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 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-21- 0.32% |
$10.4K - $11.5K
|
6.62K
$4.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-21- 0.23% |
$10.4K - $11.5K
|
9.04K
$6.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-21- 3.03% |
$10.4K - $11.5K
|
671
$455K
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-21- 1.39% |
$10.4K - $11.5K
|
1.49K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-22- 0.62% |
$10.9K - $12.1K
|
3.54K
$2.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-22- 0.28% |
$10.9K - $12.1K
|
7.82K
$5.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-22- 1.36% |
$10.9K - $12.1K
|
1.59K
$1.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-22- 0.12% |
$10.9K - $12.1K
|
17.7K
$12M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-22- 0.88% |
$10.9K - $12.1K
|
2.47K
$1.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-22- 2.18% |
$10.9K - $12.1K
|
989
$671K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-22- 0.34% |
$10.9K - $12.1K
|
6.53K
$4.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-23- 2.68% |
$11.4K - $12.6K
|
835
$567K
|
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
SELL
|
- |
-23- 0.59% |
$11.4K - $12.6K
|
3.88K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-23- 0.68% |
$11.4K - $12.6K
|
3.35K
$2.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-24- 2.33% |
$11.9K - $13.2K
|
1K
$682K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-24- 0.47% |
$11.9K - $13.2K
|
5.12K
$3.48M
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-24- 5.06% |
$11.9K - $13.2K
|
450
$305K
|
|
|
Jul 16, 2024
Q2 2024
|
Independent Investors Inc
|
SELL
|
- |
-25- 1.15% |
$12.4K - $13.7K
|
2.14K
$1.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
SELL
|
- |
-25- 2.54% |
$12.4K - $13.7K
|
960
$652K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-26- 1.69% |
$12.9K - $14.3K
|
1.51K
$1.03M
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-27- 3.86% |
$13.4K - $14.8K
|
672
$456K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-27- 2.46% |
$13.4K - $14.8K
|
1.07K
$728K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-27- 0.77% |
$13.4K - $14.8K
|
3.49K
$2.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-27- 5.01% |
$13.4K - $14.8K
|
512
$348K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-27- 0.85% |
$13.4K - $14.8K
|
3.16K
$2.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-28- 1.8% |
$13.9K - $15.4K
|
1.53K
$1.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-28- 1.09% |
$13.9K - $15.4K
|
2.55K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
SELL
|
- |
-28- 1.45% |
$13.9K - $15.4K
|
1.9K
$1.29M
|
|
|
Apr 04, 2025
Q2 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-28- 0.27% |
$13.9K - $15.4K
|
10.3K
$6.98M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-29- 0.26% |
$14.4K - $15.9K
|
11.3K
$7.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-29- 1.45% |
$14.4K - $15.9K
|
1.97K
$1.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-30- 5.4% |
$14.9K - $16.5K
|
526
$357K
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-30- 3.56% |
$14.9K - $16.5K
|
812
$551K
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-30- 3.52% |
$14.9K - $16.5K
|
823
$559K
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-30- 2.92% |
$14.9K - $16.5K
|
996
$676K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-31- 4.04% |
$15.4K - $17K
|
736
$500K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-31- 1.29% |
$15.4K - $17K
|
2.36K
$1.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-31- 4.04% |
$15.4K - $17K
|
736
$500K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-31- 0.43% |
$15.4K - $17K
|
7.21K
$4.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-32- 8.89% |
$15.9K - $17.6K
|
328
$223K
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-33- 0.08% |
$16.4K - $18.1K
|
40.8K
$27.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-33- 3.78% |
$16.4K - $18.1K
|
839
$570K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.03% |
$16.4K - $18.1K
|
127K
$86.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-33- 0.26% |
$16.4K - $18.1K
|
12.5K
$8.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-34- 2.12% |
$16.9K - $18.7K
|
1.57K
$1.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-34- 1.35% |
$16.9K - $18.7K
|
2.48K
$1.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.62% |
$16.9K - $18.7K
|
5.49K
$3.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-34- 0.62% |
$16.9K - $18.7K
|
5.48K
$3.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-35- 1.43% |
$17.4K - $19.2K
|
2.41K
$1.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-35- 3.22% |
$17.4K - $19.2K
|
1.05K
$715K
|