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 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-114- 8.46% |
$59.3K - $65.8K
|
1.23K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-114- 13.07% |
$59.3K - $65.8K
|
758
$457K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-116- 7.53% |
$60.3K - $66.9K
|
1.43K
$859K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-116- 1.01% |
$60.3K - $66.9K
|
11.4K
$6.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-116- 2.63% |
$60.3K - $66.9K
|
4.29K
$2.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-117- 4.73% |
$60.9K - $67.5K
|
2.36K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-117- 9.72% |
$60.9K - $67.5K
|
1.09K
$655K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-117- 10.34% |
$60.9K - $67.5K
|
1.02K
$612K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-118- 2.51% |
$61.4K - $68.1K
|
4.58K
$2.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-118- 16.86% |
$61.4K - $68.1K
|
582
$351K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-120- 4.04% |
$62.4K - $69.2K
|
2.85K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-121- 3.12% |
$62.9K - $69.8K
|
3.76K
$2.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-121- 3.08% |
$62.9K - $69.8K
|
3.81K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-121- 0.5% |
$62.9K - $69.8K
|
24K
$14.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-122- 7.82% |
$63.5K - $70.4K
|
1.44K
$868K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-122- 12.71% |
$63.5K - $70.4K
|
838
$505K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-122- 1.97% |
$63.5K - $70.4K
|
6.06K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-122- 0.5% |
$63.5K - $70.4K
|
24.2K
$14.6M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-122- 1.32% |
$63.5K - $70.4K
|
9.14K
$5.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-123- 0.15% |
$64K - $70.9K
|
80.5K
$48.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-126- 3.69% |
$65.5K - $72.7K
|
3.29K
$1.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-126- 0.28% |
$65.5K - $72.7K
|
44.7K
$27M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-127- 8.36% |
$66.1K - $73.3K
|
1.39K
$839K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-127- 85.81% |
$66.1K - $73.3K
|
21
$12.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-127- 6.0% |
$66.1K - $73.3K
|
1.99K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-127- 0.82% |
$66.1K - $73.3K
|
15.3K
$9.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-129- 1.27% |
$67.1K - $74.4K
|
10.1K
$6.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-129- 2.4% |
$67.1K - $74.4K
|
5.24K
$3.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-131- 1.64% |
$68.1K - $75.6K
|
7.84K
$4.73M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-131- 0.46% |
$68.1K - $75.6K
|
28.2K
$17M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-132- 4.77% |
$68.7K - $76.1K
|
2.64K
$1.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-132- 0.88% |
$68.7K - $76.1K
|
14.8K
$8.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-132- 17.35% |
$68.7K - $76.1K
|
629
$379K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-134- 1.14% |
$69.7K - $77.3K
|
11.7K
$7.03M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-135- 26.47% |
$70.2K - $77.9K
|
375
$226K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-136- 7.5% |
$70.7K - $78.4K
|
1.68K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-136- 8.56% |
$70.7K - $78.4K
|
1.45K
$875K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-136- 1.8% |
$70.7K - $78.4K
|
7.4K
$4.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-137- 3.28% |
$71.3K - $79K
|
4.05K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-138- 8.28% |
$71.8K - $79.6K
|
1.53K
$922K
|
|
|
Feb 13, 2025
Q3 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-138- 1.66% |
$71.8K - $79.6K
|
8.17K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-139- 0.17% |
$72.3K - $80.2K
|
80.3K
$48.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-140- 18.97% |
$72.8K - $80.8K
|
598
$361K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-141- 5.58% |
$73.3K - $81.3K
|
2.38K
$1.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-141- 3.98% |
$73.3K - $81.3K
|
3.4K
$2.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-142- 8.33% |
$73.9K - $81.9K
|
1.56K
$942K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-143- 11.82% |
$74.4K - $82.5K
|
1.07K
$643K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-143- 1.48% |
$74.4K - $82.5K
|
9.54K
$5.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-144- 3.62% |
$74.9K - $83.1K
|
3.83K
$2.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-144- 5.08% |
$74.9K - $83.1K
|
2.69K
$1.62M
|