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 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-168- 0.56% |
$83.6K - $92.3K
|
29.7K
$20.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-168- 0.19% |
$83.6K - $92.3K
|
89.3K
$60.6M
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-169- 2.12% |
$84.1K - $92.9K
|
7.81K
$5.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-169- 1.41% |
$84.1K - $92.9K
|
11.8K
$8.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-170- 1.14% |
$84.6K - $93.4K
|
14.7K
$9.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-171- 4.15% |
$85.1K - $94K
|
3.95K
$2.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-171- 2.62% |
$85.1K - $94K
|
6.37K
$4.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-172- 1.04% |
$85.6K - $94.5K
|
16.3K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-173- 2.79% |
$86.1K - $95.1K
|
6.02K
$4.08M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-174- 20.16% |
$86.6K - $95.6K
|
689
$468K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-175- 1.1% |
$87.1K - $96.2K
|
15.7K
$10.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-177- 15.19% |
$88.1K - $97.3K
|
988
$671K
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-177- 26.94% |
$88.1K - $97.3K
|
480
$326K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-180- 0.53% |
$89.6K - $98.9K
|
33.7K
$22.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-180- 14.75% |
$89.6K - $98.9K
|
1.04K
$706K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-182- 13.72% |
$90.6K - $100K
|
1.15K
$777K
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-182- 18.42% |
$90.6K - $100K
|
806
$547K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-183- 1.01% |
$91K - $101K
|
17.9K
$12.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-184- 5.47% |
$91.5K - $101K
|
3.18K
$2.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-184- 2.35% |
$91.5K - $101K
|
7.64K
$5.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-184- 1.77% |
$91.5K - $101K
|
10.2K
$6.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-184- 27.5% |
$91.5K - $101K
|
485
$329K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-186- 2.73% |
$92.5K - $102K
|
6.64K
$4.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-188- 3.76% |
$93.5K - $103K
|
4.81K
$3.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-191- 3.44% |
$95K - $105K
|
5.37K
$3.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-196- 11.43% |
$97.5K - $108K
|
1.52K
$1.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-196- 5.19% |
$97.5K - $108K
|
3.58K
$2.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-196- 8.96% |
$97.5K - $108K
|
1.99K
$1.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
SELL
|
- |
-197- 0.56% |
$98K - $108K
|
35.3K
$24M
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-197- 1.69% |
$98K - $108K
|
11.5K
$7.79M
|
|
|
Jul 29, 2024
Q2 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-200- 5.41% |
$99.5K - $110K
|
3.5K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-200- 3.33% |
$99.5K - $110K
|
5.81K
$3.94M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-203- 2.54% |
$101K - $112K
|
7.78K
$5.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-203- 21.35% |
$101K - $112K
|
748
$508K
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-203- 7.4% |
$101K - $112K
|
2.54K
$1.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-204- 0.6% |
$101K - $112K
|
33.9K
$23M
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-205- 1.17% |
$102K - $113K
|
17.4K
$11.8M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-209- 3.97% |
$104K - $115K
|
5.06K
$3.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-212- 1.05% |
$105K - $117K
|
20K
$13.6M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-213- 22.52% |
$106K - $117K
|
733
$498K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-216- 3.22% |
$107K - $119K
|
6.49K
$4.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-217- 7.53% |
$108K - $119K
|
2.66K
$1.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-217- 2.08% |
$108K - $119K
|
10.2K
$6.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-217- 1.84% |
$108K - $119K
|
11.6K
$7.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-217- 1.91% |
$108K - $119K
|
11.1K
$7.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-217- 8.06% |
$108K - $119K
|
2.48K
$1.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-217- 6.16% |
$108K - $119K
|
3.31K
$2.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-219- 1.16% |
$109K - $120K
|
18.6K
$12.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-220- 3.68% |
$109K - $121K
|
5.75K
$3.91M
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-220- 1.21% |
$109K - $121K
|
17.9K
$12.2M
|