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 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
191+ 50.93% |
$99.4K - $110K
|
566
$335K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
191+ 9.84% |
$99.4K - $110K
|
2.13K
$1.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
191+ 8.4% |
$99.4K - $110K
|
2.46K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
190+ 27.22% |
$98.8K - $110K
|
888
$526K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
190+ 46.57% |
$98.8K - $110K
|
598
$354K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
189+ 2.91% |
$98.3K - $109K
|
6.68K
$3.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
189+ 2.12% |
$98.3K - $109K
|
9.12K
$5.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
188+ 3.91% |
$97.8K - $108K
|
5K
$2.96M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
187+ 5.34% |
$97.3K - $108K
|
3.69K
$2.18M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
187+ 9.16% |
$97.3K - $108K
|
2.23K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
185+ 5.46% |
$96.2K - $107K
|
3.58K
$2.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
184+ 5.71% |
$95.7K - $106K
|
3.41K
$2.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
183+ 1.5% |
$95.2K - $106K
|
12.4K
$7.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
181+ 27.26% |
$94.2K - $104K
|
845
$500K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
181+ 0.7% |
$94.2K - $104K
|
25.9K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
181+ 42.49% |
$94.2K - $104K
|
607
$359K
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
179+ 20.27% |
$93.1K - $103K
|
1.06K
$629K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
176+ 2.29% |
$91.6K - $102K
|
7.85K
$4.65M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
174+ 3.82% |
$90.5K - $100K
|
4.73K
$2.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
174+ 1.1% |
$90.5K - $100K
|
15.9K
$9.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
174+ 0.5% |
$90.5K - $100K
|
34.7K
$20.5M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
173+ 1.47% |
$90K - $99.8K
|
12K
$7.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
172+ 46.36% |
$89.5K - $99.2K
|
543
$321K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
171+ 44.42% |
$89K - $98.6K
|
556
$329K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
170+ 37.44% |
$88.4K - $98.1K
|
624
$369K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
170+ 0.3% |
$88.4K - $98.1K
|
57.6K
$34.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
169+ 13.31% |
$87.9K - $97.5K
|
1.44K
$852K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
169+ 7.83% |
$87.9K - $97.5K
|
2.33K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
BUY
|
- |
168+ 6.61% |
$87.4K - $96.9K
|
2.71K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
165+ 16.98% |
$85.8K - $95.2K
|
1.14K
$673K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
164+ 25.08% |
$85.3K - $94.6K
|
818
$484K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
164+ 0.12% |
$85.3K - $94.6K
|
135K
$79.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
163+ 1.25% |
$84.8K - $94K
|
13.2K
$7.82M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
163+ 0.11% |
$84.8K - $94K
|
149K
$88.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
163New |
$84.8K - $94K
|
163
$96.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
163New |
$84.8K - $94K
|
163
$96.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
162+ 3.49% |
$84.3K - $93.4K
|
4.81K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
162+ 1.2% |
$84.3K - $93.4K
|
13.7K
$8.09M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
162+ 41.12% |
$84.3K - $93.4K
|
556
$329K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
159+ 1.16% |
$82.7K - $91.7K
|
13.9K
$8.21M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
158+ 4.94% |
$82.2K - $91.1K
|
3.35K
$1.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
158+ 3.42% |
$82.2K - $91.1K
|
4.78K
$2.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
154+ 0.35% |
$80.1K - $88.8K
|
44.3K
$26.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
151+ 6.47% |
$78.5K - $87.1K
|
2.49K
$1.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
150+ 9.43% |
$78K - $86.5K
|
1.74K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
149+ 2.07% |
$77.5K - $85.9K
|
7.36K
$4.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
149+ 2.94% |
$77.5K - $85.9K
|
5.22K
$3.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
148+ 6.62% |
$77K - $85.4K
|
2.39K
$1.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
145+ 9.8% |
$75.4K - $83.6K
|
1.63K
$962K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
145+ 0.34% |
$75.4K - $83.6K
|
43K
$25.4M
|