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 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
164+ 25.08% |
$85.3K - $94.6K
|
818
$521K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
164+ 0.12% |
$85.3K - $94.6K
|
135K
$85.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
163+ 1.25% |
$84.8K - $94K
|
13.2K
$8.41M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
163+ 0.11% |
$84.8K - $94K
|
149K
$94.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
163New |
$84.8K - $94K
|
163
$104K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
163New |
$84.8K - $94K
|
163
$104K
|
|
|
Nov 04, 2024
Q3 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
162+ 3.49% |
$84.3K - $93.4K
|
4.81K
$3.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
162+ 1.2% |
$84.3K - $93.4K
|
13.7K
$8.7M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
162+ 41.12% |
$84.3K - $93.4K
|
556
$354K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
159+ 1.16% |
$82.7K - $91.7K
|
13.9K
$8.83M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
158+ 4.94% |
$82.2K - $91.1K
|
3.35K
$2.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
158+ 3.42% |
$82.2K - $91.1K
|
4.78K
$3.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
154+ 0.35% |
$80.1K - $88.8K
|
44.3K
$28.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
151+ 6.47% |
$78.5K - $87.1K
|
2.49K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
150+ 9.43% |
$78K - $86.5K
|
1.74K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
149+ 2.07% |
$77.5K - $85.9K
|
7.36K
$4.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
149+ 2.94% |
$77.5K - $85.9K
|
5.22K
$3.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
148+ 6.62% |
$77K - $85.4K
|
2.39K
$1.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
145+ 9.8% |
$75.4K - $83.6K
|
1.63K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
145+ 0.34% |
$75.4K - $83.6K
|
43K
$27.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
144+ 15.58% |
$74.9K - $83.1K
|
1.07K
$680K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
144+ 8.64% |
$74.9K - $83.1K
|
1.81K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
142+ 15.55% |
$73.9K - $81.9K
|
1.06K
$671K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
142+ 0.66% |
$73.9K - $81.9K
|
21.5K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
142+ 33.57% |
$73.9K - $81.9K
|
565
$360K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
141+ 1.3% |
$73.3K - $81.3K
|
11K
$7.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
141+ 1.28% |
$73.3K - $81.3K
|
11.1K
$7.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
141+ 17.32% |
$73.3K - $81.3K
|
955
$608K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
140+ 2.21% |
$72.8K - $80.8K
|
6.47K
$4.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
139New |
$72.3K - $80.2K
|
139
$88.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
139+ 11.84% |
$72.3K - $80.2K
|
1.31K
$836K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
138+ 1.26% |
$71.8K - $79.6K
|
11.1K
$7.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
137+ 7.05% |
$71.3K - $79K
|
2.08K
$1.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
136+ 0.56% |
$70.7K - $78.4K
|
24.3K
$15.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
136+ 4.72% |
$70.7K - $78.4K
|
3.02K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
135+ 0.38% |
$70.2K - $77.9K
|
36K
$22.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
135+ 3.64% |
$70.2K - $77.9K
|
3.85K
$2.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
134+ 1.87% |
$69.7K - $77.3K
|
7.29K
$4.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
134+ 0.64% |
$69.7K - $77.3K
|
21.1K
$13.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
134+ 28.76% |
$69.7K - $77.3K
|
600
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
134+ 2.67% |
$69.7K - $77.3K
|
5.16K
$3.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
134+ 55.14% |
$69.7K - $77.3K
|
377
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
133+ 0.49% |
$69.2K - $76.7K
|
27.2K
$17.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
129+ 3.19% |
$67.1K - $74.4K
|
4.17K
$2.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
129+ 3.29% |
$67.1K - $74.4K
|
4.05K
$2.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
128+ 5.06% |
$66.6K - $73.8K
|
2.66K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
127+ 1.21% |
$66.1K - $73.3K
|
10.6K
$6.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
127+ 1.76% |
$66.1K - $73.3K
|
7.34K
$4.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
126+ 1.29% |
$65.5K - $72.7K
|
9.91K
$6.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
126+ 17.21% |
$65.5K - $72.7K
|
858
$546K
|