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 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
13+ 0.37% |
$6.76K - $7.5K
|
3.55K
$2.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
13+ 0.4% |
$6.76K - $7.5K
|
3.3K
$2.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
13+ 1.39% |
$6.76K - $7.5K
|
948
$603K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 0.29% |
$6.76K - $7.5K
|
4.47K
$2.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
13+ 0.12% |
$6.76K - $7.5K
|
10.5K
$6.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13+ 0.28% |
$6.76K - $7.5K
|
4.61K
$2.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
13+ 0.01% |
$6.76K - $7.5K
|
101K
$64.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
12+ 2.14% |
$6.24K - $6.92K
|
572
$364K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
12+ 0.2% |
$6.24K - $6.92K
|
6K
$3.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
12+ 1.47% |
$6.24K - $6.92K
|
830
$528K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
12+ 0.93% |
$6.24K - $6.92K
|
1.31K
$831K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
12+ 1.02% |
$6.24K - $6.92K
|
1.19K
$757K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
12+ 0.46% |
$6.24K - $6.92K
|
2.6K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
12+ 0.69% |
$6.24K - $6.92K
|
1.75K
$1.11M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
11+ 2.76% |
$5.72K - $6.35K
|
409
$260K
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
11+ 0.36% |
$5.72K - $6.35K
|
3.05K
$1.94M
|
|
|
Oct 09, 2024
Q3 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
11+ 0.37% |
$5.72K - $6.35K
|
3.02K
$1.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.18% |
$5.72K - $6.35K
|
6.08K
$3.87M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
11+ 1.24% |
$5.72K - $6.35K
|
895
$570K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
11+ 0.06% |
$5.72K - $6.35K
|
18.2K
$11.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
11+ 0.35% |
$5.72K - $6.35K
|
3.2K
$2.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.21% |
$5.2K - $5.77K
|
4.67K
$2.97M
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
10+ 0.14% |
$5.2K - $5.77K
|
6.94K
$4.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.74% |
$4.68K - $5.19K
|
1.23K
$785K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
9+ 0.05% |
$4.68K - $5.19K
|
19.6K
$12.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
9+ 0.14% |
$4.68K - $5.19K
|
6.61K
$4.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
8+ 0.15% |
$4.16K - $4.61K
|
5.36K
$3.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8+ 0.26% |
$4.16K - $4.61K
|
3.06K
$1.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
8+ 0.12% |
$4.16K - $4.61K
|
6.74K
$4.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.67% |
$4.16K - $4.61K
|
1.2K
$764K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
8+ 0.49% |
$4.16K - $4.61K
|
1.63K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.11% |
$4.16K - $4.61K
|
7.41K
$4.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8+ 0.23% |
$4.16K - $4.61K
|
3.53K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
8+ 2.05% |
$4.16K - $4.61K
|
399
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
8+ 1.91% |
$4.16K - $4.61K
|
427
$272K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
7+ 0.42% |
$3.64K - $4.04K
|
1.69K
$1.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
7+ 0.27% |
$3.64K - $4.04K
|
2.63K
$1.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
7+ 0.17% |
$3.64K - $4.04K
|
4.17K
$2.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
7+ 0.38% |
$3.64K - $4.04K
|
1.84K
$1.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
7+ 0.32% |
$3.64K - $4.04K
|
2.23K
$1.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
7+ 0.7% |
$3.64K - $4.04K
|
1.01K
$642K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
7New |
$3.64K - $4.04K
|
7
$4.45K
|
|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
7+ 0.07% |
$3.64K - $4.04K
|
10.3K
$6.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
6+ 1.63% |
$3.12K - $3.46K
|
373
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6+ 0.37% |
$3.12K - $3.46K
|
1.61K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
6+ 0.67% |
$3.12K - $3.46K
|
895
$570K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
6+ 0.14% |
$3.12K - $3.46K
|
4.18K
$2.66M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6+ 1.44% |
$3.12K - $3.46K
|
424
$270K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6+ 0.69% |
$3.12K - $3.46K
|
874
$556K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.36% |
$2.6K - $2.88K
|
1.41K
$896K
|