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 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-90- 1.95% |
$44.8K - $49.5K
|
4.53K
$2.73M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-90- 3.85% |
$44.8K - $49.5K
|
2.25K
$1.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-91- 0.14% |
$45.3K - $50K
|
64K
$38.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-92- 2.96% |
$45.8K - $50.6K
|
3.02K
$1.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-92- 0.26% |
$45.8K - $50.6K
|
35K
$21.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-93- 0.09% |
$46.3K - $51.1K
|
101K
$60.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-93- 0.34% |
$46.3K - $51.1K
|
27.1K
$16.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-94- 3.79% |
$46.8K - $51.7K
|
2.39K
$1.44M
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-95- 6.74% |
$47.3K - $52.2K
|
1.31K
$792K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-95- 6.58% |
$47.3K - $52.2K
|
1.35K
$813K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-96- 2.04% |
$47.8K - $52.8K
|
4.62K
$2.78M
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-96- 19.75% |
$47.8K - $52.8K
|
390
$235K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-96- 5.7% |
$47.8K - $52.8K
|
1.59K
$957K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-96- 2.37% |
$47.8K - $52.8K
|
3.96K
$2.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-96- 0.94% |
$47.8K - $52.8K
|
10.1K
$6.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
SELL
|
- |
-100- 3.71% |
$49.8K - $55K
|
2.6K
$1.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 13.33% |
$49.8K - $55K
|
650
$392K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-100- 12.33% |
$49.8K - $55K
|
711
$429K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-101- 2.09% |
$50.3K - $55.5K
|
4.72K
$2.85M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-101- 1.58% |
$50.3K - $55.5K
|
6.29K
$3.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-101- 1.5% |
$50.3K - $55.5K
|
6.63K
$4M
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-101- 2.74% |
$50.3K - $55.5K
|
3.59K
$2.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-101- 2.63% |
$50.3K - $55.5K
|
3.74K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-102- 1.53% |
$50.7K - $56.1K
|
6.56K
$3.95M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-103- 0.79% |
$51.2K - $56.6K
|
13K
$7.83M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-104- 1.4% |
$51.7K - $57.2K
|
7.33K
$4.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-104- 2.3% |
$51.7K - $57.2K
|
4.43K
$2.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-105- 16.28% |
$52.2K - $57.7K
|
540
$326K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-106- 9.27% |
$52.7K - $58.3K
|
1.04K
$625K
|
|
|
Jul 19, 2024
Q2 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-106- 7.01% |
$52.7K - $58.3K
|
1.41K
$848K
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-107- 4.5% |
$53.2K - $58.8K
|
2.27K
$1.37M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-107- 1.07% |
$53.2K - $58.8K
|
9.9K
$5.97M
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-108- 14.9% |
$53.7K - $59.4K
|
617
$372K
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-108- 0.44% |
$53.7K - $59.4K
|
24.6K
$14.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
SELL
|
- |
-109- 0.28% |
$54.2K - $59.9K
|
38.4K
$23.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-109- 21.41% |
$54.2K - $59.9K
|
400
$241K
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-109- 16.74% |
$54.2K - $59.9K
|
542
$327K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-109- 2.29% |
$54.2K - $59.9K
|
4.65K
$2.8M
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-110- 0.79% |
$54.7K - $60.5K
|
13.9K
$8.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-110- 16.01% |
$54.7K - $60.5K
|
577
$348K
|
|
|
Aug 08, 2024
Q2 2024
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-110- 9.31% |
$54.7K - $60.5K
|
1.07K
$646K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-110- 7.38% |
$54.7K - $60.5K
|
1.38K
$833K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-111- 0.59% |
$55.2K - $61K
|
18.8K
$11.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-112- 1.02% |
$55.7K - $61.6K
|
10.8K
$6.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-112- 1.54% |
$55.7K - $61.6K
|
7.16K
$4.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-112- 0.45% |
$55.7K - $61.6K
|
24.5K
$14.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-113- 6.52% |
$56.2K - $62.1K
|
1.62K
$976K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-113- 0.82% |
$56.2K - $62.1K
|
13.7K
$8.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-113- 0.54% |
$56.2K - $62.1K
|
21K
$12.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-113- 2.16% |
$56.2K - $62.1K
|
5.12K
$3.09M
|