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
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-15- 1.66% |
$7.8K - $8.65K
|
887
$525K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-15- 2.04% |
$7.8K - $8.65K
|
721
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-15- 1.8% |
$7.8K - $8.65K
|
820
$485K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-16- 3.31% |
$8.32K - $9.23K
|
468
$277K
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-16- 0.07% |
$8.32K - $9.23K
|
21.4K
$12.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.41% |
$8.32K - $9.23K
|
3.87K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-16- 0.04% |
$8.32K - $9.23K
|
42.5K
$25.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-17- 1.63% |
$8.84K - $9.81K
|
1.03K
$608K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-17- 0.86% |
$8.84K - $9.81K
|
1.96K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-17- 1.39% |
$8.84K - $9.81K
|
1.21K
$715K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-17- 0.55% |
$8.84K - $9.81K
|
3.05K
$1.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-18- 0.45% |
$9.36K - $10.4K
|
3.99K
$2.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-18- 0.73% |
$9.36K - $10.4K
|
2.45K
$1.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-18- 0.45% |
$9.36K - $10.4K
|
3.97K
$2.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-19- 1.48% |
$9.88K - $11K
|
1.27K
$751K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-19- 3.66% |
$9.88K - $11K
|
500
$296K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-19- 0.04% |
$9.88K - $11K
|
50.6K
$29.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-20- 1.75% |
$10.4K - $11.5K
|
1.12K
$665K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-20- 2.38% |
$10.4K - $11.5K
|
821
$486K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-20- 1.28% |
$10.4K - $11.5K
|
1.54K
$910K
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-20- 0.32% |
$10.4K - $11.5K
|
6.19K
$3.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-20- 9.13% |
$10.4K - $11.5K
|
199
$118K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-20- 0.06% |
$10.4K - $11.5K
|
34.7K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-20- 5.01% |
$10.4K - $11.5K
|
379
$224K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-21- 3.55% |
$10.9K - $12.1K
|
570
$337K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.63% |
$10.9K - $12.1K
|
3.34K
$1.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
SELL
|
- |
-22- 3.07% |
$11.4K - $12.7K
|
695
$411K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-22- 0.24% |
$11.4K - $12.7K
|
9.1K
$5.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-22- 1.6% |
$11.4K - $12.7K
|
1.35K
$799K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-22- 0.51% |
$11.4K - $12.7K
|
4.32K
$2.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-22- 1.99% |
$11.4K - $12.7K
|
1.08K
$641K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-22- 2.99% |
$11.4K - $12.7K
|
713
$422K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-22- 0.48% |
$11.4K - $12.7K
|
4.54K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22- 9.44% |
$11.4K - $12.7K
|
211
$125K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-23- 1.35% |
$12K - $13.3K
|
1.68K
$992K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-23- 1.71% |
$12K - $13.3K
|
1.33K
$784K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-23- 0.85% |
$12K - $13.3K
|
2.67K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-23- 0.35% |
$12K - $13.3K
|
6.51K
$3.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-23- 2.22% |
$12K - $13.3K
|
1.01K
$599K
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-23- 0.81% |
$12K - $13.3K
|
2.8K
$1.66M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-23- 34.85% |
$12K - $13.3K
|
43
$25.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
SELL
|
- |
-23- 0.77% |
$12K - $13.3K
|
2.95K
$1.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-23- 5.9% |
$12K - $13.3K
|
367
$217K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-24- 2.36% |
$12.5K - $13.8K
|
995
$589K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-24- 1.07% |
$12.5K - $13.8K
|
2.21K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-25- 0.38% |
$13K - $14.4K
|
6.56K
$3.88M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-25- 6.41% |
$13K - $14.4K
|
365
$216K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-25- 3.47% |
$13K - $14.4K
|
696
$412K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-25- 3.62% |
$13K - $14.4K
|
665
$394K
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-25- 6.27% |
$13K - $14.4K
|
374
$221K
|