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 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
338+ 1.86% |
$176K - $195K
|
18.6K
$11.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
337+ 1.93% |
$175K - $194K
|
17.8K
$11.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
330+ 4.3% |
$172K - $190K
|
8K
$5.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
329+ 19.54% |
$171K - $190K
|
2.01K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
328+ 0.28% |
$171K - $189K
|
118K
$74.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
325+ 0.56% |
$169K - $187K
|
58.4K
$36.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
324+ 1.53% |
$169K - $187K
|
21.5K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
324+ 60.9% |
$169K - $187K
|
856
$541K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
322+ 4.44% |
$167K - $186K
|
7.57K
$4.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
320+ 1.39% |
$166K - $185K
|
23.3K
$14.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
320+ 10.51% |
$166K - $185K
|
3.37K
$2.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
320+ 0.29% |
$166K - $185K
|
112K
$70.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
319+ 5.57% |
$166K - $184K
|
6.05K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
318+ 0.88% |
$165K - $183K
|
36.4K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
316+ 7.63% |
$164K - $182K
|
4.46K
$2.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
313+ 4.48% |
$163K - $181K
|
7.3K
$4.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
311+ 2.38% |
$162K - $179K
|
13.4K
$8.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
311+ 4.3% |
$162K - $179K
|
7.54K
$4.76M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
309+ 2.05% |
$161K - $178K
|
15.4K
$9.7M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
309+ 32.42% |
$161K - $178K
|
1.26K
$797K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
308+ 6.0% |
$160K - $178K
|
5.45K
$3.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
306+ 0.4% |
$159K - $177K
|
77.5K
$49M
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
304+ 1.93% |
$158K - $175K
|
16.1K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
303+ 9.79% |
$158K - $175K
|
3.4K
$2.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
301+ 6.62% |
$157K - $174K
|
4.85K
$3.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
300+ 55.66% |
$156K - $173K
|
839
$530K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
298+ 18.44% |
$155K - $172K
|
1.91K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
297+ 23.37% |
$154K - $171K
|
1.57K
$991K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
289+ 10.2% |
$150K - $167K
|
3.12K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
286+ 35.57% |
$149K - $165K
|
1.09K
$689K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
283+ 0.76% |
$147K - $163K
|
37.7K
$23.8M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
283+ 44.08% |
$147K - $163K
|
925
$584K
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
282+ 4.16% |
$147K - $163K
|
7.06K
$4.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
282+ 0.04% |
$147K - $163K
|
655K
$414M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
277+ 7.09% |
$144K - $160K
|
4.18K
$2.64M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
276+ 2.3% |
$144K - $159K
|
12.3K
$7.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
272+ 0.39% |
$141K - $157K
|
69.9K
$44.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
272+ 24.68% |
$141K - $157K
|
1.37K
$868K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
271+ 0.43% |
$141K - $156K
|
63.5K
$40.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
270+ 0.88% |
$140K - $156K
|
31K
$19.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
269+ 6.99% |
$140K - $155K
|
4.12K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
269New |
$140K - $155K
|
269
$170K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
268+ 2.39% |
$139K - $155K
|
11.5K
$7.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
266+ 8.14% |
$138K - $153K
|
3.54K
$2.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
265+ 10.43% |
$138K - $153K
|
2.81K
$1.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
264+ 9.73% |
$137K - $152K
|
2.98K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
261+ 5.01% |
$136K - $151K
|
5.47K
$3.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
260+ 1.38% |
$135K - $150K
|
19.1K
$12.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
259+ 3.2% |
$135K - $149K
|
8.35K
$5.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
259+ 2.16% |
$135K - $149K
|
12.2K
$7.73M
|