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 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-249- 21.45% |
$130K - $144K
|
912
$540K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-250- 6.35% |
$130K - $144K
|
3.69K
$2.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-250- 2.58% |
$130K - $144K
|
9.43K
$5.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-251- 2.34% |
$131K - $145K
|
10.5K
$6.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-251- 9.1% |
$131K - $145K
|
2.51K
$1.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-254- 15.46% |
$132K - $147K
|
1.39K
$822K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-254- 13.09% |
$132K - $147K
|
1.69K
$998K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-255- 0.27% |
$133K - $147K
|
94.3K
$55.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-258- 1.45% |
$134K - $149K
|
17.5K
$10.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-258- 6.2% |
$134K - $149K
|
3.9K
$2.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-267- 5.95% |
$139K - $154K
|
4.22K
$2.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-268- 3.43% |
$139K - $155K
|
7.55K
$4.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-271- 15.71% |
$141K - $156K
|
1.45K
$861K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-273- 15.15% |
$142K - $157K
|
1.53K
$905K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-275- 1.11% |
$143K - $159K
|
24.5K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-275- 0.14% |
$143K - $159K
|
197K
$117M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-276- 0.62% |
$144K - $159K
|
44.6K
$26.4M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-276- 10.04% |
$144K - $159K
|
2.47K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-279- 3.9% |
$145K - $161K
|
6.88K
$4.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-279- 21.28% |
$145K - $161K
|
1.03K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-280- 4.63% |
$146K - $162K
|
5.77K
$3.41M
|
|
|
Oct 03, 2024
Q3 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
SELL
|
- |
-282- 0.51% |
$147K - $163K
|
55.4K
$32.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-282- 2.8% |
$147K - $163K
|
9.78K
$5.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-285- 6.47% |
$148K - $164K
|
4.12K
$2.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-286- 2.53% |
$149K - $165K
|
11K
$6.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-286- 0.64% |
$149K - $165K
|
44.2K
$26.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-286- 0.64% |
$149K - $165K
|
44.2K
$26.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-286- 1.22% |
$149K - $165K
|
23.2K
$13.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-287- 0.81% |
$149K - $166K
|
35K
$20.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-289- 18.85% |
$150K - $167K
|
1.24K
$736K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-290- 0.09% |
$151K - $167K
|
327K
$194M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-291- 4.87% |
$151K - $168K
|
5.69K
$3.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-292- 2.71% |
$152K - $168K
|
10.5K
$6.21M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-292- 1.2% |
$152K - $168K
|
24.1K
$14.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-294- 6.36% |
$153K - $170K
|
4.33K
$2.56M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-297- 7.15% |
$154K - $171K
|
3.86K
$2.28M
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-300- 45.45% |
$156K - $173K
|
360
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-301- 19.72% |
$157K - $174K
|
1.23K
$725K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-302- 8.04% |
$157K - $174K
|
3.45K
$2.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-303- 0.57% |
$158K - $175K
|
53.1K
$31.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-304- 0.07% |
$158K - $175K
|
418K
$247M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-304- 3.02% |
$158K - $175K
|
9.75K
$5.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-304- 2.42% |
$158K - $175K
|
12.3K
$7.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-306- 4.3% |
$159K - $177K
|
6.81K
$4.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-307- 8.29% |
$160K - $177K
|
3.4K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-307- 0.88% |
$160K - $177K
|
34.7K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-307- 45.48% |
$160K - $177K
|
368
$218K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-308- 3.24% |
$160K - $178K
|
9.21K
$5.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-310- 2.59% |
$161K - $179K
|
11.7K
$6.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-319- 5.64% |
$166K - $184K
|
5.34K
$3.16M
|