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 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-56- 1.67% |
$29.1K - $32.3K
|
3.29K
$2.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-57- 3.71% |
$29.7K - $32.9K
|
1.48K
$935K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-57- 2.15% |
$29.7K - $32.9K
|
2.6K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-57- 3.54% |
$29.7K - $32.9K
|
1.55K
$980K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-58- 1.25% |
$30.2K - $33.5K
|
4.57K
$2.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-58- 1.15% |
$30.2K - $33.5K
|
4.96K
$3.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-59- 7.48% |
$30.7K - $34K
|
730
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-59- 0.33% |
$30.7K - $34K
|
17.8K
$11.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-60- 13.82% |
$31.2K - $34.6K
|
374
$236K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-60- 10.07% |
$31.2K - $34.6K
|
536
$339K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-60- 31.75% |
$31.2K - $34.6K
|
129
$81.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-60- 1.49% |
$31.2K - $34.6K
|
3.98K
$2.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-60- 1.04% |
$31.2K - $34.6K
|
5.7K
$3.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-61- 4.81% |
$31.7K - $35.2K
|
1.21K
$763K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-61- 7.68% |
$31.7K - $35.2K
|
733
$463K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-61- 2.03% |
$31.7K - $35.2K
|
2.95K
$1.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-62- 16.62% |
$32.3K - $35.8K
|
311
$196K
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-63- 0.48% |
$32.8K - $36.3K
|
13.1K
$8.26M
|
|
|
Mar 05, 2025
Q3 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-63- 0.63% |
$32.8K - $36.3K
|
9.97K
$6.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-64- 9.52% |
$33.3K - $36.9K
|
608
$384K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-64- 5.62% |
$33.3K - $36.9K
|
1.07K
$678K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-64- 12.93% |
$33.3K - $36.9K
|
431
$272K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-64- 0.64% |
$33.3K - $36.9K
|
9.93K
$6.27M
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-65- 0.17% |
$33.8K - $37.5K
|
37.9K
$23.9M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-65- 3.8% |
$33.8K - $37.5K
|
1.65K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-65- 9.82% |
$33.8K - $37.5K
|
597
$377K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-65- 3.35% |
$33.8K - $37.5K
|
1.88K
$1.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-66- 2.22% |
$34.3K - $38.1K
|
2.9K
$1.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-67- 7.3% |
$34.9K - $38.6K
|
851
$538K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-67- 0.86% |
$34.9K - $38.6K
|
7.7K
$4.87M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-69- 0.05% |
$35.9K - $39.8K
|
128K
$81.1M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-70- 3.18% |
$36.4K - $40.4K
|
2.13K
$1.35M
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-70- 0.91% |
$36.4K - $40.4K
|
7.64K
$4.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-71- 2.68% |
$36.9K - $41K
|
2.58K
$1.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-71- 9.67% |
$36.9K - $41K
|
663
$419K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-71- 1.18% |
$36.9K - $41K
|
5.92K
$3.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-71- 1.81% |
$36.9K - $41K
|
3.85K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-71- 0.31% |
$36.9K - $41K
|
22.8K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-71- 0.46% |
$36.9K - $41K
|
15.5K
$9.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-72- 0.81% |
$37.5K - $41.5K
|
8.77K
$5.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-72- 14.01% |
$37.5K - $41.5K
|
442
$279K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-72- 0.58% |
$37.5K - $41.5K
|
12.4K
$7.86M
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-73- 1.35% |
$38K - $42.1K
|
5.33K
$3.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-73- 13.2% |
$38K - $42.1K
|
480
$303K
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-73- 10.63% |
$38K - $42.1K
|
614
$388K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-74- 3.76% |
$38.5K - $42.7K
|
1.89K
$1.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-75- 5.83% |
$39K - $43.3K
|
1.21K
$766K
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-75- 0.26% |
$39K - $43.3K
|
28.4K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-75- 5.4% |
$39K - $43.3K
|
1.31K
$829K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-76- 6.53% |
$39.5K - $43.8K
|
1.09K
$687K
|