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 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-870- 3.13% |
$433K - $478K
|
26.9K
$15M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-874- 1.48% |
$435K - $480K
|
58.1K
$32.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-885- 5.43% |
$440K - $486K
|
15.4K
$8.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-890- 1.78% |
$443K - $489K
|
49.1K
$27.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-913- 1.3% |
$454K - $502K
|
69.4K
$38.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-925- 35.54% |
$460K - $508K
|
1.68K
$937K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-929- 30.01% |
$462K - $511K
|
2.17K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-934- 14.33% |
$465K - $513K
|
5.59K
$3.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-935- 3.71% |
$465K - $514K
|
24.3K
$13.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-940- 4.88% |
$468K - $517K
|
18.3K
$10.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-943- 5.63% |
$469K - $518K
|
15.8K
$8.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-943- 27.91% |
$469K - $518K
|
2.44K
$1.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
SELL
|
- |
-948- 18.92% |
$472K - $521K
|
4.06K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-951- 4.59% |
$473K - $523K
|
19.8K
$11M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-954- 19.37% |
$475K - $524K
|
3.97K
$2.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-964- 20.89% |
$480K - $530K
|
3.65K
$2.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-968- 11.38% |
$482K - $532K
|
7.54K
$4.21M
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-982- 14.76% |
$489K - $540K
|
5.67K
$3.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-988- 16.89% |
$492K - $543K
|
4.86K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-990- 5.11% |
$493K - $544K
|
18.4K
$10.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
SELL
|
- |
-991- 12.64% |
$493K - $545K
|
6.85K
$3.82M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-995- 1.99% |
$495K - $547K
|
48.9K
$27.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1K- 20.41% |
$500K - $552K
|
3.92K
$2.19M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.01K- 21.03% |
$501K - $553K
|
3.78K
$2.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-1.01K- 2.76% |
$502K - $555K
|
35.5K
$19.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.04K- 3.4% |
$516K - $570K
|
29.5K
$16.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.04K- 19.32% |
$516K - $571K
|
4.33K
$2.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.04K- 16.89% |
$517K - $572K
|
5.12K
$2.86M
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.04K- 68.51% |
$517K - $572K
|
478
$267K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.05K- 3.96% |
$520K - $575K
|
25.4K
$14.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.05K- 5.77% |
$522K - $577K
|
17.2K
$9.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.06K- 1.14% |
$528K - $583K
|
92.3K
$51.5M
|
|
|
Jul 31, 2024
Q2 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.06K- 0.86% |
$528K - $583K
|
122K
$68M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.06K- 19.38% |
$528K - $584K
|
4.42K
$2.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.07K- 1.29% |
$533K - $589K
|
81.9K
$45.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.1K- 31.62% |
$547K - $604K
|
2.38K
$1.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.1K- 18.11% |
$547K - $605K
|
4.97K
$2.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 2.31% |
$551K - $608K
|
46.9K
$26.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.12K- 16.46% |
$555K - $613K
|
5.66K
$3.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.12K- 1.4% |
$557K - $615K
|
79.1K
$44.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-1.12K- 20.01% |
$558K - $617K
|
4.49K
$2.5M
|
|
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-1.12K- 20.01% |
$558K - $617K
|
4.49K
$2.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.13K- 3.93% |
$562K - $621K
|
27.6K
$15.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.13K- 18.53% |
$564K - $623K
|
4.98K
$2.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.14K- 2.38% |
$565K - $624K
|
46.6K
$26M
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1.14K- 1.84% |
$567K - $627K
|
60.9K
$34M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.15K- 0.51% |
$571K - $631K
|
223K
$125M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.15K- 18.91% |
$573K - $633K
|
4.94K
$2.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.15K- 5.06% |
$574K - $634K
|
21.6K
$12.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.16K- 1.73% |
$575K - $635K
|
65.7K
$36.6M
|