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
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-185- 37.0% |
$96.2K - $107K
|
315
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-185- 23.57% |
$96.2K - $107K
|
600
$363K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-186- 0.32% |
$96.8K - $107K
|
57.3K
$34.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-187- 25.37% |
$97.3K - $108K
|
550
$333K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-189- 0.65% |
$98.3K - $109K
|
28.7K
$17.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-189- 1.43% |
$98.3K - $109K
|
13K
$7.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-191- 0.69% |
$99.4K - $110K
|
27.5K
$16.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-193- 2.61% |
$100K - $111K
|
7.19K
$4.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-193- 14.88% |
$100K - $111K
|
1.1K
$668K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-194- 13.77% |
$101K - $112K
|
1.22K
$735K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-194- 1.51% |
$101K - $112K
|
12.7K
$7.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-195- 7.81% |
$101K - $112K
|
2.3K
$1.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-196- 1.24% |
$102K - $113K
|
15.6K
$9.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-198- 0.63% |
$103K - $114K
|
31.3K
$18.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-199- 18.36% |
$104K - $115K
|
885
$535K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-199- 5.78% |
$104K - $115K
|
3.24K
$1.96M
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-200- 22.2% |
$104K - $115K
|
701
$424K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-200- 9.97% |
$104K - $115K
|
1.81K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-200- 2.65% |
$104K - $115K
|
7.33K
$4.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-201- 1.23% |
$105K - $116K
|
16.1K
$9.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-204- 0.88% |
$106K - $118K
|
23K
$13.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-206- 15.0% |
$107K - $119K
|
1.17K
$706K
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-206- 28.61% |
$107K - $119K
|
514
$311K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-208- 6.0% |
$108K - $120K
|
3.26K
$1.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-209- 5.7% |
$109K - $121K
|
3.46K
$2.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-210- 2.58% |
$109K - $121K
|
7.94K
$4.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-212- 0.87% |
$110K - $122K
|
24.2K
$14.7M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-212- 4.19% |
$110K - $122K
|
4.85K
$2.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-212- 11.97% |
$110K - $122K
|
1.56K
$943K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-213- 11.5% |
$111K - $123K
|
1.64K
$991K
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-213- 0.22% |
$111K - $123K
|
94.9K
$57.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-214- 1.72% |
$111K - $123K
|
12.2K
$7.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-214- 4.65% |
$111K - $123K
|
4.39K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-216- 2.55% |
$112K - $125K
|
8.25K
$4.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-217- 4.24% |
$113K - $125K
|
4.91K
$2.97M
|
|
|
Nov 13, 2024
Q3 2024
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-222- 20.71% |
$115K - $128K
|
850
$514K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-223- 24.53% |
$116K - $129K
|
686
$415K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-223- 8.71% |
$116K - $129K
|
2.34K
$1.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-223- 0.41% |
$116K - $129K
|
54K
$32.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-224- 10.0% |
$117K - $129K
|
2.02K
$1.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-224- 10.95% |
$117K - $129K
|
1.82K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
SELL
|
- |
-228- 0.32% |
$119K - $132K
|
71.5K
$43.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-228- 8.35% |
$119K - $132K
|
2.5K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-228- 1.88% |
$119K - $132K
|
11.9K
$7.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-229- 6.0% |
$119K - $132K
|
3.59K
$2.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-230- 2.39% |
$120K - $133K
|
9.41K
$5.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-230- 2.33% |
$120K - $133K
|
9.66K
$5.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-233- 12.37% |
$121K - $134K
|
1.65K
$998K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-238- 10.32% |
$124K - $137K
|
2.07K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-238- 1.65% |
$124K - $137K
|
14.2K
$8.6M
|