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 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-38- 5.15% |
$19.8K - $21.9K
|
700
$414K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-39- 3.82% |
$20.3K - $22.5K
|
982
$581K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-39- 0.69% |
$20.3K - $22.5K
|
5.61K
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-39- 0.66% |
$20.3K - $22.5K
|
5.87K
$3.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-40- 2.53% |
$20.8K - $23.1K
|
1.54K
$912K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-40- 1.5% |
$20.8K - $23.1K
|
2.64K
$1.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Independent Investors Inc
|
SELL
|
- |
-40- 1.87% |
$20.8K - $23.1K
|
2.1K
$1.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-40- 1.27% |
$20.8K - $23.1K
|
3.11K
$1.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-41- 0.99% |
$21.3K - $23.6K
|
4.09K
$2.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-41- 4.21% |
$21.3K - $23.6K
|
933
$552K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-41- 2.32% |
$21.3K - $23.6K
|
1.73K
$1.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-41- 33.61% |
$21.3K - $23.6K
|
81
$47.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-41- 1.03% |
$21.3K - $23.6K
|
3.93K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-41- 0.1% |
$21.3K - $23.6K
|
39.9K
$23.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-41- 7.43% |
$21.3K - $23.6K
|
511
$302K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-42- 0.57% |
$21.8K - $24.2K
|
7.28K
$4.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-42- 4.25% |
$21.8K - $24.2K
|
946
$560K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-42- 0.58% |
$21.8K - $24.2K
|
7.2K
$4.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-42- 1.26% |
$21.8K - $24.2K
|
3.3K
$1.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-42- 0.5% |
$21.8K - $24.2K
|
8.32K
$4.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-42- 0.86% |
$21.8K - $24.2K
|
4.84K
$2.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-43- 0.9% |
$22.4K - $24.8K
|
4.73K
$2.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-43- 1.35% |
$22.4K - $24.8K
|
3.13K
$1.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-43- 0.45% |
$22.4K - $24.8K
|
9.48K
$5.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-43- 0.15% |
$22.4K - $24.8K
|
29.6K
$17.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-44- 1.11% |
$22.9K - $25.4K
|
3.92K
$2.32M
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-44- 0.66% |
$22.9K - $25.4K
|
6.65K
$3.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-44- 3.06% |
$22.9K - $25.4K
|
1.39K
$825K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-45- 0.89% |
$23.4K - $26K
|
5K
$2.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-45- 2.17% |
$23.4K - $26K
|
2.03K
$1.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-45- 3.83% |
$23.4K - $26K
|
1.13K
$669K
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-45- 5.54% |
$23.4K - $26K
|
767
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-45- 6.53% |
$23.4K - $26K
|
644
$381K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-46- 10.34% |
$23.9K - $26.5K
|
399
$236K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-46- 0.91% |
$23.9K - $26.5K
|
5.01K
$2.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-46- 5.25% |
$23.9K - $26.5K
|
830
$491K
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-46- 0.65% |
$23.9K - $26.5K
|
7.09K
$4.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-47- 8.32% |
$24.4K - $27.1K
|
518
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-47- 5.85% |
$24.4K - $27.1K
|
756
$447K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-47- 0.53% |
$24.4K - $27.1K
|
8.84K
$5.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-48- 0.12% |
$25K - $27.7K
|
41.2K
$24.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-48- 0.3% |
$25K - $27.7K
|
15.8K
$9.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-48- 0.58% |
$25K - $27.7K
|
8.16K
$4.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-49- 4.56% |
$25.5K - $28.3K
|
1.03K
$607K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-50- 1.6% |
$26K - $28.8K
|
3.07K
$1.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-50- 4.19% |
$26K - $28.8K
|
1.14K
$676K
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-50- 0.3% |
$26K - $28.8K
|
16.5K
$9.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-50- 0.55% |
$26K - $28.8K
|
8.97K
$5.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
SELL
|
- |
-50- 5.88% |
$26K - $28.8K
|
800
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-50- 1.22% |
$26K - $28.8K
|
4.03K
$2.39M
|