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 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3+ 0.16% |
$1.56K - $1.73K
|
1.93K
$1.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
3+ 0.3% |
$1.56K - $1.73K
|
1K
$593K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
3+ 0.07% |
$1.56K - $1.73K
|
4.11K
$2.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3+ 0.13% |
$1.56K - $1.73K
|
2.3K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
3+ 0.05% |
$1.56K - $1.73K
|
5.93K
$3.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3+ 0.45% |
$1.56K - $1.73K
|
673
$398K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
3New |
$1.56K - $1.73K
|
3
$1.78K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3+ 0.3% |
$1.56K - $1.73K
|
992
$587K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
3+ 0.53% |
$1.56K - $1.73K
|
572
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
3+ 0.82% |
$1.56K - $1.73K
|
371
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3+ 0.23% |
$1.56K - $1.73K
|
1.31K
$778K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3+ 0.07% |
$1.56K - $1.73K
|
4.34K
$2.57M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2+ 0.15% |
$1.04K - $1.15K
|
1.33K
$785K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2+ 0.04% |
$1.04K - $1.15K
|
4.78K
$2.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2+ 0.4% |
$1.04K - $1.15K
|
508
$301K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.21% |
$1.04K - $1.15K
|
933
$552K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.43% |
$1.04K - $1.15K
|
465
$275K
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
2+ 0.08% |
$1.04K - $1.15K
|
2.65K
$1.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.19% |
$1.04K - $1.15K
|
1.05K
$622K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.2% |
$1.04K - $1.15K
|
1K
$592K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.14% |
$1.04K - $1.15K
|
1.42K
$839K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2+ 0.45% |
$1.04K - $1.15K
|
447
$265K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$1.04K - $1.15K
|
1.57K
$929K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2+ 0.29% |
$1.04K - $1.15K
|
685
$405K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.12% |
$1.04K - $1.15K
|
1.61K
$953K
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
2+ 0.5% |
$1.04K - $1.15K
|
403
$239K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 0.05% |
$1.04K - $1.15K
|
3.75K
$2.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
2+ 0.16% |
$1.04K - $1.15K
|
1.24K
$734K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.13% |
$1.04K - $1.15K
|
1.49K
$880K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2+ 0.03% |
$1.04K - $1.15K
|
6.48K
$3.84M
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2+ 0.42% |
$1.04K - $1.15K
|
483
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2+ 0.23% |
$1.04K - $1.15K
|
861
$510K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2+ 0.04% |
$1.04K - $1.15K
|
5.41K
$3.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
2+ 0.39% |
$1.04K - $1.15K
|
511
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
2+ 0.26% |
$1.04K - $1.15K
|
763
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2+ 0.5% |
$1.04K - $1.15K
|
406
$240K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.03% |
$1.04K - $1.15K
|
7.34K
$4.34M
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2+ 0.39% |
$1.04K - $1.15K
|
518
$307K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.13% |
$520 - $577
|
776
$459K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1+ 0.07% |
$520 - $577
|
1.49K
$881K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1+ 0.26% |
$520 - $577
|
387
$229K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1+ 0.04% |
$520 - $577
|
2.42K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1+ 0.04% |
$520 - $577
|
2.55K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1+ 0.23% |
$520 - $577
|
430
$255K
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
1+ 0.07% |
$520 - $577
|
1.34K
$791K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1+ 0.06% |
$520 - $577
|
1.7K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.23% |
$520 - $577
|
441
$261K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1+ 0.05% |
$520 - $577
|
2.15K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1New |
$520 - $577
|
1
$592
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1+ 0.42% |
$520 - $577
|
240
$142K
|