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 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 11.36% |
$37.3K - $41.2K
|
585
$397K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-75- 5.86% |
$37.3K - $41.2K
|
1.21K
$818K
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-75- 0.62% |
$37.3K - $41.2K
|
12K
$8.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-75- 16.67% |
$37.3K - $41.2K
|
375
$255K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-75- 1.18% |
$37.3K - $41.2K
|
6.27K
$4.26M
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-75- 1.1% |
$37.3K - $41.2K
|
6.75K
$4.58M
|
|
|
Apr 17, 2025
Q2 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-77- 0.85% |
$38.3K - $42.3K
|
8.98K
$6.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-78- 0.13% |
$38.8K - $42.9K
|
60K
$40.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-79- 5.74% |
$39.3K - $43.4K
|
1.3K
$881K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-79- 6.01% |
$39.3K - $43.4K
|
1.24K
$839K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-79- 1.39% |
$39.3K - $43.4K
|
5.61K
$3.81M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-79- 4.42% |
$39.3K - $43.4K
|
1.71K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-83- 3.03% |
$41.3K - $45.6K
|
2.65K
$1.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-83- 1.46% |
$41.3K - $45.6K
|
5.62K
$3.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-85- 0.17% |
$42.3K - $46.7K
|
50.6K
$34.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-86- 7.42% |
$42.8K - $47.3K
|
1.07K
$728K
|
|
|
Aug 02, 2024
Q2 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-86- 0.23% |
$42.8K - $47.3K
|
37.9K
$25.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-86- 0.25% |
$42.8K - $47.3K
|
34.6K
$23.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-87- 0.4% |
$43.3K - $47.8K
|
21.9K
$14.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-88- 4.33% |
$43.8K - $48.4K
|
1.94K
$1.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-88- 2.28% |
$43.8K - $48.4K
|
3.77K
$2.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-88- 1.6% |
$43.8K - $48.4K
|
5.41K
$3.67M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-88- 2.57% |
$43.8K - $48.4K
|
3.34K
$2.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-89- 6.45% |
$44.3K - $48.9K
|
1.29K
$876K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
SELL
|
- |
-89- 1.0% |
$44.3K - $48.9K
|
8.83K
$6M
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-90- 1.09% |
$44.8K - $49.5K
|
8.15K
$5.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-90- 3.23% |
$44.8K - $49.5K
|
2.7K
$1.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-90- 2.04% |
$44.8K - $49.5K
|
4.31K
$2.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-90- 1.95% |
$44.8K - $49.5K
|
4.53K
$3.08M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-90- 3.85% |
$44.8K - $49.5K
|
2.25K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-91- 0.14% |
$45.3K - $50K
|
64K
$43.5M
|
|
|
Oct 30, 2025
Q2 2024
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-91- 1.09% |
$45.3K - $50K
|
8.25K
$5.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-92- 2.96% |
$45.8K - $50.6K
|
3.02K
$2.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-92- 0.26% |
$45.8K - $50.6K
|
35K
$23.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-93- 0.09% |
$46.3K - $51.1K
|
101K
$68.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-93- 0.34% |
$46.3K - $51.1K
|
27.1K
$18.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-94- 3.79% |
$46.8K - $51.7K
|
2.39K
$1.62M
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-95- 6.74% |
$47.3K - $52.2K
|
1.31K
$892K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-95- 6.58% |
$47.3K - $52.2K
|
1.35K
$915K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-96- 2.04% |
$47.8K - $52.8K
|
4.62K
$3.13M
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-96- 19.75% |
$47.8K - $52.8K
|
390
$265K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-96- 5.7% |
$47.8K - $52.8K
|
1.59K
$1.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-96- 2.37% |
$47.8K - $52.8K
|
3.96K
$2.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-96- 0.94% |
$47.8K - $52.8K
|
10.1K
$6.85M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
SELL
|
- |
-100- 3.71% |
$49.8K - $55K
|
2.6K
$1.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 13.33% |
$49.8K - $55K
|
650
$441K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-100- 12.33% |
$49.8K - $55K
|
711
$483K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-101- 2.09% |
$50.3K - $55.5K
|
4.72K
$3.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-101- 1.58% |
$50.3K - $55.5K
|
6.29K
$4.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-101- 1.5% |
$50.3K - $55.5K
|
6.63K
$4.5M
|