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 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.86K+ 6.36% |
$2.01M - $2.23M
|
64.5K
$39.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3.84KNew |
$2M - $2.21M
|
3.84K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.8KNew |
$1.97M - $2.19M
|
3.8K
$2.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
3.79K+ 9.29% |
$1.97M - $2.19M
|
44.7K
$27M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
3.63K+ 1.94% |
$1.89M - $2.09M
|
191K
$115M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.62K+ 3.56% |
$1.88M - $2.09M
|
105K
$63.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.58K+ 14.23% |
$1.86M - $2.06M
|
28.7K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3.57K+ 2.08% |
$1.86M - $2.06M
|
175K
$106M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.57K+ 8.92% |
$1.86M - $2.06M
|
43.6K
$26.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.57K+ 234.83% |
$1.86M - $2.06M
|
5.09K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.57K+ 3.65% |
$1.85M - $2.06M
|
101K
$61.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.54K+ 3.01% |
$1.84M - $2.04M
|
121K
$73.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.51K+ 10.49% |
$1.83M - $2.03M
|
37K
$22.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.51K+ 6.07% |
$1.82M - $2.02M
|
61.3K
$37.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.46K+ 22.89% |
$1.8M - $2M
|
18.6K
$11.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
3.45K+ 58.17% |
$1.79M - $1.99M
|
9.38K
$5.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
3.44K+ 4.62% |
$1.79M - $1.98M
|
77.9K
$47.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.41KNew |
$1.78M - $1.97M
|
3.41K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.4KNew |
$1.77M - $1.96M
|
3.4K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.4K+ 236.6% |
$1.77M - $1.96M
|
4.84K
$2.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
3.38K+ 4.71% |
$1.76M - $1.95M
|
75.2K
$45.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.34K+ 2.88% |
$1.74M - $1.92M
|
119K
$72.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
3.31K+ 2.73% |
$1.72M - $1.91M
|
125K
$75.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.31K+ 2.14% |
$1.72M - $1.91M
|
158K
$95.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3.3K+ 18.24% |
$1.72M - $1.9M
|
21.4K
$12.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
3.29K+ 0.86% |
$1.71M - $1.9M
|
385K
$233M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.29K+ 15.18% |
$1.71M - $1.9M
|
25K
$15.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
3.29K+ 36.94% |
$1.71M - $1.9M
|
12.2K
$7.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.27K+ 10.08% |
$1.7M - $1.88M
|
35.7K
$21.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 4.75% |
$1.69M - $1.88M
|
71.8K
$43.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
3.23K+ 11.97% |
$1.68M - $1.86M
|
30.2K
$18.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3.22K+ 0.52% |
$1.67M - $1.86M
|
618K
$374M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
3.19K+ 14.46% |
$1.66M - $1.84M
|
25.2K
$15.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3.19K+ 16.11% |
$1.66M - $1.84M
|
23K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
3.18K+ 167.51% |
$1.65M - $1.83M
|
5.08K
$3.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3.17K+ 12.26% |
$1.65M - $1.83M
|
29K
$17.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.15K+ 3.06% |
$1.64M - $1.82M
|
106K
$64M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.14K+ 3.31% |
$1.64M - $1.81M
|
98.3K
$59.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.13K+ 7.03% |
$1.63M - $1.8M
|
47.6K
$28.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
3.11K+ 90.49% |
$1.62M - $1.8M
|
6.55K
$3.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.11K+ 9.14% |
$1.62M - $1.79M
|
37.1K
$22.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.1K+ 2.42% |
$1.61M - $1.79M
|
131K
$79.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.09K+ 9.75% |
$1.61M - $1.78M
|
34.8K
$21M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.05K+ 1.33% |
$1.59M - $1.76M
|
232K
$141M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
3.03K+ 3.1% |
$1.57M - $1.75M
|
101K
$60.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Bank Of Finland
|
BUY
|
- |
3.01K+ 0.39% |
$1.57M - $1.74M
|
780K
$472M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
3KNew |
$1.56M - $1.73M
|
3K
$1.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
3K+ 60.72% |
$1.56M - $1.73M
|
7.94K
$4.81M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.98K+ 589.53% |
$1.55M - $1.72M
|
3.49K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.96K+ 6.6% |
$1.54M - $1.71M
|
47.8K
$28.9M
|