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 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.09K+ 6.75% |
$4.03M - $4.45M
|
128K
$85M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.09K+ 4.08% |
$4.02M - $4.44M
|
206K
$137M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.03K+ 24.31% |
$4M - $4.41M
|
41.1K
$27.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
8.02K+ 12.52% |
$3.99M - $4.41M
|
72.1K
$47.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
7.97K+ 1.47% |
$3.96M - $4.38M
|
551K
$366M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
7.97K+ 1.47% |
$3.96M - $4.38M
|
551K
$366M
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
7.94K+ 250.71% |
$3.95M - $4.36M
|
11.1K
$7.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.85K+ 7.62% |
$3.9M - $4.31M
|
111K
$73.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
7.83K+ 24.2% |
$3.9M - $4.3M
|
40.2K
$26.7M
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
7.79K+ 20.01% |
$3.88M - $4.28M
|
46.7K
$31M
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
7.73K+ 50.7% |
$3.85M - $4.25M
|
23K
$15.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
7.72K+ 7.19% |
$3.84M - $4.24M
|
115K
$76.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.65K+ 8.05% |
$3.81M - $4.21M
|
103K
$68.2M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
7.65K+ 473.21% |
$3.8M - $4.2M
|
9.26K
$6.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
7.63K+ 40.59% |
$3.8M - $4.19M
|
26.4K
$17.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
7.58K+ 193.99% |
$3.77M - $4.17M
|
11.5K
$7.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
7.57K+ 5.82% |
$3.77M - $4.16M
|
138K
$91.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
7.46K+ 6.09% |
$3.71M - $4.1M
|
130K
$86.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.43K+ 19.58% |
$3.7M - $4.09M
|
45.4K
$30.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
7.42K+ 2169.88% |
$3.69M - $4.08M
|
7.76K
$5.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
7.37K+ 4.04% |
$3.66M - $4.05M
|
190K
$126M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
7.27KNew |
$3.62M - $4M
|
7.27K
$4.83M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
7.26K+ 42.39% |
$3.61M - $3.99M
|
24.4K
$16.2M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7.23K+ 158.35% |
$3.6M - $3.97M
|
11.8K
$7.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
7.23KNew |
$3.6M - $3.97M
|
7.23K
$4.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.22K+ 1.97% |
$3.59M - $3.97M
|
373K
$248M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
7.09KNew |
$3.53M - $3.9M
|
7.09K
$4.71M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
7.08K+ 12.94% |
$3.52M - $3.89M
|
61.8K
$41.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.07K+ 5.53% |
$3.52M - $3.88M
|
135K
$89.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.03K+ 7.86% |
$3.5M - $3.87M
|
96.5K
$64.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6.85K+ 2.96% |
$3.41M - $3.77M
|
239K
$158M
|
|
|
Aug 12, 2024
Q2 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
6.63K+ 15.29% |
$3.3M - $3.65M
|
50K
$33.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.61K+ 49.21% |
$3.29M - $3.63M
|
20K
$13.3M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
6.6K+ 8.04% |
$3.28M - $3.63M
|
88.7K
$58.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.51K+ 6.1% |
$3.24M - $3.58M
|
113K
$75.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
6.51K+ 222.19% |
$3.24M - $3.58M
|
9.44K
$6.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.46K+ 11.01% |
$3.21M - $3.55M
|
65.1K
$43.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.44K+ 19.26% |
$3.2M - $3.54M
|
39.9K
$26.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.39K+ 262.42% |
$3.18M - $3.51M
|
8.83K
$5.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.39K+ 184.46% |
$3.18M - $3.51M
|
9.85K
$6.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6.38K+ 1.7% |
$3.17M - $3.5M
|
382K
$254M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6.35K+ 18.18% |
$3.16M - $3.49M
|
41.3K
$27.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.34K+ 5.71% |
$3.15M - $3.48M
|
117K
$78M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
6.34KNew |
$3.15M - $3.48M
|
6.34K
$4.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.33K+ 12.3% |
$3.15M - $3.48M
|
57.8K
$38.4M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
6.3K+ 16.87% |
$3.14M - $3.46M
|
43.7K
$29M
|
|
|
Aug 14, 2024
Q2 2024
|
Rptc Inc.
Jackson, WY |
BUY
|
- |
6.29K+ 2.87% |
$3.13M - $3.46M
|
225K
$150M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.11K+ 9.63% |
$3.04M - $3.36M
|
69.5K
$46.1M
|
|
|
May 19, 2025
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
6.02K+ 8.75% |
$2.99M - $3.31M
|
74.8K
$49.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
6.02K+ 8.82% |
$2.99M - $3.31M
|
74.2K
$49.3M
|