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 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
82+ 2.37% |
$40.8K - $45.1K
|
3.54K
$2.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
80+ 6.96% |
$39.8K - $44K
|
1.23K
$834K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
80+ 0.28% |
$39.8K - $44K
|
28.2K
$19.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
79+ 0.59% |
$39.3K - $43.4K
|
13.4K
$9.12M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
78+ 2.57% |
$38.8K - $42.9K
|
3.12K
$2.12M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
78+ 1.51% |
$38.8K - $42.9K
|
5.24K
$3.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
77+ 13.14% |
$38.3K - $42.3K
|
663
$450K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
77+ 9.57% |
$38.3K - $42.3K
|
882
$599K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
76New |
$37.8K - $41.8K
|
76
$51.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
76+ 1.15% |
$37.8K - $41.8K
|
6.67K
$4.53M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
75+ 0.93% |
$37.3K - $41.2K
|
8.16K
$5.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
BUY
|
- |
75+ 8.13% |
$37.3K - $41.2K
|
997
$677K
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
74+ 4.4% |
$36.8K - $40.7K
|
1.76K
$1.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
74+ 1.33% |
$36.8K - $40.7K
|
5.65K
$3.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
74+ 43.79% |
$36.8K - $40.7K
|
243
$165K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
74+ 4.1% |
$36.8K - $40.7K
|
1.88K
$1.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
BUY
|
- |
73+ 15.87% |
$36.3K - $40.1K
|
533
$362K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
73+ 6.52% |
$36.3K - $40.1K
|
1.19K
$809K
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
73+ 0.34% |
$36.3K - $40.1K
|
21.4K
$14.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
72+ 8.3% |
$35.8K - $39.6K
|
939
$637K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
72+ 2.45% |
$35.8K - $39.6K
|
3.01K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
72+ 0.22% |
$35.8K - $39.6K
|
32.3K
$21.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
72+ 1.56% |
$35.8K - $39.6K
|
4.68K
$3.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
71+ 1.43% |
$35.3K - $39K
|
5.02K
$3.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
71+ 0.26% |
$35.3K - $39K
|
27K
$18.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
70+ 11.13% |
$34.8K - $38.5K
|
699
$474K
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
69+ 2.67% |
$34.3K - $37.9K
|
2.65K
$1.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
67+ 1.46% |
$33.3K - $36.8K
|
4.65K
$3.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
67+ 1.38% |
$33.3K - $36.8K
|
4.91K
$3.33M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
66New |
$32.8K - $36.3K
|
66
$44.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
66+ 12.97% |
$32.8K - $36.3K
|
575
$390K
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
66+ 8.78% |
$32.8K - $36.3K
|
818
$555K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
65+ 1.04% |
$32.3K - $35.7K
|
6.33K
$4.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
60+ 11.36% |
$29.9K - $33K
|
588
$399K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
60+ 0.71% |
$29.9K - $33K
|
8.56K
$5.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
60+ 0.58% |
$29.9K - $33K
|
10.4K
$7.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
59+ 5.45% |
$29.4K - $32.4K
|
1.14K
$775K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
59+ 1.05% |
$29.4K - $32.4K
|
5.67K
$3.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
59+ 0.54% |
$29.4K - $32.4K
|
11K
$7.46M
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
58+ 6.9% |
$28.9K - $31.9K
|
898
$610K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
58+ 7.98% |
$28.9K - $31.9K
|
785
$533K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
57+ 5.27% |
$28.4K - $31.3K
|
1.14K
$772K
|
|
|
Aug 06, 2024
Q2 2024
|
Vista Finance, LLC
|
BUY
|
- |
57+ 2.07% |
$28.4K - $31.3K
|
2.81K
$1.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
57+ 1.54% |
$28.4K - $31.3K
|
3.77K
$2.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
56+ 3.1% |
$27.9K - $30.8K
|
1.87K
$1.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
55+ 0.6% |
$27.4K - $30.2K
|
9.16K
$6.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
55+ 25.82% |
$27.4K - $30.2K
|
268
$182K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
54+ 0.34% |
$26.9K - $29.7K
|
15.9K
$10.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
54+ 1.39% |
$26.9K - $29.7K
|
3.94K
$2.68M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
54+ 10.09% |
$26.9K - $29.7K
|
589
$400K
|