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 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
146K+ 75.18% |
$75.9M - $84.1M
|
340K
$201M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
142K+ 47.76% |
$73.9M - $82M
|
440K
$260M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
138K+ 0.87% |
$72M - $79.9M
|
16M
$9.45B
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
137K+ 102.35% |
$71.2M - $79M
|
271K
$160M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
136K+ 403.86% |
$70.8M - $78.5M
|
170K
$100M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
131K+ 55.29% |
$68.1M - $75.6M
|
368K
$218M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
131K+ 3.06% |
$67.9M - $75.3M
|
4.39M
$2.6B
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
130KNew |
$67.7M - $75.1M
|
130K
$77M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
126K+ 5.48% |
$65.7M - $72.9M
|
2.43M
$1.44B
|
|
|
Nov 13, 2024
Q3 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
121K+ 5.77% |
$63.1M - $70M
|
2.22M
$1.31B
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
119K+ 11944.2% |
$62.1M - $68.9M
|
120K
$71.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
117K+ 15.81% |
$61M - $67.6M
|
859K
$508M
|
|
|
Oct 22, 2024
Q3 2024
|
Ams Capital Ltda
|
BUY
|
- |
109K+ 24.92% |
$56.7M - $62.8M
|
546K
$323M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
101K+ 20.18% |
$52.8M - $58.5M
|
604K
$357M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
95.8K+ 447.68% |
$49.9M - $55.3M
|
117K
$69.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
95.2K+ 35.94% |
$49.5M - $54.9M
|
360K
$213M
|
|
|
Oct 17, 2024
Q3 2024
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
91.8K+ 31.86% |
$47.8M - $53M
|
380K
$225M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
88.9KNew |
$46.3M - $51.3M
|
88.9K
$52.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
87.6KNew |
$45.6M - $50.5M
|
87.6K
$51.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86.1K+ 3.02% |
$44.8M - $49.7M
|
2.94M
$1.74B
|
|
|
Nov 14, 2024
Q3 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
79.7K+ 58.77% |
$41.4M - $46M
|
215K
$127M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Navi Inc.
|
BUY
|
- |
79.5K+ 58.39% |
$41.3M - $45.8M
|
216K
$128M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
78.8KNew |
$41M - $45.5M
|
78.8K
$46.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
78.4K+ 56.73% |
$40.8M - $45.2M
|
217K
$128M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
75.1K+ 98.76% |
$39.1M - $43.3M
|
151K
$89.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
74.4KNew |
$38.7M - $42.9M
|
74.4K
$44M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
72.7K+ 3.9% |
$37.8M - $41.9M
|
1.94M
$1.15B
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
68.5K+ 660.82% |
$35.6M - $39.5M
|
78.8K
$46.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
67.5K+ 23.27% |
$35.1M - $38.9M
|
357K
$211M
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
64.6K+ 338.73% |
$33.6M - $37.3M
|
83.7K
$49.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
63.5K+ 16.1% |
$33.1M - $36.7M
|
458K
$271M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
62.4K+ 92.89% |
$32.5M - $36M
|
130K
$76.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
60.4K+ 161.14% |
$31.4M - $34.8M
|
97.8K
$57.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
60.2K+ 125400.0% |
$31.3M - $34.7M
|
60.2K
$35.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
58.2K+ 30.64% |
$30.3M - $33.6M
|
248K
$147M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
58.1KNew |
$30.2M - $33.5M
|
58.1K
$34.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
57.6KNew |
$30M - $33.2M
|
57.6K
$34.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
57.3K+ 3.21% |
$29.8M - $33.1M
|
1.84M
$1.09B
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.8K+ 312.5% |
$29M - $32.2M
|
73.6K
$43.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
55.1KNew |
$28.7M - $31.8M
|
55.1K
$32.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
54.2KNew |
$28.2M - $31.3M
|
54.2K
$32.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
53.4K+ 8.66% |
$27.8M - $30.8M
|
670K
$397M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
52.9K+ 12.28% |
$27.5M - $30.5M
|
484K
$286M
|
|
|
Oct 04, 2024
Q3 2024
|
Stairway Partners, LLC
|
BUY
|
- |
52.1KNew |
$27.1M - $30M
|
52.1K
$30.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
51.8KNew |
$26.9M - $29.9M
|
51.8K
$30.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
51.3KNew |
$26.7M - $29.6M
|
51.3K
$30.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
50K+ 28.42% |
$26M - $28.9M
|
226K
$134M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
49.9K+ 31.05% |
$26M - $28.8M
|
211K
$125M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
48.7KNew |
$25.3M - $28.1M
|
48.7K
$28.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
47.2KNew |
$24.6M - $27.2M
|
47.2K
$27.9M
|