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
Jul 11, 2024 Q2 2024
First National Bank Of Mount Dora, Trust Investment Services

BUY
 -
193
+ 17.94%
$96K - $106K
1.27K $861K
Jul 15, 2024 Q2 2024
Trust CO

BUY
 -
193
+ 1.63%
$96K - $106K
12.1K $8.19M
Jul 17, 2024 Q2 2024
Tompkins Financial Corp

BUY
 -
193
+ 5.5%
$96K - $106K
3.71K $2.51M
Jul 18, 2024 Q2 2024
Tyche Wealth Partners LLC

Plano, TX
BUY
 -
193
+ 2.45%
$96K - $106K
8.07K $5.48M
Jul 30, 2024 Q2 2024
Life Planning Partners, Inc

BUY
 -
193
+ 13.16%
$96K - $106K
1.66K $1.13M
Aug 14, 2024 Q2 2024
Fi3 Financial Advisors, LLC

BUY
 -
193
+ 0.28%
$96K - $106K
69.2K $47M
Aug 06, 2024 Q2 2024
Cairn Investment Group, Inc.

BUY
 -
191
+ 43.02%
$95K - $105K
635 $431K
Jul 30, 2024 Q2 2024
Fonville Wealth Management LLC

Richmond, VA
BUY
 -
190
+ 7.25%
$94.5K - $104K
2.81K $1.91M
Aug 14, 2024 Q2 2024
Beck Mack & Oliver LLC

New York, NY
BUY
 -
190
+ 4.51%
$94.5K - $104K
4.41K $2.99M
Jul 31, 2024 Q2 2024
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
188
+ 0.75%
$93.5K - $103K
25.1K $17.1M
Aug 09, 2024 Q2 2024
Pittenger & Anderson Inc

BUY
 -
186
+ 1.64%
$92.5K - $102K
11.5K $7.83M
Aug 01, 2024 Q2 2024
Rice Partnership, LLC

BUY
 -
184
New
$91.5K - $101K
184 $125K
Aug 14, 2024 Q2 2024
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
184
+ 0.6%
$91.5K - $101K
30.9K $21M
Aug 14, 2024 Q2 2024
26 North Partners LP

New York, NY
BUY
 -
182
+ 0.07%
$90.6K - $100K
249K $169M
Aug 02, 2024 Q2 2024
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
181
+ 20.04%
$90.1K - $99.5K
1.08K $736K
Aug 09, 2024 Q2 2024
Personal Cfo Solutions, LLC

BUY
 -
181
+ 2.63%
$90.1K - $99.5K
7.06K $4.79M
Aug 01, 2024 Q2 2024
Fiera Capital Corp

Montreal, A8
BUY
 -
180
+ 0.88%
$89.6K - $98.9K
20.7K $14.1M
Jul 19, 2024 Q2 2024
Parsons Capital Management Inc

BUY
 -
179
+ 0.64%
$89.1K - $98.4K
27.9K $19M
Jul 31, 2024 Q2 2024
Austin Wealth Management, LLC

Austin, TX
BUY
 -
179
+ 20.86%
$89.1K - $98.4K
1.04K $704K
Aug 02, 2024 Q2 2024
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
178
+ 17.08%
$88.6K - $97.8K
1.22K $828K
Aug 12, 2024 Q2 2024
Zuckerman Investment Group, LLC

Chicago, IL
BUY
 -
178
+ 15.91%
$88.6K - $97.8K
1.3K $880K
Oct 16, 2025 Q2 2024
Basepoint Wealth LLC

Cedar Rapids, IA
BUY
 -
178
+ 25.21%
$88.6K - $97.8K
884 $600K
Jul 19, 2024 Q2 2024
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
176
+ 0.61%
$87.6K - $96.7K
29.1K $19.8M
Jul 31, 2024 Q2 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
176
+ 27.08%
$87.6K - $96.7K
826 $561K
Jul 08, 2024 Q2 2024
Beach Investment Counsel Inc/Pa

