97.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-36.4K- 3.37% |
$18.9M - $21M
|
1.04M
$709M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-36.6K- 9.03% |
$19M - $21.1M
|
369K
$250M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-38.1K- 12.92% |
$19.8M - $22M
|
257K
$174M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-40.4K- 3.6% |
$21M - $23.3M
|
1.08M
$735M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-41.4K- 1.53% |
$21.5M - $23.9M
|
2.66M
$1.81B
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-41.8K- 89.61% |
$21.8M - $24.1M
|
4.85K
$3.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-42.9K- 31.13% |
$22.3M - $24.7M
|
94.9K
$64.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-44.5K- 50.86% |
$23.1M - $25.6M
|
43K
$29.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-44.8K- 49.13% |
$23.3M - $25.9M
|
46.4K
$31.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-45.5K- 6.94% |
$23.7M - $26.3M
|
610K
$414M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-47.4K- 17.33% |
$24.7M - $27.4M
|
226K
$154M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-48K- 43.95% |
$25M - $27.7M
|
61.2K
$41.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-49.2K- 2.85% |
$25.6M - $28.4M
|
1.68M
$1.14B
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-49.3K- 5.89% |
$25.7M - $28.4M
|
788K
$535M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-50.9K- 50.08% |
$26.5M - $29.4M
|
50.7K
$34.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-51.3K- 24.32% |
$26.7M - $29.6M
|
160K
$108M
|
|
|
Oct 18, 2024
Q3 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-52.4K- 88.17% |
$27.2M - $30.2M
|
7.03K
$4.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-52.7K- 33.7% |
$27.4M - $30.4M
|
104K
$70.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-58.9K- 25.02% |
$30.6M - $34M
|
177K
$120M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-60.4K- 93.71% |
$31.4M - $34.8M
|
4.05K
$2.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-62.9K- 48.35% |
$32.7M - $36.3M
|
67.2K
$45.6M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-63.1K- 32.78% |
$32.8M - $36.4M
|
129K
$87.8M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-65.4K- 5.21% |
$34M - $37.7M
|
1.19M
$807M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-66K- 68.22% |
$34.3M - $38.1M
|
30.7K
$20.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-68.4K- 23.66% |
$35.6M - $39.4M
|
221K
$150M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-69.6K- 88.26% |
$36.2M - $40.1M
|
9.26K
$6.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-72.3K- 89.96% |
$37.6M - $41.7M
|
8.07K
$5.48M
|