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 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-101- 3.78% |
$52.5K - $58.3K
|
2.57K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-101- 7.47% |
$52.5K - $58.3K
|
1.25K
$790K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-102- 0.12% |
$53.1K - $58.8K
|
81.8K
$51.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-103- 13.72% |
$53.6K - $59.4K
|
648
$409K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-104- 1.21% |
$54.1K - $60K
|
8.52K
$5.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-105- 0.26% |
$54.6K - $60.6K
|
40K
$25.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-106- 4.05% |
$55.1K - $61.1K
|
2.51K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-107- 6.69% |
$55.7K - $61.7K
|
1.49K
$943K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-107- 0.2% |
$55.7K - $61.7K
|
52.2K
$33M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-107- 3.55% |
$55.7K - $61.7K
|
2.91K
$1.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-107- 0.99% |
$55.7K - $61.7K
|
10.7K
$6.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-107- 1.39% |
$55.7K - $61.7K
|
7.59K
$4.79M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-108- 23.79% |
$56.2K - $62.3K
|
346
$219K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-108- 1.02% |
$56.2K - $62.3K
|
10.5K
$6.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-108- 5.57% |
$56.2K - $62.3K
|
1.83K
$1.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-109- 11.33% |
$56.7K - $62.9K
|
853
$539K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-109- 16.98% |
$56.7K - $62.9K
|
533
$337K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-110- 8.7% |
$57.2K - $63.5K
|
1.16K
$730K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-110- 2.47% |
$57.2K - $63.5K
|
4.34K
$2.74M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-111- 2.44% |
$57.7K - $64K
|
4.45K
$2.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-111- 3.08% |
$57.7K - $64K
|
3.49K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-111- 3.91% |
$57.7K - $64K
|
2.73K
$1.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-112- 4.2% |
$58.3K - $64.6K
|
2.55K
$1.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-112- 12.7% |
$58.3K - $64.6K
|
770
$486K
|
|
|
Jan 28, 2025
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-112- 18.36% |
$58.3K - $64.6K
|
498
$315K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-114- 2.14% |
$59.3K - $65.8K
|
5.21K
$3.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-114- 8.46% |
$59.3K - $65.8K
|
1.23K
$780K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-114- 13.07% |
$59.3K - $65.8K
|
758
$479K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-116- 7.53% |
$60.3K - $66.9K
|
1.43K
$900K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-116- 1.01% |
$60.3K - $66.9K
|
11.4K
$7.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-116- 2.63% |
$60.3K - $66.9K
|
4.29K
$2.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-117- 4.73% |
$60.9K - $67.5K
|
2.36K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-117- 9.72% |
$60.9K - $67.5K
|
1.09K
$687K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-117- 10.34% |
$60.9K - $67.5K
|
1.02K
$641K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-118- 2.51% |
$61.4K - $68.1K
|
4.58K
$2.89M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-118- 16.86% |
$61.4K - $68.1K
|
582
$368K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-120- 4.04% |
$62.4K - $69.2K
|
2.85K
$1.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-121- 3.12% |
$62.9K - $69.8K
|
3.76K
$2.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-121- 3.08% |
$62.9K - $69.8K
|
3.81K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-121- 0.5% |
$62.9K - $69.8K
|
24K
$15.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-122- 7.82% |
$63.5K - $70.4K
|
1.44K
$909K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-122- 12.71% |
$63.5K - $70.4K
|
838
$529K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-122- 1.97% |
$63.5K - $70.4K
|
6.06K
$3.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-122- 0.5% |
$63.5K - $70.4K
|
24.2K
$15.3M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-122- 1.32% |
$63.5K - $70.4K
|
9.14K
$5.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-123- 0.15% |
$64K - $70.9K
|
80.5K
$50.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-126- 3.69% |
$65.5K - $72.7K
|
3.29K
$2.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-126- 0.28% |
$65.5K - $72.7K
|
44.7K
$28.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-127- 8.36% |
$66.1K - $73.3K
|
1.39K
$879K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-127- 85.81% |
$66.1K - $73.3K
|
21
$13.3K
|