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 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
60+ 1.59% |
$31.2K - $34.6K
|
3.84K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
60+ 0.95% |
$31.2K - $34.6K
|
6.35K
$3.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
59+ 10.54% |
$30.7K - $34K
|
619
$366K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
59+ 7.1% |
$30.7K - $34K
|
890
$527K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
58+ 6.94% |
$30.2K - $33.5K
|
894
$529K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
58+ 6.47% |
$30.2K - $33.5K
|
955
$565K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
58+ 10.55% |
$30.2K - $33.5K
|
608
$360K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
57New |
$29.7K - $32.9K
|
57
$33.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
57+ 1.04% |
$29.7K - $32.9K
|
5.56K
$3.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
55+ 0.27% |
$28.6K - $31.7K
|
20.4K
$12.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
55+ 1.21% |
$28.6K - $31.7K
|
4.62K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
55+ 2.2% |
$28.6K - $31.7K
|
2.56K
$1.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
54+ 0.28% |
$28.1K - $31.1K
|
19.1K
$11.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
54+ 2.0% |
$28.1K - $31.1K
|
2.75K
$1.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
54+ 0.82% |
$28.1K - $31.1K
|
6.63K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
54+ 0.2% |
$28.1K - $31.1K
|
27.2K
$16.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
53+ 1.84% |
$27.6K - $30.6K
|
2.93K
$1.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
53+ 3.06% |
$27.6K - $30.6K
|
1.79K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
52+ 4.12% |
$27K - $30K
|
1.31K
$778K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
52+ 3.64% |
$27K - $30K
|
1.48K
$877K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
52+ 2.87% |
$27K - $30K
|
1.87K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
51+ 1.6% |
$26.5K - $29.4K
|
3.23K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
50New |
$26K - $28.8K
|
50
$29.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 2.09% |
$26K - $28.8K
|
2.45K
$1.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
50+ 1.29% |
$26K - $28.8K
|
3.92K
$2.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
50+ 0.11% |
$26K - $28.8K
|
44.8K
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
50+ 3.64% |
$26K - $28.8K
|
1.42K
$842K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
49+ 2.77% |
$25.5K - $28.3K
|
1.82K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
49+ 0.22% |
$25.5K - $28.3K
|
22.6K
$13.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
48+ 1.05% |
$25K - $27.7K
|
4.61K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
48+ 3.58% |
$25K - $27.7K
|
1.39K
$822K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
47+ 10.93% |
$24.4K - $27.1K
|
477
$282K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
46+ 4.44% |
$23.9K - $26.5K
|
1.08K
$640K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
45+ 0.39% |
$23.4K - $26K
|
11.7K
$6.91M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
45+ 1.51% |
$23.4K - $26K
|
3.02K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
45+ 1.79% |
$23.4K - $26K
|
2.56K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
45+ 0.18% |
$23.4K - $26K
|
25K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
45+ 1.11% |
$23.4K - $26K
|
4.1K
$2.42M
|
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
BUY
|
- |
44+ 0.34% |
$22.9K - $25.4K
|
13.2K
$7.8M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
43+ 1.31% |
$22.4K - $24.8K
|
3.33K
$1.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
43+ 0.67% |
$22.4K - $24.8K
|
6.42K
$3.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
43+ 0.24% |
$22.4K - $24.8K
|
17.6K
$10.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
43+ 6.22% |
$22.4K - $24.8K
|
734
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
42+ 5.66% |
$21.8K - $24.2K
|
784
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
41+ 10.41% |
$21.3K - $23.6K
|
435
$257K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
40+ 65.57% |
$20.8K - $23.1K
|
101
$59.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
40+ 5.43% |
$20.8K - $23.1K
|
777
$460K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
40+ 1.96% |
$20.8K - $23.1K
|
2.08K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
40New |
$20.8K - $23.1K
|
40
$23.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
39+ 139.29% |
$20.3K - $22.5K
|
67
$39.7K
|