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 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-49- 4.56% |
$25.5K - $28.3K
|
1.03K
$620K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-50- 1.6% |
$26K - $28.8K
|
3.07K
$1.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-50- 4.19% |
$26K - $28.8K
|
1.14K
$691K
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-50- 0.3% |
$26K - $28.8K
|
16.5K
$9.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-50- 0.55% |
$26K - $28.8K
|
8.97K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
SELL
|
- |
-50- 5.88% |
$26K - $28.8K
|
800
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-50- 1.22% |
$26K - $28.8K
|
4.03K
$2.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-53- 1.42% |
$27.6K - $30.6K
|
3.68K
$2.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-53- 5.88% |
$27.6K - $30.6K
|
849
$513K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-53- 4.33% |
$27.6K - $30.6K
|
1.17K
$708K
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-53- 2.11% |
$27.6K - $30.6K
|
2.46K
$1.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-53- 2.22% |
$27.6K - $30.6K
|
2.33K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-54- 0.66% |
$28.1K - $31.1K
|
8.18K
$4.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-54- 2.66% |
$28.1K - $31.1K
|
1.98K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-54- 0.92% |
$28.1K - $31.1K
|
5.8K
$3.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Vista Finance, LLC
|
SELL
|
- |
-55- 1.96% |
$28.6K - $31.7K
|
2.76K
$1.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-55- 91.67% |
$28.6K - $31.7K
|
5
$3.02K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-55- 1.1% |
$28.6K - $31.7K
|
4.94K
$2.99M
|
|
|
Jan 29, 2025
Q3 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-55- 5.24% |
$28.6K - $31.7K
|
994
$601K
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-56- 2.04% |
$29.1K - $32.3K
|
2.69K
$1.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-56- 4.0% |
$29.1K - $32.3K
|
1.34K
$812K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-56- 1.67% |
$29.1K - $32.3K
|
3.29K
$1.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-57- 3.71% |
$29.7K - $32.9K
|
1.48K
$895K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-57- 2.15% |
$29.7K - $32.9K
|
2.6K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-57- 3.54% |
$29.7K - $32.9K
|
1.55K
$938K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-58- 1.25% |
$30.2K - $33.5K
|
4.57K
$2.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-58- 1.15% |
$30.2K - $33.5K
|
4.96K
$3M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-59- 7.48% |
$30.7K - $34K
|
730
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-59- 0.33% |
$30.7K - $34K
|
17.8K
$10.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-60- 13.82% |
$31.2K - $34.6K
|
374
$226K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-60- 10.07% |
$31.2K - $34.6K
|
536
$324K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-60- 31.75% |
$31.2K - $34.6K
|
129
$78K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-60- 1.49% |
$31.2K - $34.6K
|
3.98K
$2.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-60- 1.04% |
$31.2K - $34.6K
|
5.7K
$3.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-61- 4.81% |
$31.7K - $35.2K
|
1.21K
$730K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-61- 7.68% |
$31.7K - $35.2K
|
733
$443K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-61- 2.03% |
$31.7K - $35.2K
|
2.95K
$1.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-62- 16.62% |
$32.3K - $35.8K
|
311
$188K
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-63- 0.48% |
$32.8K - $36.3K
|
13.1K
$7.91M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-64- 9.52% |
$33.3K - $36.9K
|
608
$368K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-64- 5.62% |
$33.3K - $36.9K
|
1.07K
$649K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-64- 12.93% |
$33.3K - $36.9K
|
431
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-64- 0.64% |
$33.3K - $36.9K
|
9.93K
$6M
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-65- 0.17% |
$33.8K - $37.5K
|
37.9K
$22.9M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-65- 3.8% |
$33.8K - $37.5K
|
1.65K
$995K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-65- 9.82% |
$33.8K - $37.5K
|
597
$361K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-65- 3.35% |
$33.8K - $37.5K
|
1.88K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-66- 2.22% |
$34.3K - $38.1K
|
2.9K
$1.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-67- 7.3% |
$34.9K - $38.6K
|
851
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-67- 0.86% |
$34.9K - $38.6K
|
7.7K
$4.66M
|