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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.49K+ 9.84% |
$742K - $820K
|
16.7K
$9.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.49K+ 12.99% |
$741K - $818K
|
12.9K
$7.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.49K+ 10.32% |
$741K - $818K
|
15.9K
$9.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.42K+ 5.17% |
$707K - $781K
|
28.9K
$17.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
1.42KNew |
$705K - $779K
|
1.42K
$841K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.42K+ 78.36% |
$705K - $778K
|
3.22K
$1.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
1.41KNew |
$701K - $774K
|
1.41K
$836K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.41K+ 33.7% |
$700K - $773K
|
5.58K
$3.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.4KNew |
$698K - $771K
|
1.4K
$832K
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.4K+ 16.56% |
$698K - $771K
|
9.87K
$5.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
1.4K+ 1.75% |
$697K - $769K
|
81.3K
$48.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.4K+ 16.54% |
$696K - $769K
|
9.86K
$5.85M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.4K+ 6.65% |
$696K - $769K
|
22.5K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.39KNew |
$693K - $765K
|
1.39K
$826K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.39K+ 2.15% |
$691K - $763K
|
66.1K
$39.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
1.39K+ 7.09% |
$690K - $762K
|
20.9K
$12.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.38K+ 12.88% |
$684K - $756K
|
12K
$7.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
1.37KNew |
$683K - $755K
|
1.37K
$814K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.37K+ 3.62% |
$679K - $750K
|
39K
$23.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 2.19% |
$675K - $745K
|
63.4K
$37.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.36K+ 10.3% |
$675K - $745K
|
14.5K
$8.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.36K+ 20.97% |
$675K - $745K
|
7.82K
$4.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.35K+ 21.91% |
$674K - $744K
|
7.54K
$4.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.35K+ 22.09% |
$673K - $743K
|
7.47K
$4.43M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.33K+ 528.97% |
$663K - $733K
|
1.59K
$940K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.33K+ 0.91% |
$663K - $732K
|
147K
$87.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.33K+ 2.43% |
$662K - $732K
|
56.1K
$33.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
BUY
|
- |
1.32K+ 6.14% |
$659K - $728K
|
22.9K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.31KNew |
$652K - $721K
|
1.31K
$778K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
1.31K+ 1.16% |
$651K - $719K
|
114K
$67.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.3KNew |
$647K - $715K
|
1.3K
$772K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
BUY
|
- |
1.3K+ 11.91% |
$645K - $713K
|
12.2K
$7.23M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.29K+ 0.95% |
$642K - $710K
|
138K
$81.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.28K+ 2.42% |
$637K - $704K
|
54.2K
$32.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1.28K+ 64.35% |
$637K - $704K
|
3.27K
$1.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.27K+ 71.94% |
$634K - $700K
|
3.05K
$1.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.27K+ 5.48% |
$633K - $699K
|
24.5K
$14.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.27K+ 11.42% |
$631K - $697K
|
12.4K
$7.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.26KNew |
$628K - $694K
|
1.26K
$749K
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
1.25K+ 16.47% |
$622K - $687K
|
8.84K
$5.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.24K+ 3.67% |
$619K - $684K
|
35.1K
$20.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.24K+ 7.41% |
$619K - $684K
|
18K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.24K+ 12.58% |
$616K - $680K
|
11.1K
$6.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.24KNew |
$615K - $679K
|
1.24K
$733K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.23K+ 0.99% |
$613K - $678K
|
126K
$74.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.23K+ 88.55% |
$612K - $676K
|
2.62K
$1.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
BUY
|
- |
1.22K+ 35.52% |
$609K - $673K
|
4.67K
$2.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.22KNew |
$609K - $673K
|
1.22K
$726K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.21K+ 4.89% |
$601K - $664K
|
25.9K
$15.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.21K+ 0.33% |
$601K - $663K
|
372K
$221M
|