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 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
71+ 2.63% |
$36.9K - $41K
|
2.77K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
71+ 3.6% |
$36.9K - $41K
|
2.05K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
70+ 0.54% |
$36.4K - $40.4K
|
13K
$8.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
69New |
$35.9K - $39.8K
|
69
$43.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
68+ 0.45% |
$35.4K - $39.2K
|
15.1K
$9.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
68+ 38.86% |
$35.4K - $39.2K
|
243
$155K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
68+ 0.65% |
$35.4K - $39.2K
|
10.6K
$6.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
68+ 1.17% |
$35.4K - $39.2K
|
5.87K
$3.73M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
67+ 4.76% |
$34.9K - $38.6K
|
1.47K
$938K
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
67+ 7.4% |
$34.9K - $38.6K
|
972
$619K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
67+ 9.7% |
$34.9K - $38.6K
|
758
$482K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
67+ 0.32% |
$34.9K - $38.6K
|
20.8K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
67+ 1.4% |
$34.9K - $38.6K
|
4.85K
$3.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
64New |
$33.3K - $36.9K
|
64
$40.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
63+ 101.61% |
$32.8K - $36.3K
|
125
$79.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
63+ 10.52% |
$32.8K - $36.3K
|
662
$421K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
63+ 7.34% |
$32.8K - $36.3K
|
921
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
62+ 1.28% |
$32.3K - $35.8K
|
4.91K
$3.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
61+ 1.61% |
$31.7K - $35.2K
|
3.86K
$2.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
61+ 6.43% |
$31.7K - $35.2K
|
1.01K
$642K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
61+ 0.59% |
$31.7K - $35.2K
|
10.4K
$6.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
60+ 1.59% |
$31.2K - $34.6K
|
3.84K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
60+ 0.95% |
$31.2K - $34.6K
|
6.35K
$4.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
59+ 10.54% |
$30.7K - $34K
|
619
$394K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
59+ 7.1% |
$30.7K - $34K
|
890
$566K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
58+ 6.94% |
$30.2K - $33.5K
|
894
$569K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
58+ 6.47% |
$30.2K - $33.5K
|
955
$608K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
58+ 10.55% |
$30.2K - $33.5K
|
608
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
57New |
$29.7K - $32.9K
|
57
$36.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
57+ 1.04% |
$29.7K - $32.9K
|
5.56K
$3.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
55+ 0.27% |
$28.6K - $31.7K
|
20.4K
$13M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
55+ 1.21% |
$28.6K - $31.7K
|
4.62K
$2.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
55+ 2.2% |
$28.6K - $31.7K
|
2.56K
$1.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
54+ 0.28% |
$28.1K - $31.1K
|
19.1K
$12.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
54+ 2.0% |
$28.1K - $31.1K
|
2.75K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
54+ 0.82% |
$28.1K - $31.1K
|
6.63K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
54+ 0.2% |
$28.1K - $31.1K
|
27.2K
$17.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
53+ 1.84% |
$27.6K - $30.6K
|
2.93K
$1.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
53+ 3.06% |
$27.6K - $30.6K
|
1.79K
$1.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
52+ 4.12% |
$27K - $30K
|
1.31K
$836K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
52+ 3.64% |
$27K - $30K
|
1.48K
$943K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
52+ 2.87% |
$27K - $30K
|
1.87K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
51+ 1.6% |
$26.5K - $29.4K
|
3.23K
$2.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
50New |
$26K - $28.8K
|
50
$31.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 2.09% |
$26K - $28.8K
|
2.45K
$1.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
50+ 1.29% |
$26K - $28.8K
|
3.92K
$2.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
50+ 0.11% |
$26K - $28.8K
|
44.8K
$28.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
50+ 3.64% |
$26K - $28.8K
|
1.42K
$906K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
49+ 2.77% |
$25.5K - $28.3K
|
1.82K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
49+ 0.22% |
$25.5K - $28.3K
|
22.6K
$14.4M
|