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 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.5K+ 101.35% |
$7.04M - $7.81M
|
26.9K
$16.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.4K+ 29.38% |
$6.98M - $7.74M
|
59.1K
$36.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13.4K+ 3.51% |
$6.95M - $7.71M
|
394K
$244M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
13.3K+ 0.15% |
$6.93M - $7.69M
|
8.82M
$5.47B
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
13.2K+ 49.89% |
$6.86M - $7.6M
|
39.6K
$24.6M
|
|
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
13K+ 11.08% |
$6.75M - $7.48M
|
130K
$80.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
13K+ 5.46% |
$6.74M - $7.47M
|
250K
$155M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
12.9K+ 14.37% |
$6.69M - $7.42M
|
102K
$63.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
12.6K+ 3402.98% |
$6.53M - $7.24M
|
12.9K
$8.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
12.5KNew |
$6.51M - $7.22M
|
12.5K
$7.77M
|
|
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
12.5K+ 7.23% |
$6.49M - $7.2M
|
185K
$115M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
12.4K+ 8.99% |
$6.43M - $7.13M
|
150K
$93M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
12.3K+ 3.08% |
$6.39M - $7.08M
|
411K
$255M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
12.2K+ 75.53% |
$6.37M - $7.06M
|
28.5K
$17.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
12.2K+ 4.66% |
$6.36M - $7.05M
|
275K
$170M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
12.2K+ 685.25% |
$6.36M - $7.05M
|
14K
$8.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
12.2K+ 2.94% |
$6.35M - $7.04M
|
427K
$265M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
12.2KNew |
$6.35M - $7.04M
|
12.2K
$7.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
12KNew |
$6.23M - $6.91M
|
12K
$7.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
11.8K+ 9.1% |
$6.13M - $6.8M
|
141K
$87.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
11.6K+ 6.29% |
$6.04M - $6.7M
|
196K
$122M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
11.6K+ 37.58% |
$6.02M - $6.68M
|
42.4K
$26.3M
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
11.5KNew |
$5.98M - $6.63M
|
11.5K
$7.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
11.5KNew |
$5.97M - $6.62M
|
11.5K
$7.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
11.5K+ 44.52% |
$5.96M - $6.61M
|
37.2K
$23.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.3K+ 25.62% |
$5.89M - $6.53M
|
55.5K
$34.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
11.3K+ 13.41% |
$5.88M - $6.52M
|
95.6K
$59.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11.2K+ 1.48% |
$5.84M - $6.47M
|
767K
$476M
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
10.9K+ 24.05% |
$5.69M - $6.31M
|
56.4K
$35M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
10.8K+ 547.19% |
$5.62M - $6.23M
|
12.8K
$7.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
10.7KNew |
$5.59M - $6.2M
|
10.7K
$6.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.7K+ 4.98% |
$5.56M - $6.17M
|
225K
$140M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
10.6KNew |
$5.53M - $6.13M
|
10.6K
$6.6M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 3.97% |
$5.49M - $6.08M
|
276K
$171M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10.4K+ 10395.0% |
$5.41M - $6M
|
10.5K
$6.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
10.4K+ 0.82% |
$5.39M - $5.98M
|
1.27M
$791M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
10.2KNew |
$5.32M - $5.9M
|
10.2K
$6.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
10.2K+ 8.11% |
$5.29M - $5.87M
|
136K
$84.1M
|
|
|
Mar 28, 2025
Q3 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
10K+ 101.29% |
$5.22M - $5.79M
|
19.9K
$12.4M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
10KNew |
$5.21M - $5.77M
|
10K
$6.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
10KNew |
$5.21M - $5.77M
|
10K
$6.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
9.91K+ 3.58% |
$5.16M - $5.72M
|
287K
$178M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
9.9K+ 21.37% |
$5.15M - $5.71M
|
56.2K
$34.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
9.8KNew |
$5.1M - $5.65M
|
9.8K
$6.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
9.68K+ 6.26% |
$5.03M - $5.58M
|
164K
$102M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
9.56K+ 1.86% |
$4.97M - $5.51M
|
523K
$324M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
9.53K+ 102.6% |
$4.96M - $5.49M
|
18.8K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.49K+ 7.01% |
$4.94M - $5.48M
|
145K
$89.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
9.33KNew |
$4.85M - $5.38M
|
9.33K
$5.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.29K+ 455.81% |
$4.83M - $5.36M
|
11.3K
$7.03M
|