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
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-50- 2.45% |
$24.9K - $27.5K
|
1.99K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-50- 0.92% |
$24.9K - $27.5K
|
5.38K
$3.65M
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-52- 0.42% |
$25.9K - $28.6K
|
12.4K
$8.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-53- 1.63% |
$26.4K - $29.1K
|
3.2K
$2.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-53- 5.33% |
$26.4K - $29.1K
|
941
$639K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-53- 6.53% |
$26.4K - $29.1K
|
759
$515K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-54- 11.87% |
$26.9K - $29.7K
|
401
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-54- 11.76% |
$26.9K - $29.7K
|
405
$275K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-55- 2.09% |
$27.4K - $30.2K
|
2.58K
$1.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-55- 0.46% |
$27.4K - $30.2K
|
11.9K
$8.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-55- 3.38% |
$27.4K - $30.2K
|
1.57K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-55- 1.41% |
$27.4K - $30.2K
|
3.85K
$2.61M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-56- 2.31% |
$27.9K - $30.8K
|
2.37K
$1.61M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-56- 8.28% |
$27.9K - $30.8K
|
620
$421K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-57- 0.86% |
$28.4K - $31.3K
|
6.54K
$4.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-57- 0.42% |
$28.4K - $31.3K
|
13.6K
$9.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-57- 0.59% |
$28.4K - $31.3K
|
9.53K
$6.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-57- 0.1% |
$28.4K - $31.3K
|
55.1K
$37.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-57- 0.41% |
$28.4K - $31.3K
|
13.7K
$9.32M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-58- 10.28% |
$28.9K - $31.9K
|
506
$343K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-59- 1.13% |
$29.4K - $32.4K
|
5.16K
$3.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-60- 0.54% |
$29.9K - $33K
|
11.1K
$7.54M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-60- 2.39% |
$29.9K - $33K
|
2.45K
$1.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-61- 7.32% |
$30.3K - $33.5K
|
772
$524K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-61- 7.6% |
$30.3K - $33.5K
|
742
$504K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-63- 0.93% |
$31.3K - $34.6K
|
6.74K
$4.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-64- 5.17% |
$31.8K - $35.2K
|
1.18K
$798K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-64- 9.07% |
$31.8K - $35.2K
|
642
$436K
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-65- 6.73% |
$32.3K - $35.7K
|
901
$612K
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-65- 10.03% |
$32.3K - $35.7K
|
583
$396K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-66- 0.48% |
$32.8K - $36.3K
|
13.6K
$9.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-66- 0.16% |
$32.8K - $36.3K
|
40K
$27.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-66- 0.63% |
$32.8K - $36.3K
|
10.5K
$7.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-67- 0.31% |
$33.3K - $36.8K
|
21.6K
$14.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-67- 0.19% |
$33.3K - $36.8K
|
35.8K
$24.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-67- 1.51% |
$33.3K - $36.8K
|
4.38K
$2.97M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-67- 0.8% |
$33.3K - $36.8K
|
8.3K
$5.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-67- 5.71% |
$33.3K - $36.8K
|
1.11K
$751K
|
|
|
Apr 01, 2025
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-67- 5.71% |
$33.3K - $36.8K
|
1.11K
$751K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-70- 1.88% |
$34.8K - $38.5K
|
3.66K
$2.49M
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-70- 6.95% |
$34.8K - $38.5K
|
937
$636K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-70- 6.33% |
$34.8K - $38.5K
|
1.04K
$703K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-70- 4.8% |
$34.8K - $38.5K
|
1.39K
$942K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-71- 5.68% |
$35.3K - $39K
|
1.18K
$800K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-72- 12.93% |
$35.8K - $39.6K
|
485
$329K
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-72- 1.79% |
$35.8K - $39.6K
|
3.96K
$2.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-73- 2.21% |
$36.3K - $40.1K
|
3.24K
$2.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-75- 4.45% |
$37.3K - $41.2K
|
1.61K
$1.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-75- 1.67% |
$37.3K - $41.2K
|
4.42K
$3M
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-75- 1.0% |
$37.3K - $41.2K
|
7.43K
$5.04M
|