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 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.04K+ 128.09% |
$4.7M - $5.21M
|
16.1K
$8.98M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
9.02K+ 18.79% |
$4.69M - $5.2M
|
57K
$31.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.01K+ 0.59% |
$4.69M - $5.2M
|
1.55M
$864M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
8.97K+ 206.73% |
$4.66M - $5.17M
|
13.3K
$7.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.94K+ 7.55% |
$4.65M - $5.16M
|
127K
$71.1M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
8.92K+ 19.09% |
$4.64M - $5.14M
|
55.6K
$31.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
8.9K+ 29.26% |
$4.63M - $5.13M
|
39.3K
$21.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.69K+ 0.39% |
$4.52M - $5.01M
|
2.26M
$1.26B
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
8.66K+ 1.34% |
$4.51M - $5M
|
654K
$365M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
8.62K+ 1.74% |
$4.49M - $4.97M
|
504K
$281M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.62KNew |
$4.48M - $4.97M
|
8.62K
$4.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.58K+ 8.54% |
$4.46M - $4.95M
|
109K
$60.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
8.56K+ 5.76% |
$4.45M - $4.94M
|
157K
$87.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
8.36K+ 27.78% |
$4.35M - $4.82M
|
38.5K
$21.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8.33K+ 3.99% |
$4.33M - $4.8M
|
217K
$121M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
8.31K+ 10.65% |
$4.32M - $4.8M
|
86.4K
$48.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.3K+ 19.48% |
$4.32M - $4.79M
|
50.9K
$28.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
8.14K+ 3.41% |
$4.24M - $4.7M
|
247K
$138M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.99K+ 2.35% |
$4.16M - $4.61M
|
348K
$194M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.93K+ 2.46% |
$4.12M - $4.57M
|
330K
$184M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
7.86K+ 6.03% |
$4.09M - $4.53M
|
138K
$77.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.67K+ 1.34% |
$3.99M - $4.42M
|
580K
$324M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
7.48K+ 12.58% |
$3.89M - $4.31M
|
66.9K
$37.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
7.47K+ 19.39% |
$3.89M - $4.31M
|
46K
$25.7M
|
|
|
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
$17.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
7.45K+ 8.13% |
$3.87M - $4.3M
|
99.1K
$55.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
7.44K+ 177.09% |
$3.87M - $4.29M
|
11.6K
$6.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7.35K+ 1133.95% |
$3.82M - $4.24M
|
8K
$4.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
7.28KNew |
$3.79M - $4.2M
|
7.28K
$4.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.1K+ 6.69% |
$3.69M - $4.1M
|
113K
$63.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
BUY
|
- |
7.05K+ 47.7% |
$3.67M - $4.07M
|
21.8K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
7K+ 7.37% |
$3.64M - $4.04M
|
102K
$56.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7K+ 1.77% |
$3.64M - $4.03M
|
402K
$225M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
6.91KNew |
$3.59M - $3.99M
|
6.91K
$3.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
6.88K+ 16.24% |
$3.58M - $3.97M
|
49.3K
$27.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6.86K+ 11.44% |
$3.57M - $3.96M
|
66.8K
$37.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.79K+ 3.94% |
$3.53M - $3.92M
|
179K
$100M
|
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
6.72K+ 8.25% |
$3.49M - $3.87M
|
88.2K
$49.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.67K+ 23.07% |
$3.47M - $3.85M
|
35.6K
$19.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
6.67K+ 3.51% |
$3.47M - $3.85M
|
196K
$110M
|
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
6.65K+ 80.85% |
$3.46M - $3.84M
|
14.9K
$8.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.6KNew |
$3.43M - $3.81M
|
6.6K
$3.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
6.57KNew |
$3.42M - $3.79M
|
6.57K
$3.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
6.56K+ 3.71% |
$3.41M - $3.78M
|
183K
$102M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
6.52K+ 55.15% |
$3.39M - $3.76M
|
18.3K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
6.5KNew |
$3.38M - $3.75M
|
6.5K
$3.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.44K+ 10.17% |
$3.35M - $3.72M
|
69.8K
$39M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
6.39K+ 169.44% |
$3.33M - $3.69M
|
10.2K
$5.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
6.32K+ 17.8% |
$3.29M - $3.65M
|
41.8K
$23.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
6.1K+ 613.07% |
$3.17M - $3.52M
|
7.1K
$3.96M
|