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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
8+ 0.26% |
$3.98K - $4.4K
|
3.04K
$2.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8+ 0.26% |
$3.98K - $4.4K
|
3.05K
$2.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
8+ 0.37% |
$3.98K - $4.4K
|
2.15K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
8+ 14.55% |
$3.98K - $4.4K
|
63
$42.8K
|
|
|
Apr 08, 2025
Q2 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
8+ 0.25% |
$3.98K - $4.4K
|
3.15K
$2.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.26% |
$3.48K - $3.85K
|
2.69K
$1.83M
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
7+ 0.27% |
$3.48K - $3.85K
|
2.62K
$1.78M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7+ 0.03% |
$3.48K - $3.85K
|
27.1K
$18.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
7+ 0.25% |
$3.48K - $3.85K
|
2.83K
$1.92M
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6+ 0.82% |
$2.99K - $3.3K
|
737
$500K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
6+ 0.02% |
$2.99K - $3.3K
|
30.7K
$20.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
6+ 24.0% |
$2.99K - $3.3K
|
31
$21K
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
6+ 0.13% |
$2.99K - $3.3K
|
4.74K
$3.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
6+ 0.16% |
$2.99K - $3.3K
|
3.78K
$2.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6+ 0.24% |
$2.99K - $3.3K
|
2.49K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
6+ 0.73% |
$2.99K - $3.3K
|
831
$564K
|
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
6+ 0.63% |
$2.99K - $3.3K
|
963
$654K
|
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
6+ 0.63% |
$2.99K - $3.3K
|
962
$653K
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.09% |
$2.99K - $3.3K
|
6.58K
$4.46M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5+ 0.37% |
$2.49K - $2.75K
|
1.35K
$915K
|
|
|
Jul 12, 2024
Q2 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
5+ 0.12% |
$2.49K - $2.75K
|
4.16K
$2.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5+ 0.31% |
$2.49K - $2.75K
|
1.61K
$1.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
5+ 1.07% |
$2.49K - $2.75K
|
473
$321K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
5+ 0.23% |
$2.49K - $2.75K
|
2.22K
$1.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.03% |
$2.49K - $2.75K
|
14.5K
$9.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5+ 0.31% |
$2.49K - $2.75K
|
1.61K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
5+ 0.37% |
$2.49K - $2.75K
|
1.34K
$910K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.07% |
$2.49K - $2.75K
|
7.34K
$4.98M
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.27% |
$2.49K - $2.75K
|
1.84K
$1.25M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4+ 0.39% |
$1.99K - $2.2K
|
1.02K
$692K
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4+ 0.02% |
$1.99K - $2.2K
|
24.5K
$16.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$1.99K - $2.2K
|
4.04K
$2.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4+ 0.02% |
$1.99K - $2.2K
|
17.9K
$12.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4+ 0.06% |
$1.99K - $2.2K
|
6.49K
$4.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.18% |
$1.99K - $2.2K
|
2.2K
$1.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4+ 0.19% |
$1.99K - $2.2K
|
2.15K
$1.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4+ 0.26% |
$1.99K - $2.2K
|
1.52K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
4+ 0.04% |
$1.99K - $2.2K
|
11.1K
$7.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
4+ 1.03% |
$1.99K - $2.2K
|
393
$267K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3+ 0.21% |
$1.49K - $1.65K
|
1.42K
$961K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.3% |
$1.49K - $1.65K
|
998
$677K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.12% |
$1.49K - $1.65K
|
2.45K
$1.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$1.49K - $1.65K
|
5.26K
$3.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3+ 0.56% |
$1.49K - $1.65K
|
542
$368K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3+ 0.35% |
$1.49K - $1.65K
|
859
$583K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 7.5% |
$1.49K - $1.65K
|
43
$29.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
3+ 0.29% |
$1.49K - $1.65K
|
1.03K
$700K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3+ 0.09% |
$1.49K - $1.65K
|
3.21K
$2.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
3+ 0.19% |
$1.49K - $1.65K
|
1.62K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 0.54% |
$1.49K - $1.65K
|
561
$381K
|