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 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.27K+ 15.74% |
$658K - $730K
|
9.3K
$5.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.27K+ 66.27% |
$658K - $730K
|
3.17K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.26K+ 17.7% |
$658K - $729K
|
8.4K
$5.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.26K+ 7.76% |
$656K - $728K
|
17.5K
$10.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.25K+ 3.8% |
$652K - $723K
|
34.2K
$20.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.24K+ 4.01% |
$643K - $713K
|
32.1K
$19.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 0.27% |
$637K - $707K
|
447K
$272M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.22K+ 3.23% |
$634K - $703K
|
38.9K
$23.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.22K+ 21.8% |
$634K - $703K
|
6.8K
$4.15M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.21K+ 12.49% |
$630K - $699K
|
10.9K
$6.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.2K+ 712.43% |
$626K - $694K
|
1.37K
$837K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.2K+ 3.5% |
$622K - $689K
|
35.3K
$21.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.19K+ 73.39% |
$621K - $689K
|
2.82K
$1.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.19K+ 11.25% |
$618K - $686K
|
11.8K
$7.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.19KNew |
$618K - $686K
|
1.19K
$724K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.19K+ 0.99% |
$617K - $684K
|
122K
$74.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.18K+ 0.78% |
$612K - $678K
|
152K
$92.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.17K+ 1.88% |
$608K - $674K
|
63.2K
$38.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.16KNew |
$604K - $670K
|
1.16K
$708K
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
1.16K+ 21.22% |
$603K - $669K
|
6.63K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.16K+ 0.5% |
$603K - $669K
|
234K
$142M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.15K+ 114.29% |
$599K - $664K
|
2.16K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.15K+ 19.87% |
$599K - $664K
|
6.95K
$4.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
1.15K+ 3.08% |
$598K - $663K
|
38.5K
$23.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
1.14K+ 5.67% |
$594K - $659K
|
21.3K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.14K+ 3.56% |
$594K - $658K
|
33.2K
$20.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.13K+ 9.97% |
$589K - $654K
|
12.5K
$7.62M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.13K+ 53.06% |
$587K - $651K
|
3.25K
$1.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.13K+ 2.91% |
$587K - $651K
|
39.9K
$24.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.12K+ 7.38% |
$583K - $646K
|
16.3K
$9.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.11KNew |
$579K - $642K
|
1.11K
$678K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.11K+ 2.08% |
$576K - $639K
|
54.3K
$33.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
1.09K+ 122.04% |
$568K - $629K
|
1.99K
$1.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.09K+ 21.05% |
$568K - $629K
|
6.27K
$3.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.08K+ 4.99% |
$563K - $625K
|
22.8K
$13.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.07K+ 37.46% |
$559K - $620K
|
3.94K
$2.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.06K+ 1.96% |
$551K - $611K
|
55.1K
$33.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.05K+ 42.9% |
$544K - $603K
|
3.48K
$2.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
1.04K+ 7.44% |
$542K - $600K
|
15K
$9.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.04K+ 217.57% |
$541K - $600K
|
1.52K
$925K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.03K+ 1.01% |
$537K - $595K
|
104K
$63.1M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.03K+ 2.16% |
$537K - $595K
|
48.8K
$29.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.03KNew |
$536K - $594K
|
1.03K
$628K
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.03K+ 2.09% |
$535K - $594K
|
50.2K
$30.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.02K+ 1.54% |
$528K - $585K
|
67.1K
$40.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 7.5% |
$525K - $583K
|
14.5K
$8.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1K+ 7.74% |
$521K - $578K
|
14K
$8.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
989+ 1.11% |
$514K - $570K
|
89.7K
$54.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
984+ 1.26% |
$512K - $568K
|
79.1K
$48.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
981+ 34.29% |
$510K - $566K
|
3.84K
$2.34M
|