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
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.69K+ 0.39% |
$4.52M - $5.01M
|
2.26M
$1.36B
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
8.66K+ 1.34% |
$4.51M - $5M
|
654K
$396M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
8.62K+ 1.74% |
$4.49M - $4.97M
|
504K
$305M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.62KNew |
$4.48M - $4.97M
|
8.62K
$5.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.58K+ 8.54% |
$4.46M - $4.95M
|
109K
$66M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
8.56K+ 5.76% |
$4.45M - $4.94M
|
157K
$95.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
8.36K+ 27.78% |
$4.35M - $4.82M
|
38.5K
$23.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8.33K+ 3.99% |
$4.33M - $4.8M
|
217K
$131M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
8.31K+ 10.65% |
$4.32M - $4.8M
|
86.4K
$52.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.3K+ 19.48% |
$4.32M - $4.79M
|
50.9K
$30.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
8.14K+ 3.41% |
$4.24M - $4.7M
|
247K
$149M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.99K+ 2.35% |
$4.16M - $4.61M
|
348K
$211M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.93K+ 2.46% |
$4.12M - $4.57M
|
330K
$200M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
7.86K+ 6.03% |
$4.09M - $4.53M
|
138K
$83.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.67K+ 1.34% |
$3.99M - $4.42M
|
580K
$351M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
7.48K+ 12.58% |
$3.89M - $4.31M
|
66.9K
$40.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
7.47K+ 19.39% |
$3.89M - $4.31M
|
46K
$27.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
7.45K+ 31.84% |
$3.88M - $4.3M
|
30.9K
$18.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
7.45K+ 8.13% |
$3.87M - $4.3M
|
99.1K
$60M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
7.44K+ 177.09% |
$3.87M - $4.29M
|
11.6K
$7.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7.35K+ 1133.95% |
$3.82M - $4.24M
|
8K
$4.84M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
7.28KNew |
$3.79M - $4.2M
|
7.28K
$4.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.1K+ 6.69% |
$3.69M - $4.1M
|
113K
$68.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
BUY
|
- |
7.05K+ 47.7% |
$3.67M - $4.07M
|
21.8K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
7K+ 7.37% |
$3.64M - $4.04M
|
102K
$61.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7K+ 1.77% |
$3.64M - $4.03M
|
402K
$243M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
6.91KNew |
$3.59M - $3.99M
|
6.91K
$4.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
6.88K+ 16.24% |
$3.58M - $3.97M
|
49.3K
$29.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6.86K+ 11.44% |
$3.57M - $3.96M
|
66.8K
$40.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.79K+ 3.94% |
$3.53M - $3.92M
|
179K
$108M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.67K+ 23.07% |
$3.47M - $3.85M
|
35.6K
$21.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
6.67K+ 3.51% |
$3.47M - $3.85M
|
196K
$119M
|
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
6.65K+ 80.85% |
$3.46M - $3.84M
|
14.9K
$9M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.6KNew |
$3.43M - $3.81M
|
6.6K
$3.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
6.57KNew |
$3.42M - $3.79M
|
6.57K
$3.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
6.56K+ 3.71% |
$3.41M - $3.78M
|
183K
$111M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
6.52K+ 55.15% |
$3.39M - $3.76M
|
18.3K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
6.5KNew |
$3.38M - $3.75M
|
6.5K
$3.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.44K+ 10.17% |
$3.35M - $3.72M
|
69.8K
$42.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
6.39K+ 169.44% |
$3.33M - $3.69M
|
10.2K
$6.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
6.32K+ 17.8% |
$3.29M - $3.65M
|
41.8K
$25.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
6.1K+ 613.07% |
$3.17M - $3.52M
|
7.1K
$4.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.03K+ 10.6% |
$3.14M - $3.48M
|
63K
$38.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.99K+ 3.56% |
$3.12M - $3.46M
|
175K
$106M
|
|
|
Nov 13, 2024
Q3 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
5.98K+ 11.97% |
$3.11M - $3.45M
|
56K
$33.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.92K+ 273.19% |
$3.08M - $3.41M
|
8.09K
$4.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.85K+ 5.29% |
$3.04M - $3.37M
|
116K
$70.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.83K+ 4.33% |
$3.03M - $3.36M
|
141K
$85.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.81K+ 1.7% |
$3.02M - $3.35M
|
348K
$210M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
5.78K+ 52.81% |
$3.01M - $3.33M
|
16.7K
$10.1M
|