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
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
126+ 1.76% |
$65.5K - $72.7K
|
7.28K
$4.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
124+ 0.3% |
$64.5K - $71.5K
|
40.9K
$26M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
123New |
$64K - $70.9K
|
123
$78.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
122+ 1.15% |
$63.5K - $70.4K
|
10.7K
$6.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
122+ 8.88% |
$63.5K - $70.4K
|
1.5K
$952K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
121New |
$62.9K - $69.8K
|
121
$77K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
121+ 0.64% |
$62.9K - $69.8K
|
19K
$12.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
119+ 1.7% |
$61.9K - $68.6K
|
7.1K
$4.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
118+ 1.72% |
$61.4K - $68.1K
|
6.99K
$4.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
118+ 1.25% |
$61.4K - $68.1K
|
9.54K
$6.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
118+ 11.01% |
$61.4K - $68.1K
|
1.19K
$757K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
117+ 25.49% |
$60.9K - $67.5K
|
576
$367K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
116+ 0.05% |
$60.3K - $66.9K
|
234K
$149M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
116+ 0.68% |
$60.3K - $66.9K
|
17.1K
$10.9M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
116+ 4.67% |
$60.3K - $66.9K
|
2.6K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
116+ 10.34% |
$60.3K - $66.9K
|
1.24K
$788K
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
115+ 0.76% |
$59.8K - $66.3K
|
15.3K
$9.75M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
114+ 9.98% |
$59.3K - $65.8K
|
1.26K
$799K
|
|
|
Oct 28, 2024
Q3 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
114+ 0.03% |
$59.3K - $65.8K
|
434K
$276M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
111+ 8.98% |
$57.7K - $64K
|
1.35K
$857K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
111+ 7.7% |
$57.7K - $64K
|
1.55K
$988K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
111+ 3.09% |
$57.7K - $64K
|
3.7K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
111+ 1.49% |
$57.7K - $64K
|
7.55K
$4.81M
|
|
|
May 28, 2025
Q3 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
111+ 0.63% |
$57.7K - $64K
|
17.7K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
110+ 0.48% |
$57.2K - $63.5K
|
23.1K
$14.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
110+ 0.27% |
$57.2K - $63.5K
|
40.9K
$26M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
110New |
$57.2K - $63.5K
|
110
$70K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
110+ 5.94% |
$57.2K - $63.5K
|
1.96K
$1.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
109+ 0.46% |
$56.7K - $62.9K
|
23.9K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
108+ 1.31% |
$56.2K - $62.3K
|
8.33K
$5.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
108+ 5.49% |
$56.2K - $62.3K
|
2.08K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
107+ 2.84% |
$55.7K - $61.7K
|
3.87K
$2.46M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
107+ 0.28% |
$55.7K - $61.7K
|
38K
$24.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
106+ 2.36% |
$55.1K - $61.1K
|
4.61K
$2.93M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
105+ 4.23% |
$54.6K - $60.6K
|
2.59K
$1.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
105+ 11.6% |
$54.6K - $60.6K
|
1.01K
$643K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
104+ 3.74% |
$54.1K - $60K
|
2.89K
$1.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
104+ 6.2% |
$54.1K - $60K
|
1.78K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
104+ 4.61% |
$54.1K - $60K
|
2.36K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
103+ 17.17% |
$53.6K - $59.4K
|
703
$447K
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
103+ 0.15% |
$53.6K - $59.4K
|
70.5K
$44.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
103+ 15.77% |
$53.6K - $59.4K
|
756
$481K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
102+ 3.3% |
$53.1K - $58.8K
|
3.19K
$2.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
101+ 4.06% |
$52.5K - $58.3K
|
2.59K
$1.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
101+ 3.13% |
$52.5K - $58.3K
|
3.33K
$2.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
101+ 42.98% |
$52.5K - $58.3K
|
336
$214K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 1.94% |
$52K - $57.7K
|
5.26K
$3.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
100+ 3.88% |
$52K - $57.7K
|
2.68K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Fenimore Asset Management Inc
|
BUY
|
- |
100+ 8.33% |
$52K - $57.7K
|
1.3K
$827K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
99+ 5.13% |
$51.5K - $57.1K
|
2.03K
$1.29M
|