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 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.1K+ 38.0% |
$11.5M - $12.7M
|
80.2K
$47.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22K+ 0.78% |
$11.4M - $12.7M
|
2.84M
$1.68B
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
21.3K+ 23.02% |
$11.1M - $12.3M
|
114K
$67.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
21.1K+ 6.66% |
$11M - $12.2M
|
338K
$200M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20.4K+ 5.04% |
$10.6M - $11.8M
|
426K
$252M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
20K+ 8.15% |
$10.4M - $11.5M
|
265K
$157M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
19.6K+ 67.32% |
$10.2M - $11.3M
|
48.8K
$28.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
19.5K+ 19.43% |
$10.2M - $11.3M
|
120K
$71M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
19.4KNew |
$10.1M - $11.2M
|
19.4K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
18.7K+ 2.94% |
$9.74M - $10.8M
|
656K
$388M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
18.5K+ 27.95% |
$9.63M - $10.7M
|
84.8K
$50.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
18.1K+ 18.02% |
$9.4M - $10.4M
|
118K
$70M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
17.9K+ 13.45% |
$9.33M - $10.3M
|
151K
$89.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17.9K+ 112.46% |
$9.31M - $10.3M
|
33.8K
$20M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
17.7K+ 9.35% |
$9.22M - $10.2M
|
207K
$123M
|
|
|
Nov 14, 2024
Q3 2024
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
17K+ 12.84% |
$8.84M - $9.81M
|
149K
$88.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
17K+ 39.96% |
$8.84M - $9.81M
|
59.5K
$35.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
16.6K+ 11.71% |
$8.65M - $9.59M
|
159K
$93.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
16.4KNew |
$8.53M - $9.46M
|
16.4K
$9.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
16.2KNew |
$8.44M - $9.36M
|
16.2K
$9.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
15.8KNew |
$8.22M - $9.11M
|
15.8K
$9.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
15.8KNew |
$8.21M - $9.1M
|
15.8K
$9.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15.6K+ 3.06% |
$8.09M - $8.98M
|
524K
$310M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
15.5K+ 5.42% |
$8.09M - $8.97M
|
302K
$179M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.4K+ 53.4% |
$8.03M - $8.91M
|
44.4K
$26.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2K+ 10.17% |
$7.89M - $8.75M
|
164K
$97.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
15K+ 13.58% |
$7.83M - $8.68M
|
126K
$74.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.9K+ 3.95% |
$7.75M - $8.6M
|
392K
$232M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.8K+ 305.2% |
$7.72M - $8.56M
|
19.7K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
14.7K+ 223.1% |
$7.65M - $8.48M
|
21.3K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
14.7K+ 5.09% |
$7.63M - $8.46M
|
303K
$179M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.7K+ 2.52% |
$7.63M - $8.46M
|
597K
$353M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
14.7K+ 37.52% |
$7.62M - $8.45M
|
53.7K
$31.8M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
14.6K+ 5.25% |
$7.58M - $8.41M
|
292K
$173M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
14.5K+ 2.32% |
$7.53M - $8.35M
|
639K
$378M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
14.5KNew |
$7.52M - $8.34M
|
14.5K
$8.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
14.4K+ 47.15% |
$7.51M - $8.32M
|
45K
$26.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
14.3KNew |
$7.44M - $8.25M
|
14.3K
$8.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
13.9K+ 2.77% |
$7.25M - $8.04M
|
518K
$307M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
13.9K+ 8.47% |
$7.22M - $8.01M
|
178K
$105M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.9K+ 1623.86% |
$7.22M - $8.01M
|
14.7K
$8.72M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13.7K+ 27.61% |
$7.15M - $7.93M
|
63.5K
$37.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
13.7K+ 87.71% |
$7.14M - $7.92M
|
29.4K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.5K+ 101.35% |
$7.04M - $7.81M
|
26.9K
$15.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.4K+ 29.38% |
$6.98M - $7.74M
|
59.1K
$35M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13.4K+ 3.51% |
$6.95M - $7.71M
|
394K
$233M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
13.3K+ 0.15% |
$6.93M - $7.69M
|
8.82M
$5.22B
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
13.2K+ 49.89% |
$6.86M - $7.6M
|
39.6K
$23.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
13K+ 5.46% |
$6.74M - $7.47M
|
250K
$148M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
12.9K+ 14.37% |
$6.69M - $7.42M
|
102K
$60.5M
|