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
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
99+ 0.88% |
$51.5K - $57.1K
|
11.3K
$7.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
97+ 8.25% |
$50.5K - $56K
|
1.27K
$810K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
97+ 1.55% |
$50.5K - $56K
|
6.37K
$4.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
97+ 4.92% |
$50.5K - $56K
|
2.07K
$1.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
96+ 320.0% |
$49.9K - $55.4K
|
126
$80.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
96+ 1.98% |
$49.9K - $55.4K
|
4.95K
$3.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
96+ 38.4% |
$49.9K - $55.4K
|
346
$220K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
95+ 12.29% |
$49.4K - $54.8K
|
868
$552K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
93+ 1.28% |
$48.4K - $53.6K
|
7.35K
$4.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
93New |
$48.4K - $53.6K
|
93
$59.2K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
90+ 3.62% |
$46.8K - $51.9K
|
2.58K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
88+ 17.67% |
$45.8K - $50.8K
|
586
$373K
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
86+ 1.08% |
$44.7K - $49.6K
|
8.02K
$5.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
85+ 1.2% |
$44.2K - $49K
|
7.19K
$4.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
85+ 13.71% |
$44.2K - $49K
|
705
$449K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
85+ 2.38% |
$44.2K - $49K
|
3.66K
$2.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
84+ 6.89% |
$43.7K - $48.5K
|
1.3K
$830K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
83+ 8.04% |
$43.2K - $47.9K
|
1.12K
$710K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
83+ 5.02% |
$43.2K - $47.9K
|
1.74K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
83New |
$43.2K - $47.9K
|
83
$52.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
82+ 1.6% |
$42.7K - $47.3K
|
5.19K
$3.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
81+ 8.49% |
$42.1K - $46.7K
|
1.04K
$659K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
80+ 2.65% |
$41.6K - $46.1K
|
3.1K
$1.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
80+ 13.09% |
$41.6K - $46.1K
|
691
$440K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
80+ 1.63% |
$41.6K - $46.1K
|
4.99K
$3.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
80New |
$41.6K - $46.1K
|
80
$50.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
79+ 1.7% |
$41.1K - $45.6K
|
4.73K
$3.01M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
78+ 1.49% |
$40.6K - $45K
|
5.32K
$3.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
78+ 2.35% |
$40.6K - $45K
|
3.4K
$2.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
77+ 2.71% |
$40.1K - $44.4K
|
2.92K
$1.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
77+ 10.29% |
$40.1K - $44.4K
|
825
$525K
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
76+ 2.24% |
$39.5K - $43.8K
|
3.47K
$2.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
75+ 12.84% |
$39K - $43.3K
|
659
$419K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
75+ 0.51% |
$39K - $43.3K
|
14.9K
$9.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
75+ 3.93% |
$39K - $43.3K
|
1.99K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
75+ 20.0% |
$39K - $43.3K
|
450
$286K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
74+ 1.41% |
$38.5K - $42.7K
|
5.31K
$3.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
74+ 2.56% |
$38.5K - $42.7K
|
2.96K
$1.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
74+ 2.62% |
$38.5K - $42.7K
|
2.9K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
74+ 7.97% |
$38.5K - $42.7K
|
1K
$638K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
73New |
$38K - $42.1K
|
73
$46.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
73+ 4.84% |
$38K - $42.1K
|
1.58K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
73+ 3.76% |
$38K - $42.1K
|
2.01K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
73+ 2.31% |
$38K - $42.1K
|
3.24K
$2.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
73+ 0.32% |
$38K - $42.1K
|
22.6K
$14.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
72+ 1.35% |
$37.5K - $41.5K
|
5.39K
$3.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
72+ 3.83% |
$37.5K - $41.5K
|
1.95K
$1.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
71+ 9.48% |
$36.9K - $41K
|
820
$522K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
71+ 1.58% |
$36.9K - $41K
|
4.56K
$2.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
71+ 18.21% |
$36.9K - $41K
|
461
$293K
|