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 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.32K+ 11.16% |
$689K - $764K
|
13.2K
$8.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
1.32K+ 1.08% |
$688K - $763K
|
124K
$76.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
1.32K+ 1.62% |
$687K - $761K
|
82.6K
$51.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.31K+ 1.66% |
$683K - $757K
|
80.4K
$49.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.31K+ 49.56% |
$681K - $755K
|
3.95K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.3K+ 6.86% |
$678K - $752K
|
20.3K
$12.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
1.28K+ 0.16% |
$665K - $737K
|
809K
$502M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.28K+ 7.27% |
$664K - $737K
|
18.8K
$11.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 1.65% |
$660K - $731K
|
78.3K
$48.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.27K+ 10.22% |
$659K - $730K
|
13.6K
$8.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.27K+ 19.41% |
$659K - $730K
|
7.79K
$4.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.27K+ 15.74% |
$658K - $730K
|
9.3K
$5.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.27K+ 66.27% |
$658K - $730K
|
3.17K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.26K+ 17.7% |
$658K - $729K
|
8.4K
$5.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.26K+ 7.76% |
$656K - $728K
|
17.5K
$10.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.25K+ 3.8% |
$652K - $723K
|
34.2K
$21.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.24K+ 4.01% |
$643K - $713K
|
32.1K
$19.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 0.27% |
$637K - $707K
|
447K
$277M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.22K+ 3.23% |
$634K - $703K
|
38.9K
$24.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.22K+ 21.8% |
$634K - $703K
|
6.8K
$4.22M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.21K+ 12.49% |
$630K - $699K
|
10.9K
$6.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.2K+ 712.43% |
$626K - $694K
|
1.37K
$852K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.2K+ 3.5% |
$622K - $689K
|
35.3K
$21.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.19K+ 73.39% |
$621K - $689K
|
2.82K
$1.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.19K+ 11.25% |
$618K - $686K
|
11.8K
$7.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.19KNew |
$618K - $686K
|
1.19K
$738K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.19K+ 0.99% |
$617K - $684K
|
122K
$75.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.18K+ 0.78% |
$612K - $678K
|
152K
$94.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.17K+ 1.88% |
$608K - $674K
|
63.2K
$39.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.16KNew |
$604K - $670K
|
1.16K
$721K
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
1.16K+ 21.22% |
$603K - $669K
|
6.63K
$4.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.16K+ 0.5% |
$603K - $669K
|
234K
$145M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.15K+ 114.29% |
$599K - $664K
|
2.16K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.15K+ 19.87% |
$599K - $664K
|
6.95K
$4.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
1.15K+ 3.08% |
$598K - $663K
|
38.5K
$23.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
1.14K+ 5.67% |
$594K - $659K
|
21.3K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.14K+ 3.56% |
$594K - $658K
|
33.2K
$20.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.13K+ 9.97% |
$589K - $654K
|
12.5K
$7.76M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.13K+ 53.06% |
$587K - $651K
|
3.25K
$2.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.13K+ 2.91% |
$587K - $651K
|
39.9K
$24.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.12K+ 7.38% |
$583K - $646K
|
16.3K
$10.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.11KNew |
$579K - $642K
|
1.11K
$691K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.11K+ 2.08% |
$576K - $639K
|
54.3K
$33.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
1.09K+ 122.04% |
$568K - $629K
|
1.99K
$1.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.09K+ 21.05% |
$568K - $629K
|
6.27K
$3.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.08K+ 4.99% |
$563K - $625K
|
22.8K
$14.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.07K+ 37.46% |
$559K - $620K
|
3.94K
$2.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.06K+ 1.96% |
$551K - $611K
|
55.1K
$34.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.05K+ 42.9% |
$544K - $603K
|
3.48K
$2.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
1.04K+ 7.44% |
$542K - $600K
|
15K
$9.33M
|