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 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
3K+ 60.72% |
$1.56M - $1.73M
|
7.94K
$4.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.98K+ 589.53% |
$1.55M - $1.72M
|
3.49K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.96K+ 6.6% |
$1.54M - $1.71M
|
47.8K
$28.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2.96K+ 3.49% |
$1.54M - $1.71M
|
87.6K
$51.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.94K+ 4.51% |
$1.53M - $1.69M
|
68K
$40.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.93K+ 4.37% |
$1.52M - $1.69M
|
69.9K
$41.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.89K+ 4.25% |
$1.5M - $1.67M
|
70.8K
$41.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.88KNew |
$1.5M - $1.66M
|
2.88K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
2.86K+ 5.45% |
$1.49M - $1.65M
|
55.4K
$32.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.81K+ 4.02% |
$1.46M - $1.62M
|
72.7K
$43M
|
|
|
Nov 14, 2024
Q3 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
2.8K+ 4.79% |
$1.46M - $1.62M
|
61.3K
$36.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.8K+ 1.24% |
$1.45M - $1.61M
|
228K
$135M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
2.79K+ 15.69% |
$1.45M - $1.61M
|
20.6K
$12.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
2.77K+ 7.22% |
$1.44M - $1.6M
|
41.1K
$24.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.72K+ 2.61% |
$1.41M - $1.57M
|
107K
$63.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.72K+ 1.57% |
$1.41M - $1.57M
|
176K
$104M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.69K+ 7.36% |
$1.4M - $1.55M
|
39.3K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.69K+ 142.54% |
$1.4M - $1.55M
|
4.58K
$2.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.67K+ 30.44% |
$1.39M - $1.54M
|
11.4K
$6.76M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
2.66K+ 1.09% |
$1.38M - $1.53M
|
247K
$146M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.63K+ 69.82% |
$1.37M - $1.52M
|
6.4K
$3.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.63K+ 2.76% |
$1.37M - $1.52M
|
97.7K
$57.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
2.6K+ 23.39% |
$1.35M - $1.5M
|
13.7K
$8.11M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.59K+ 154.75% |
$1.35M - $1.49M
|
4.26K
$2.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.58KNew |
$1.34M - $1.49M
|
2.58K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
2.56K+ 33.5% |
$1.33M - $1.48M
|
10.2K
$6.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
2.55KNew |
$1.33M - $1.47M
|
2.55K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.52K+ 421.4% |
$1.31M - $1.45M
|
3.12K
$1.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.51K+ 2.43% |
$1.3M - $1.45M
|
106K
$62.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.49K+ 3.62% |
$1.3M - $1.44M
|
71.4K
$42.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.48K+ 17.51% |
$1.29M - $1.43M
|
16.6K
$9.85M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
2.48K+ 0.47% |
$1.29M - $1.43M
|
527K
$312M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.47K+ 200.57% |
$1.28M - $1.42M
|
3.69K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.45K+ 7.27% |
$1.28M - $1.41M
|
36.2K
$21.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.45K+ 43.12% |
$1.27M - $1.41M
|
8.13K
$4.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.44K+ 7.06% |
$1.27M - $1.41M
|
37K
$21.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.41K+ 3.09% |
$1.25M - $1.39M
|
80.5K
$47.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.41K+ 37.55% |
$1.25M - $1.39M
|
8.83K
$5.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.39K+ 31.93% |
$1.24M - $1.38M
|
9.86K
$5.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.36K+ 5.88% |
$1.23M - $1.36M
|
42.5K
$25.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.36KNew |
$1.23M - $1.36M
|
2.36K
$1.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.36K+ 6.73% |
$1.23M - $1.36M
|
37.4K
$22.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.35K+ 35.32% |
$1.22M - $1.36M
|
9.01K
$5.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
2.34K+ 4.28% |
$1.22M - $1.35M
|
57.1K
$33.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.34KNew |
$1.22M - $1.35M
|
2.34K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.34K+ 9.02% |
$1.22M - $1.35M
|
28.2K
$16.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.33K+ 113.05% |
$1.21M - $1.34M
|
4.39K
$2.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.32K+ 5.93% |
$1.2M - $1.34M
|
41.4K
$24.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.31K+ 5.33% |
$1.2M - $1.33M
|
45.7K
$27M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.29K+ 8.12% |
$1.19M - $1.32M
|
30.5K
$18M
|