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 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-93- 3.92% |
$48.4K - $53.6K
|
2.28K
$1.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-93- 8.97% |
$48.4K - $53.6K
|
944
$571K
|
|
|
Nov 12, 2024
Q3 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-93- 10.31% |
$48.4K - $53.6K
|
809
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-93- 1.12% |
$48.4K - $53.6K
|
8.21K
$4.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-95- 3.62% |
$49.4K - $54.8K
|
2.53K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-95- 6.0% |
$49.4K - $54.8K
|
1.49K
$900K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-96- 19.88% |
$49.9K - $55.4K
|
387
$234K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-97- 1.31% |
$50.5K - $56K
|
7.33K
$4.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-98- 4.06% |
$51K - $56.5K
|
2.32K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-98- 6.38% |
$51K - $56.5K
|
1.44K
$869K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-99- 2.51% |
$51.5K - $57.1K
|
3.85K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-99- 2.15% |
$51.5K - $57.1K
|
4.51K
$2.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-100- 14.01% |
$52K - $57.7K
|
614
$371K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 9.27% |
$52K - $57.7K
|
979
$592K
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-100- 17.15% |
$52K - $57.7K
|
483
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100- 0.64% |
$52K - $57.7K
|
15.6K
$9.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-101- 3.78% |
$52.5K - $58.3K
|
2.57K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-101- 7.47% |
$52.5K - $58.3K
|
1.25K
$756K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-102- 0.12% |
$53.1K - $58.8K
|
81.8K
$49.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-103- 13.72% |
$53.6K - $59.4K
|
648
$392K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-104- 1.21% |
$54.1K - $60K
|
8.52K
$5.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-105- 0.26% |
$54.6K - $60.6K
|
40K
$24.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-106- 4.05% |
$55.1K - $61.1K
|
2.51K
$1.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-107- 6.69% |
$55.7K - $61.7K
|
1.49K
$903K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-107- 0.2% |
$55.7K - $61.7K
|
52.2K
$31.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-107- 3.55% |
$55.7K - $61.7K
|
2.91K
$1.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-107- 0.99% |
$55.7K - $61.7K
|
10.7K
$6.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-107- 1.39% |
$55.7K - $61.7K
|
7.59K
$4.59M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-108- 23.79% |
$56.2K - $62.3K
|
346
$209K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-108- 1.02% |
$56.2K - $62.3K
|
10.5K
$6.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-108- 5.57% |
$56.2K - $62.3K
|
1.83K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-109- 11.33% |
$56.7K - $62.9K
|
853
$516K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-109- 16.98% |
$56.7K - $62.9K
|
533
$322K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-110- 8.7% |
$57.2K - $63.5K
|
1.16K
$698K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-110- 2.47% |
$57.2K - $63.5K
|
4.34K
$2.62M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-111- 2.44% |
$57.7K - $64K
|
4.45K
$2.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-111- 3.08% |
$57.7K - $64K
|
3.49K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-111- 3.91% |
$57.7K - $64K
|
2.73K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-112- 4.2% |
$58.3K - $64.6K
|
2.55K
$1.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-112- 12.7% |
$58.3K - $64.6K
|
770
$466K
|
|
|
Jan 28, 2025
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-112- 18.36% |
$58.3K - $64.6K
|
498
$301K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-114- 2.14% |
$59.3K - $65.8K
|
5.21K
$3.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-114- 8.46% |
$59.3K - $65.8K
|
1.23K
$746K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-114- 13.07% |
$59.3K - $65.8K
|
758
$458K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-116- 7.53% |
$60.3K - $66.9K
|
1.43K
$862K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-116- 1.01% |
$60.3K - $66.9K
|
11.4K
$6.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-116- 2.63% |
$60.3K - $66.9K
|
4.29K
$2.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-117- 4.73% |
$60.9K - $67.5K
|
2.36K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-117- 9.72% |
$60.9K - $67.5K
|
1.09K
$657K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-117- 10.34% |
$60.9K - $67.5K
|
1.02K
$614K
|