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 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3.19K+ 16.11% |
$1.66M - $1.84M
|
23K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
3.18K+ 167.51% |
$1.65M - $1.83M
|
5.08K
$3.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3.17K+ 12.26% |
$1.65M - $1.83M
|
29K
$19.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.15K+ 3.06% |
$1.64M - $1.82M
|
106K
$70.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.14K+ 3.31% |
$1.64M - $1.81M
|
98.3K
$65.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.13K+ 7.03% |
$1.63M - $1.8M
|
47.6K
$31.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
3.11K+ 90.49% |
$1.62M - $1.8M
|
6.55K
$4.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.11K+ 9.14% |
$1.62M - $1.79M
|
37.1K
$24.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.1K+ 2.42% |
$1.61M - $1.79M
|
131K
$87M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.09K+ 9.75% |
$1.61M - $1.78M
|
34.8K
$23.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.05K+ 1.33% |
$1.59M - $1.76M
|
232K
$154M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
3.03K+ 3.1% |
$1.57M - $1.75M
|
101K
$66.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Bank Of Finland
|
BUY
|
- |
3.01K+ 0.39% |
$1.57M - $1.74M
|
780K
$518M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
3KNew |
$1.56M - $1.73M
|
3K
$1.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
3K+ 60.72% |
$1.56M - $1.73M
|
7.94K
$5.27M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.98K+ 589.53% |
$1.55M - $1.72M
|
3.49K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.96K+ 6.6% |
$1.54M - $1.71M
|
47.8K
$31.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2.96K+ 3.49% |
$1.54M - $1.71M
|
87.6K
$58.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.94K+ 4.51% |
$1.53M - $1.69M
|
68K
$45.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.93K+ 4.37% |
$1.52M - $1.69M
|
69.9K
$46.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.89K+ 4.25% |
$1.5M - $1.67M
|
70.8K
$47M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.88KNew |
$1.5M - $1.66M
|
2.88K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
2.86K+ 5.45% |
$1.49M - $1.65M
|
55.4K
$36.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.81K+ 4.02% |
$1.46M - $1.62M
|
72.7K
$48.3M
|
|
|
Nov 14, 2024
Q3 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
2.8K+ 4.79% |
$1.46M - $1.62M
|
61.3K
$40.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.8K+ 1.24% |
$1.45M - $1.61M
|
228K
$151M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
2.79K+ 15.69% |
$1.45M - $1.61M
|
20.6K
$13.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
2.77K+ 7.22% |
$1.44M - $1.6M
|
41.1K
$27.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.72K+ 2.61% |
$1.41M - $1.57M
|
107K
$71M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.72K+ 1.57% |
$1.41M - $1.57M
|
176K
$117M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.69K+ 7.36% |
$1.4M - $1.55M
|
39.3K
$26.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.69K+ 142.54% |
$1.4M - $1.55M
|
4.58K
$3.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.67K+ 30.44% |
$1.39M - $1.54M
|
11.4K
$7.59M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
2.66K+ 1.09% |
$1.38M - $1.53M
|
247K
$164M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.63K+ 69.82% |
$1.37M - $1.52M
|
6.4K
$4.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.63K+ 2.76% |
$1.37M - $1.52M
|
97.7K
$64.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
2.6K+ 23.39% |
$1.35M - $1.5M
|
13.7K
$9.11M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.59K+ 154.75% |
$1.35M - $1.49M
|
4.26K
$2.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.58KNew |
$1.34M - $1.49M
|
2.58K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
2.56K+ 33.5% |
$1.33M - $1.48M
|
10.2K
$6.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
2.55KNew |
$1.33M - $1.47M
|
2.55K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.52K+ 421.4% |
$1.31M - $1.45M
|
3.12K
$2.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.51K+ 2.43% |
$1.3M - $1.45M
|
106K
$70.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.49K+ 3.62% |
$1.3M - $1.44M
|
71.4K
$47.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.48K+ 17.51% |
$1.29M - $1.43M
|
16.6K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
2.48K+ 0.47% |
$1.29M - $1.43M
|
527K
$350M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.47K+ 200.57% |
$1.28M - $1.42M
|
3.69K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.45K+ 7.27% |
$1.28M - $1.41M
|
36.2K
$24M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.45K+ 43.12% |
$1.27M - $1.41M
|
8.13K
$5.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.44K+ 7.06% |
$1.27M - $1.41M
|
37K
$24.6M
|