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 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-35- 1.99% |
$18.2K - $20.2K
|
1.73K
$1.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-36- 2.27% |
$18.7K - $20.8K
|
1.55K
$934K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-36- 8.87% |
$18.7K - $20.8K
|
370
$223K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-37- 0.58% |
$19.2K - $21.3K
|
6.36K
$3.83M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-37- 0.18% |
$19.2K - $21.3K
|
21.1K
$12.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-37- 1.89% |
$19.2K - $21.3K
|
1.92K
$1.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-37- 7.07% |
$19.2K - $21.3K
|
486
$293K
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-37- 0.05% |
$19.2K - $21.3K
|
71.9K
$43.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-37- 0.15% |
$19.2K - $21.3K
|
25.3K
$15.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-38- 1.07% |
$19.8K - $21.9K
|
3.52K
$2.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-38- 1.74% |
$19.8K - $21.9K
|
2.14K
$1.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-38- 0.34% |
$19.8K - $21.9K
|
11.1K
$6.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-38- 2.35% |
$19.8K - $21.9K
|
1.58K
$953K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-38- 1.53% |
$19.8K - $21.9K
|
2.44K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-38- 5.15% |
$19.8K - $21.9K
|
700
$422K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-39- 3.82% |
$20.3K - $22.5K
|
982
$592K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-39- 0.69% |
$20.3K - $22.5K
|
5.61K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-39- 0.66% |
$20.3K - $22.5K
|
5.87K
$3.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-40- 2.53% |
$20.8K - $23.1K
|
1.54K
$929K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-40- 1.5% |
$20.8K - $23.1K
|
2.64K
$1.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Independent Investors Inc
|
SELL
|
- |
-40- 1.87% |
$20.8K - $23.1K
|
2.1K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-40- 1.27% |
$20.8K - $23.1K
|
3.11K
$1.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-41- 0.99% |
$21.3K - $23.6K
|
4.09K
$2.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-41- 4.21% |
$21.3K - $23.6K
|
933
$562K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-41- 2.32% |
$21.3K - $23.6K
|
1.73K
$1.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-41- 33.61% |
$21.3K - $23.6K
|
81
$48.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-41- 1.03% |
$21.3K - $23.6K
|
3.93K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-41- 0.1% |
$21.3K - $23.6K
|
39.9K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-41- 7.43% |
$21.3K - $23.6K
|
511
$308K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-42- 0.57% |
$21.8K - $24.2K
|
7.28K
$4.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-42- 4.25% |
$21.8K - $24.2K
|
946
$570K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-42- 0.58% |
$21.8K - $24.2K
|
7.2K
$4.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-42- 1.26% |
$21.8K - $24.2K
|
3.3K
$1.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-42- 0.5% |
$21.8K - $24.2K
|
8.32K
$5.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-42- 0.86% |
$21.8K - $24.2K
|
4.84K
$2.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-43- 0.9% |
$22.4K - $24.8K
|
4.73K
$2.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-43- 1.35% |
$22.4K - $24.8K
|
3.13K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-43- 0.45% |
$22.4K - $24.8K
|
9.48K
$5.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-43- 0.15% |
$22.4K - $24.8K
|
29.6K
$17.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-44- 1.11% |
$22.9K - $25.4K
|
3.92K
$2.37M
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-44- 0.66% |
$22.9K - $25.4K
|
6.65K
$4.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-44- 3.06% |
$22.9K - $25.4K
|
1.39K
$840K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-45- 0.89% |
$23.4K - $26K
|
5K
$3.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-45- 2.17% |
$23.4K - $26K
|
2.03K
$1.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-45- 3.83% |
$23.4K - $26K
|
1.13K
$681K
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-45- 5.54% |
$23.4K - $26K
|
767
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-45- 6.53% |
$23.4K - $26K
|
644
$388K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-46- 10.34% |
$23.9K - $26.5K
|
399
$241K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-46- 0.91% |
$23.9K - $26.5K
|
5.01K
$3.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-46- 5.25% |
$23.9K - $26.5K
|
830
$500K
|