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 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-414- 6.86% |
$215K - $239K
|
5.62K
$3.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-414- 4.98% |
$215K - $239K
|
7.9K
$4.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-415- 4.38% |
$216K - $239K
|
9.06K
$5.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-431- 45.13% |
$224K - $249K
|
524
$325K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-435- 9.21% |
$226K - $251K
|
4.29K
$2.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-441- 5.03% |
$229K - $254K
|
8.32K
$5.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-441- 1.8% |
$229K - $254K
|
24K
$14.9M
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-443- 11.79% |
$230K - $256K
|
3.31K
$2.06M
|
|
|
May 19, 2025
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-443- 0.59% |
$230K - $256K
|
74.4K
$46.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-445- 2.16% |
$231K - $257K
|
20.1K
$12.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-445- 0.6% |
$231K - $257K
|
73.8K
$45.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-447- 18.59% |
$233K - $258K
|
1.96K
$1.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-450- 5.25% |
$234K - $260K
|
8.12K
$5.04M
|
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-458- 7.83% |
$238K - $264K
|
5.39K
$3.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-459- 13.49% |
$239K - $265K
|
2.94K
$1.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-460- 30.36% |
$239K - $265K
|
1.06K
$655K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-465- 2.86% |
$242K - $268K
|
15.8K
$9.79M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-465- 2.1% |
$242K - $268K
|
21.7K
$13.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-467- 1.64% |
$243K - $269K
|
27.9K
$17.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-467- 2.64% |
$243K - $269K
|
17.2K
$10.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-471- 10.64% |
$245K - $272K
|
3.96K
$2.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-472- 9.33% |
$246K - $272K
|
4.59K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-473- 6.37% |
$246K - $273K
|
6.95K
$4.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-477- 2.5% |
$248K - $275K
|
18.6K
$11.6M
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-478- 8.43% |
$249K - $276K
|
5.2K
$3.22M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-480- 28.35% |
$250K - $277K
|
1.21K
$753K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-486- 47.28% |
$253K - $280K
|
542
$336K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-488- 3.93% |
$254K - $281K
|
11.9K
$7.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-491- 1.26% |
$255K - $283K
|
38.5K
$23.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-494- 19.44% |
$257K - $285K
|
2.05K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-498- 4.92% |
$259K - $287K
|
9.63K
$5.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-498- 2.48% |
$259K - $287K
|
19.5K
$12.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-500- 1.48% |
$260K - $288K
|
33.3K
$20.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-502- 3.46% |
$261K - $290K
|
14K
$8.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-510- 5.4% |
$265K - $294K
|
8.93K
$5.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-512- 3.32% |
$266K - $295K
|
14.9K
$9.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-515- 5.27% |
$268K - $297K
|
9.26K
$5.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-515- 24.44% |
$268K - $297K
|
1.59K
$988K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-519- 0.86% |
$270K - $299K
|
59.5K
$36.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-520- 3.17% |
$270K - $300K
|
15.9K
$9.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-522- 0.21% |
$272K - $301K
|
247K
$153M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-525- 5.45% |
$273K - $303K
|
9.11K
$5.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-525- 1.19% |
$273K - $303K
|
43.5K
$27M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-528- 5.97% |
$275K - $305K
|
8.32K
$5.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-534- 0.17% |
$278K - $308K
|
305K
$189M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-534- 3.82% |
$278K - $308K
|
13.4K
$8.33M
|
|
|
Apr 10, 2025
Q3 2024
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-534- 3.07% |
$278K - $308K
|
16.8K
$10.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-537- 16.81% |
$279K - $310K
|
2.66K
$1.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-541- 0.75% |
$281K - $312K
|
71.1K
$44.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-545- 5.32% |
$283K - $314K
|
9.69K
$6.02M
|