Purchases and Sales Made in Q2 2024 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 15, 2025 Q2 2024
Provenance Wealth Advisors, LLC

Fort Lauderdale, FL
BUY
 -
857
+ 78.05%
$426K - $471K
1.96K $1.3M
Jul 12, 2024 Q2 2024
Congress Park Capital LLC

BUY
 -
851
+ 6.11%
$423K - $468K
14.8K $9.81M
Aug 08, 2024 Q2 2024
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
850
New
$423K - $467K
850 $564K
Aug 13, 2024 Q2 2024
Forte Capital LLC

BUY
 -
848
+ 11.74%
$422K - $466K
8.07K $5.36M
Jul 24, 2024 Q2 2024
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
846
+ 1.09%
$421K - $465K
78.5K $52.1M
Jul 19, 2024 Q2 2024
Garrett Wealth Advisory Group, LLC

BUY
 -
841
+ 111.54%
$418K - $462K
1.6K $1.06M
Jul 17, 2024 Q2 2024
Red Door Wealth Management, LLC

BUY
 -
837
+ 4.97%
$416K - $460K
17.7K $11.7M
Jul 11, 2024 Q2 2024
Cra Financial Services, LLC

BUY
 -
832
+ 3.56%
$414K - $457K
24.2K $16.1M
Aug 08, 2024 Q2 2024
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
826
+ 97.52%
$411K - $454K
1.67K $1.11M
Aug 02, 2024 Q2 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
825
+ 0.38%
$410K - $453K
219K $146M
Aug 14, 2024 Q2 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
823
+ 21.44%
$409K - $452K
4.66K $3.09M
Jul 19, 2024 Q2 2024
Sara Bay Financial

BUY
 -
814
+ 45.22%
$405K - $447K
2.61K $1.74M
Aug 05, 2024 Q2 2024
M. Kulyk & Associates, LLC

BUY
 -
806
New
$401K - $443K
806 $535K
Aug 01, 2024 Q2 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
803
+ 11.2%
$400K - $441K
7.97K $5.29M
Aug 13, 2024 Q2 2024
Invesco Ltd.

Atlanta, GA
BUY
 -
798
New
$397K - $439K
798 $530K
Jul 29, 2024 Q2 2024
Aifg Consultants Ltd.

Halfmoon, NY
BUY
 -
797
New
$397K - $438K
797 $529K
Aug 01, 2024 Q2 2024
Canvas Wealth Advisors, LLC

BUY
 -
795
+ 6.6%
$396K - $437K
12.8K $8.53M
Jul 11, 2024 Q2 2024
Old National Bancorp

BUY
 -
788
+ 0.55%
$392K - $433K
145K $96.4M
Aug 08, 2024 Q2 2024
King Wealth

Saratoga Springs, NY
BUY
 -
785
+ 0.53%
$391K - $431K
149K $98.8M
Aug 13, 2024 Q2 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
783
+ 2.22%
$390K - $430K
36.1K $24M
Jul 15, 2024 Q2 2024
Transform Wealth, LLC

BUY
 -
781
+ 6.04%
$389K - $429K
13.7K $9.11M
Aug 02, 2024 Q2 2024
Aveo Capital Partners, LLC

BUY
 -
780
+ 1.19%
$388K - $429K
66.1K $43.9M
Jul 29, 2024 Q2 2024
Yelin Lapidot Holdings Management Ltd.

Tel Aviv, L3
BUY
 -
768
+ 5.32%
$382K - $422K
15.2K $10.1M
Aug 05, 2024 Q2 2024
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
761
New
$379K - $418K
761 $505K
Aug 12, 2024 Q2 2024
Strong Box Wealth, LLC

BUY
 -
753
New
$375K - $414K
753 $500K
Jul 03, 2024 Q2 2024
Curbstone Financial Management Corp

BUY
 -
750
+ 17.0%
$373K - $412K
5.16K $3.43M
Jul 29, 2024 Q2 2024
Liberty Capital Management, Inc.

BUY
 -
749
+ 16.66%
$373K - $412K
5.25K $3.48M
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
749
New
$373K - $412K
749 $497K
Jul 11, 2024 Q2 2024
Mendota Financial Group, LLC

Madison, WI
BUY
 -
747
+ 4.14%
$372K - $411K
18.8K $12.5M
Jul 24, 2024 Q2 2024
Mc Adam, LLC

BUY
 -
740
+ 1.94%
$368K - $407K
38.9K $25.8M
Jul 22, 2024 Q2 2024
Argus Investors' Counsel, Inc.

BUY
 -
738
New
$367K - $406K
738 $490K
Aug 13, 2024 Q2 2024
White Pine Capital LLC

Golden Valley, MN
BUY
 -
738
+ 5.84%
$367K - $406K
13.4K $8.88M
Jul 30, 2024 Q2 2024
Ifg Advisory, LLC

BUY
 -
736
+ 3.58%
$366K - $405K
21.3K $14.1M
Jul 15, 2024 Q2 2024
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
733
+ 3.07%
$365K - $403K
24.6K $16.3M
Jul 08, 2024 Q2 2024
Banc First Trust & Investment Management

Oklahoma City, OK
BUY
 -
732
New
$364K - $402K
732 $486K
Jul 19, 2024 Q2 2024
Long Run Wealth Advisors, LLC

BUY
 -
731
+ 54.63%
$364K - $402K
2.07K $1.37M
Jul 24, 2024 Q2 2024
Everhart Financial Group, Inc.

BUY
 -
729
+ 30.05%
$363K - $401K
3.16K $2.09M
Jul 23, 2024 Q2 2024
First National Bank & Trust CO Of Newtown

BUY
 -
725
+ 95.52%
$361K - $398K
1.48K $985K
Aug 13, 2024 Q2 2024
Chesapeake Wealth Management

BUY
 -
724
+ 13.9%
$360K - $398K
5.93K $3.94M
Aug 01, 2024 Q2 2024
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
723
+ 26.59%
$360K - $397K
3.44K $2.29M
Jul 19, 2024 Q2 2024
Mount Vernon Associates Inc

BUY
 -
721
New
$359K - $396K
721 $479K
Jul 16, 2024 Q2 2024
Breed'S Hill Capital LLC

Charlestown, MA
BUY
 -
720
+ 19.78%
$358K - $396K
4.36K $2.89M
Aug 12, 2024 Q2 2024
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
708
+ 62.6%
$352K - $389K
1.84K $1.22M
Jul 15, 2024 Q2 2024
Sterling Group Wealth Management, LLC

Pasadena, CA
BUY
 -
705
New
$351K - $387K
705 $468K
Jul 22, 2024 Q2 2024
Geneva Partners, LLC

BUY
 -
705
+ 4.68%
$351K - $387K
15.8K $10.5M
Aug 13, 2024 Q2 2024
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
700
New
$348K - $385K
700 $465K
Jul 12, 2024 Q2 2024
Successful Portfolios LLC

BUY
 -
699
+ 8.33%
$348K - $384K
9.09K $6.04M
Jul 23, 2024 Q2 2024
Gray Private Wealth, LLC

Canton, MA
BUY
 -
696
+ 0.55%
$346K - $383K
127K $84.4M
Aug 14, 2024 Q2 2024
Campion Asset Management

BUY
 -
690
+ 5.48%
$343K - $379K
13.3K $8.81M

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