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 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
144+ 15.58% |
$74.9K - $83.1K
|
1.07K
$632K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
144+ 8.64% |
$74.9K - $83.1K
|
1.81K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
142+ 15.55% |
$73.9K - $81.9K
|
1.06K
$624K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
142+ 0.66% |
$73.9K - $81.9K
|
21.5K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
142+ 33.57% |
$73.9K - $81.9K
|
565
$334K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
141+ 1.3% |
$73.3K - $81.3K
|
11K
$6.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
141+ 1.28% |
$73.3K - $81.3K
|
11.1K
$6.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
141+ 17.32% |
$73.3K - $81.3K
|
955
$565K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
140+ 2.21% |
$72.8K - $80.8K
|
6.47K
$3.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
139New |
$72.3K - $80.2K
|
139
$82.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
139+ 11.84% |
$72.3K - $80.2K
|
1.31K
$777K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
138+ 1.26% |
$71.8K - $79.6K
|
11.1K
$6.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
137+ 7.05% |
$71.3K - $79K
|
2.08K
$1.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
136+ 0.56% |
$70.7K - $78.4K
|
24.3K
$14.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
136+ 4.72% |
$70.7K - $78.4K
|
3.02K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
135+ 0.38% |
$70.2K - $77.9K
|
36K
$21.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
135+ 3.64% |
$70.2K - $77.9K
|
3.85K
$2.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
134+ 1.87% |
$69.7K - $77.3K
|
7.29K
$4.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
134+ 0.64% |
$69.7K - $77.3K
|
21.1K
$12.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
134+ 28.76% |
$69.7K - $77.3K
|
600
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
134+ 2.67% |
$69.7K - $77.3K
|
5.16K
$3.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
134+ 55.14% |
$69.7K - $77.3K
|
377
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
133+ 0.49% |
$69.2K - $76.7K
|
27.2K
$16.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
129+ 3.19% |
$67.1K - $74.4K
|
4.17K
$2.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
129+ 3.29% |
$67.1K - $74.4K
|
4.05K
$2.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
128+ 5.06% |
$66.6K - $73.8K
|
2.66K
$1.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
127+ 1.21% |
$66.1K - $73.3K
|
10.6K
$6.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
127+ 1.76% |
$66.1K - $73.3K
|
7.34K
$4.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
126+ 1.29% |
$65.5K - $72.7K
|
9.91K
$5.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
126+ 17.21% |
$65.5K - $72.7K
|
858
$508K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
126+ 1.76% |
$65.5K - $72.7K
|
7.28K
$4.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
124+ 0.3% |
$64.5K - $71.5K
|
40.9K
$24.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
123New |
$64K - $70.9K
|
123
$72.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
122+ 1.15% |
$63.5K - $70.4K
|
10.7K
$6.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
122+ 8.88% |
$63.5K - $70.4K
|
1.5K
$886K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
121New |
$62.9K - $69.8K
|
121
$71.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
121+ 0.64% |
$62.9K - $69.8K
|
19K
$11.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
119+ 1.7% |
$61.9K - $68.6K
|
7.1K
$4.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
118+ 1.72% |
$61.4K - $68.1K
|
6.99K
$4.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
118+ 1.25% |
$61.4K - $68.1K
|
9.54K
$5.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
118+ 11.01% |
$61.4K - $68.1K
|
1.19K
$704K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
117+ 25.49% |
$60.9K - $67.5K
|
576
$341K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
116+ 0.05% |
$60.3K - $66.9K
|
234K
$138M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
116+ 0.68% |
$60.3K - $66.9K
|
17.1K
$10.1M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
116+ 4.67% |
$60.3K - $66.9K
|
2.6K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
116+ 10.34% |
$60.3K - $66.9K
|
1.24K
$733K
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
115+ 0.76% |
$59.8K - $66.3K
|
15.3K
$9.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
114+ 9.98% |
$59.3K - $65.8K
|
1.26K
$743K
|
|
|
Oct 28, 2024
Q3 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
114+ 0.03% |
$59.3K - $65.8K
|
434K
$257M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
111+ 8.98% |
$57.7K - $64K
|
1.35K
$797K
|