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 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-304- 3.02% |
$158K - $175K
|
9.75K
$5.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-304- 2.42% |
$158K - $175K
|
12.3K
$7.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-306- 4.3% |
$159K - $177K
|
6.81K
$4.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-307- 8.29% |
$160K - $177K
|
3.4K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-307- 0.88% |
$160K - $177K
|
34.7K
$21M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-307- 45.48% |
$160K - $177K
|
368
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-308- 3.24% |
$160K - $178K
|
9.21K
$5.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-310- 2.59% |
$161K - $179K
|
11.7K
$7.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-319- 5.64% |
$166K - $184K
|
5.34K
$3.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-319- 9.14% |
$166K - $184K
|
3.17K
$1.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-319- 1.33% |
$166K - $184K
|
23.6K
$14.3M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-320- 5.03% |
$166K - $185K
|
6.04K
$3.65M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-320- 14.5% |
$166K - $185K
|
1.89K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-322- 4.75% |
$167K - $186K
|
6.46K
$3.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-322- 79.12% |
$167K - $186K
|
85
$51.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-322- 0.84% |
$167K - $186K
|
38.1K
$23M
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-323- 44.13% |
$168K - $186K
|
409
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-323- 1.32% |
$168K - $186K
|
24.2K
$14.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-325- 7.67% |
$169K - $187K
|
3.92K
$2.37M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-328- 0.61% |
$171K - $189K
|
53.6K
$32.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-328- 0.1% |
$171K - $189K
|
342K
$207M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-329- 8.26% |
$171K - $190K
|
3.65K
$2.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-329- 1.12% |
$171K - $190K
|
29K
$17.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-329- 0.75% |
$171K - $190K
|
43.7K
$26.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-329- 1.44% |
$171K - $190K
|
22.6K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-330- 5.63% |
$172K - $190K
|
5.53K
$3.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-334- 13.33% |
$174K - $193K
|
2.17K
$1.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-338- 2.7% |
$176K - $195K
|
12.2K
$7.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-338- 17.98% |
$176K - $195K
|
1.54K
$932K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-339- 1.2% |
$176K - $196K
|
28K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-343- 5.25% |
$178K - $198K
|
6.19K
$3.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-345- 18.21% |
$179K - $199K
|
1.55K
$937K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-345- 22.06% |
$179K - $199K
|
1.22K
$737K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-346- 1.5% |
$180K - $200K
|
22.7K
$13.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-346- 3.46% |
$180K - $200K
|
9.66K
$5.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-351- 4.1% |
$183K - $202K
|
8.21K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-351- 6.5% |
$183K - $202K
|
5.05K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-353- 9.95% |
$184K - $204K
|
3.19K
$1.93M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-354- 9.37% |
$184K - $204K
|
3.42K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-356- 6.62% |
$185K - $205K
|
5.02K
$3.04M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-369- 41.09% |
$192K - $213K
|
529
$320K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-370- 11.09% |
$192K - $213K
|
2.97K
$1.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-375- 5.02% |
$195K - $216K
|
7.1K
$4.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-376- 2.37% |
$196K - $217K
|
15.5K
$9.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-379- 13.29% |
$197K - $219K
|
2.47K
$1.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-380- 1.65% |
$198K - $219K
|
22.6K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-380- 2.08% |
$198K - $219K
|
17.9K
$10.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-387- 1.26% |
$201K - $223K
|
30.3K
$18.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-389- 2.24% |
$202K - $224K
|
17K
$10.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-395- 1.2% |
$205K - $228K
|
32.6K
$19.7M
|