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 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
444+ 3.9% |
$231K - $256K
|
11.8K
$7.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
441+ 13.59% |
$229K - $254K
|
3.69K
$2.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
438+ 2.85% |
$228K - $253K
|
15.8K
$9.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
437+ 19.74% |
$227K - $252K
|
2.65K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
436+ 0.71% |
$227K - $251K
|
62K
$38.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
435New |
$226K - $251K
|
435
$268K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
433+ 0.74% |
$225K - $250K
|
58.8K
$36.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
432+ 1.25% |
$225K - $249K
|
34.9K
$21.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
432+ 3.06% |
$225K - $249K
|
14.5K
$8.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
430+ 1.68% |
$224K - $248K
|
26K
$16M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
429+ 0.34% |
$223K - $247K
|
125K
$77.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
426+ 1.23% |
$222K - $246K
|
35K
$21.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
421New |
$219K - $243K
|
421
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
420New |
$218K - $242K
|
420
$259K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
419New |
$218K - $242K
|
419
$258K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
419+ 9.52% |
$218K - $242K
|
4.82K
$2.97M
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
417+ 166.14% |
$217K - $241K
|
668
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
417+ 9.51% |
$217K - $241K
|
4.8K
$2.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
415New |
$216K - $239K
|
415
$256K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
415+ 2.7% |
$216K - $239K
|
15.8K
$9.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
414+ 1.59% |
$215K - $239K
|
26.5K
$16.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
413+ 1.68% |
$215K - $238K
|
25K
$15.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
411New |
$214K - $237K
|
411
$253K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
411+ 1.1% |
$214K - $237K
|
37.9K
$23.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
410+ 5.95% |
$213K - $236K
|
7.3K
$4.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
409+ 5.03% |
$213K - $236K
|
8.54K
$5.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
409+ 1.06% |
$213K - $236K
|
39.1K
$24.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
408+ 3.04% |
$212K - $235K
|
13.8K
$8.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
407+ 11.0% |
$212K - $235K
|
4.11K
$2.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
407+ 21.18% |
$212K - $235K
|
2.33K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
407+ 6.51% |
$212K - $235K
|
6.66K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
404+ 1.77% |
$210K - $233K
|
23.3K
$14.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
403+ 1.19% |
$210K - $232K
|
34.3K
$21.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
400+ 7.53% |
$208K - $231K
|
5.72K
$3.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
397+ 0.42% |
$207K - $229K
|
94.1K
$58M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
392+ 1.09% |
$204K - $226K
|
36.4K
$22.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
391+ 18.9% |
$203K - $226K
|
2.46K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
391+ 34.15% |
$203K - $226K
|
1.54K
$946K
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
387+ 0.64% |
$201K - $223K
|
61.3K
$37.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
387+ 1.15% |
$201K - $223K
|
34.1K
$21M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
385+ 0.43% |
$200K - $222K
|
89.6K
$55.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
383+ 1.78% |
$199K - $221K
|
21.9K
$13.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
381New |
$198K - $220K
|
381
$235K
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
380+ 6.24% |
$198K - $219K
|
6.47K
$3.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
BUY
|
- |
379+ 2.22% |
$197K - $219K
|
17.5K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
379+ 0.17% |
$197K - $219K
|
230K
$141M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
375+ 0.59% |
$195K - $216K
|
64.2K
$39.5M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
375New |
$195K - $216K
|
375
$231K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
373New |
$194K - $215K
|
373
$230K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
371+ 18.44% |
$193K - $214K
|
2.38K
$1.47M
|