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 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-746- 0.86% |
$371K - $410K
|
85.8K
$57M
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-750- 2.74% |
$373K - $412K
|
26.6K
$17.7M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-750- 16.69% |
$373K - $412K
|
3.74K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-751- 13.01% |
$374K - $413K
|
5.02K
$3.33M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-760- 26.6% |
$378K - $418K
|
2.1K
$1.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-761- 12.35% |
$379K - $418K
|
5.4K
$3.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-762- 1.19% |
$379K - $419K
|
63.3K
$42M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-762- 19.26% |
$379K - $419K
|
3.2K
$2.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-763- 8.16% |
$380K - $419K
|
8.59K
$5.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-764- 3.04% |
$380K - $420K
|
24.4K
$16.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-770- 0.95% |
$383K - $423K
|
80.6K
$53.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-772- 8.11% |
$384K - $424K
|
8.75K
$5.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-776- 1.28% |
$386K - $427K
|
59.7K
$39.7M
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-779- 0.7% |
$388K - $428K
|
110K
$73M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-780- 15.14% |
$388K - $429K
|
4.37K
$2.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-784- 0.63% |
$390K - $431K
|
123K
$81.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-786- 1.55% |
$391K - $432K
|
49.9K
$33.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-789- 0.82% |
$393K - $434K
|
95.1K
$63.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-816- 27.81% |
$406K - $449K
|
2.12K
$1.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-822- 41.39% |
$409K - $452K
|
1.16K
$773K
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-827- 3.32% |
$411K - $455K
|
24.1K
$16M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-828- 9.15% |
$412K - $455K
|
8.22K
$5.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-836- 1.67% |
$416K - $459K
|
49.2K
$32.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-841- 2.05% |
$418K - $462K
|
40.2K
$26.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-844- 15.62% |
$420K - $464K
|
4.56K
$3.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-857- 3.43% |
$426K - $471K
|
24.1K
$16M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-858- 17.54% |
$427K - $472K
|
4.04K
$2.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-860- 17.98% |
$428K - $473K
|
3.92K
$2.61M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-868- 1.41% |
$432K - $477K
|
60.8K
$40.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-868- 36.11% |
$432K - $477K
|
1.54K
$1.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-870- 3.13% |
$433K - $478K
|
26.9K
$17.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-874- 1.48% |
$435K - $480K
|
58.1K
$38.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-885- 5.43% |
$440K - $486K
|
15.4K
$10.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-890- 1.78% |
$443K - $489K
|
49.1K
$32.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-913- 1.3% |
$454K - $502K
|
69.4K
$46.1M
|
|
|
Apr 10, 2025
Q2 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-919- 0.48% |
$457K - $505K
|
190K
$126M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-925- 35.54% |
$460K - $508K
|
1.68K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-929- 30.01% |
$462K - $511K
|
2.17K
$1.44M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-934- 14.33% |
$465K - $513K
|
5.59K
$3.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-935- 3.71% |
$465K - $514K
|
24.3K
$16.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-940- 4.88% |
$468K - $517K
|
18.3K
$12.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-943- 5.63% |
$469K - $518K
|
15.8K
$10.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-943- 27.91% |
$469K - $518K
|
2.44K
$1.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
SELL
|
- |
-948- 18.92% |
$472K - $521K
|
4.06K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-951- 4.59% |
$473K - $523K
|
19.8K
$13.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-954- 19.37% |
$475K - $524K
|
3.97K
$2.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-964- 20.89% |
$480K - $530K
|
3.65K
$2.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-968- 11.38% |
$482K - $532K
|
7.54K
$5M
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-982- 14.76% |
$489K - $540K
|
5.67K
$3.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-988- 16.89% |
$492K - $543K
|
4.86K
$3.23M
|