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 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
25+ 6.39% |
$13K - $14.4K
|
416
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
25+ 35.21% |
$13K - $14.4K
|
96
$61.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
25+ 1.12% |
$13K - $14.4K
|
2.27K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
25New |
$13K - $14.4K
|
25
$15.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
24+ 5.29% |
$12.5K - $13.8K
|
478
$304K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
24+ 1.25% |
$12.5K - $13.8K
|
1.95K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
24+ 14.91% |
$12.5K - $13.8K
|
185
$118K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
24+ 0.92% |
$12.5K - $13.8K
|
2.63K
$1.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
24+ 0.32% |
$12.5K - $13.8K
|
7.6K
$4.83M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
23+ 4.6% |
$12K - $13.3K
|
523
$333K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
22+ 4.18% |
$11.4K - $12.7K
|
548
$349K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
22+ 1.53% |
$11.4K - $12.7K
|
1.46K
$927K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
22+ 2.97% |
$11.4K - $12.7K
|
762
$485K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
21+ 0.43% |
$10.9K - $12.1K
|
4.85K
$3.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
21+ 3.74% |
$10.9K - $12.1K
|
582
$370K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
20+ 0.17% |
$10.4K - $11.5K
|
12.1K
$7.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
20+ 0.62% |
$10.4K - $11.5K
|
3.22K
$2.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
20+ 2.3% |
$10.4K - $11.5K
|
888
$565K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
19+ 0.14% |
$9.88K - $11K
|
13.4K
$8.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
19+ 14.18% |
$9.88K - $11K
|
153
$97.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
19+ 0.54% |
$9.88K - $11K
|
3.52K
$2.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
18+ 1.98% |
$9.36K - $10.4K
|
925
$589K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
18+ 2.61% |
$9.36K - $10.4K
|
707
$450K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
18+ 2.94% |
$9.36K - $10.4K
|
631
$402K
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
18+ 2.64% |
$9.36K - $10.4K
|
700
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
18+ 2.78% |
$9.36K - $10.4K
|
665
$423K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
17+ 2.32% |
$8.84K - $9.81K
|
750
$477K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17+ 0.97% |
$8.84K - $9.81K
|
1.77K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
17+ 0.15% |
$8.84K - $9.81K
|
11.4K
$7.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
17+ 1.33% |
$8.84K - $9.81K
|
1.29K
$822K
|
|
|
Nov 13, 2024
Q3 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
17+ 0.38% |
$8.84K - $9.81K
|
4.53K
$2.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.49% |
$8.32K - $9.23K
|
3.25K
$2.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
16+ 0.33% |
$8.32K - $9.23K
|
4.9K
$3.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
16+ 1.95% |
$8.32K - $9.23K
|
836
$532K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
16+ 1600.0% |
$8.32K - $9.23K
|
17
$10.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
16+ 0.23% |
$8.32K - $9.23K
|
6.96K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
16+ 0.1% |
$8.32K - $9.23K
|
15.3K
$9.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
16+ 0.54% |
$8.32K - $9.23K
|
2.95K
$1.88M
|
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
16+ 1.45% |
$8.32K - $9.23K
|
1.12K
$714K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
15+ 1.96% |
$7.8K - $8.65K
|
782
$498K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
15+ 0.39% |
$7.8K - $8.65K
|
3.89K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
15+ 1.34% |
$7.8K - $8.65K
|
1.14K
$723K
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
15+ 0.82% |
$7.8K - $8.65K
|
1.85K
$1.18M
|
|
|
Feb 13, 2025
Q3 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
15+ 0.6% |
$7.8K - $8.65K
|
2.52K
$1.61M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
14+ 2.83% |
$7.28K - $8.08K
|
509
$324K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
14+ 0.65% |
$7.28K - $8.08K
|
2.16K
$1.38M
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
14+ 2.58% |
$7.28K - $8.08K
|
557
$354K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
14+ 2.58% |
$7.28K - $8.08K
|
557
$354K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
14+ 0.34% |
$7.28K - $8.08K
|
4.18K
$2.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
13+ 0.12% |
$6.76K - $7.5K
|
10.7K
$6.83M
|