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 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.37K- 30.82% |
$1.18M - $1.3M
|
5.32K
$3.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.39K- 15.59% |
$1.19M - $1.31M
|
12.9K
$7.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-2.46K- 0.59% |
$1.23M - $1.35M
|
414K
$239M
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.48K- 0.64% |
$1.23M - $1.36M
|
382K
$221M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.48K- 2.48% |
$1.24M - $1.37M
|
97.8K
$56.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.5K- 16.13% |
$1.24M - $1.37M
|
13K
$7.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.51K- 9.35% |
$1.25M - $1.38M
|
24.4K
$14.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-2.53K- 9.13% |
$1.26M - $1.39M
|
25.1K
$14.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.57K- 1.84% |
$1.28M - $1.41M
|
137K
$79.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 1.6% |
$1.28M - $1.42M
|
159K
$91.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.61K- 24.51% |
$1.3M - $1.43M
|
8.04K
$4.65M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-2.62K- 5.62% |
$1.3M - $1.44M
|
44K
$25.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.62K- 6.15% |
$1.3M - $1.44M
|
40K
$23.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.82K- 23.04% |
$1.4M - $1.55M
|
9.41K
$5.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.83K- 0.85% |
$1.41M - $1.55M
|
328K
$189M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.86K- 3.35% |
$1.42M - $1.57M
|
82.3K
$47.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-2.86K- 28.46% |
$1.42M - $1.57M
|
7.18K
$4.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-2.86K- 1.08% |
$1.42M - $1.57M
|
262K
$152M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.87K- 31.52% |
$1.43M - $1.58M
|
6.23K
$3.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.89K- 2.7% |
$1.44M - $1.59M
|
104K
$60.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-2.92K- 3.5% |
$1.45M - $1.6M
|
80.4K
$46.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.92K- 63.45% |
$1.45M - $1.61M
|
1.68K
$973K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.93K- 6.13% |
$1.46M - $1.61M
|
44.9K
$25.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.93K- 15.47% |
$1.46M - $1.61M
|
16K
$9.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-2.93K- 0.67% |
$1.46M - $1.61M
|
434K
$251M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.94K- 2.97% |
$1.46M - $1.62M
|
96.1K
$55.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.95K- 25.19% |
$1.47M - $1.62M
|
8.76K
$5.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-2.96K- 46.28% |
$1.47M - $1.63M
|
3.44K
$1.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.98K- 0.29% |
$1.48M - $1.64M
|
1.02M
$589M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-3K- 44.78% |
$1.49M - $1.65M
|
3.7K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
SELL
|
- |
-3K- 16.68% |
$1.49M - $1.65M
|
15K
$8.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.08K- 3.28% |
$1.53M - $1.7M
|
91K
$52.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.08K- 11.4% |
$1.53M - $1.7M
|
24K
$13.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Verger Capital Management LLC
|
SELL
|
- |
-3.09K- 5.41% |
$1.53M - $1.7M
|
54K
$31.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.14K- 9.92% |
$1.56M - $1.72M
|
28.5K
$16.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.16K- 3.06% |
$1.57M - $1.74M
|
100K
$58M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.18K- 14.25% |
$1.58M - $1.75M
|
19.1K
$11.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.19K- 31.96% |
$1.58M - $1.75M
|
6.78K
$3.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-3.19K- 13.75% |
$1.59M - $1.76M
|
20K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.24K- 1.39% |
$1.61M - $1.78M
|
229K
$132M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.25K- 2.89% |
$1.62M - $1.79M
|
109K
$63.1M
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-3.27K- 10.73% |
$1.62M - $1.79M
|
27.2K
$15.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.27K- 14.6% |
$1.63M - $1.8M
|
19.1K
$11M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.28K- 1.54% |
$1.63M - $1.8M
|
210K
$121M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-3.29K- 31.3% |
$1.64M - $1.81M
|
7.23K
$4.18M
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3.32K- 1.92% |
$1.65M - $1.82M
|
170K
$98.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.36K- 11.04% |
$1.67M - $1.85M
|
27.1K
$15.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-3.38K- 3.42% |
$1.68M - $1.86M
|
95.5K
$55.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.46K- 5.57% |
$1.72M - $1.9M
|
58.7K
$33.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.47K- 6.52% |
$1.73M - $1.91M
|
49.8K
$28.8M
|