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 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.67% |
$4.16K - $4.61K
|
1.2K
$710K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
8+ 0.49% |
$4.16K - $4.61K
|
1.63K
$964K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.11% |
$4.16K - $4.61K
|
7.41K
$4.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8+ 0.23% |
$4.16K - $4.61K
|
3.53K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
8+ 2.05% |
$4.16K - $4.61K
|
399
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
8+ 1.91% |
$4.16K - $4.61K
|
427
$253K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
7+ 0.42% |
$3.64K - $4.04K
|
1.69K
$999K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
7+ 0.27% |
$3.64K - $4.04K
|
2.63K
$1.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
7+ 0.17% |
$3.64K - $4.04K
|
4.17K
$2.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
7+ 0.38% |
$3.64K - $4.04K
|
1.84K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
7+ 0.32% |
$3.64K - $4.04K
|
2.23K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
7+ 0.7% |
$3.64K - $4.04K
|
1.01K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
7New |
$3.64K - $4.04K
|
7
$4.14K
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
6+ 1.63% |
$3.12K - $3.46K
|
373
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6+ 0.37% |
$3.12K - $3.46K
|
1.61K
$955K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
6+ 0.67% |
$3.12K - $3.46K
|
895
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
6+ 0.14% |
$3.12K - $3.46K
|
4.18K
$2.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6+ 1.44% |
$3.12K - $3.46K
|
424
$251K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6+ 0.69% |
$3.12K - $3.46K
|
874
$517K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.36% |
$2.6K - $2.88K
|
1.41K
$833K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$2.6K - $2.88K
|
2.96K
$1.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
5+ 1.06% |
$2.6K - $2.88K
|
478
$283K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
5+ 0.1% |
$2.6K - $2.88K
|
5.26K
$3.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5+ 0.43% |
$2.6K - $2.88K
|
1.17K
$690K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5+ 0.46% |
$2.6K - $2.88K
|
1.1K
$649K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 0.8% |
$2.6K - $2.88K
|
627
$371K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5+ 0.47% |
$2.6K - $2.88K
|
1.08K
$638K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$2.6K - $2.88K
|
60K
$35.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5+ 1.09% |
$2.6K - $2.88K
|
465
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
5+ 0.33% |
$2.6K - $2.88K
|
1.53K
$906K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.03% |
$2.08K - $2.31K
|
14.2K
$8.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4+ 0.14% |
$2.08K - $2.31K
|
2.93K
$1.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
4+ 0.32% |
$2.08K - $2.31K
|
1.26K
$743K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4+ 0.06% |
$2.08K - $2.31K
|
6.75K
$3.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.16% |
$2.08K - $2.31K
|
2.46K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$2.08K - $2.31K
|
9.72K
$5.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
4+ 0.47% |
$2.08K - $2.31K
|
848
$502K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.33% |
$2.08K - $2.31K
|
1.21K
$714K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
4+ 33.33% |
$2.08K - $2.31K
|
16
$9.47K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
4+ 0.39% |
$2.08K - $2.31K
|
1.04K
$613K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4+ 0.2% |
$2.08K - $2.31K
|
2.02K
$1.19M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4+ 0.07% |
$2.08K - $2.31K
|
5.59K
$3.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
4+ 0.36% |
$2.08K - $2.31K
|
1.12K
$660K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
4+ 0.22% |
$2.08K - $2.31K
|
1.84K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4+ 0.08% |
$2.08K - $2.31K
|
4.75K
$2.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3+ 0.4% |
$1.56K - $1.73K
|
753
$446K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3+ 0.18% |
$1.56K - $1.73K
|
1.64K
$968K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.85% |
$1.56K - $1.73K
|
356
$211K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3+ 0.13% |
$1.56K - $1.73K
|
2.24K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3+ 0.79% |
$1.56K - $1.73K
|
382
$226K
|