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 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
48+ 1.05% |
$25K - $27.7K
|
4.61K
$2.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
48+ 3.58% |
$25K - $27.7K
|
1.39K
$883K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
47+ 10.93% |
$24.4K - $27.1K
|
477
$304K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
46+ 4.44% |
$23.9K - $26.5K
|
1.08K
$688K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
45+ 0.39% |
$23.4K - $26K
|
11.7K
$7.42M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
45+ 1.51% |
$23.4K - $26K
|
3.02K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
45+ 1.79% |
$23.4K - $26K
|
2.56K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
45+ 0.18% |
$23.4K - $26K
|
25K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
45+ 1.11% |
$23.4K - $26K
|
4.1K
$2.61M
|
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
45+ 1.66% |
$23.4K - $26K
|
2.75K
$1.75M
|
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
BUY
|
- |
44+ 0.34% |
$22.9K - $25.4K
|
13.2K
$8.39M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
43+ 1.31% |
$22.4K - $24.8K
|
3.33K
$2.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
43+ 0.67% |
$22.4K - $24.8K
|
6.42K
$4.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
43+ 0.24% |
$22.4K - $24.8K
|
17.6K
$11.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
43+ 6.22% |
$22.4K - $24.8K
|
734
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
42+ 5.66% |
$21.8K - $24.2K
|
784
$499K
|
|
|
May 29, 2025
Q3 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
42+ 0.58% |
$21.8K - $24.2K
|
7.29K
$4.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
41+ 10.41% |
$21.3K - $23.6K
|
435
$277K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
40+ 65.57% |
$20.8K - $23.1K
|
101
$64.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
40+ 5.43% |
$20.8K - $23.1K
|
777
$494K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
40+ 1.96% |
$20.8K - $23.1K
|
2.08K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
40New |
$20.8K - $23.1K
|
40
$25.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
39+ 139.29% |
$20.3K - $22.5K
|
67
$42.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
39+ 0.56% |
$20.3K - $22.5K
|
6.99K
$4.45M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
38+ 3.5% |
$19.8K - $21.9K
|
1.12K
$715K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
38+ 1.38% |
$19.8K - $21.9K
|
2.79K
$1.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
36+ 2.09% |
$18.7K - $20.8K
|
1.76K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
36+ 0.46% |
$18.7K - $20.8K
|
7.8K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
36+ 0.36% |
$18.7K - $20.8K
|
10.1K
$6.43M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
35+ 3.51% |
$18.2K - $20.2K
|
1.03K
$657K
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
35+ 5.8% |
$18.2K - $20.2K
|
638
$406K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
35+ 9.16% |
$18.2K - $20.2K
|
417
$265K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
34+ 1.94% |
$17.7K - $19.6K
|
1.79K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
34+ 9.24% |
$17.7K - $19.6K
|
402
$256K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
34+ 0.6% |
$17.7K - $19.6K
|
5.7K
$3.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
32New |
$16.6K - $18.5K
|
32
$20.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
32+ 0.81% |
$16.6K - $18.5K
|
3.98K
$2.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
32+ 0.82% |
$16.6K - $18.5K
|
3.92K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
32+ 0.45% |
$16.6K - $18.5K
|
7.09K
$4.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
31+ 1.09% |
$16.1K - $17.9K
|
2.87K
$1.83M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
30+ 0.38% |
$15.6K - $17.3K
|
7.85K
$5M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.0% |
$15.6K - $17.3K
|
3.02K
$1.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
30+ 0.96% |
$15.6K - $17.3K
|
3.15K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
29+ 1.11% |
$15.1K - $16.7K
|
2.64K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
29+ 1.49% |
$15.1K - $16.7K
|
1.98K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
28+ 6.02% |
$14.6K - $16.2K
|
493
$314K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
27+ 0.2% |
$14K - $15.6K
|
13.6K
$8.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
27+ 1.02% |
$14K - $15.6K
|
2.67K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
27+ 9.25% |
$14K - $15.6K
|
319
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
26+ 0.54% |
$13.5K - $15K
|
4.82K
$3.07M
|