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 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
210+ 21.52% |
$109K - $121K
|
1.19K
$755K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
210+ 4.63% |
$109K - $121K
|
4.74K
$3.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
209+ 4.5% |
$109K - $121K
|
4.86K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
207+ 1.68% |
$108K - $119K
|
12.5K
$7.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
204+ 3.93% |
$106K - $118K
|
5.4K
$3.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
203+ 253.75% |
$106K - $117K
|
283
$180K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
202+ 13.25% |
$105K - $117K
|
1.73K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
202+ 0.3% |
$105K - $117K
|
66.9K
$42.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
201+ 0.79% |
$105K - $116K
|
25.7K
$16.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
198+ 5.45% |
$103K - $114K
|
3.83K
$2.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
198+ 5.36% |
$103K - $114K
|
3.89K
$2.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
197+ 2.95% |
$102K - $114K
|
6.86K
$4.37M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
196+ 50.52% |
$102K - $113K
|
584
$372K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
196+ 22.2% |
$102K - $113K
|
1.08K
$687K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
196+ 2.11% |
$102K - $113K
|
9.47K
$6.03M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
195+ 0.42% |
$101K - $112K
|
46.9K
$29.9M
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
BUY
|
- |
194+ 1.25% |
$101K - $112K
|
15.7K
$10M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
192+ 15.36% |
$99.9K - $111K
|
1.44K
$918K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
192+ 9.32% |
$99.9K - $111K
|
2.25K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
191+ 7.23% |
$99.4K - $110K
|
2.83K
$1.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
191+ 50.93% |
$99.4K - $110K
|
566
$360K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
191+ 9.84% |
$99.4K - $110K
|
2.13K
$1.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
191+ 8.4% |
$99.4K - $110K
|
2.46K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
190+ 27.22% |
$98.8K - $110K
|
888
$565K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
190+ 46.57% |
$98.8K - $110K
|
598
$381K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
189+ 2.91% |
$98.3K - $109K
|
6.68K
$4.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
189+ 2.12% |
$98.3K - $109K
|
9.12K
$5.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
188+ 3.91% |
$97.8K - $108K
|
5K
$3.18M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
187+ 5.34% |
$97.3K - $108K
|
3.69K
$2.35M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
187+ 9.16% |
$97.3K - $108K
|
2.23K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
185+ 5.46% |
$96.2K - $107K
|
3.58K
$2.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
184+ 5.71% |
$95.7K - $106K
|
3.41K
$2.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
183+ 1.5% |
$95.2K - $106K
|
12.4K
$7.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
181+ 27.26% |
$94.2K - $104K
|
845
$538K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
181+ 0.7% |
$94.2K - $104K
|
25.9K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
181+ 42.49% |
$94.2K - $104K
|
607
$386K
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
179+ 20.27% |
$93.1K - $103K
|
1.06K
$676K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
176+ 2.29% |
$91.6K - $102K
|
7.85K
$5M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
174+ 3.82% |
$90.5K - $100K
|
4.73K
$3.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
174+ 1.1% |
$90.5K - $100K
|
15.9K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
174+ 0.5% |
$90.5K - $100K
|
34.7K
$22.1M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
173+ 1.47% |
$90K - $99.8K
|
12K
$7.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
172+ 46.36% |
$89.5K - $99.2K
|
543
$346K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
171+ 44.42% |
$89K - $98.6K
|
556
$354K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
170+ 37.44% |
$88.4K - $98.1K
|
624
$397K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
170+ 0.3% |
$88.4K - $98.1K
|
57.6K
$36.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
169+ 13.31% |
$87.9K - $97.5K
|
1.44K
$916K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
169+ 7.83% |
$87.9K - $97.5K
|
2.33K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
BUY
|
- |
168+ 6.61% |
$87.4K - $96.9K
|
2.71K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
165+ 16.98% |
$85.8K - $95.2K
|
1.14K
$724K
|