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 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-23- 0.85% |
$12K - $13.3K
|
2.67K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-23- 0.35% |
$12K - $13.3K
|
6.51K
$3.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-23- 2.22% |
$12K - $13.3K
|
1.01K
$610K
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-23- 0.81% |
$12K - $13.3K
|
2.8K
$1.69M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-23- 34.85% |
$12K - $13.3K
|
43
$25.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
SELL
|
- |
-23- 0.77% |
$12K - $13.3K
|
2.95K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-23- 5.9% |
$12K - $13.3K
|
367
$221K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-24- 2.36% |
$12.5K - $13.8K
|
995
$600K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-24- 1.07% |
$12.5K - $13.8K
|
2.21K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-25- 0.38% |
$13K - $14.4K
|
6.56K
$3.95M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-25- 6.41% |
$13K - $14.4K
|
365
$220K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-25- 3.47% |
$13K - $14.4K
|
696
$420K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-25- 3.62% |
$13K - $14.4K
|
665
$401K
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-25- 6.27% |
$13K - $14.4K
|
374
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-25- 2.07% |
$13K - $14.4K
|
1.18K
$711K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-25- 0.43% |
$13K - $14.4K
|
5.73K
$3.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-25- 2.02% |
$13K - $14.4K
|
1.21K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-26- 4.97% |
$13.5K - $15K
|
497
$300K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-26- 3.22% |
$13.5K - $15K
|
781
$471K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-27- 0.42% |
$14K - $15.6K
|
6.46K
$3.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-27- 25.71% |
$14K - $15.6K
|
78
$47K
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-27- 3.83% |
$14K - $15.6K
|
678
$409K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.29% |
$14.6K - $16.2K
|
2.14K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-28- 3.6% |
$14.6K - $16.2K
|
750
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-28- 2.53% |
$14.6K - $16.2K
|
1.08K
$650K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-29- 0.87% |
$15.1K - $16.7K
|
3.29K
$1.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-29- 0.03% |
$15.1K - $16.7K
|
114K
$68.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-29- 2.18% |
$15.1K - $16.7K
|
1.3K
$786K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-29- 0.59% |
$15.1K - $16.7K
|
4.86K
$2.93M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-30- 0.13% |
$15.6K - $17.3K
|
22.6K
$13.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-30- 2.18% |
$15.6K - $17.3K
|
1.35K
$813K
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-30- 2.09% |
$15.6K - $17.3K
|
1.41K
$847K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-30- 0.53% |
$15.6K - $17.3K
|
5.59K
$3.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-30- 0.82% |
$15.6K - $17.3K
|
3.65K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-30- 1.16% |
$15.6K - $17.3K
|
2.55K
$1.54M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-31- 0.18% |
$16.1K - $17.9K
|
17.5K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-31- 3.36% |
$16.1K - $17.9K
|
892
$538K
|
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-31- 1.11% |
$16.1K - $17.9K
|
2.75K
$1.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-32- 0.99% |
$16.6K - $18.5K
|
3.2K
$1.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-32- 1.93% |
$16.6K - $18.5K
|
1.63K
$981K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-32- 9.76% |
$16.6K - $18.5K
|
296
$178K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-33- 0.25% |
$17.2K - $19K
|
13K
$7.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-33- 0.16% |
$17.2K - $19K
|
20.9K
$12.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-34- 0.48% |
$17.7K - $19.6K
|
7.07K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-34- 5.91% |
$17.7K - $19.6K
|
541
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-34- 1.02% |
$17.7K - $19.6K
|
3.29K
$1.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-35- 4.32% |
$18.2K - $20.2K
|
775
$467K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-35- 0.3% |
$18.2K - $20.2K
|
11.8K
$7.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
SELL
|
- |
-35- 1.24% |
$18.2K - $20.2K
|
2.78K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-35- 5.82% |
$18.2K - $20.2K
|
566
$341K
|