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
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.8K- 2.88% |
$5.59M - $6.2M
|
362K
$225M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.8K- 10.25% |
$5.6M - $6.22M
|
94.4K
$58.6M
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-11.2K- 57.78% |
$5.83M - $6.47M
|
8.19K
$5.09M
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-11.3K- 13.21% |
$5.85M - $6.49M
|
73.9K
$45.9M
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-11.3K- 22.67% |
$5.87M - $6.51M
|
38.5K
$23.9M
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-11.5K- 42.27% |
$5.96M - $6.61M
|
15.7K
$9.72M
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 9.2% |
$6.09M - $6.75M
|
115K
$71.7M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-11.7K- 11.29% |
$6.11M - $6.77M
|
92.3K
$57.3M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.8K- 17.61% |
$6.13M - $6.79M
|
55.1K
$34.2M
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11.9K- 14.26% |
$6.18M - $6.85M
|
71.4K
$44.3M
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-11.9K- 10.04% |
$6.18M - $6.86M
|
107K
$66.1M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-12.2K- 3.15% |
$6.35M - $7.04M
|
375K
$233M
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-12.6K- 9.47% |
$6.57M - $7.29M
|
121K
$75M
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-12.9K- 39.44% |
$6.73M - $7.46M
|
19.9K
$12.3M
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-13K- 11.02% |
$6.75M - $7.48M
|
105K
$65M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.9K- 0.78% |
$7.23M - $8.02M
|
1.78M
$1.1B
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-14K- 4.16% |
$7.29M - $8.09M
|
323K
$200M
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-15.7K- 8.13% |
$8.14M - $9.03M
|
177K
$110M
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-15.8K- 11.51% |
$8.21M - $9.11M
|
121K
$75.4M
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-15.8K- 29.88% |
$8.24M - $9.14M
|
37.2K
$23.1M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-15.9K- 6.61% |
$8.28M - $9.18M
|
225K
$139M
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-16.2K- 15.03% |
$8.41M - $9.33M
|
91.4K
$56.7M
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-16.4K- 11.46% |
$8.54M - $9.48M
|
127K
$78.8M
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-17K- 69.05% |
$8.84M - $9.81M
|
7.62K
$4.73M
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-17K- 2.59% |
$8.87M - $9.83M
|
640K
$397M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.6K- 8.18% |
$9.14M - $10.1M
|
197K
$122M
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-17.7K- 4.63% |
$9.21M - $10.2M
|
365K
$227M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-17.8K- 14.08% |
$9.26M - $10.3M
|
109K
$67.5M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-18.4K- 61.28% |
$9.56M - $10.6M
|
11.6K
$7.21M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.2K- 9.12% |
$9.97M - $11.1M
|
191K
$118M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-19.7K- 13.38% |
$10.2M - $11.4M
|
127K
$79.1M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.9K- 6.75% |
$10.3M - $11.5M
|
275K
$171M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-20.4K- 1.23% |
$10.6M - $11.7M
|
1.63M
$1.01B
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-20.4K- 11.71% |
$10.6M - $11.8M
|
154K
$95.5M
|
|
Nov 14, 2024
Q3 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-21.4K- 55.94% |
$11.1M - $12.4M
|
16.9K
$10.5M
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-21.7K- 28.14% |
$11.3M - $12.5M
|
55.5K
$34.5M
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-21.9K- 27.84% |
$11.4M - $12.6M
|
56.8K
$35.3M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-22K- 9.65% |
$11.4M - $12.7M
|
205K
$127M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23.6K- 3.63% |
$12.3M - $13.6M
|
627K
$389M
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-23.7K- 21.32% |
$12.3M - $13.7M
|
87.4K
$54.3M
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-24.2K- 28.25% |
$12.6M - $14M
|
61.5K
$38.2M
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-24.5K- 5.15% |
$12.7M - $14.1M
|
451K
$280M
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-24.6K- 14.28% |
$12.8M - $14.2M
|
148K
$91.7M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-24.6K- 12.22% |
$12.8M - $14.2M
|
177K
$110M
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-25.9K- 6.67% |
$13.4M - $14.9M
|
362K
$224M
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-26.2K- 64.2% |
$13.6M - $15.1M
|
14.6K
$9.06M
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-26.8K- 45.28% |
$13.9M - $15.4M
|
32.3K
$20.1M
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-26.8K- 45.28% |
$13.9M - $15.4M
|
32.3K
$20.1M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.1K- 0.19% |
$14.6M - $16.2M
|
14.8M
$9.18B
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-28.1K- 26.12% |
$14.6M - $16.2M
|
79.6K
$49.4M
|