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 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-160- 0.07% |
$83.2K - $92.3K
|
228K
$144M
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-160- 2.37% |
$83.2K - $92.3K
|
6.59K
$4.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-161- 1.02% |
$83.7K - $92.9K
|
15.7K
$9.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-162- 1.43% |
$84.3K - $93.4K
|
11.2K
$7.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-162- 1.94% |
$84.3K - $93.4K
|
8.17K
$5.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-164- 10.93% |
$85.3K - $94.6K
|
1.34K
$844K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-164- 4.32% |
$85.3K - $94.6K
|
3.63K
$2.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-165- 24.02% |
$85.8K - $95.2K
|
522
$330K
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
SELL
|
- |
-167- 18.41% |
$86.9K - $96.3K
|
740
$467K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-168- 20.34% |
$87.4K - $96.9K
|
658
$416K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-169- 0.86% |
$87.9K - $97.5K
|
19.5K
$12.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-169- 1.39% |
$87.9K - $97.5K
|
12K
$7.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-170- 6.84% |
$88.4K - $98.1K
|
2.32K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-170- 12.59% |
$88.4K - $98.1K
|
1.18K
$745K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-170- 13.17% |
$88.4K - $98.1K
|
1.12K
$708K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-170- 13.22% |
$88.4K - $98.1K
|
1.12K
$705K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-170- 1.65% |
$88.4K - $98.1K
|
10.2K
$6.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-172- 5.09% |
$89.5K - $99.2K
|
3.21K
$2.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-172- 3.89% |
$89.5K - $99.2K
|
4.24K
$2.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-173- 1.82% |
$90K - $99.8K
|
9.33K
$5.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-173- 20.55% |
$90K - $99.8K
|
669
$423K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-174- 10.62% |
$90.5K - $100K
|
1.46K
$925K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-174- 3.68% |
$90.5K - $100K
|
4.55K
$2.88M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-174- 0.43% |
$90.5K - $100K
|
39.8K
$25.2M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-174- 7.43% |
$90.5K - $100K
|
2.17K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-174- 15.8% |
$90.5K - $100K
|
927
$586K
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-177- 0.19% |
$92.1K - $102K
|
92.1K
$58.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-177- 22.21% |
$92.1K - $102K
|
620
$392K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-177- 5.29% |
$92.1K - $102K
|
3.17K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-177- 5.03% |
$92.1K - $102K
|
3.34K
$2.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-179- 8.61% |
$93.1K - $103K
|
1.9K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-180- 6.74% |
$93.6K - $104K
|
2.49K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-180- 3.61% |
$93.6K - $104K
|
4.81K
$3.04M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-181- 3.42% |
$94.2K - $104K
|
5.11K
$3.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-183- 0.96% |
$95.2K - $106K
|
18.8K
$11.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-184- 3.22% |
$95.7K - $106K
|
5.54K
$3.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-185- 37.0% |
$96.2K - $107K
|
315
$199K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-185- 23.57% |
$96.2K - $107K
|
600
$379K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-186- 0.32% |
$96.8K - $107K
|
57.3K
$36.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-187- 25.37% |
$97.3K - $108K
|
550
$347K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-189- 0.65% |
$98.3K - $109K
|
28.7K
$18.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-189- 1.43% |
$98.3K - $109K
|
13K
$8.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-191- 0.69% |
$99.4K - $110K
|
27.5K
$17.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-193- 2.61% |
$100K - $111K
|
7.19K
$4.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-193- 14.88% |
$100K - $111K
|
1.1K
$697K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-194- 13.77% |
$101K - $112K
|
1.22K
$768K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-194- 1.51% |
$101K - $112K
|
12.7K
$7.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-195- 7.81% |
$101K - $112K
|
2.3K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-196- 1.24% |
$102K - $113K
|
15.6K
$9.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-198- 0.63% |
$103K - $114K
|
31.3K
$19.8M
|