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 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
111+ 7.7% |
$57.7K - $64K
|
1.55K
$919K
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
111+ 3.09% |
$57.7K - $64K
|
3.7K
$2.19M
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
111+ 1.49% |
$57.7K - $64K
|
7.55K
$4.47M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
110+ 0.48% |
$57.2K - $63.5K
|
23.1K
$13.7M
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
110+ 0.27% |
$57.2K - $63.5K
|
40.9K
$24.2M
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
110New |
$57.2K - $63.5K
|
110
$65.1K
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
110+ 5.94% |
$57.2K - $63.5K
|
1.96K
$1.16M
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
109+ 0.46% |
$56.7K - $62.9K
|
23.9K
$14.1M
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
108+ 1.31% |
$56.2K - $62.3K
|
8.33K
$4.93M
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
108+ 5.49% |
$56.2K - $62.3K
|
2.08K
$1.23M
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
107+ 2.84% |
$55.7K - $61.7K
|
3.87K
$2.29M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
107+ 0.28% |
$55.7K - $61.7K
|
38K
$22.5M
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
106+ 2.36% |
$55.1K - $61.1K
|
4.61K
$2.73M
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
105+ 4.23% |
$54.6K - $60.6K
|
2.59K
$1.53M
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
105+ 11.6% |
$54.6K - $60.6K
|
1.01K
$598K
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
104+ 3.74% |
$54.1K - $60K
|
2.89K
$1.71M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
104+ 6.2% |
$54.1K - $60K
|
1.78K
$1.05M
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
104+ 4.61% |
$54.1K - $60K
|
2.36K
$1.4M
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
103+ 17.17% |
$53.6K - $59.4K
|
703
$416K
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
103+ 0.15% |
$53.6K - $59.4K
|
70.5K
$41.7M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
103+ 15.77% |
$53.6K - $59.4K
|
756
$447K
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
102+ 3.3% |
$53.1K - $58.8K
|
3.19K
$1.89M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
101+ 4.06% |
$52.5K - $58.3K
|
2.59K
$1.53M
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
101+ 3.13% |
$52.5K - $58.3K
|
3.33K
$1.97M
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
101+ 42.98% |
$52.5K - $58.3K
|
336
$199K
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 1.94% |
$52K - $57.7K
|
5.26K
$3.11M
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
100+ 3.88% |
$52K - $57.7K
|
2.68K
$1.58M
|
|
Nov 14, 2024
Q3 2024
|
Fenimore Asset Management Inc
|
BUY
|
- |
100+ 8.33% |
$52K - $57.7K
|
1.3K
$770K
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
99+ 5.13% |
$51.5K - $57.1K
|
2.03K
$1.2M
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
99+ 0.88% |
$51.5K - $57.1K
|
11.3K
$6.68M
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
97+ 8.25% |
$50.5K - $56K
|
1.27K
$754K
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
97+ 1.55% |
$50.5K - $56K
|
6.37K
$3.77M
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
97+ 4.92% |
$50.5K - $56K
|
2.07K
$1.22M
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
96+ 320.0% |
$49.9K - $55.4K
|
126
$74.6K
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
96+ 1.98% |
$49.9K - $55.4K
|
4.95K
$2.93M
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
96+ 38.4% |
$49.9K - $55.4K
|
346
$205K
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
95+ 12.29% |
$49.4K - $54.8K
|
868
$514K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
93+ 1.28% |
$48.4K - $53.6K
|
7.35K
$4.35M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
93New |
$48.4K - $53.6K
|
93
$55K
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
90+ 3.62% |
$46.8K - $51.9K
|
2.58K
$1.52M
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
88+ 17.67% |
$45.8K - $50.8K
|
586
$347K
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
86+ 1.08% |
$44.7K - $49.6K
|
8.02K
$4.75M
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
85+ 1.2% |
$44.2K - $49K
|
7.19K
$4.25M
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
85+ 13.71% |
$44.2K - $49K
|
705
$417K
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
85+ 2.38% |
$44.2K - $49K
|
3.66K
$2.17M
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
84+ 6.89% |
$43.7K - $48.5K
|
1.3K
$772K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
83+ 8.04% |
$43.2K - $47.9K
|
1.12K
$660K
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
83+ 5.02% |
$43.2K - $47.9K
|
1.74K
$1.03M
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
83New |
$43.2K - $47.9K
|
83
$49.1K
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
82+ 1.6% |
$42.7K - $47.3K
|
5.19K
$3.07M
|