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 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.65K- 6.54% |
$818K - $904K
|
23.5K
$13.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.65K- 1.74% |
$820K - $906K
|
93.3K
$52.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.65K- 26.62% |
$823K - $909K
|
4.56K
$2.54M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-1.69K- 51.35% |
$840K - $928K
|
1.6K
$893K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.69K- 0.87% |
$843K - $931K
|
192K
$107M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.7K- 1.42% |
$848K - $937K
|
118K
$66.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.71K- 5.68% |
$850K - $939K
|
28.4K
$15.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.72K- 9.13% |
$854K - $943K
|
17.1K
$9.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.72K- 78.08% |
$858K - $948K
|
484
$270K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.73K- 9.46% |
$860K - $950K
|
16.5K
$9.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.73K- 18.67% |
$860K - $950K
|
7.53K
$4.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.74K- 2.49% |
$863K - $954K
|
68.1K
$38M
|
|
|
Feb 11, 2025
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.77K- 19.1% |
$879K - $971K
|
7.48K
$4.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-1.78K- 0.72% |
$886K - $979K
|
245K
$137M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.8K- 34.95% |
$896K - $989K
|
3.35K
$1.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.8K- 2.82% |
$897K - $990K
|
62K
$34.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.82K- 12.16% |
$907K - $1M
|
13.2K
$7.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.84K- 1.79% |
$913K - $1.01M
|
101K
$56.3M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-1.86K- 7.71% |
$926K - $1.02M
|
22.3K
$12.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.88K- 11.76% |
$933K - $1.03M
|
14.1K
$7.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.88K- 13.83% |
$935K - $1.03M
|
11.7K
$6.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.89K- 19.74% |
$942K - $1.04M
|
7.7K
$4.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.9K- 6.53% |
$943K - $1.04M
|
27.1K
$15.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.9K- 3.2% |
$944K - $1.04M
|
57.5K
$32.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.92K- 0.4% |
$955K - $1.06M
|
476K
$265M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.92K- 14.87% |
$957K - $1.06M
|
11K
$6.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.97K- 3.77% |
$979K - $1.08M
|
50.2K
$28M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.98K- 12.77% |
$984K - $1.09M
|
13.5K
$7.54M
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2K- 1.13% |
$994K - $1.1M
|
174K
$97.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.01K- 13.44% |
$1M - $1.11M
|
13K
$7.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.04K- 1.86% |
$1.01M - $1.12M
|
108K
$60M
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.1K- 32.66% |
$1.04M - $1.15M
|
4.33K
$2.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.14K- 14.3% |
$1.06M - $1.17M
|
12.8K
$7.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-2.14K- 23.82% |
$1.07M - $1.18M
|
6.85K
$3.82M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.15K- 3.86% |
$1.07M - $1.18M
|
53.5K
$29.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.15K- 12.66% |
$1.07M - $1.18M
|
14.9K
$8.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-2.15K- 3.23% |
$1.07M - $1.18M
|
64.4K
$36M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.16K- 7.14% |
$1.08M - $1.19M
|
28.1K
$15.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.17K- 5.22% |
$1.08M - $1.19M
|
39.4K
$22M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.19K- 1.45% |
$1.09M - $1.2M
|
149K
$83.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-2.21K- 2.05% |
$1.1M - $1.22M
|
106K
$59M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.22K- 3.4% |
$1.1M - $1.22M
|
63.1K
$35.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.23K- 0.32% |
$1.11M - $1.22M
|
702K
$392M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-2.23K- 0.56% |
$1.11M - $1.23M
|
395K
$220M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.26K- 9.1% |
$1.12M - $1.24M
|
22.5K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.26K- 2.17% |
$1.12M - $1.24M
|
102K
$56.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2.29K- 1.73% |
$1.14M - $1.26M
|
130K
$72.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.3K- 22.82% |
$1.14M - $1.26M
|
7.77K
$4.33M
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
SELL
|
- |
-2.3K- 82.27% |
$1.14M - $1.26M
|
496
$277K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.32K- 11.79% |
$1.15M - $1.27M
|
17.3K
$9.67M
|