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 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
246+ 8.23% |
$128K - $142K
|
3.24K
$1.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
245+ 0.97% |
$127K - $141K
|
25.5K
$15.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
242+ 0.52% |
$126K - $140K
|
46.7K
$28.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
242+ 1.42% |
$126K - $140K
|
17.2K
$10.6M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
242+ 4.17% |
$126K - $140K
|
6.05K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
241+ 1.1% |
$125K - $139K
|
22.2K
$13.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
239+ 4.67% |
$124K - $138K
|
5.36K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
239+ 10.61% |
$124K - $138K
|
2.49K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
239+ 6.07% |
$124K - $138K
|
4.18K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
26 North Partners LP
New York, NY |
BUY
|
- |
239+ 0.1% |
$124K - $138K
|
249K
$153M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
239+ 49.79% |
$124K - $138K
|
719
$443K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
238+ 4.34% |
$124K - $137K
|
5.72K
$3.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
237+ 3.24% |
$123K - $137K
|
7.54K
$4.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
236+ 0.46% |
$123K - $136K
|
51.4K
$31.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
236+ 12.92% |
$123K - $136K
|
2.06K
$1.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
234+ 1.12% |
$122K - $135K
|
21.2K
$13.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
233+ 1.22% |
$121K - $134K
|
19.4K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
232+ 2.53% |
$121K - $134K
|
9.39K
$5.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
232+ 0.62% |
$121K - $134K
|
37.9K
$23.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
231+ 11.61% |
$120K - $133K
|
2.22K
$1.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
230+ 21.46% |
$120K - $133K
|
1.3K
$802K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
230+ 6.22% |
$120K - $133K
|
3.93K
$2.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
228+ 5.14% |
$119K - $132K
|
4.66K
$2.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
228+ 1.55% |
$119K - $132K
|
14.9K
$9.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
227+ 1.84% |
$118K - $131K
|
12.6K
$7.76M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
226+ 2.49% |
$118K - $130K
|
9.32K
$5.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
226+ 44.14% |
$118K - $130K
|
738
$454K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
223+ 2.08% |
$116K - $129K
|
11K
$6.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
222+ 0.7% |
$115K - $128K
|
31.9K
$19.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
221+ 0.81% |
$115K - $127K
|
27.6K
$17M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
218+ 1.89% |
$113K - $126K
|
11.7K
$7.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
218+ 18.71% |
$113K - $126K
|
1.38K
$852K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
216+ 3.39% |
$112K - $125K
|
6.58K
$4.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
213+ 1.12% |
$111K - $123K
|
19.2K
$11.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
213+ 1.36% |
$111K - $123K
|
15.8K
$9.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
212+ 0.55% |
$110K - $122K
|
38.7K
$23.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
211+ 27.02% |
$110K - $122K
|
992
$611K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
210+ 21.52% |
$109K - $121K
|
1.19K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
210+ 4.63% |
$109K - $121K
|
4.74K
$2.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
209+ 4.5% |
$109K - $121K
|
4.86K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
207+ 1.68% |
$108K - $119K
|
12.5K
$7.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
204+ 3.93% |
$106K - $118K
|
5.4K
$3.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
203+ 253.75% |
$106K - $117K
|
283
$174K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
202+ 13.25% |
$105K - $117K
|
1.73K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
202+ 0.3% |
$105K - $117K
|
66.9K
$41.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
201+ 0.79% |
$105K - $116K
|
25.7K
$15.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
198+ 5.45% |
$103K - $114K
|
3.83K
$2.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
198+ 5.36% |
$103K - $114K
|
3.89K
$2.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
197+ 2.95% |
$102K - $114K
|
6.86K
$4.23M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
196+ 50.52% |
$102K - $113K
|
584
$360K
|