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 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-69- 0.05% |
$35.9K - $39.8K
|
128K
$77.6M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-70- 3.18% |
$36.4K - $40.4K
|
2.13K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-71- 2.68% |
$36.9K - $41K
|
2.58K
$1.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-71- 9.67% |
$36.9K - $41K
|
663
$401K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-71- 1.18% |
$36.9K - $41K
|
5.92K
$3.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-71- 1.81% |
$36.9K - $41K
|
3.85K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-71- 0.31% |
$36.9K - $41K
|
22.8K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-71- 0.46% |
$36.9K - $41K
|
15.5K
$9.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-72- 0.81% |
$37.5K - $41.5K
|
8.77K
$5.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-72- 14.01% |
$37.5K - $41.5K
|
442
$267K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-72- 0.58% |
$37.5K - $41.5K
|
12.4K
$7.52M
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-73- 1.35% |
$38K - $42.1K
|
5.33K
$3.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-73- 13.2% |
$38K - $42.1K
|
480
$290K
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-73- 10.63% |
$38K - $42.1K
|
614
$371K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-74- 3.76% |
$38.5K - $42.7K
|
1.89K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-75- 5.83% |
$39K - $43.3K
|
1.21K
$733K
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-75- 0.26% |
$39K - $43.3K
|
28.4K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-75- 5.4% |
$39K - $43.3K
|
1.31K
$794K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-76- 6.53% |
$39.5K - $43.8K
|
1.09K
$658K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-76- 9.43% |
$39.5K - $43.8K
|
730
$441K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-77- 3.65% |
$40.1K - $44.4K
|
2.03K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-78- 1.51% |
$40.6K - $45K
|
5.08K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-78- 0.65% |
$40.6K - $45K
|
12K
$7.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-78- 6.01% |
$40.6K - $45K
|
1.22K
$737K
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-80- 11.32% |
$41.6K - $46.1K
|
627
$379K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-81- 3.48% |
$42.1K - $46.7K
|
2.25K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-81- 2.79% |
$42.1K - $46.7K
|
2.83K
$1.71M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-83- 0.49% |
$43.2K - $47.9K
|
16.8K
$10.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-83- 3.39% |
$43.2K - $47.9K
|
2.37K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-83- 0.04% |
$43.2K - $47.9K
|
185K
$112M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-84- 1.08% |
$43.7K - $48.5K
|
7.7K
$4.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-85- 2.29% |
$44.2K - $49K
|
3.63K
$2.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-85- 0.94% |
$44.2K - $49K
|
8.96K
$5.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-85- 0.17% |
$44.2K - $49K
|
49K
$29.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-86- 6.4% |
$44.7K - $49.6K
|
1.26K
$761K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-86- 1.87% |
$44.7K - $49.6K
|
4.52K
$2.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-87- 3.28% |
$45.3K - $50.2K
|
2.57K
$1.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-87- 0.84% |
$45.3K - $50.2K
|
10.3K
$6.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-87- 1.43% |
$45.3K - $50.2K
|
5.99K
$3.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-87- 12.24% |
$45.3K - $50.2K
|
624
$377K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-88- 2.75% |
$45.8K - $50.8K
|
3.11K
$1.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-88- 2.65% |
$45.8K - $50.8K
|
3.23K
$1.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-88- 1.91% |
$45.8K - $50.8K
|
4.53K
$2.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-89- 1.09% |
$46.3K - $51.3K
|
8.06K
$4.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-89- 1.0% |
$46.3K - $51.3K
|
8.83K
$5.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-89- 0.75% |
$46.3K - $51.3K
|
11.8K
$7.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-90- 5.18% |
$46.8K - $51.9K
|
1.65K
$995K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-91- 6.32% |
$47.3K - $52.5K
|
1.35K
$815K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-91- 0.36% |
$47.3K - $52.5K
|
25.5K
$15.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-93- 3.92% |
$48.4K - $53.6K
|
2.28K
$1.38M
|