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 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-199- 18.36% |
$104K - $115K
|
885
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-199- 5.78% |
$104K - $115K
|
3.24K
$2.05M
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-200- 22.2% |
$104K - $115K
|
701
$443K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-200- 9.97% |
$104K - $115K
|
1.81K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-200- 2.65% |
$104K - $115K
|
7.33K
$4.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-201- 1.23% |
$105K - $116K
|
16.1K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-204- 0.88% |
$106K - $118K
|
23K
$14.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-206- 15.0% |
$107K - $119K
|
1.17K
$737K
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-206- 28.61% |
$107K - $119K
|
514
$325K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-208- 6.0% |
$108K - $120K
|
3.26K
$2.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-209- 5.7% |
$109K - $121K
|
3.46K
$2.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-210- 2.58% |
$109K - $121K
|
7.94K
$5.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-212- 0.87% |
$110K - $122K
|
24.2K
$15.3M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-212- 4.19% |
$110K - $122K
|
4.85K
$3.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-212- 11.97% |
$110K - $122K
|
1.56K
$985K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-213- 11.5% |
$111K - $123K
|
1.64K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-213- 0.22% |
$111K - $123K
|
94.9K
$60M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-214- 1.72% |
$111K - $123K
|
12.2K
$7.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-214- 4.65% |
$111K - $123K
|
4.39K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-216- 2.55% |
$112K - $125K
|
8.25K
$5.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-217- 4.24% |
$113K - $125K
|
4.91K
$3.1M
|
|
|
Nov 13, 2024
Q3 2024
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-222- 20.71% |
$115K - $128K
|
850
$537K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-223- 24.53% |
$116K - $129K
|
686
$433K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-223- 8.71% |
$116K - $129K
|
2.34K
$1.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-223- 0.41% |
$116K - $129K
|
54K
$34.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-224- 10.0% |
$117K - $129K
|
2.02K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-224- 10.95% |
$117K - $129K
|
1.82K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
SELL
|
- |
-228- 0.32% |
$119K - $132K
|
71.5K
$45.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-228- 8.35% |
$119K - $132K
|
2.5K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-228- 1.88% |
$119K - $132K
|
11.9K
$7.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-229- 6.0% |
$119K - $132K
|
3.59K
$2.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-230- 2.39% |
$120K - $133K
|
9.41K
$5.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-230- 2.33% |
$120K - $133K
|
9.66K
$6.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-233- 12.37% |
$121K - $134K
|
1.65K
$1.04M
|
|
|
Apr 10, 2025
Q3 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-235- 0.12% |
$122K - $136K
|
189K
$120M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-238- 10.32% |
$124K - $137K
|
2.07K
$1.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-238- 1.65% |
$124K - $137K
|
14.2K
$8.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-238- 9.09% |
$124K - $137K
|
2.38K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-240- 5.24% |
$125K - $138K
|
4.34K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-240- 3.9% |
$125K - $138K
|
5.92K
$3.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-243- 0.6% |
$126K - $140K
|
40K
$25.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-243- 0.6% |
$126K - $140K
|
40.6K
$25.6M
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-244- 5.55% |
$127K - $141K
|
4.15K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-245- 1.35% |
$127K - $141K
|
17.8K
$11.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-247- 1.8% |
$128K - $142K
|
13.5K
$8.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-248- 16.95% |
$129K - $143K
|
1.22K
$768K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-249- 21.45% |
$130K - $144K
|
912
$576K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-250- 6.35% |
$130K - $144K
|
3.69K
$2.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-250- 2.58% |
$130K - $144K
|
9.43K
$5.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-251- 2.34% |
$131K - $145K
|
10.5K
$6.62M
|