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 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
18+ 4.49% |
$8.96K - $9.89K
|
419
$284K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
17+ 0.81% |
$8.46K - $9.34K
|
2.13K
$1.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
17+ 0.24% |
$8.46K - $9.34K
|
7.16K
$4.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
17+ 38.64% |
$8.46K - $9.34K
|
61
$41.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
17+ 1.08% |
$8.46K - $9.34K
|
1.58K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
17+ 0.95% |
$8.46K - $9.34K
|
1.81K
$1.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
16+ 1.46% |
$7.96K - $8.79K
|
1.11K
$754K
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
16+ 0.37% |
$7.96K - $8.79K
|
4.34K
$2.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
16+ 0.07% |
$7.96K - $8.79K
|
21.7K
$14.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
15+ 4.44% |
$7.46K - $8.24K
|
353
$240K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
15+ 1.92% |
$7.46K - $8.24K
|
797
$541K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
15+ 0.75% |
$7.46K - $8.24K
|
2.01K
$1.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
15+ 0.21% |
$7.46K - $8.24K
|
7.13K
$4.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
15+ 0.3% |
$7.46K - $8.24K
|
5.08K
$3.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
14+ 0.07% |
$6.97K - $7.69K
|
19K
$12.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
14+ 14.0% |
$6.97K - $7.69K
|
114
$77.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
14+ 0.31% |
$6.97K - $7.69K
|
4.52K
$3.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
14+ 0.17% |
$6.97K - $7.69K
|
8.46K
$5.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
14+ 0.34% |
$6.97K - $7.69K
|
4.17K
$2.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
14+ 0.5% |
$6.97K - $7.69K
|
2.84K
$1.93M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
14+ 0.9% |
$6.97K - $7.69K
|
1.56K
$1.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
13+ 0.27% |
$6.47K - $7.15K
|
4.78K
$3.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
13+ 2.0% |
$6.47K - $7.15K
|
664
$451K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
13+ 0.35% |
$6.47K - $7.15K
|
3.73K
$2.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
13+ 0.87% |
$6.47K - $7.15K
|
1.5K
$1.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 1.42% |
$6.47K - $7.15K
|
931
$632K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
13+ 0.27% |
$6.47K - $7.15K
|
4.89K
$3.32M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
12+ 0.31% |
$5.97K - $6.6K
|
3.88K
$2.63M
|
|
|
Jul 18, 2024
Q2 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
12+ 0.5% |
$5.97K - $6.6K
|
2.41K
$1.64M
|
|
|
Feb 13, 2025
Q2 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
12+ 0.48% |
$5.97K - $6.6K
|
2.51K
$1.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
11+ 0.38% |
$5.47K - $6.05K
|
2.93K
$1.99M
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
11+ 1.51% |
$5.47K - $6.05K
|
738
$501K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
11+ 0.51% |
$5.47K - $6.05K
|
2.18K
$1.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11+ 2.08% |
$5.47K - $6.05K
|
539
$366K
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
11+ 1.72% |
$5.47K - $6.05K
|
649
$441K
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
11+ 0.32% |
$5.47K - $6.05K
|
3.4K
$2.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
11+ 0.87% |
$5.47K - $6.05K
|
1.27K
$863K
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
11+ 2.7% |
$5.47K - $6.05K
|
418
$284K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.99% |
$4.98K - $5.5K
|
1.02K
$693K
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
10+ 0.15% |
$4.98K - $5.5K
|
6.78K
$4.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.22% |
$4.98K - $5.5K
|
4.62K
$3.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
10+ 0.17% |
$4.98K - $5.5K
|
5.99K
$4.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
10+ 0.32% |
$4.98K - $5.5K
|
3.09K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
10+ 0.03% |
$4.98K - $5.5K
|
39.4K
$26.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
10+ 0.73% |
$4.98K - $5.5K
|
1.37K
$932K
|
|
|
Jul 10, 2024
Q2 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
9+ 0.3% |
$4.48K - $4.95K
|
3.01K
$2.04M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 0.16% |
$4.48K - $4.95K
|
5.68K
$3.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
9+ 0.28% |
$4.48K - $4.95K
|
3.18K
$2.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
9+ 0.36% |
$4.48K - $4.95K
|
2.5K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
9+ 2.12% |
$4.48K - $4.95K
|
433
$294K
|