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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
11.6KNew |
$5.78M - $6.39M
|
11.6K
$6.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.6K+ 100.87% |
$5.77M - $6.37M
|
23.1K
$13.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
11.3K+ 43.15% |
$5.63M - $6.22M
|
37.5K
$22.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.3K+ 387.84% |
$5.62M - $6.2M
|
14.2K
$8.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
11.2K+ 26.72% |
$5.58M - $6.16M
|
53.2K
$31.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
11.1K+ 5.72% |
$5.52M - $6.09M
|
205K
$122M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
11.1K+ 48.63% |
$5.51M - $6.08M
|
33.8K
$20.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
10.9KNew |
$5.44M - $6.01M
|
10.9K
$6.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.9K+ 5.35% |
$5.43M - $5.99M
|
215K
$127M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
10.7K+ 2.14% |
$5.35M - $5.91M
|
513K
$304M
|
|
|
Jul 22, 2024
Q2 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
10.7K+ 9.46% |
$5.32M - $5.88M
|
124K
$73.4M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
10.6KNew |
$5.28M - $5.84M
|
10.6K
$6.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.6K+ 5.56% |
$5.28M - $5.83M
|
201K
$120M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
10.6KNew |
$5.26M - $5.81M
|
10.6K
$6.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.5K+ 39.11% |
$5.24M - $5.79M
|
37.5K
$22.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
10.4K+ 111.88% |
$5.17M - $5.71M
|
19.7K
$11.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.4KNew |
$5.16M - $5.7M
|
10.4K
$6.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10.4K+ 194.46% |
$5.15M - $5.69M
|
15.7K
$9.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
10.3K+ 27.36% |
$5.11M - $5.65M
|
47.8K
$28.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
10.3KNew |
$5.11M - $5.64M
|
10.3K
$6.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10.2K+ 7.76% |
$5.09M - $5.62M
|
142K
$84.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
10.1K+ 6.96% |
$5M - $5.52M
|
154K
$91.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
10K+ 11.78% |
$4.99M - $5.51M
|
95.1K
$56.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
BUY
|
- |
9.98K+ 20.19% |
$4.97M - $5.49M
|
59.4K
$35.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.97K+ 175.15% |
$4.96M - $5.48M
|
15.7K
$9.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.86K+ 5.32% |
$4.9M - $5.42M
|
195K
$116M
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
9.77K+ 452.08% |
$4.86M - $5.37M
|
11.9K
$7.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
9.76K+ 6.62% |
$4.85M - $5.36M
|
157K
$93.2M
|
|
|
Aug 14, 2024
Q2 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
9.47K+ 19.32% |
$4.71M - $5.21M
|
58.5K
$34.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
9.32K+ 285.72% |
$4.64M - $5.12M
|
12.6K
$7.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
9.25KNew |
$4.6M - $5.09M
|
9.25K
$5.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
9.19K+ 50.37% |
$4.57M - $5.05M
|
27.4K
$16.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.12K+ 2.73% |
$4.54M - $5.01M
|
343K
$203M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8.97K+ 873.98% |
$4.46M - $4.93M
|
9.99K
$5.93M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.8K+ 1.45% |
$4.38M - $4.84M
|
615K
$365M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
8.66K+ 11.83% |
$4.31M - $4.76M
|
81.9K
$48.6M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
8.59KNew |
$4.27M - $4.72M
|
8.59K
$5.1M
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
8.45K+ 33.91% |
$4.21M - $4.65M
|
33.4K
$19.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
8.43K+ 7.39% |
$4.19M - $4.63M
|
122K
$72.6M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
8.42K+ 2.69% |
$4.19M - $4.63M
|
322K
$191M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.37K+ 38.33% |
$4.16M - $4.6M
|
30.2K
$17.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.33K+ 12.74% |
$4.15M - $4.58M
|
73.8K
$43.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
8.3K+ 1.71% |
$4.13M - $4.56M
|
495K
$294M
|
|
|
Aug 01, 2024
Q2 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
8.23KNew |
$4.09M - $4.52M
|
8.23K
$4.88M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.11K+ 6.15% |
$4.03M - $4.46M
|
140K
$83M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.09K+ 6.75% |
$4.03M - $4.45M
|
128K
$75.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.09K+ 4.08% |
$4.02M - $4.44M
|
206K
$122M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.03K+ 24.31% |
$4M - $4.41M
|
41.1K
$24.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
8.02K+ 12.52% |
$3.99M - $4.41M
|
72.1K
$42.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
7.97K+ 1.47% |
$3.96M - $4.38M
|
551K
$327M
|