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 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.91K+ 9.58% |
$993K - $1.1M
|
21.8K
$13.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.91KNew |
$992K - $1.1M
|
1.91K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.9K+ 72.02% |
$988K - $1.1M
|
4.54K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.9K+ 14.73% |
$988K - $1.1M
|
14.8K
$9.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.89K+ 4.75% |
$985K - $1.09M
|
41.8K
$25.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.89K+ 4.58% |
$983K - $1.09M
|
43.1K
$26.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.88K+ 2.29% |
$976K - $1.08M
|
83.7K
$51M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.88KNew |
$976K - $1.08M
|
1.88K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.87K+ 11.91% |
$975K - $1.08M
|
17.6K
$10.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.87K+ 4.54% |
$971K - $1.08M
|
43K
$26.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.86K+ 1.05% |
$969K - $1.07M
|
180K
$110M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.86K+ 1.26% |
$968K - $1.07M
|
150K
$91.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.86K+ 4.78% |
$967K - $1.07M
|
40.8K
$24.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.84K+ 11.03% |
$956K - $1.06M
|
18.5K
$11.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.82K+ 1.92% |
$949K - $1.05M
|
96.8K
$59M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.79K+ 1.56% |
$932K - $1.03M
|
117K
$71M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
1.79K+ 93.8% |
$929K - $1.03M
|
3.69K
$2.25M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.78K+ 1.62% |
$928K - $1.03M
|
112K
$68M
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
1.78KNew |
$925K - $1.03M
|
1.78K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.78KNew |
$925K - $1.03M
|
1.78K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 1.95% |
$925K - $1.03M
|
93.2K
$56.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.78K+ 6.53% |
$924K - $1.03M
|
29K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.77K+ 31.77% |
$922K - $1.02M
|
7.35K
$4.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
1.76K+ 1.21% |
$917K - $1.02M
|
147K
$89.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.75KNew |
$912K - $1.01M
|
1.75K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.73K+ 9.25% |
$899K - $997K
|
20.4K
$12.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.73K+ 14.91% |
$898K - $996K
|
13.3K
$8.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
1.72K+ 1.28% |
$896K - $994K
|
136K
$82.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.72K+ 5.03% |
$893K - $990K
|
35.8K
$21.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
1.71K+ 1.11% |
$891K - $988K
|
155K
$94.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.71K+ 21.58% |
$891K - $988K
|
9.65K
$5.88M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.7K+ 15.47% |
$886K - $983K
|
12.7K
$7.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 13.24% |
$885K - $981K
|
14.6K
$8.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
1.68K+ 2.52% |
$874K - $970K
|
68.4K
$41.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.68K+ 51.05% |
$873K - $968K
|
4.97K
$3.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.67K+ 0.71% |
$871K - $966K
|
239K
$146M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.67K+ 19.34% |
$868K - $963K
|
10.3K
$6.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1.66K+ 1.61% |
$865K - $959K
|
105K
$63.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
1.63K+ 4.83% |
$848K - $941K
|
35.4K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.6K+ 42.79% |
$831K - $921K
|
5.33K
$3.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.59K+ 2.59% |
$826K - $916K
|
63K
$38.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.58K+ 3.79% |
$819K - $908K
|
43.1K
$26.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 2.56% |
$818K - $907K
|
62.9K
$38.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.57K+ 8.76% |
$815K - $903K
|
19.4K
$11.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.57K+ 12.69% |
$815K - $903K
|
13.9K
$8.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.56K+ 2.44% |
$814K - $902K
|
65.6K
$40M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.56K+ 3.89% |
$813K - $902K
|
41.8K
$25.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.56K+ 5.25% |
$813K - $901K
|
31.3K
$19.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.55K+ 5.47% |
$807K - $895K
|
29.9K
$18.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.55K+ 814.74% |
$805K - $893K
|
1.74K
$1.06M
|