West Conshohocken, PA
BUY
 -
175
New
$87.1K - $96.2K
175 $119K
Aug 06, 2024 Q2 2024
Counterweight Ventures, LLC

Wilmington, NC
BUY
 -
175
+ 5.7%
$87.1K - $96.2K
3.25K $2.2M
Aug 13, 2024 Q2 2024
C2 C Wealth Management, LLC

BUY
 -
175
+ 1.44%
$87.1K - $96.2K
12.3K $8.34M
Jul 24, 2024 Q2 2024
Fundamentun, LLC

Beachwood, OH
BUY
 -
171
+ 0.52%
$85.1K - $94K
33K $22.4M
Aug 09, 2024 Q2 2024
Firestone Capital Management

BUY
 -
171
+ 4.54%
$85.1K - $94K
3.94K $2.67M
Aug 14, 2024 Q2 2024
Eagle Global Advisors LLC

Houston, TX
BUY
 -
170
+ 42.29%
$84.6K - $93.4K
572 $388K
Jul 12, 2024 Q2 2024
Cabot Wealth Management Inc

BUY
 -
169
+ 9.17%
$84.1K - $92.9K
2.01K $1.37M
Jul 16, 2024 Q2 2024
Bill Few Associates, Inc.

BUY
 -
167
+ 8.73%
$83.1K - $91.8K
2.08K $1.41M
Aug 12, 2024 Q2 2024
Etfidea, LLC

Syracuse, NY
BUY
 -
166
+ 7.02%
$82.6K - $91.2K
2.53K $1.72M
Aug 06, 2024 Q2 2024
Roof Eidam & Maycock

BUY
 -
165
+ 0.77%
$82.1K - $90.7K
21.5K $14.6M
Jul 12, 2024 Q2 2024
Bath Savings Trust CO

BUY
 -
163
+ 14.97%
$81.1K - $89.6K
1.25K $850K
Jul 15, 2024 Q2 2024
White Lighthouse Investment Management Inc.

BUY
 -
163
+ 7.99%
$81.1K - $89.6K
2.2K $1.49M
Jul 25, 2024 Q2 2024
Community Financial Services Group, LLC

Newport, VT
BUY
 -
163
+ 1.0%
$81.1K - $89.6K
16.4K $11.1M
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
163
New
$81.1K - $89.6K
163 $111K
Aug 23, 2024 Q2 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
163
+ 4.49%
$81.1K - $89.6K
3.8K $2.58M
Jul 02, 2024 Q2 2024
Waller Financial Planning Group, Inc

BUY
 -
159
+ 0.3%
$79.1K - $87.4K
52.5K $35.6M
Aug 13, 2024 Q2 2024
Tag Stone Capital, Inc.

BUY
 -
156
+ 0.45%
$77.6K - $85.7K
34.5K $23.4M
Aug 09, 2024 Q2 2024
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
155
+ 16.03%
$77.1K - $85.2K
1.12K $762K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
154
+ 2.67%
$76.6K - $84.6K
5.93K $4.03M
Jul 19, 2024 Q2 2024
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
153
+ 0.5%
$76.1K - $84.1K
30.9K $20.9M
Aug 05, 2024 Q2 2024
Financial Security Advisor, Inc.

Virginia Beach, VA
BUY
 -
153
+ 18.11%
$76.1K - $84.1K
998 $677K
Dec 19, 2024 Q2 2024
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
153
+ 31.29%
$76.1K - $84.1K
642 $436K
Aug 08, 2024 Q2 2024
Spirepoint Private Client, LLC

Vero Beach, FL
BUY
 -
152
+ 2.94%
$75.6K - $83.5K
5.32K $3.61M
Jul 11, 2024 Q2 2024
Prairieview Wealth Partners, LLC

Orland Park, IL
BUY
 -
151
+ 0.38%
$75.1K - $83K
40.2K $27.3M
Jul 19, 2024 Q2 2024
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
151
+ 397.37%
$75.1K - $83K
189 $128K

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