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 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
12.6K+ 3402.98% |
$6.53M - $7.24M
|
12.9K
$7.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
12.5KNew |
$6.51M - $7.22M
|
12.5K
$7.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
12.4K+ 8.99% |
$6.43M - $7.13M
|
150K
$88.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
12.3K+ 3.08% |
$6.39M - $7.08M
|
411K
$243M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
12.2K+ 75.53% |
$6.37M - $7.06M
|
28.5K
$16.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
12.2K+ 4.66% |
$6.36M - $7.05M
|
275K
$162M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
12.2K+ 685.25% |
$6.36M - $7.05M
|
14K
$8.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
12.2K+ 2.94% |
$6.35M - $7.04M
|
427K
$252M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
12.2KNew |
$6.35M - $7.04M
|
12.2K
$7.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
12KNew |
$6.23M - $6.91M
|
12K
$7.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
11.8K+ 9.1% |
$6.13M - $6.8M
|
141K
$83.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
11.6K+ 6.29% |
$6.04M - $6.7M
|
196K
$116M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
11.6K+ 37.58% |
$6.02M - $6.68M
|
42.4K
$25.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
11.5KNew |
$5.97M - $6.62M
|
11.5K
$6.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
11.5K+ 44.52% |
$5.96M - $6.61M
|
37.2K
$22M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.3K+ 25.62% |
$5.89M - $6.53M
|
55.5K
$32.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
11.3K+ 13.41% |
$5.88M - $6.52M
|
95.6K
$56.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11.2K+ 1.48% |
$5.84M - $6.47M
|
767K
$454M
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
10.9K+ 24.05% |
$5.69M - $6.31M
|
56.4K
$33.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
10.8K+ 547.19% |
$5.62M - $6.23M
|
12.8K
$7.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
10.7KNew |
$5.59M - $6.2M
|
10.7K
$6.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.7K+ 4.98% |
$5.56M - $6.17M
|
225K
$133M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
10.6KNew |
$5.53M - $6.13M
|
10.6K
$6.29M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 3.97% |
$5.49M - $6.08M
|
276K
$163M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10.4K+ 10395.0% |
$5.41M - $6M
|
10.5K
$6.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
10.4K+ 0.82% |
$5.39M - $5.98M
|
1.27M
$754M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
10.2KNew |
$5.32M - $5.9M
|
10.2K
$6.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
10.2K+ 8.11% |
$5.29M - $5.87M
|
136K
$80.2M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
10KNew |
$5.21M - $5.77M
|
10K
$5.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
10KNew |
$5.21M - $5.77M
|
10K
$5.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
9.91K+ 3.58% |
$5.16M - $5.72M
|
287K
$170M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
9.9K+ 21.37% |
$5.15M - $5.71M
|
56.2K
$33.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
9.8KNew |
$5.1M - $5.65M
|
9.8K
$5.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
9.68K+ 6.26% |
$5.03M - $5.58M
|
164K
$97.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
9.56K+ 1.86% |
$4.97M - $5.51M
|
523K
$309M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
9.53K+ 102.6% |
$4.96M - $5.49M
|
18.8K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.49K+ 7.01% |
$4.94M - $5.48M
|
145K
$85.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
9.33KNew |
$4.85M - $5.38M
|
9.33K
$5.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.29K+ 455.81% |
$4.83M - $5.36M
|
11.3K
$6.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.19K+ 2.11% |
$4.78M - $5.3M
|
445K
$263M
|
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
9.17K+ 6.74% |
$4.77M - $5.29M
|
145K
$85.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
9.17K+ 0.51% |
$4.77M - $5.29M
|
1.81M
$1.07B
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
9.09K+ 2.48% |
$4.73M - $5.24M
|
376K
$222M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
9.09K+ 20.5% |
$4.73M - $5.24M
|
53.4K
$31.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9.08K+ 134.32% |
$4.72M - $5.24M
|
15.8K
$9.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.04K+ 128.09% |
$4.7M - $5.21M
|
16.1K
$9.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
9.02K+ 18.79% |
$4.69M - $5.2M
|
57K
$33.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.01K+ 0.59% |
$4.69M - $5.2M
|
1.55M
$915M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
8.97K+ 206.73% |
$4.66M - $5.17M
|
13.3K
$7.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.94K+ 7.55% |
$4.65M - $5.16M
|
127K
$75.4M
|