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 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-30- 0.13% |
$15.6K - $17.3K
|
22.6K
$14.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-30- 2.18% |
$15.6K - $17.3K
|
1.35K
$859K
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-30- 2.09% |
$15.6K - $17.3K
|
1.41K
$894K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-30- 0.53% |
$15.6K - $17.3K
|
5.59K
$3.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-30- 0.82% |
$15.6K - $17.3K
|
3.65K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-30- 1.16% |
$15.6K - $17.3K
|
2.55K
$1.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-31- 0.18% |
$16.1K - $17.9K
|
17.5K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-31- 3.36% |
$16.1K - $17.9K
|
892
$568K
|
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-31- 1.11% |
$16.1K - $17.9K
|
2.75K
$1.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-32- 0.99% |
$16.6K - $18.5K
|
3.2K
$2.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-32- 1.93% |
$16.6K - $18.5K
|
1.63K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-32- 9.76% |
$16.6K - $18.5K
|
296
$188K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-33- 0.25% |
$17.2K - $19K
|
13K
$8.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-33- 0.16% |
$17.2K - $19K
|
20.9K
$13.3M
|
|
|
Jul 14, 2025
Q3 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-33- 0.95% |
$17.2K - $19K
|
3.45K
$2.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-34- 0.48% |
$17.7K - $19.6K
|
7.07K
$4.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-34- 5.91% |
$17.7K - $19.6K
|
541
$344K
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-34- 1.02% |
$17.7K - $19.6K
|
3.29K
$2.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-35- 4.32% |
$18.2K - $20.2K
|
775
$493K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-35- 0.3% |
$18.2K - $20.2K
|
11.8K
$7.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
SELL
|
- |
-35- 1.24% |
$18.2K - $20.2K
|
2.78K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-35- 5.82% |
$18.2K - $20.2K
|
566
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-35- 1.99% |
$18.2K - $20.2K
|
1.73K
$1.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-36- 2.27% |
$18.7K - $20.8K
|
1.55K
$986K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-36- 8.87% |
$18.7K - $20.8K
|
370
$235K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-37- 0.58% |
$19.2K - $21.3K
|
6.36K
$4.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-37- 0.18% |
$19.2K - $21.3K
|
21.1K
$13.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-37- 1.89% |
$19.2K - $21.3K
|
1.92K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-37- 7.07% |
$19.2K - $21.3K
|
486
$309K
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-37- 0.05% |
$19.2K - $21.3K
|
71.9K
$45.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-37- 0.15% |
$19.2K - $21.3K
|
25.3K
$16.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-38- 1.07% |
$19.8K - $21.9K
|
3.52K
$2.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-38- 1.74% |
$19.8K - $21.9K
|
2.14K
$1.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-38- 0.34% |
$19.8K - $21.9K
|
11.1K
$7.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-38- 2.35% |
$19.8K - $21.9K
|
1.58K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-38- 1.53% |
$19.8K - $21.9K
|
2.44K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-38- 5.15% |
$19.8K - $21.9K
|
700
$445K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-39- 3.82% |
$20.3K - $22.5K
|
982
$625K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-39- 0.69% |
$20.3K - $22.5K
|
5.61K
$3.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-39- 0.66% |
$20.3K - $22.5K
|
5.87K
$3.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-40- 2.53% |
$20.8K - $23.1K
|
1.54K
$981K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-40- 1.5% |
$20.8K - $23.1K
|
2.64K
$1.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Independent Investors Inc
|
SELL
|
- |
-40- 1.87% |
$20.8K - $23.1K
|
2.1K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-40- 1.27% |
$20.8K - $23.1K
|
3.11K
$1.98M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-41- 0.99% |
$21.3K - $23.6K
|
4.09K
$2.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-41- 4.21% |
$21.3K - $23.6K
|
933
$594K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-41- 2.32% |
$21.3K - $23.6K
|
1.73K
$1.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-41- 33.61% |
$21.3K - $23.6K
|
81
$51.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-41- 1.03% |
$21.3K - $23.6K
|
3.93K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-41- 0.1% |
$21.3K - $23.6K
|
39.9K
$25.4M
|