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 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-684- 2.48% |
$356K - $395K
|
26.9K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-685- 45.24% |
$356K - $395K
|
829
$491K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-688- 45.81% |
$358K - $397K
|
814
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-694- 2.82% |
$361K - $400K
|
23.9K
$14.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-701- 15.97% |
$365K - $404K
|
3.69K
$2.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-705- 4.46% |
$367K - $407K
|
15.1K
$8.94M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-711- 2.67% |
$370K - $410K
|
25.9K
$15.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-716- 17.92% |
$372K - $413K
|
3.28K
$1.94M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-723- 20.11% |
$376K - $417K
|
2.87K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-723- 0.55% |
$376K - $417K
|
130K
$77M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-727- 46.25% |
$378K - $419K
|
845
$500K
|
|
|
Oct 31, 2024
Q3 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-730- 0.44% |
$380K - $421K
|
167K
$98.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-734- 16.09% |
$382K - $423K
|
3.83K
$2.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-736- 3.65% |
$383K - $425K
|
19.4K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-741- 2.04% |
$385K - $427K
|
35.7K
$21.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-742- 10.83% |
$386K - $428K
|
6.11K
$3.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-743- 20.29% |
$386K - $429K
|
2.92K
$1.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-745- 35.16% |
$388K - $430K
|
1.37K
$813K
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-750- 4.01% |
$390K - $433K
|
17.9K
$10.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-765- 9.41% |
$398K - $441K
|
7.36K
$4.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-771- 1.12% |
$401K - $445K
|
67.9K
$40.2M
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-773- 1.5% |
$402K - $446K
|
50.9K
$30.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-774- 8.36% |
$403K - $446K
|
8.48K
$5.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-778- 4.37% |
$405K - $449K
|
17K
$10.1M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-778- 4.35% |
$405K - $449K
|
17.1K
$10.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-780- 14.92% |
$406K - $450K
|
4.45K
$2.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-782- 5.59% |
$407K - $451K
|
13.2K
$7.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-784- 5.71% |
$408K - $452K
|
12.9K
$7.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-799- 5.07% |
$416K - $461K
|
15K
$8.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-800- 58.57% |
$416K - $461K
|
566
$335K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-806- 3.0% |
$419K - $465K
|
26.1K
$15.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-809- 0.42% |
$421K - $467K
|
194K
$115M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-817- 16.94% |
$425K - $471K
|
4.01K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-817- 3.7% |
$425K - $471K
|
21.2K
$12.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-818- 3.2% |
$426K - $472K
|
24.8K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-822- 7.4% |
$428K - $474K
|
10.3K
$6.09M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-825- 13.65% |
$429K - $476K
|
5.22K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-826- 4.54% |
$430K - $476K
|
17.4K
$10.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-841- 5.25% |
$437K - $485K
|
15.2K
$8.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-843- 2.89% |
$439K - $486K
|
28.3K
$16.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-860- 15.56% |
$447K - $496K
|
4.67K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-864- 0.88% |
$449K - $498K
|
97K
$57.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-866- 6.1% |
$450K - $500K
|
13.3K
$7.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-874- 4.04% |
$455K - $504K
|
20.8K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-876- 29.5% |
$456K - $505K
|
2.09K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-877- 3.85% |
$456K - $506K
|
21.9K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-879- 15.26% |
$457K - $507K
|
4.88K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-885- 51.33% |
$460K - $510K
|
839
$497K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-887- 7.51% |
$461K - $512K
|
10.9K
$6.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-887- 22.66% |
$461K - $512K
|
3.03K
$1.79M
|