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 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.16K+ 17.03% |
$1.57M - $1.74M
|
21.7K
$12.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.14K+ 92.87% |
$1.56M - $1.73M
|
6.52K
$3.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.14K+ 565.77% |
$1.56M - $1.73M
|
3.7K
$2.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3.1K+ 22.58% |
$1.54M - $1.7M
|
16.8K
$9.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
3.08K+ 20.95% |
$1.53M - $1.69M
|
17.8K
$10.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.07K+ 2.93% |
$1.53M - $1.69M
|
108K
$64.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.04KNew |
$1.51M - $1.67M
|
3.04K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.97K+ 32.31% |
$1.48M - $1.63M
|
12.1K
$7.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.95K+ 526.96% |
$1.47M - $1.62M
|
3.51K
$2.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.95K+ 16.18% |
$1.47M - $1.62M
|
21.2K
$12.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.92K+ 69.55% |
$1.45M - $1.6M
|
7.12K
$4.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.9KNew |
$1.44M - $1.6M
|
2.9K
$1.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.9K+ 3.85% |
$1.44M - $1.59M
|
78.1K
$46.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
2.89K+ 18.27% |
$1.44M - $1.59M
|
18.7K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.87K+ 79.72% |
$1.43M - $1.58M
|
6.48K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.86K+ 5.17% |
$1.42M - $1.57M
|
58.1K
$34.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.82K+ 3.74% |
$1.4M - $1.55M
|
78.1K
$46.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Divergent Planning, LLC
|
BUY
|
- |
2.76K+ 2.1% |
$1.37M - $1.52M
|
134K
$79.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.76K+ 3.56% |
$1.37M - $1.52M
|
80.3K
$47.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.75K+ 2.4% |
$1.37M - $1.51M
|
118K
$69.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.73KNew |
$1.36M - $1.5M
|
2.73K
$1.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.72K+ 5.02% |
$1.35M - $1.5M
|
56.9K
$33.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.72K+ 2.58% |
$1.35M - $1.49M
|
108K
$64.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.69K+ 0.79% |
$1.34M - $1.48M
|
342K
$203M
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.68K+ 6.98% |
$1.33M - $1.47M
|
41.1K
$24.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.68K+ 8.54% |
$1.33M - $1.47M
|
34K
$20.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.67K+ 8.34% |
$1.33M - $1.47M
|
34.6K
$20.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.64K+ 16.46% |
$1.31M - $1.45M
|
18.7K
$11.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.64K+ 1.27% |
$1.31M - $1.45M
|
210K
$125M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.62K+ 2.86% |
$1.31M - $1.44M
|
94.4K
$56M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.62K+ 8.01% |
$1.3M - $1.44M
|
35.3K
$20.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.62K+ 14.91% |
$1.3M - $1.44M
|
20.2K
$12M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
2.59KNew |
$1.29M - $1.43M
|
2.59K
$1.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2.59K+ 4.53% |
$1.29M - $1.43M
|
59.9K
$35.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
2.59K+ 13.31% |
$1.29M - $1.42M
|
22.1K
$13.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
2.57K+ 10.49% |
$1.28M - $1.41M
|
27.1K
$16.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2.57K+ 5.96% |
$1.28M - $1.41M
|
45.6K
$27M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.56K+ 62.57% |
$1.28M - $1.41M
|
6.66K
$3.95M
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
2.55K+ 6.66% |
$1.27M - $1.4M
|
40.8K
$24.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.55K+ 10.35% |
$1.27M - $1.4M
|
27.2K
$16.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.53K+ 6.19% |
$1.26M - $1.39M
|
43.3K
$25.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.52K+ 7.26% |
$1.26M - $1.39M
|
37.3K
$22.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
2.52KNew |
$1.25M - $1.39M
|
2.52K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.51K+ 6.73% |
$1.25M - $1.38M
|
39.9K
$23.7M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
2.51KNew |
$1.25M - $1.38M
|
2.51K
$1.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.49K+ 5.42% |
$1.24M - $1.37M
|
48.5K
$28.8M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.48K+ 148.59% |
$1.24M - $1.36M
|
4.15K
$2.46M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.48K+ 1.35% |
$1.23M - $1.36M
|
187K
$111M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.48K+ 7.94% |
$1.23M - $1.36M
|
33.7K
$20M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.46K+ 26.19% |
$1.23M - $1.35M
|
11.9K
$7.04M
|