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 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-551- 20.64% |
$287K - $318K
|
2.12K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-551- 2.44% |
$287K - $318K
|
22K
$13M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-552- 0.52% |
$287K - $318K
|
105K
$62.3M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-553- 0.33% |
$288K - $319K
|
169K
$100M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-554- 1.58% |
$288K - $320K
|
34.6K
$20.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-554- 36.07% |
$288K - $320K
|
982
$581K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-558- 3.57% |
$290K - $322K
|
15.1K
$8.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-558- 2.09% |
$290K - $322K
|
26.2K
$15.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-560- 2.91% |
$291K - $323K
|
18.7K
$11.1M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-563- 2.99% |
$293K - $325K
|
18.3K
$10.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-571- 9.96% |
$297K - $329K
|
5.16K
$3.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-575- 1.61% |
$299K - $332K
|
35.1K
$20.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-575- 13.14% |
$299K - $332K
|
3.8K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-583- 0.38% |
$303K - $336K
|
152K
$90.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-584- 13.02% |
$304K - $337K
|
3.9K
$2.31M
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-584- 13.02% |
$304K - $337K
|
3.9K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-589- 13.0% |
$306K - $340K
|
3.94K
$2.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-592- 5.06% |
$308K - $341K
|
11.1K
$6.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-594- 22.4% |
$309K - $343K
|
2.06K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-597- 5.06% |
$311K - $344K
|
11.2K
$6.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-598- 0.74% |
$311K - $345K
|
80.3K
$47.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-599- 24.85% |
$312K - $346K
|
1.81K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-600- 4.73% |
$312K - $346K
|
12.1K
$7.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-602- 47.29% |
$313K - $347K
|
671
$397K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-612- 4.78% |
$318K - $353K
|
12.2K
$7.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-613- 5.92% |
$319K - $354K
|
9.75K
$5.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-619- 9.84% |
$322K - $357K
|
5.67K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-619- 6.29% |
$322K - $357K
|
9.23K
$5.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-622- 43.68% |
$324K - $359K
|
802
$475K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-622- 31.67% |
$324K - $359K
|
1.34K
$794K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-631- 0.49% |
$328K - $364K
|
129K
$76.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-635- 76.32% |
$330K - $366K
|
197
$117K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-635- 4.9% |
$330K - $366K
|
12.3K
$7.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-638- 24.41% |
$332K - $368K
|
1.98K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-639- 3.19% |
$332K - $369K
|
19.4K
$11.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-642- 2.07% |
$334K - $370K
|
30.3K
$18M
|
|
|
Oct 22, 2024
Q3 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-647- 17.95% |
$337K - $373K
|
2.96K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-648- 8.42% |
$337K - $374K
|
7.05K
$4.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-649- 1.59% |
$338K - $374K
|
40.2K
$23.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-652- 53.93% |
$339K - $376K
|
557
$330K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-652- 41.88% |
$339K - $376K
|
905
$536K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-653- 0.43% |
$340K - $377K
|
151K
$89.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-654- 29.49% |
$340K - $377K
|
1.56K
$926K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-657- 10.45% |
$342K - $379K
|
5.63K
$3.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-664- 0.54% |
$345K - $383K
|
123K
$72.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-666- 2.81% |
$346K - $384K
|
23K
$13.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-667- 6.39% |
$347K - $385K
|
9.77K
$5.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-668- 53.06% |
$347K - $385K
|
591
$350K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-670- 23.79% |
$349K - $386K
|
2.15K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-680- 4.9% |
$354K - $392K
|
13.2K
$7.81M
|