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 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10.2K- 13.62% |
$5.05M - $5.58M
|
64.4K
$42.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-10.2K- 20.97% |
$5.09M - $5.62M
|
38.5K
$25.6M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-10.3K- 56.72% |
$5.15M - $5.69M
|
7.89K
$5.24M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10.5K- 26.97% |
$5.2M - $5.75M
|
28.3K
$18.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 9.72% |
$5.24M - $5.78M
|
97.7K
$64.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10.7K- 9.23% |
$5.3M - $5.86M
|
105K
$69.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-10.7K- 16.87% |
$5.31M - $5.86M
|
52.6K
$34.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.7K- 9.24% |
$5.33M - $5.88M
|
105K
$69.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.8K- 11.57% |
$5.35M - $5.91M
|
82.3K
$54.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-11K- 10.4% |
$5.49M - $6.07M
|
95.1K
$63.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-11.2K- 11.82% |
$5.55M - $6.13M
|
83.2K
$55.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-11.2K- 5.58% |
$5.58M - $6.16M
|
190K
$126M
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-11.3K- 8.36% |
$5.61M - $6.2M
|
124K
$82.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.4K- 13.12% |
$5.69M - $6.28M
|
75.7K
$50.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11.6K- 18.06% |
$5.76M - $6.36M
|
52.5K
$34.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-11.6K- 29.42% |
$5.77M - $6.38M
|
27.8K
$18.5M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-11.8K- 0.83% |
$5.87M - $6.48M
|
1.41M
$936M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-11.8K- 26.95% |
$5.88M - $6.5M
|
32K
$21.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-12K- 4.21% |
$5.99M - $6.62M
|
274K
$182M
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-12.1K- 19.88% |
$6M - $6.63M
|
48.6K
$32.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-12.1K- 8.29% |
$6M - $6.63M
|
133K
$88.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-12.1K- 22.81% |
$6.01M - $6.64M
|
40.9K
$27.1M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-12.3K- 1.87% |
$6.1M - $6.74M
|
645K
$428M
|
|
|
Jan 10, 2025
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-12.3K- 13.12% |
$6.12M - $6.76M
|
81.4K
$54.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-12.3K- 1.87% |
$6.13M - $6.77M
|
645K
$428M
|
|
|
Aug 07, 2024
Q2 2024
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
SELL
|
- |
-12.5K- 22.84% |
$6.19M - $6.84M
|
42.1K
$27.9M
|
|
|
Jul 31, 2024
Q2 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-12.5K- 0.35% |
$6.22M - $6.87M
|
3.58M
$2.38B
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-12.7K- 4.65% |
$6.31M - $6.97M
|
260K
$173M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-12.7K- 31.06% |
$6.33M - $7M
|
28.2K
$18.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-12.9K- 1.96% |
$6.43M - $7.11M
|
646K
$429M
|
|
|
Aug 14, 2024
Q2 2024
|
Qalhat Capital LTD
St Helier, Y9 |
SELL
|
- |
-13.1K- 6.75% |
$6.49M - $7.17M
|
180K
$120M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-13.4K- 24.23% |
$6.65M - $7.35M
|
41.8K
$27.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13.4K- 1.01% |
$6.67M - $7.37M
|
1.32M
$873M
|
|
|
Jul 01, 2024
Q2 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-13.5K- 45.42% |
$6.71M - $7.42M
|
16.2K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-13.7K- 18.44% |
$6.8M - $7.51M
|
60.5K
$40.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-13.9K- 3.45% |
$6.89M - $7.62M
|
388K
$257M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14.3K- 51.63% |
$7.1M - $7.84M
|
13.4K
$8.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14.3K- 14.62% |
$7.1M - $7.84M
|
83.3K
$55.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-14.5K- 18.21% |
$7.23M - $7.99M
|
65.3K
$43.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-14.5K- 10.09% |
$7.24M - $8M
|
130K
$86M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-15.1K- 51.95% |
$7.52M - $8.31M
|
14K
$9.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-15.8K- 69.28% |
$7.85M - $8.67M
|
7K
$4.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-15.9K- 10.24% |
$7.9M - $8.73M
|
139K
$92.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-15.9K- 2.66% |
$7.93M - $8.76M
|
583K
$387M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-16.7K- 5.69% |
$8.32M - $9.19M
|
277K
$184M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-17K- 10.13% |
$8.44M - $9.32M
|
150K
$99.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-17K- 3.08% |
$8.45M - $9.34M
|
534K
$355M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-17.8K- 50.0% |
$8.86M - $9.79M
|
17.8K
$11.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-17.9K- 11.85% |
$8.92M - $9.85M
|
133K
$88.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-18.1K- 6.44% |
$9M - $9.94M
|
263K
$175M
|