Purchases and Sales Made in Q2 2024 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 19, 2024 Q2 2024
Garrett Wealth Advisory Group, LLC

BUY
 -
841
+ 111.54%
$418K - $462K
1.6K $990K
Jul 17, 2024 Q2 2024
Red Door Wealth Management, LLC

BUY
 -
837
+ 4.97%
$416K - $460K
17.7K $11M
Jul 11, 2024 Q2 2024
Cra Financial Services, LLC

BUY
 -
832
+ 3.56%
$414K - $457K
24.2K $15M
Aug 08, 2024 Q2 2024
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
826
+ 97.52%
$411K - $454K
1.67K $1.04M
Aug 02, 2024 Q2 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
825
+ 0.38%
$410K - $453K
219K $136M
Aug 02, 2024 Q2 2024
New World Advisors LLC

Hingham, MA
BUY
 -
825
+ 3.8%
$410K - $453K
22.5K $14M
Aug 14, 2024 Q2 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
823
+ 21.44%
$409K - $452K
4.66K $2.89M
Jul 19, 2024 Q2 2024
Sara Bay Financial

BUY
 -
814
+ 45.22%
$405K - $447K
2.61K $1.62M
Aug 05, 2024 Q2 2024
M. Kulyk & Associates, LLC

BUY
 -
806
New
$401K - $443K
806 $500K
Aug 01, 2024 Q2 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
803
+ 11.2%
$400K - $441K
7.97K $4.95M
Jul 29, 2024 Q2 2024
Aifg Consultants Ltd.

Halfmoon, NY
BUY
 -
797
New
$397K - $438K
797 $495K
Aug 01, 2024 Q2 2024
Canvas Wealth Advisors, LLC

BUY
 -
795
+ 6.6%
$396K - $437K
12.8K $7.97M
Jul 11, 2024 Q2 2024
Old National Bancorp

BUY
 -
788
+ 0.55%
$392K - $433K
145K $90.1M
Aug 08, 2024 Q2 2024
King Wealth

Saratoga Springs, NY
BUY
 -
785
+ 0.53%
$391K - $431K
149K $92.4M
Aug 13, 2024 Q2 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
783
+ 2.22%
$390K - $430K
36.1K $22.4M
Jul 15, 2024 Q2 2024
Transform Wealth, LLC

BUY
 -
781
+ 6.04%
$389K - $429K
13.7K $8.51M
Aug 02, 2024 Q2 2024
Aveo Capital Partners, LLC

BUY
 -
780
+ 1.19%
$388K - $429K
66.1K $41M
Jul 29, 2024 Q2 2024
Yelin Lapidot Holdings Management Ltd.

Tel Aviv, L3
BUY
 -
768
+ 5.32%
$382K - $422K
15.2K $9.44M
Aug 05, 2024 Q2 2024
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
761
New
$379K - $418K
761 $472K
Aug 12, 2024 Q2 2024
Strong Box Wealth, LLC

BUY
 -
753
New
$375K - $414K
753 $467K
Jul 03, 2024 Q2 2024
Curbstone Financial Management Corp

BUY
 -
750
+ 17.0%
$373K - $412K
5.16K $3.2M
Jul 29, 2024 Q2 2024
Liberty Capital Management, Inc.

BUY
 -
749
+ 16.66%
$373K - $412K
5.25K $3.26M
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
749
New
$373K - $412K
749 $465K
Jul 11, 2024 Q2 2024
Mendota Financial Group, LLC

Madison, WI
BUY
 -
747
+ 4.14%
$372K - $411K
18.8K $11.7M
Jul 24, 2024 Q2 2024
Mc Adam, LLC

BUY
 -
740
+ 1.94%
$368K - $407K
38.9K $24.2M
Jul 22, 2024 Q2 2024
Argus Investors' Counsel, Inc.

BUY
 -
738
New
$367K - $406K
738 $458K
Aug 13, 2024 Q2 2024
White Pine Capital LLC

Golden Valley, MN
BUY
 -
738
+ 5.84%
$367K - $406K
13.4K $8.3M
Jul 30, 2024 Q2 2024
Ifg Advisory, LLC

BUY
 -
736
+ 3.58%
$366K - $405K
21.3K $13.2M
Jul 15, 2024 Q2 2024
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
733
+ 3.07%
$365K - $403K
24.6K $15.3M
Jul 08, 2024 Q2 2024
Banc First Trust & Investment Management

Oklahoma City, OK
BUY
 -
732
New
$364K - $402K
732 $454K
Jul 19, 2024 Q2 2024
Long Run Wealth Advisors, LLC

BUY
 -
731
+ 54.63%
$364K - $402K
2.07K $1.28M
Jul 24, 2024 Q2 2024
Everhart Financial Group, Inc.

BUY
 -
729
+ 30.05%
$363K - $401K
3.16K $1.96M
Jul 23, 2024 Q2 2024
First National Bank & Trust CO Of Newtown

BUY
 -
725
+ 95.52%
$361K - $398K
1.48K $921K
Aug 13, 2024 Q2 2024
Chesapeake Wealth Management

BUY
 -
724
+ 13.9%
$360K - $398K
5.93K $3.68M
Aug 01, 2024 Q2 2024
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
723
+ 26.59%
$360K - $397K
3.44K $2.14M
Jul 19, 2024 Q2 2024
Mount Vernon Associates Inc

BUY
 -
721
New
$359K - $396K
721 $448K
Jul 16, 2024 Q2 2024
Breed'S Hill Capital LLC

Charlestown, MA
BUY
 -
720
+ 19.78%
$358K - $396K
4.36K $2.71M
Aug 12, 2024 Q2 2024
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
708
+ 62.6%
$352K - $389K
1.84K $1.14M
Jul 15, 2024 Q2 2024
Sterling Group Wealth Management, LLC

Pasadena, CA
BUY
 -
705
New
$351K - $387K
705 $438K
Jul 22, 2024 Q2 2024
Geneva Partners, LLC

BUY
 -
705
+ 4.68%
$351K - $387K
15.8K $9.78M
Aug 13, 2024 Q2 2024
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
700
New
$348K - $385K
700 $434K
Jul 12, 2024 Q2 2024
Successful Portfolios LLC

BUY
 -
699
+ 8.33%
$348K - $384K
9.09K $5.64M
Jul 23, 2024 Q2 2024
Gray Private Wealth, LLC

Canton, MA
BUY
 -
696
+ 0.55%
$346K - $383K
127K $78.9M
Aug 14, 2024 Q2 2024
Campion Asset Management

BUY
 -
690
+ 5.48%
$343K - $379K
13.3K $8.24M
Aug 07, 2024 Q2 2024
Steigerwald, Gordon & Koch Inc.

BUY
 -
689
+ 4.87%
$343K - $379K
14.8K $9.21M
Aug 13, 2024 Q2 2024
Retirement Capital Strategies

BUY
 -
688
+ 83.5%
$342K - $378K
1.51K $938K
Aug 14, 2024 Q2 2024
Gg Group Ventures, LLC

Orlando, FL
BUY
 -
687
New
$342K - $378K
687 $426K
Aug 14, 2024 Q2 2024
Annandale Capital, LLC

Dallas, TX
BUY
 -
685
+ 82.63%
$341K - $377K
1.51K $940K
Aug 19, 2024 Q2 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
680
+ 0.86%
$338K - $374K
80K $49.7M

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