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
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.95K- 11.99% |
$2.06M - $2.28M
|
29K
$18M
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-3.97K- 4.34% |
$2.06M - $2.29M
|
87.5K
$54.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.97K- 2.79% |
$2.07M - $2.29M
|
139K
$86M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.97K- 9.93% |
$2.07M - $2.29M
|
36K
$22.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-4K- 0.56% |
$2.08M - $2.31M
|
710K
$441M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.06K- 15.65% |
$2.11M - $2.34M
|
21.9K
$13.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.09K- 5.58% |
$2.13M - $2.36M
|
69.2K
$43M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.09K- 2.94% |
$2.13M - $2.36M
|
135K
$84M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-4.11K- 6.29% |
$2.14M - $2.37M
|
61.2K
$38M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-4.18K- 4.1% |
$2.17M - $2.41M
|
97.6K
$60.6M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-4.21K- 15.5% |
$2.19M - $2.43M
|
23K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.32K- 8.22% |
$2.25M - $2.49M
|
48.2K
$29.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-4.38K- 7.78% |
$2.28M - $2.52M
|
51.9K
$32.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.54K- 16.15% |
$2.36M - $2.62M
|
23.6K
$14.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Passaic Partners LLC
|
SELL
|
- |
-4.55K- 14.46% |
$2.36M - $2.62M
|
26.9K
$16.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-4.73K- 10.74% |
$2.46M - $2.73M
|
39.3K
$24.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.73K- 1.17% |
$2.46M - $2.73M
|
400K
$248M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.78K- 2.93% |
$2.49M - $2.76M
|
159K
$98.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.88K- 5.83% |
$2.54M - $2.82M
|
78.8K
$48.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.88K- 3.14% |
$2.54M - $2.82M
|
151K
$93.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-4.97K- 1.91% |
$2.59M - $2.87M
|
255K
$158M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.01K- 4.58% |
$2.6M - $2.89M
|
104K
$64.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-5.04K- 5.88% |
$2.62M - $2.91M
|
80.8K
$50.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.05K- 0.55% |
$2.62M - $2.91M
|
916K
$569M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5.06K- 24.17% |
$2.63M - $2.92M
|
15.9K
$9.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-5.08K- 12.66% |
$2.64M - $2.93M
|
35.1K
$21.8M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-5.09K- 9.46% |
$2.65M - $2.93M
|
48.7K
$30.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.17K- 23.53% |
$2.69M - $2.98M
|
16.8K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.18K- 56.12% |
$2.69M - $2.99M
|
4.05K
$2.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-5.21K- 10.79% |
$2.71M - $3.01M
|
43.1K
$26.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.24K- 20.63% |
$2.72M - $3.02M
|
20.1K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-5.26K- 6.88% |
$2.74M - $3.04M
|
71.3K
$44.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-5.34K- 30.56% |
$2.78M - $3.08M
|
12.1K
$7.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.39K- 4.21% |
$2.81M - $3.11M
|
123K
$76.2M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-5.54K- 58.9% |
$2.88M - $3.2M
|
3.87K
$2.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-5.55K- 31.02% |
$2.88M - $3.2M
|
12.3K
$7.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.65K- 5.48% |
$2.94M - $3.26M
|
97.5K
$60.5M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-5.8K- 14.93% |
$3.02M - $3.35M
|
33.1K
$20.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-5.81K- 18.29% |
$3.02M - $3.35M
|
25.9K
$16.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-5.99K- 12.31% |
$3.11M - $3.45M
|
42.6K
$26.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-5.99K- 7.2% |
$3.11M - $3.45M
|
77.2K
$47.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6.06K- 7.24% |
$3.15M - $3.49M
|
77.6K
$48.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-6.06K- 5.39% |
$3.15M - $3.49M
|
106K
$66M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.08K- 2.7% |
$3.16M - $3.51M
|
219K
$136M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-6.14K- 1.0% |
$3.19M - $3.54M
|
609K
$378M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-6.21K- 17.03% |
$3.23M - $3.58M
|
30.2K
$18.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-6.25K- 3.64% |
$3.25M - $3.6M
|
165K
$103M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-6.41K- 1.95% |
$3.33M - $3.7M
|
321K
$200M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.44K- 2.94% |
$3.35M - $3.72M
|
213K
$132M
|
|
|
Feb 10, 2025
Q3 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-6.61K- 12.6% |
$3.44M - $3.81M
|
45.9K
$28.5M
|