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 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.2K- 2.02% |
$622K - $689K
|
57.8K
$34.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.21K- 2.34% |
$630K - $699K
|
50.5K
$29.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.21K- 3.64% |
$631K - $700K
|
32.1K
$19M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.22K- 24.43% |
$633K - $702K
|
3.76K
$2.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-1.22K- 0.42% |
$637K - $706K
|
291K
$172M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1.23K- 1.47% |
$641K - $711K
|
82.9K
$49.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.24K- 47.3% |
$642K - $712K
|
1.38K
$814K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.25K- 4.7% |
$651K - $722K
|
25.4K
$15M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.29K- 5.72% |
$668K - $741K
|
21.2K
$12.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-1.29K- 9.35% |
$668K - $741K
|
12.5K
$7.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.29K- 5.6% |
$668K - $741K
|
21.7K
$12.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.29K- 3.56% |
$670K - $743K
|
34.9K
$20.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.3K- 39.17% |
$674K - $747K
|
2.01K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.31K- 7.17% |
$679K - $753K
|
16.9K
$10M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.32K- 45.61% |
$689K - $764K
|
1.58K
$935K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.33K- 9.16% |
$692K - $768K
|
13.2K
$7.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.33K- 4.93% |
$694K - $769K
|
25.7K
$15.2M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.34K- 17.23% |
$699K - $775K
|
6.46K
$3.82M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.35K- 54.95% |
$701K - $778K
|
1.11K
$654K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.35K- 5.82% |
$702K - $778K
|
21.8K
$12.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
SELL
|
- |
-1.35K- 3.83% |
$702K - $779K
|
33.9K
$20.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 11.77% |
$702K - $779K
|
10.1K
$5.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.35K- 0.59% |
$704K - $781K
|
227K
$134M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.37K- 32.87% |
$712K - $789K
|
2.79K
$1.65M
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-1.38K- 1.99% |
$717K - $795K
|
68K
$40.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.41K- 70.63% |
$732K - $812K
|
585
$346K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.41K- 2.88% |
$733K - $813K
|
47.5K
$28.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.45K- 10.49% |
$753K - $835K
|
12.3K
$7.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.45K- 5.37% |
$756K - $838K
|
25.6K
$15.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.46K- 16.96% |
$758K - $840K
|
7.13K
$4.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-1.46K- 8.78% |
$758K - $840K
|
15.1K
$8.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.47K- 11.66% |
$765K - $848K
|
11.1K
$6.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.48K- 5.39% |
$770K - $854K
|
26K
$15.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.5K- 26.47% |
$779K - $864K
|
4.16K
$2.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.51K- 2.35% |
$783K - $868K
|
62.5K
$37M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.52K- 38.41% |
$791K - $877K
|
2.44K
$1.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.53K- 17.15% |
$796K - $883K
|
7.39K
$4.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.55K- 0.12% |
$804K - $892K
|
1.32M
$781M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.56K- 6.92% |
$811K - $899K
|
21K
$12.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.59K- 9.72% |
$825K - $915K
|
14.7K
$8.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.61K- 2.59% |
$835K - $926K
|
60.4K
$35.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.63K- 6.72% |
$847K - $940K
|
22.6K
$13.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.64K- 0.75% |
$852K - $944K
|
218K
$129M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.64K- 30.61% |
$853K - $946K
|
3.72K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-1.65K- 43.5% |
$860K - $953K
|
2.15K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.68K- 2.18% |
$872K - $967K
|
75.1K
$44.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.7K- 45.48% |
$884K - $980K
|
2.04K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.71K- 1.36% |
$891K - $988K
|
124K
$73.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.72K- 0.34% |
$893K - $990K
|
504K
$298M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.73K- 1.9% |
$901K - $1M
|
89.2K
$52.8M
|