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 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
18+ 2.94% |
$9.36K - $10.4K
|
631
$374K
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
18+ 2.64% |
$9.36K - $10.4K
|
700
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
18+ 2.78% |
$9.36K - $10.4K
|
665
$394K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
17+ 2.32% |
$8.84K - $9.81K
|
750
$444K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17+ 0.97% |
$8.84K - $9.81K
|
1.77K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
17+ 0.15% |
$8.84K - $9.81K
|
11.4K
$6.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
17+ 1.33% |
$8.84K - $9.81K
|
1.29K
$765K
|
|
|
Nov 13, 2024
Q3 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
17+ 0.38% |
$8.84K - $9.81K
|
4.53K
$2.68M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.49% |
$8.32K - $9.23K
|
3.25K
$1.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
16+ 0.33% |
$8.32K - $9.23K
|
4.9K
$2.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
16+ 1.95% |
$8.32K - $9.23K
|
836
$495K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
16+ 1600.0% |
$8.32K - $9.23K
|
17
$10.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
16+ 0.23% |
$8.32K - $9.23K
|
6.96K
$4.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
16+ 0.1% |
$8.32K - $9.23K
|
15.3K
$9.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
16+ 0.54% |
$8.32K - $9.23K
|
2.95K
$1.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
15+ 1.96% |
$7.8K - $8.65K
|
782
$463K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
15+ 0.39% |
$7.8K - $8.65K
|
3.89K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
15+ 1.34% |
$7.8K - $8.65K
|
1.14K
$672K
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
15+ 0.82% |
$7.8K - $8.65K
|
1.85K
$1.1M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
14+ 2.83% |
$7.28K - $8.08K
|
509
$301K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
14+ 0.65% |
$7.28K - $8.08K
|
2.16K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
13+ 0.12% |
$6.76K - $7.5K
|
10.7K
$6.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
13+ 0.37% |
$6.76K - $7.5K
|
3.55K
$2.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
13+ 0.4% |
$6.76K - $7.5K
|
3.3K
$1.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
13+ 1.39% |
$6.76K - $7.5K
|
948
$561K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 0.29% |
$6.76K - $7.5K
|
4.47K
$2.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
13+ 0.12% |
$6.76K - $7.5K
|
10.5K
$6.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13+ 0.28% |
$6.76K - $7.5K
|
4.61K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
13+ 0.01% |
$6.76K - $7.5K
|
101K
$59.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
12+ 2.14% |
$6.24K - $6.92K
|
572
$339K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
12+ 0.2% |
$6.24K - $6.92K
|
6K
$3.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
12+ 1.47% |
$6.24K - $6.92K
|
830
$491K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
12+ 0.93% |
$6.24K - $6.92K
|
1.31K
$772K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
12+ 1.02% |
$6.24K - $6.92K
|
1.19K
$704K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
12+ 0.46% |
$6.24K - $6.92K
|
2.6K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
12+ 0.69% |
$6.24K - $6.92K
|
1.75K
$1.04M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
11+ 2.76% |
$5.72K - $6.35K
|
409
$242K
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
11+ 0.36% |
$5.72K - $6.35K
|
3.05K
$1.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
11+ 0.37% |
$5.72K - $6.35K
|
3.02K
$1.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.18% |
$5.72K - $6.35K
|
6.08K
$3.6M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
11+ 1.24% |
$5.72K - $6.35K
|
895
$530K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
11+ 0.06% |
$5.72K - $6.35K
|
18.2K
$10.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
11+ 0.35% |
$5.72K - $6.35K
|
3.2K
$1.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.21% |
$5.2K - $5.77K
|
4.67K
$2.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.74% |
$4.68K - $5.19K
|
1.23K
$730K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
9+ 0.05% |
$4.68K - $5.19K
|
19.6K
$11.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
9+ 0.14% |
$4.68K - $5.19K
|
6.61K
$3.91M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
8+ 0.15% |
$4.16K - $4.61K
|
5.36K
$3.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8+ 0.26% |
$4.16K - $4.61K
|
3.06K
$1.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
8+ 0.12% |
$4.16K - $4.61K
|
6.74K
$3.99M
|