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 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.66K- 7.17% |
$2.82M - $3.11M
|
73.3K
$40.9M
|
|
|
Aug 07, 2024
Q2 2024
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
SELL
|
- |
-5.82K- 6.56% |
$2.89M - $3.2M
|
82.9K
$46.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.86K- 1.43% |
$2.92M - $3.22M
|
404K
$226M
|
|
|
Aug 14, 2024
Q2 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-5.89K- 13.34% |
$2.93M - $3.24M
|
38.3K
$21.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-5.9K- 28.88% |
$2.94M - $3.24M
|
14.5K
$8.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-6K- 49.34% |
$2.99M - $3.3M
|
6.16K
$3.44M
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-6.08K- 5.87% |
$3.03M - $3.34M
|
97.6K
$54.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6.09K- 4.96% |
$3.03M - $3.35M
|
117K
$65.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.15K- 17.55% |
$3.06M - $3.38M
|
28.9K
$16.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.19K- 11.09% |
$3.08M - $3.4M
|
49.6K
$27.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.22K- 1.0% |
$3.1M - $3.42M
|
617K
$344M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-6.25K- 3.64% |
$3.11M - $3.43M
|
165K
$92.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.31K- 2.73% |
$3.14M - $3.47M
|
225K
$126M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.32K- 3.99% |
$3.14M - $3.47M
|
152K
$84.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6.44K- 8.94% |
$3.2M - $3.54M
|
65.6K
$36.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.45K- 9.85% |
$3.21M - $3.54M
|
59K
$32.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-6.5K- 17.35% |
$3.24M - $3.57M
|
31K
$17.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.56K- 8.94% |
$3.26M - $3.61M
|
66.9K
$37.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-6.58K- 21.77% |
$3.28M - $3.62M
|
23.7K
$13.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-6.63K- 1.71% |
$3.3M - $3.64M
|
380K
$212M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.67K- 1.94% |
$3.32M - $3.66M
|
337K
$188M
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-6.72K- 8.95% |
$3.34M - $3.69M
|
68.4K
$38.2M
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-6.79K- 7.38% |
$3.38M - $3.73M
|
85.2K
$47.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.79K- 42.41% |
$3.38M - $3.73M
|
9.23K
$5.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-7.03K- 7.87% |
$3.5M - $3.87M
|
82.3K
$45.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7.09K- 0.39% |
$3.53M - $3.89M
|
1.8M
$1B
|
|
|
Jul 29, 2024
Q2 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-7.09K- 16.26% |
$3.53M - $3.9M
|
36.5K
$20.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.1K- 37.29% |
$3.53M - $3.9M
|
11.9K
$6.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-7.16K- 31.52% |
$3.56M - $3.94M
|
15.6K
$8.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-7.24K- 15.73% |
$3.6M - $3.98M
|
38.8K
$21.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-7.4K- 5.74% |
$3.68M - $4.06M
|
121K
$67.8M
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-7.64K- 2.68% |
$3.8M - $4.2M
|
278K
$155M
|
|
|
Jul 29, 2024
Q2 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-7.71K- 7.29% |
$3.84M - $4.24M
|
98K
$54.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-7.73K- 82.71% |
$3.84M - $4.25M
|
1.62K
$902K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.73K- 6.29% |
$3.85M - $4.25M
|
115K
$64.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-7.85K- 14.49% |
$3.91M - $4.32M
|
46.3K
$25.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-7.95K- 4.62% |
$3.95M - $4.37M
|
164K
$91.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-8K- 21.0% |
$3.98M - $4.4M
|
30.1K
$16.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.11K- 2.4% |
$4.03M - $4.45M
|
330K
$184M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-8.11K- 53.48% |
$4.04M - $4.46M
|
7.06K
$3.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-8.11K- 11.16% |
$4.04M - $4.46M
|
64.6K
$36.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-8.15K- 3.39% |
$4.06M - $4.48M
|
232K
$130M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.16K- 10.97% |
$4.06M - $4.49M
|
66.3K
$37M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-8.44K- 14.87% |
$4.2M - $4.64M
|
48.3K
$27M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.49K- 29.27% |
$4.22M - $4.67M
|
20.5K
$11.5M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.51K- 47.21% |
$4.23M - $4.68M
|
9.52K
$5.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-8.54K- 9.27% |
$4.25M - $4.69M
|
83.6K
$46.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-8.82K- 24.81% |
$4.39M - $4.85M
|
26.7K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.84K- 16.67% |
$4.4M - $4.86M
|
44.2K
$24.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-8.87K- 10.3% |
$4.41M - $4.87M
|
77.2K
$43.1M
|