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 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.75K- 2.9% |
$911K - $1.01M
|
58.7K
$34.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.76K- 48.82% |
$913K - $1.01M
|
1.84K
$1.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.8K- 12.11% |
$935K - $1.04M
|
13.1K
$7.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.84K- 36.91% |
$957K - $1.06M
|
3.14K
$1.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.86K- 9.02% |
$966K - $1.07M
|
18.7K
$11.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.87K- 58.29% |
$973K - $1.08M
|
1.34K
$792K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.87K- 13.68% |
$974K - $1.08M
|
11.8K
$6.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.88K- 7.76% |
$979K - $1.09M
|
22.4K
$13.3M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.89K- 0.57% |
$984K - $1.09M
|
332K
$197M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.91K- 3.58% |
$996K - $1.1M
|
51.6K
$30.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.95K- 16.3% |
$1.01M - $1.12M
|
9.99K
$5.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.95K- 1.58% |
$1.01M - $1.12M
|
121K
$71.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.95K- 4.2% |
$1.01M - $1.13M
|
44.5K
$26.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.99K- 51.97% |
$1.03M - $1.15M
|
1.84K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.01K- 10.28% |
$1.04M - $1.16M
|
17.5K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-2.01K- 3.61% |
$1.05M - $1.16M
|
53.8K
$31.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-2.04K- 4.09% |
$1.06M - $1.18M
|
47.8K
$28.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-2.05K- 7.21% |
$1.06M - $1.18M
|
26.3K
$15.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.08K- 10.04% |
$1.08M - $1.2M
|
18.6K
$11M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.1K- 8.76% |
$1.09M - $1.21M
|
21.9K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.1K- 6.4% |
$1.09M - $1.21M
|
30.8K
$18.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.13K- 7.61% |
$1.11M - $1.23M
|
25.8K
$15.3M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-2.16K- 9.68% |
$1.12M - $1.24M
|
20.1K
$11.9M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.17K- 4.24% |
$1.13M - $1.25M
|
49K
$29M
|
|
|
Oct 22, 2024
Q3 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-2.2K- 25.58% |
$1.14M - $1.27M
|
6.4K
$3.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.24K- 3.03% |
$1.16M - $1.29M
|
71.5K
$42.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.24K- 10.53% |
$1.16M - $1.29M
|
19K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.24K- 5.96% |
$1.16M - $1.29M
|
35.3K
$20.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.25K- 21.2% |
$1.17M - $1.3M
|
8.37K
$4.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.25K- 10.29% |
$1.17M - $1.3M
|
19.6K
$11.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.26K- 24.05% |
$1.18M - $1.31M
|
7.15K
$4.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.35K- 8.25% |
$1.22M - $1.35M
|
26.1K
$15.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.4K- 25.07% |
$1.25M - $1.39M
|
7.19K
$4.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.42K- 1.76% |
$1.26M - $1.4M
|
135K
$79.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.43K- 5.28% |
$1.26M - $1.4M
|
43.6K
$25.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.46K- 12.9% |
$1.28M - $1.42M
|
16.6K
$9.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.47K- 3.92% |
$1.29M - $1.43M
|
60.6K
$35.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.49K- 10.69% |
$1.3M - $1.44M
|
20.8K
$12.3M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.5K- 2.79% |
$1.3M - $1.44M
|
86.9K
$51.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.53K- 4.35% |
$1.32M - $1.46M
|
55.7K
$33M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.57K- 23.76% |
$1.34M - $1.48M
|
8.25K
$4.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-2.66K- 0.64% |
$1.38M - $1.53M
|
411K
$244M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.73K- 6.52% |
$1.42M - $1.57M
|
39.1K
$23.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.74K- 3.94% |
$1.42M - $1.58M
|
66.8K
$39.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.74K- 11.63% |
$1.43M - $1.58M
|
20.9K
$12.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.75K- 3.24% |
$1.43M - $1.58M
|
82K
$48.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2.76K- 32.94% |
$1.43M - $1.59M
|
5.61K
$3.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.77K- 9.13% |
$1.44M - $1.6M
|
27.6K
$16.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.81K- 4.34% |
$1.46M - $1.62M
|
61.8K
$36.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.82K- 4.3% |
$1.47M - $1.63M
|
62.8K
$37.2M
|