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 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1+ 0.09% |
$520 - $577
|
1.13K
$671K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.17% |
$520 - $577
|
576
$341K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.09% |
$520 - $577
|
1.07K
$631K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1+ 0.04% |
$520 - $577
|
2.81K
$1.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1+ 0.2% |
$520 - $577
|
500
$296K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1+ 0.06% |
$520 - $577
|
1.77K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.27% |
$520 - $577
|
80
$47.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1+ 0.1% |
$520 - $577
|
1.02K
$601K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.13% |
$520 - $577
|
757
$448K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1+ 0.18% |
$520 - $577
|
548
$324K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$520 - $577
|
7.72K
$4.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.2% |
$520 - $577
|
490
$290K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.25% |
$520 - $577
|
395
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$520 - $577
|
2.57K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.68% |
$520 - $577
|
147
$87K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1+ 0.13% |
$520 - $577
|
766
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1+ 0.1% |
$520 - $577
|
1.03K
$608K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.03% |
$520 - $577
|
3.92K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.13% |
$520 - $577
|
798
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.09% |
$520 - $577
|
1.15K
$680K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$520 - $577
|
11.9K
$7.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Deere & CO
Moline, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1- 0.02% |
$520 - $577
|
4.37K
$2.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1- 25.0% |
$520 - $577
|
3
$1.78K
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1- -0.0% |
$520 - $577
|
22.5K
$13.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-1- 0.25% |
$520 - $577
|
406
$240K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2- 0.14% |
$1.04K - $1.15K
|
1.41K
$837K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-2- 0.19% |
$1.04K - $1.15K
|
1.07K
$632K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2- 0.09% |
$1.04K - $1.15K
|
2.2K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2- 0.05% |
$1.04K - $1.15K
|
3.83K
$2.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2- 0.05% |
$1.04K - $1.15K
|
3.98K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-2- 0.15% |
$1.04K - $1.15K
|
1.32K
$781K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2- 0.03% |
$1.04K - $1.15K
|
6.02K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2- 0.04% |
$1.04K - $1.15K
|
4.82K
$2.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-3- 0.74% |
$1.56K - $1.73K
|
404
$239K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-3- 0.55% |
$1.56K - $1.73K
|
539
$319K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-3- 0.06% |
$1.56K - $1.73K
|
5.37K
$3.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 3.75% |
$1.56K - $1.73K
|
77
$45.6K
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-3- 0.37% |
$1.56K - $1.73K
|
803
$475K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3- 0.15% |
$1.56K - $1.73K
|
2.06K
$1.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-4- 0.09% |
$2.08K - $2.31K
|
4.64K
$2.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-4- 0.76% |
$2.08K - $2.31K
|
523
$310K
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-4- 0.11% |
$2.08K - $2.31K
|
3.65K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-4- 0.04% |
$2.08K - $2.31K
|
11K
$6.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-5- 0.09% |
$2.6K - $2.88K
|
5.61K
$3.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-5- 0.6% |
$2.6K - $2.88K
|
825
$488K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-5- 0.25% |
$2.6K - $2.88K
|
1.99K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-5- 0.97% |
$2.6K - $2.88K
|
512
$303K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5- 0.04% |
$2.6K - $2.88K
|
11.9K
$7.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-5- 0.02% |
$2.6K - $2.88K
|
24.8K
$14.7M
|