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 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.29K+ 8.12% |
$1.19M - $1.32M
|
30.5K
$18M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.28K+ 21.96% |
$1.19M - $1.31M
|
12.7K
$7.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.28K+ 27.48% |
$1.18M - $1.31M
|
10.6K
$6.25M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
2.28K+ 18.67% |
$1.18M - $1.31M
|
14.5K
$8.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.27K+ 7.38% |
$1.18M - $1.31M
|
33.1K
$19.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
2.27K+ 5.68% |
$1.18M - $1.31M
|
42.2K
$25M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.24K+ 10.07% |
$1.16M - $1.29M
|
24.5K
$14.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.19K+ 3.34% |
$1.14M - $1.26M
|
67.9K
$40.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.19K+ 10.86% |
$1.14M - $1.26M
|
22.4K
$13.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2.19K+ 4.8% |
$1.14M - $1.26M
|
47.8K
$28.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.17K+ 3.03% |
$1.13M - $1.25M
|
73.6K
$43.6M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
2.16K+ 435.28% |
$1.12M - $1.25M
|
2.66K
$1.57M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
2.15K+ 1.74% |
$1.12M - $1.24M
|
126K
$74.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.15K+ 63.08% |
$1.12M - $1.24M
|
5.56K
$3.29M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.12K+ 3.43% |
$1.1M - $1.22M
|
64K
$37.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.12K+ 0.23% |
$1.1M - $1.22M
|
923K
$546M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.11K+ 2.56% |
$1.1M - $1.22M
|
84.4K
$50M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
2.1K+ 6.77% |
$1.09M - $1.21M
|
33.1K
$19.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.1K+ 0.69% |
$1.09M - $1.21M
|
305K
$180M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.1KNew |
$1.09M - $1.21M
|
2.1K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.09K+ 33.49% |
$1.09M - $1.2M
|
8.32K
$4.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.09K+ 0.55% |
$1.09M - $1.2M
|
385K
$228M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
2.09KNew |
$1.09M - $1.2M
|
2.09K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.08K+ 11.3% |
$1.08M - $1.2M
|
20.5K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.07K+ 19.27% |
$1.08M - $1.2M
|
12.8K
$7.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.07K+ 12.94% |
$1.08M - $1.19M
|
18K
$10.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.06K+ 6.51% |
$1.07M - $1.19M
|
33.7K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.03K+ 43.33% |
$1.06M - $1.17M
|
6.71K
$3.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.02K+ 0.15% |
$1.05M - $1.17M
|
1.32M
$780M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.01K+ 19.87% |
$1.05M - $1.16M
|
12.1K
$7.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.01K+ 3.03% |
$1.04M - $1.16M
|
68.1K
$40.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
2K+ 0.74% |
$1.04M - $1.16M
|
272K
$161M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2K+ 63.52% |
$1.04M - $1.16M
|
5.16K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2K+ 16.84% |
$1.04M - $1.15M
|
13.9K
$8.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
2K+ 27.79% |
$1.04M - $1.15M
|
9.18K
$5.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
1.99K+ 3.2% |
$1.04M - $1.15M
|
64.2K
$38M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.99K+ 227.57% |
$1.03M - $1.15M
|
2.86K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.99K+ 152.73% |
$1.03M - $1.15M
|
3.29K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
1.97KNew |
$1.03M - $1.14M
|
1.97K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
1.96KNew |
$1.02M - $1.13M
|
1.96K
$1.16M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.96K+ 514.44% |
$1.02M - $1.13M
|
2.34K
$1.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.95K+ 12.62% |
$1.01M - $1.13M
|
17.4K
$10.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.95K+ 4.62% |
$1.01M - $1.12M
|
44.1K
$26.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.95K+ 2.81% |
$1.01M - $1.12M
|
71.2K
$42.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.95K+ 28.45% |
$1.01M - $1.12M
|
8.79K
$5.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.94K+ 1.86% |
$1.01M - $1.12M
|
106K
$62.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.93K+ 15.39% |
$1M - $1.11M
|
14.5K
$8.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.92K+ 3.23% |
$1M - $1.11M
|
61.4K
$36.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.91K+ 9.58% |
$993K - $1.1M
|
21.8K
$12.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.91KNew |
$992K - $1.1M
|
1.91K
$1.13M
|