Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.87K+ 5.13% |
$930K - $1.03M
|
38.4K
$22.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.86K+ 1.78% |
$924K - $1.02M
|
106K
$63.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1.83K+ 114.99% |
$912K - $1.01M
|
3.43K
$2.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.82K+ 103.7% |
$907K - $1M
|
3.58K
$2.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.82K+ 1.85% |
$906K - $1M
|
100K
$60M
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.82K+ 102.42% |
$905K - $1M
|
3.6K
$2.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.8K+ 1.42% |
$896K - $989K
|
128K
$76.6M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.8K+ 5.35% |
$894K - $987K
|
35.4K
$21.1M
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$894K - $987K
|
1.8K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.79K+ 66.63% |
$892K - $986K
|
4.48K
$2.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.79K+ 63.29% |
$891K - $984K
|
4.62K
$2.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.78K+ 17.69% |
$884K - $976K
|
11.8K
$7.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.77K+ 3.18% |
$883K - $975K
|
57.5K
$34.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1.77KNew |
$878K - $970K
|
1.77K
$1.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.76K+ 5.38% |
$877K - $968K
|
34.5K
$20.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.76K+ 15.86% |
$875K - $966K
|
12.8K
$7.68M
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
1.75K+ 155.91% |
$873K - $964K
|
2.88K
$1.72M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.75K+ 1.88% |
$871K - $962K
|
94.6K
$56.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.75K+ 0.44% |
$870K - $961K
|
399K
$238M
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.75K+ 236.59% |
$869K - $960K
|
2.48K
$1.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.74KNew |
$865K - $956K
|
1.74K
$1.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.73K+ 7.16% |
$862K - $952K
|
25.9K
$15.5M
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
1.72K+ 160.28% |
$853K - $943K
|
2.79K
$1.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.71K+ 11.47% |
$850K - $939K
|
16.6K
$9.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.7K+ 1.44% |
$848K - $937K
|
120K
$71.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.7K+ 0.73% |
$844K - $932K
|
235K
$141M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.69K+ 176.83% |
$843K - $931K
|
2.65K
$1.58M
|
|
|
Jul 02, 2024
Q2 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.69K+ 2.2% |
$842K - $930K
|
78.7K
$47.1M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.69K+ 8.76% |
$840K - $928K
|
21K
$12.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.68K+ 4.37% |
$837K - $924K
|
40.2K
$24M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.68KNew |
$836K - $923K
|
1.68K
$1M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.68KNew |
$835K - $922K
|
1.68K
$1M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.68K+ 2.31% |
$834K - $922K
|
74.2K
$44.3M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.67K+ 26.28% |
$830K - $917K
|
8.02K
$4.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.66K+ 12.27% |
$825K - $911K
|
15.2K
$9.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.65K+ 4.29% |
$819K - $905K
|
40K
$23.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.64K+ 13.17% |
$816K - $902K
|
14.1K
$8.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
1.64KNew |
$815K - $900K
|
1.64K
$979K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.64K+ 5.04% |
$814K - $900K
|
34.1K
$20.4M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.61K+ 6.01% |
$800K - $884K
|
28.4K
$17M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.6K+ 3.48% |
$797K - $881K
|
47.6K
$28.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 2.63% |
$782K - $864K
|
61.4K
$36.7M
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
1.55K+ 17.26% |
$773K - $854K
|
10.5K
$6.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.55K+ 141.04% |
$771K - $852K
|
2.65K
$1.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.54KNew |
$766K - $846K
|
1.54K
$920K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.54K+ 1.41% |
$764K - $844K
|
110K
$65.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.53K+ 19.74% |
$761K - $840K
|
9.28K
$5.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.53K+ 12.07% |
$759K - $838K
|
14.2K
$8.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.52K+ 23.04% |
$757K - $837K
|
8.13K
$4.86M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.52K+ 2.85% |
$756K - $835K
|
54.7K
$32.7M
|