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 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-876- 29.5% |
$456K - $505K
|
2.09K
$1.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-877- 3.85% |
$456K - $506K
|
21.9K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-879- 15.26% |
$457K - $507K
|
4.88K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-885- 51.33% |
$460K - $510K
|
839
$521K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-887- 7.51% |
$461K - $512K
|
10.9K
$6.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-887- 22.66% |
$461K - $512K
|
3.03K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-889- 0.56% |
$462K - $513K
|
158K
$98.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-891- 2.78% |
$463K - $514K
|
31.1K
$19.3M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-895- 11.46% |
$466K - $516K
|
6.92K
$4.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-903- 3.2% |
$470K - $521K
|
27.3K
$17M
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-911- 37.8% |
$474K - $525K
|
1.5K
$930K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-918- 4.89% |
$478K - $530K
|
17.9K
$11.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-925- 2.04% |
$481K - $534K
|
44.4K
$27.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-926- 5.67% |
$482K - $534K
|
15.4K
$9.57M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-944- 51.93% |
$491K - $545K
|
874
$542K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-950- 1.58% |
$494K - $548K
|
59K
$36.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-957- 0.42% |
$498K - $552K
|
227K
$141M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-958- 29.58% |
$498K - $553K
|
2.28K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-958- 12.75% |
$498K - $553K
|
6.55K
$4.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-960- 3.36% |
$499K - $554K
|
27.6K
$17.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-966- 13.62% |
$502K - $557K
|
6.13K
$3.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-966- 0.71% |
$502K - $557K
|
135K
$83.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-968- 4.36% |
$504K - $558K
|
21.3K
$13.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-972- 2.83% |
$506K - $561K
|
33.4K
$20.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-977- 5.38% |
$508K - $564K
|
17.2K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-979- 27.47% |
$509K - $565K
|
2.59K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-983- 2.49% |
$511K - $567K
|
38.4K
$23.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-996- 0.59% |
$518K - $575K
|
168K
$104M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1K- 1.77% |
$521K - $577K
|
55.5K
$34.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-1.02K- 25.23% |
$530K - $587K
|
3.02K
$1.87M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.02K- 2.34% |
$531K - $588K
|
42.6K
$26.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.02K- 9.74% |
$532K - $590K
|
9.47K
$5.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.03K- 5.98% |
$534K - $592K
|
16.1K
$10M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.03K- 16.86% |
$534K - $592K
|
5.06K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-1.03K- 11.85% |
$535K - $593K
|
7.65K
$4.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.03K- 12.78% |
$537K - $595K
|
7.04K
$4.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.04K- 2.14% |
$539K - $598K
|
47.4K
$29.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 4.23% |
$539K - $598K
|
23.5K
$14.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.06K- 0.19% |
$549K - $609K
|
555K
$345M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.06K- 0.28% |
$549K - $609K
|
379K
$235M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.06K- 1.13% |
$551K - $611K
|
92.3K
$57.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.07K- 15.39% |
$555K - $615K
|
5.87K
$3.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-1.08K- 7.64% |
$559K - $620K
|
13K
$8.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.08K- 9.27% |
$562K - $623K
|
10.6K
$6.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-1.1K- 0.63% |
$570K - $632K
|
172K
$107M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.11K- 4.54% |
$576K - $639K
|
23.3K
$14.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.11K- 1.86% |
$578K - $641K
|
58.7K
$36.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-1.12K- 4.77% |
$581K - $644K
|
22.3K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.12K- 22.24% |
$581K - $644K
|
3.91K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.12K- 0.29% |
$585K - $648K
|
382K
$237M
|