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 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-36- 0.35% |
$17.9K - $19.8K
|
10.2K
$6.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-36- 2.43% |
$17.9K - $19.8K
|
1.45K
$982K
|
|
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-36- 1.02% |
$17.9K - $19.8K
|
3.49K
$2.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-37- 0.28% |
$18.4K - $20.3K
|
13.1K
$8.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-37- 0.93% |
$18.4K - $20.3K
|
3.93K
$2.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-37- 1.24% |
$18.4K - $20.3K
|
2.96K
$2.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-37- 10.91% |
$18.4K - $20.3K
|
302
$205K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-37- 4.61% |
$18.4K - $20.3K
|
766
$520K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-37- 1.42% |
$18.4K - $20.3K
|
2.57K
$1.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-37- 0.55% |
$18.4K - $20.3K
|
6.71K
$4.55M
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-38- 3.38% |
$18.9K - $20.9K
|
1.09K
$737K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-38- 2.04% |
$18.9K - $20.9K
|
1.83K
$1.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-39- 0.26% |
$19.4K - $21.4K
|
14.9K
$10.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-39- 0.78% |
$19.4K - $21.4K
|
4.99K
$3.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-39- 0.88% |
$19.4K - $21.4K
|
4.42K
$3M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-40- 4.75% |
$19.9K - $22K
|
802
$544K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-40- 6.78% |
$19.9K - $22K
|
550
$373K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-41- 18.98% |
$20.4K - $22.5K
|
175
$119K
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-41- 0.64% |
$20.4K - $22.5K
|
6.37K
$4.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-42- 2.57% |
$20.9K - $23.1K
|
1.59K
$1.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-42- 1.58% |
$20.9K - $23.1K
|
2.61K
$1.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-42- 0.54% |
$20.9K - $23.1K
|
7.67K
$5.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-42- 2.62% |
$20.9K - $23.1K
|
1.56K
$1.06M
|
|
|
May 29, 2025
Q2 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-42- 0.58% |
$20.9K - $23.1K
|
7.25K
$4.92M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-44- 5.8% |
$21.9K - $24.2K
|
714
$485K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
SELL
|
- |
-44- 1.73% |
$21.9K - $24.2K
|
2.51K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-44- 0.1% |
$21.9K - $24.2K
|
44.9K
$30.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-45- 21.84% |
$22.4K - $24.7K
|
161
$109K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-45- 1.25% |
$22.4K - $24.7K
|
3.55K
$2.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-45- 0.75% |
$22.4K - $24.7K
|
5.93K
$4.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-45- 1.0% |
$22.4K - $24.7K
|
4.45K
$3.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-46- 0.26% |
$22.9K - $25.3K
|
17.8K
$12.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-46- 4.41% |
$22.9K - $25.3K
|
996
$676K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-47- 8.33% |
$23.4K - $25.8K
|
517
$351K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-47- 4.91% |
$23.4K - $25.8K
|
910
$618K
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-47- 0.12% |
$23.4K - $25.8K
|
40.1K
$27.2M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-48- 5.59% |
$23.9K - $26.4K
|
810
$550K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-48- 0.45% |
$23.9K - $26.4K
|
10.6K
$7.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-48- 0.83% |
$23.9K - $26.4K
|
5.76K
$3.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-48- 3.57% |
$23.9K - $26.4K
|
1.3K
$880K
|
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-48- 0.09% |
$23.9K - $26.4K
|
51K
$34.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-49- 0.07% |
$24.4K - $26.9K
|
71.7K
$48.7M
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-50- 11.42% |
$24.9K - $27.5K
|
388
$263K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-50- 0.05% |
$24.9K - $27.5K
|
99.4K
$67.5M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-50- 9.92% |
$24.9K - $27.5K
|
454
$308K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-50- 0.98% |
$24.9K - $27.5K
|
5.06K
$3.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-50- 1.06% |
$24.9K - $27.5K
|
4.65K
$3.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-50- 2.06% |
$24.9K - $27.5K
|
2.38K
$1.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-50- 1.73% |
$24.9K - $27.5K
|
2.83K
$1.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-50- 0.03% |
$24.9K - $27.5K
|
167K
$114M
|