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 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
847New |
$441K - $489K
|
847
$535K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
846+ 2.4% |
$440K - $488K
|
36.1K
$22.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
840New |
$437K - $485K
|
840
$531K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
840+ 1.06% |
$437K - $485K
|
79.8K
$50.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
837+ 57.84% |
$435K - $483K
|
2.28K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
830New |
$432K - $479K
|
830
$524K
|
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
824New |
$429K - $475K
|
824
$521K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
819+ 1.47% |
$426K - $472K
|
56.5K
$35.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
818+ 33.96% |
$426K - $472K
|
3.23K
$2.04M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
815+ 1.55% |
$424K - $470K
|
53.3K
$33.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
815+ 30.48% |
$424K - $470K
|
3.49K
$2.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
814+ 3.0% |
$423K - $470K
|
27.9K
$17.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
807New |
$420K - $465K
|
807
$510K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
797+ 4.42% |
$415K - $460K
|
18.8K
$11.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
796New |
$414K - $459K
|
796
$503K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
796+ 8.69% |
$414K - $459K
|
9.96K
$6.29M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
790+ 2.08% |
$411K - $456K
|
38.8K
$24.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
784+ 1.86% |
$408K - $452K
|
42.8K
$27.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
783+ 1.0% |
$407K - $452K
|
78.8K
$49.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
779+ 48.12% |
$405K - $449K
|
2.4K
$1.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
777+ 2.69% |
$404K - $448K
|
29.7K
$18.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
767+ 1.48% |
$399K - $442K
|
52.6K
$33.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
765New |
$398K - $441K
|
765
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
764+ 0.97% |
$397K - $441K
|
79.4K
$50.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
762+ 0.66% |
$396K - $440K
|
116K
$73.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
759+ 1.67% |
$395K - $438K
|
46.2K
$29.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
BUY
|
- |
753+ 0.11% |
$392K - $434K
|
685K
$433M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
751+ 2.23% |
$391K - $433K
|
34.5K
$21.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
744+ 77.26% |
$387K - $429K
|
1.71K
$1.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
743+ 1.84% |
$386K - $429K
|
41K
$25.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
743+ 0.69% |
$386K - $429K
|
109K
$68.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
741New |
$385K - $427K
|
741
$468K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
740+ 6.64% |
$385K - $427K
|
11.9K
$7.51M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
740+ 1.49% |
$385K - $427K
|
50.3K
$31.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
736+ 0.91% |
$383K - $425K
|
81.7K
$51.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
734+ 2.24% |
$382K - $423K
|
33.4K
$21.1M
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Wisconsin Foundation
Madison, WI |
BUY
|
- |
733+ 1.3% |
$381K - $423K
|
57.1K
$36.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
728+ 0.97% |
$379K - $420K
|
75.9K
$47.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
728+ 10.21% |
$379K - $420K
|
7.86K
$4.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
727+ 21.85% |
$378K - $419K
|
4.05K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
717+ 1.01% |
$373K - $414K
|
71.9K
$45.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
713+ 2.27% |
$371K - $411K
|
32.2K
$20.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
712+ 2.1% |
$370K - $411K
|
34.6K
$21.9M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
701+ 31.03% |
$365K - $404K
|
2.96K
$1.87M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
699+ 21.39% |
$364K - $403K
|
3.97K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
698+ 95.36% |
$363K - $403K
|
1.43K
$903K
|
|
|
Jul 08, 2025
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
696+ 38.35% |
$362K - $401K
|
2.51K
$1.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
694+ 92.78% |
$361K - $400K
|
1.44K
$911K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
693+ 7.03% |
$360K - $400K
|
10.5K
$6.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
690+ 5.97% |
$359K - $398K
|
12.2K
$7.73M
|