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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-25- 2.07% |
$13K - $14.4K
|
1.18K
$698K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-25- 0.43% |
$13K - $14.4K
|
5.73K
$3.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-25- 2.02% |
$13K - $14.4K
|
1.21K
$717K
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-26- 4.97% |
$13.5K - $15K
|
497
$294K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-26- 3.22% |
$13.5K - $15K
|
781
$462K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-27- 0.42% |
$14K - $15.6K
|
6.46K
$3.83M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-27- 25.71% |
$14K - $15.6K
|
78
$46.2K
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-27- 3.83% |
$14K - $15.6K
|
678
$401K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.29% |
$14.6K - $16.2K
|
2.14K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-28- 3.6% |
$14.6K - $16.2K
|
750
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-28- 2.53% |
$14.6K - $16.2K
|
1.08K
$639K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-29- 0.87% |
$15.1K - $16.7K
|
3.29K
$1.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-29- 0.03% |
$15.1K - $16.7K
|
114K
$67.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-29- 2.18% |
$15.1K - $16.7K
|
1.3K
$771K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-29- 0.59% |
$15.1K - $16.7K
|
4.86K
$2.88M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-30- 0.13% |
$15.6K - $17.3K
|
22.6K
$13.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-30- 2.18% |
$15.6K - $17.3K
|
1.35K
$799K
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-30- 2.09% |
$15.6K - $17.3K
|
1.41K
$832K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-30- 0.53% |
$15.6K - $17.3K
|
5.59K
$3.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-30- 0.82% |
$15.6K - $17.3K
|
3.65K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-30- 1.16% |
$15.6K - $17.3K
|
2.55K
$1.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-31- 0.18% |
$16.1K - $17.9K
|
17.5K
$10.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-31- 3.36% |
$16.1K - $17.9K
|
892
$528K
|
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-31- 1.11% |
$16.1K - $17.9K
|
2.75K
$1.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-32- 0.99% |
$16.6K - $18.5K
|
3.2K
$1.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-32- 1.93% |
$16.6K - $18.5K
|
1.63K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-32- 9.76% |
$16.6K - $18.5K
|
296
$175K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-33- 0.25% |
$17.2K - $19K
|
13K
$7.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-33- 0.16% |
$17.2K - $19K
|
20.9K
$12.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-34- 0.48% |
$17.7K - $19.6K
|
7.07K
$4.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-34- 5.91% |
$17.7K - $19.6K
|
541
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-34- 1.02% |
$17.7K - $19.6K
|
3.29K
$1.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-35- 4.32% |
$18.2K - $20.2K
|
775
$459K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-35- 0.3% |
$18.2K - $20.2K
|
11.8K
$6.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
SELL
|
- |
-35- 1.24% |
$18.2K - $20.2K
|
2.78K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-35- 5.82% |
$18.2K - $20.2K
|
566
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-35- 1.99% |
$18.2K - $20.2K
|
1.73K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-36- 2.27% |
$18.7K - $20.8K
|
1.55K
$917K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-36- 8.87% |
$18.7K - $20.8K
|
370
$219K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-37- 0.58% |
$19.2K - $21.3K
|
6.36K
$3.76M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-37- 0.18% |
$19.2K - $21.3K
|
21.1K
$12.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-37- 1.89% |
$19.2K - $21.3K
|
1.92K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-37- 7.07% |
$19.2K - $21.3K
|
486
$288K
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-37- 0.05% |
$19.2K - $21.3K
|
71.9K
$42.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-37- 0.15% |
$19.2K - $21.3K
|
25.3K
$15M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-38- 1.07% |
$19.8K - $21.9K
|
3.52K
$2.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-38- 1.74% |
$19.8K - $21.9K
|
2.14K
$1.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-38- 0.34% |
$19.8K - $21.9K
|
11.1K
$6.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-38- 2.35% |
$19.8K - $21.9K
|
1.58K
$936K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-38- 1.53% |
$19.8K - $21.9K
|
2.44K
$1.44M
|