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 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.05K+ 1.33% |
$1.59M - $1.76M
|
232K
$141M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
3.03K+ 3.1% |
$1.57M - $1.75M
|
101K
$61M
|
|
|
Nov 01, 2024
Q3 2024
|
Bank Of Finland
|
BUY
|
- |
3.01K+ 0.39% |
$1.57M - $1.74M
|
780K
$473M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
3KNew |
$1.56M - $1.73M
|
3K
$1.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
3K+ 60.72% |
$1.56M - $1.73M
|
7.94K
$4.82M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.98K+ 589.53% |
$1.55M - $1.72M
|
3.49K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.96K+ 6.6% |
$1.54M - $1.71M
|
47.8K
$29M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2.96K+ 3.49% |
$1.54M - $1.71M
|
87.6K
$53.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.94K+ 4.51% |
$1.53M - $1.69M
|
68K
$41.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.93K+ 4.37% |
$1.52M - $1.69M
|
69.9K
$42.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.89K+ 4.25% |
$1.5M - $1.67M
|
70.8K
$42.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.88KNew |
$1.5M - $1.66M
|
2.88K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
2.86K+ 5.45% |
$1.49M - $1.65M
|
55.4K
$33.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.81K+ 4.02% |
$1.46M - $1.62M
|
72.7K
$44.1M
|
|
|
Nov 14, 2024
Q3 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
2.8K+ 4.79% |
$1.46M - $1.62M
|
61.3K
$37.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.8K+ 1.24% |
$1.45M - $1.61M
|
228K
$138M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
2.79K+ 15.69% |
$1.45M - $1.61M
|
20.6K
$12.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
2.77K+ 7.22% |
$1.44M - $1.6M
|
41.1K
$24.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.72K+ 2.61% |
$1.41M - $1.57M
|
107K
$64.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.72K+ 1.57% |
$1.41M - $1.57M
|
176K
$107M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.69K+ 7.36% |
$1.4M - $1.55M
|
39.3K
$23.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.69K+ 142.54% |
$1.4M - $1.55M
|
4.58K
$2.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.67K+ 30.44% |
$1.39M - $1.54M
|
11.4K
$6.93M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
2.66K+ 1.09% |
$1.38M - $1.53M
|
247K
$150M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.63K+ 69.82% |
$1.37M - $1.52M
|
6.4K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.63K+ 2.76% |
$1.37M - $1.52M
|
97.7K
$59.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
2.6K+ 23.39% |
$1.35M - $1.5M
|
13.7K
$8.32M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.59K+ 154.75% |
$1.35M - $1.49M
|
4.26K
$2.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.58KNew |
$1.34M - $1.49M
|
2.58K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
2.56K+ 33.5% |
$1.33M - $1.48M
|
10.2K
$6.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
2.55KNew |
$1.33M - $1.47M
|
2.55K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.52K+ 421.4% |
$1.31M - $1.45M
|
3.12K
$1.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.51K+ 2.43% |
$1.3M - $1.45M
|
106K
$64.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.49K+ 3.62% |
$1.3M - $1.44M
|
71.4K
$43.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.48K+ 17.51% |
$1.29M - $1.43M
|
16.6K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
2.48K+ 0.47% |
$1.29M - $1.43M
|
527K
$320M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.47K+ 200.57% |
$1.28M - $1.42M
|
3.69K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.45K+ 7.27% |
$1.28M - $1.41M
|
36.2K
$21.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.45K+ 43.12% |
$1.27M - $1.41M
|
8.13K
$4.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.44K+ 7.06% |
$1.27M - $1.41M
|
37K
$22.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.41K+ 3.09% |
$1.25M - $1.39M
|
80.5K
$48.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.41K+ 37.55% |
$1.25M - $1.39M
|
8.83K
$5.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.39K+ 31.93% |
$1.24M - $1.38M
|
9.86K
$5.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.36K+ 5.88% |
$1.23M - $1.36M
|
42.5K
$25.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.36KNew |
$1.23M - $1.36M
|
2.36K
$1.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.36K+ 6.73% |
$1.23M - $1.36M
|
37.4K
$22.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.35K+ 35.32% |
$1.22M - $1.36M
|
9.01K
$5.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
2.34K+ 4.28% |
$1.22M - $1.35M
|
57.1K
$34.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.34KNew |
$1.22M - $1.35M
|
2.34K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.34K+ 9.02% |
$1.22M - $1.35M
|
28.2K
$17.1M
|