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 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.82K- 80.4% |
$1.47M - $1.63M
|
688
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.87K- 2.46% |
$1.49M - $1.65M
|
114K
$67.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.94K- 2.25% |
$1.53M - $1.7M
|
128K
$75.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.95K- 0.97% |
$1.53M - $1.7M
|
301K
$178M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.95K- 4.16% |
$1.53M - $1.7M
|
67.9K
$40.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.98K- 4.53% |
$1.55M - $1.72M
|
62.7K
$37.1M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.01K- 35.51% |
$1.57M - $1.74M
|
5.47K
$3.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.08K- 4.94% |
$1.6M - $1.77M
|
59.2K
$35M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.09K- 7.84% |
$1.6M - $1.78M
|
36.3K
$21.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-3.13K- 5.15% |
$1.63M - $1.81M
|
57.7K
$34.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.15K- 1.2% |
$1.64M - $1.82M
|
260K
$154M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-3.16K- 64.5% |
$1.65M - $1.82M
|
1.74K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.18K- 5.42% |
$1.65M - $1.83M
|
55.5K
$32.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.2K- 9.26% |
$1.67M - $1.85M
|
31.4K
$18.6M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-3.21K- 9.03% |
$1.67M - $1.85M
|
32.3K
$19.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.23K- 5.38% |
$1.68M - $1.86M
|
56.8K
$33.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.24K- 7.25% |
$1.69M - $1.87M
|
41.5K
$24.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.24K- 86.94% |
$1.69M - $1.87M
|
487
$288K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.26K- 3.49% |
$1.7M - $1.88M
|
90.3K
$53.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-3.28K- 0.88% |
$1.7M - $1.89M
|
371K
$220M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.31K- 4.25% |
$1.72M - $1.91M
|
74.6K
$44.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-3.37K- 0.41% |
$1.75M - $1.94M
|
827K
$489M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.38K- 10.27% |
$1.76M - $1.95M
|
29.5K
$17.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-3.39K- 3.79% |
$1.76M - $1.95M
|
85.9K
$50.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-3.4K- 2.48% |
$1.77M - $1.96M
|
134K
$79.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-3.43K- 6.45% |
$1.78M - $1.98M
|
49.7K
$29.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-3.53K- 65.36% |
$1.84M - $2.04M
|
1.87K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.55K- 3.13% |
$1.85M - $2.05M
|
110K
$65M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.57K- 27.53% |
$1.86M - $2.06M
|
9.4K
$5.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.61K- 4.52% |
$1.88M - $2.08M
|
76.3K
$45.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-3.61K- 6.02% |
$1.88M - $2.08M
|
56.4K
$33.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-3.7K- 5.21% |
$1.93M - $2.13M
|
67.3K
$39.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.82K- 3.37% |
$1.99M - $2.2M
|
109K
$64.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.83K- 16.53% |
$1.99M - $2.21M
|
19.3K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-3.87K- 72.04% |
$2.01M - $2.23M
|
1.5K
$888K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-3.88K- 23.43% |
$2.02M - $2.24M
|
12.7K
$7.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-3.88K- 4.06% |
$2.02M - $2.24M
|
91.6K
$54.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.88K- 4.02% |
$2.02M - $2.24M
|
92.6K
$54.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.91K- 2.75% |
$2.03M - $2.26M
|
138K
$81.7M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-3.91K- 22.58% |
$2.03M - $2.26M
|
13.4K
$7.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.92K- 87.55% |
$2.04M - $2.26M
|
558
$330K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.94K- 1.92% |
$2.05M - $2.27M
|
201K
$119M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.95K- 11.99% |
$2.06M - $2.28M
|
29K
$17.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.97K- 2.79% |
$2.07M - $2.29M
|
139K
$82M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.97K- 9.93% |
$2.07M - $2.29M
|
36K
$21.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-4K- 0.56% |
$2.08M - $2.31M
|
710K
$420M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.06K- 15.65% |
$2.11M - $2.34M
|
21.9K
$12.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.09K- 5.58% |
$2.13M - $2.36M
|
69.2K
$41M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.09K- 2.94% |
$2.13M - $2.36M
|
135K
$80.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-4.11K- 6.29% |
$2.14M - $2.37M
|
61.2K
$36.2M
|