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
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-122- 0.5% |
$63.5K - $70.4K
|
24.2K
$14.3M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-122- 1.32% |
$63.5K - $70.4K
|
9.14K
$5.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-123- 0.15% |
$64K - $70.9K
|
80.5K
$47.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-126- 3.69% |
$65.5K - $72.7K
|
3.29K
$1.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-126- 0.28% |
$65.5K - $72.7K
|
44.7K
$26.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-127- 8.36% |
$66.1K - $73.3K
|
1.39K
$824K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-127- 85.81% |
$66.1K - $73.3K
|
21
$12.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-127- 6.0% |
$66.1K - $73.3K
|
1.99K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-127- 0.82% |
$66.1K - $73.3K
|
15.3K
$9.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-129- 1.27% |
$67.1K - $74.4K
|
10.1K
$5.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-129- 2.4% |
$67.1K - $74.4K
|
5.24K
$3.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-131- 1.64% |
$68.1K - $75.6K
|
7.84K
$4.64M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-131- 0.46% |
$68.1K - $75.6K
|
28.2K
$16.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-132- 4.77% |
$68.7K - $76.1K
|
2.64K
$1.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-132- 0.88% |
$68.7K - $76.1K
|
14.8K
$8.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-132- 17.35% |
$68.7K - $76.1K
|
629
$372K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-134- 1.14% |
$69.7K - $77.3K
|
11.7K
$6.9M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-135- 26.47% |
$70.2K - $77.9K
|
375
$222K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-136- 7.5% |
$70.7K - $78.4K
|
1.68K
$993K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-136- 8.56% |
$70.7K - $78.4K
|
1.45K
$859K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-136- 1.8% |
$70.7K - $78.4K
|
7.4K
$4.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-137- 3.28% |
$71.3K - $79K
|
4.05K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-138- 8.28% |
$71.8K - $79.6K
|
1.53K
$905K
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-139- 0.17% |
$72.3K - $80.2K
|
80.3K
$47.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-140- 18.97% |
$72.8K - $80.8K
|
598
$354K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-141- 5.58% |
$73.3K - $81.3K
|
2.38K
$1.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-141- 3.98% |
$73.3K - $81.3K
|
3.4K
$2.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-142- 8.33% |
$73.9K - $81.9K
|
1.56K
$925K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-143- 11.82% |
$74.4K - $82.5K
|
1.07K
$632K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-143- 1.48% |
$74.4K - $82.5K
|
9.54K
$5.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-144- 3.62% |
$74.9K - $83.1K
|
3.83K
$2.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-144- 5.08% |
$74.9K - $83.1K
|
2.69K
$1.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-146- 18.58% |
$75.9K - $84.2K
|
640
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-147- 5.7% |
$76.5K - $84.8K
|
2.43K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-147- 24.5% |
$76.5K - $84.8K
|
453
$268K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-148- 0.84% |
$77K - $85.4K
|
17.5K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-148- 2.23% |
$77K - $85.4K
|
6.49K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-149- 1.72% |
$77.5K - $85.9K
|
8.5K
$5.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-151- 1.02% |
$78.5K - $87.1K
|
14.6K
$8.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-151- 5.57% |
$78.5K - $87.1K
|
2.56K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-151- 21.06% |
$78.5K - $87.1K
|
566
$335K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-152- 0.43% |
$79.1K - $87.7K
|
35.2K
$20.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-152- 0.82% |
$79.1K - $87.7K
|
18.3K
$10.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-152- 1.92% |
$79.1K - $87.7K
|
7.76K
$4.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-152- 2.05% |
$79.1K - $87.7K
|
7.26K
$4.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-153- 2.31% |
$79.6K - $88.3K
|
6.47K
$3.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-154- 0.61% |
$80.1K - $88.8K
|
24.9K
$14.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-154- 0.15% |
$80.1K - $88.8K
|
100K
$59.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-154- 2.6% |
$80.1K - $88.8K
|
5.78K
$3.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-156- 1.91% |
$81.1K - $90K
|
8K
$4.74M
|