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 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-19- 0.04% |
$9.88K - $11K
|
50.6K
$32.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-20- 1.75% |
$10.4K - $11.5K
|
1.12K
$715K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-20- 2.38% |
$10.4K - $11.5K
|
821
$522K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-20- 1.28% |
$10.4K - $11.5K
|
1.54K
$978K
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-20- 0.32% |
$10.4K - $11.5K
|
6.19K
$3.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-20- 9.13% |
$10.4K - $11.5K
|
199
$127K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-20- 0.06% |
$10.4K - $11.5K
|
34.7K
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-20- 5.01% |
$10.4K - $11.5K
|
379
$241K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-21- 3.55% |
$10.9K - $12.1K
|
570
$363K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.63% |
$10.9K - $12.1K
|
3.34K
$2.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
SELL
|
- |
-22- 3.07% |
$11.4K - $12.7K
|
695
$442K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-22- 0.24% |
$11.4K - $12.7K
|
9.1K
$5.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-22- 1.6% |
$11.4K - $12.7K
|
1.35K
$859K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-22- 0.51% |
$11.4K - $12.7K
|
4.32K
$2.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-22- 1.99% |
$11.4K - $12.7K
|
1.08K
$689K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-22- 2.99% |
$11.4K - $12.7K
|
713
$454K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-22- 0.48% |
$11.4K - $12.7K
|
4.54K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22- 9.44% |
$11.4K - $12.7K
|
211
$134K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-23- 1.35% |
$12K - $13.3K
|
1.68K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-23- 1.71% |
$12K - $13.3K
|
1.33K
$843K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-23- 0.85% |
$12K - $13.3K
|
2.67K
$1.7M
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-23- 0.35% |
$12K - $13.3K
|
6.51K
$4.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-23- 2.22% |
$12K - $13.3K
|
1.01K
$644K
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-23- 0.81% |
$12K - $13.3K
|
2.8K
$1.78M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-23- 34.85% |
$12K - $13.3K
|
43
$27.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
SELL
|
- |
-23- 0.77% |
$12K - $13.3K
|
2.95K
$1.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-23- 5.9% |
$12K - $13.3K
|
367
$234K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-24- 2.36% |
$12.5K - $13.8K
|
995
$633K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-24- 1.07% |
$12.5K - $13.8K
|
2.21K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-25- 0.38% |
$13K - $14.4K
|
6.56K
$4.17M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-25- 6.41% |
$13K - $14.4K
|
365
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-25- 3.47% |
$13K - $14.4K
|
696
$443K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-25- 3.62% |
$13K - $14.4K
|
665
$423K
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-25- 6.27% |
$13K - $14.4K
|
374
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-25- 2.07% |
$13K - $14.4K
|
1.18K
$751K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-25- 0.43% |
$13K - $14.4K
|
5.73K
$3.65M
|
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-25- 2.02% |
$13K - $14.4K
|
1.21K
$771K
|
|
|
Jul 15, 2025
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-25- 3.47% |
$13K - $14.4K
|
696
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-26- 4.97% |
$13.5K - $15K
|
497
$316K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-26- 3.22% |
$13.5K - $15K
|
781
$497K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-27- 0.42% |
$14K - $15.6K
|
6.46K
$4.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-27- 25.71% |
$14K - $15.6K
|
78
$49.6K
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-27- 3.83% |
$14K - $15.6K
|
678
$431K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.29% |
$14.6K - $16.2K
|
2.14K
$1.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-28- 3.6% |
$14.6K - $16.2K
|
750
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-28- 2.53% |
$14.6K - $16.2K
|
1.08K
$687K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-29- 0.87% |
$15.1K - $16.7K
|
3.29K
$2.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-29- 0.03% |
$15.1K - $16.7K
|
114K
$72.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-29- 2.18% |
$15.1K - $16.7K
|
1.3K
$829K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-29- 0.59% |
$15.1K - $16.7K
|
4.86K
$3.09M
|