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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
SELL
|
- |
-8- 0.12% |
$4.16K - $4.61K
|
6.82K
$4.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-9- 0.34% |
$4.68K - $5.19K
|
2.66K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-9- 7.14% |
$4.68K - $5.19K
|
117
$74.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-9- 1.02% |
$4.68K - $5.19K
|
870
$554K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-9- 0.16% |
$4.68K - $5.19K
|
5.73K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-9- 1.67% |
$4.68K - $5.19K
|
531
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-9- 0.89% |
$4.68K - $5.19K
|
1K
$638K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-10- 0.15% |
$5.2K - $5.77K
|
6.51K
$4.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-10- 0.67% |
$5.2K - $5.77K
|
1.48K
$941K
|
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-10- 1.77% |
$5.2K - $5.77K
|
554
$353K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-10- 0.2% |
$5.2K - $5.77K
|
5.12K
$3.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-10- 0.15% |
$5.2K - $5.77K
|
6.62K
$4.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-10- 0.2% |
$5.2K - $5.77K
|
4.96K
$3.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-10- 0.77% |
$5.2K - $5.77K
|
1.29K
$820K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10- 0.39% |
$5.2K - $5.77K
|
2.56K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-10- 0.03% |
$5.2K - $5.77K
|
32.5K
$20.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-11- 0.31% |
$5.72K - $6.35K
|
3.58K
$2.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-11- 1.06% |
$5.72K - $6.35K
|
1.03K
$653K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-11- 1.3% |
$5.72K - $6.35K
|
833
$530K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-11- 1.17% |
$5.72K - $6.35K
|
926
$589K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-11- 0.08% |
$5.72K - $6.35K
|
14.4K
$9.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-11- 0.1% |
$5.72K - $6.35K
|
11.1K
$7.06M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-12- 0.53% |
$6.24K - $6.92K
|
2.23K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-13- 26.0% |
$6.76K - $7.5K
|
37
$23.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-13- 0.4% |
$6.76K - $7.5K
|
3.28K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-13- 0.35% |
$6.76K - $7.5K
|
3.75K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-13- 3.0% |
$6.76K - $7.5K
|
420
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-13- 0.16% |
$6.76K - $7.5K
|
8.24K
$5.24M
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-13- 1.72% |
$6.76K - $7.5K
|
741
$472K
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
SELL
|
- |
-14- 0.55% |
$7.28K - $8.08K
|
2.54K
$1.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-14- 0.04% |
$7.28K - $8.08K
|
32.7K
$20.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-15- 0.03% |
$7.8K - $8.65K
|
50.2K
$31.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-15- 0.67% |
$7.8K - $8.65K
|
2.22K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-15- 0.24% |
$7.8K - $8.65K
|
6.35K
$4.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-15- 1.66% |
$7.8K - $8.65K
|
887
$564K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-15- 2.04% |
$7.8K - $8.65K
|
721
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-15- 1.8% |
$7.8K - $8.65K
|
820
$522K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-16- 3.31% |
$8.32K - $9.23K
|
468
$298K
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-16- 0.07% |
$8.32K - $9.23K
|
21.4K
$13.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.41% |
$8.32K - $9.23K
|
3.87K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-16- 0.04% |
$8.32K - $9.23K
|
42.5K
$27M
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-17- 1.63% |
$8.84K - $9.81K
|
1.03K
$654K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-17- 0.86% |
$8.84K - $9.81K
|
1.96K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-17- 1.39% |
$8.84K - $9.81K
|
1.21K
$769K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-17- 0.55% |
$8.84K - $9.81K
|
3.05K
$1.94M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-18- 0.45% |
$9.36K - $10.4K
|
3.99K
$2.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-18- 0.73% |
$9.36K - $10.4K
|
2.45K
$1.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-18- 0.45% |
$9.36K - $10.4K
|
3.97K
$2.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-19- 1.48% |
$9.88K - $11K
|
1.27K
$807K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-19- 3.66% |
$9.88K - $11K
|
500
$318K
|