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
|
Ritholtz Wealth Management
|
BUY
|
- |
5.81K+ 1.7% |
$3.02M - $3.35M
|
348K
$206M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
5.78K+ 52.81% |
$3.01M - $3.33M
|
16.7K
$9.89M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
5.73K+ 0.41% |
$2.98M - $3.31M
|
1.42M
$837M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.73K+ 3.85% |
$2.98M - $3.31M
|
155K
$91.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.68K+ 84.29% |
$2.96M - $3.28M
|
12.4K
$7.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.59KNew |
$2.91M - $3.22M
|
5.59K
$3.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
5.59K+ 2.73% |
$2.91M - $3.22M
|
211K
$125M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
5.58K+ 42.58% |
$2.9M - $3.22M
|
18.7K
$11.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
5.57K+ 42.21% |
$2.89M - $3.21M
|
18.8K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.55K+ 5.25% |
$2.89M - $3.2M
|
111K
$65.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.51K+ 4.54% |
$2.86M - $3.18M
|
127K
$75M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
5.48K+ 29.57% |
$2.85M - $3.16M
|
24K
$14.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5.44K+ 5.76% |
$2.83M - $3.14M
|
99.8K
$59.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
5.32K+ 5.24% |
$2.77M - $3.07M
|
107K
$63.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
5.3K+ 12.93% |
$2.76M - $3.06M
|
46.3K
$27.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
5.28K+ 905.32% |
$2.75M - $3.04M
|
5.86K
$3.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
5.26K+ 5.86% |
$2.74M - $3.03M
|
95.1K
$56.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
5.19KNew |
$2.7M - $2.99M
|
5.19K
$3.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
5.16K+ 7.56% |
$2.69M - $2.98M
|
73.5K
$43.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
5.12K+ 2.29% |
$2.66M - $2.95M
|
229K
$135M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
5.1KNew |
$2.65M - $2.94M
|
5.1K
$3.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5.1K+ 18.57% |
$2.65M - $2.94M
|
32.5K
$19.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5.08K+ 7.61% |
$2.64M - $2.93M
|
71.9K
$42.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
4.97K+ 9.8% |
$2.59M - $2.87M
|
55.7K
$32.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.96K+ 2.58% |
$2.58M - $2.86M
|
197K
$117M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4.88K+ 104.16% |
$2.54M - $2.82M
|
9.57K
$5.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.88K+ 1.04% |
$2.54M - $2.82M
|
473K
$280M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.88K+ 345.64% |
$2.54M - $2.81M
|
6.29K
$3.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.81K+ 2.7% |
$2.5M - $2.77M
|
183K
$108M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.78K+ 9.09% |
$2.49M - $2.76M
|
57.4K
$34M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.77K+ 180.97% |
$2.48M - $2.75M
|
7.41K
$4.38M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.71K+ 1.97% |
$2.45M - $2.72M
|
244K
$144M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.65K+ 6.14% |
$2.42M - $2.68M
|
80.5K
$47.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.42K+ 2.01% |
$2.3M - $2.55M
|
224K
$132M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.41K+ 49.97% |
$2.29M - $2.54M
|
13.2K
$7.83M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
4.27K+ 9.79% |
$2.22M - $2.47M
|
47.9K
$28.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.24K+ 2.9% |
$2.2M - $2.44M
|
150K
$89M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.21KNew |
$2.19M - $2.43M
|
4.21K
$2.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
4.21K+ 5.7% |
$2.19M - $2.43M
|
78K
$46.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.19K+ 32.43% |
$2.18M - $2.42M
|
17.1K
$10.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
4.17K+ 5.56% |
$2.17M - $2.41M
|
79.2K
$46.9M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.17K+ 1089.3% |
$2.17M - $2.41M
|
4.56K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.17K+ 2.02% |
$2.17M - $2.4M
|
211K
$125M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
4.16K+ 4.65% |
$2.16M - $2.4M
|
93.5K
$55.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
4.12K+ 5.72% |
$2.14M - $2.38M
|
76.2K
$45.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
4.06K+ 18.83% |
$2.11M - $2.34M
|
25.6K
$15.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.01K+ 1.22% |
$2.09M - $2.31M
|
334K
$198M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4K+ 13.25% |
$2.08M - $2.31M
|
34.2K
$20.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.98K+ 3.59% |
$2.07M - $2.29M
|
115K
$67.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.97K+ 110.91% |
$2.07M - $2.29M
|
7.56K
$4.47M
|