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 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
680+ 1.85% |
$338K - $374K
|
37.5K
$23.3M
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
675New |
$336K - $371K
|
675
$419K
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
671+ 167.75% |
$334K - $369K
|
1.07K
$665K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
670New |
$333K - $368K
|
670
$416K
|
|
Jul 19, 2024
Q2 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
669+ 0.94% |
$333K - $368K
|
71.8K
$44.6M
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
667+ 5.63% |
$332K - $367K
|
12.5K
$7.76M
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
666+ 17.37% |
$331K - $366K
|
4.5K
$2.79M
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
665+ 69.13% |
$331K - $366K
|
1.63K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
662+ 4.53% |
$329K - $364K
|
15.3K
$9.48M
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
660+ 19.56% |
$328K - $363K
|
4.04K
$2.5M
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
658+ 0.17% |
$327K - $362K
|
382K
$237M
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
655+ 19.63% |
$326K - $360K
|
3.99K
$2.48M
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
653+ 11.32% |
$325K - $359K
|
6.42K
$3.99M
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
652+ 117.06% |
$324K - $358K
|
1.21K
$750K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
648+ 1.25% |
$322K - $356K
|
52.6K
$32.7M
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
643+ 2.19% |
$320K - $353K
|
30K
$18.6M
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
643+ 11.89% |
$320K - $353K
|
6.05K
$3.75M
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
641+ 1.25% |
$319K - $352K
|
51.8K
$32.2M
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
639+ 53.56% |
$318K - $351K
|
1.83K
$1.14M
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
639+ 10.07% |
$318K - $351K
|
6.98K
$4.33M
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
639+ 4.19% |
$318K - $351K
|
15.9K
$9.86M
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
639+ 4.98% |
$318K - $351K
|
13.5K
$8.36M
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
634+ 2.04% |
$315K - $348K
|
31.7K
$19.7M
|
|
Jul 31, 2024
Q2 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
630+ 0.91% |
$313K - $346K
|
69.7K
$43.2M
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
627+ 6.64% |
$312K - $345K
|
10.1K
$6.25M
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
626+ 5.23% |
$311K - $344K
|
12.6K
$7.82M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
625+ 49.8% |
$311K - $344K
|
1.88K
$1.17M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
621+ 0.91% |
$309K - $341K
|
68.6K
$42.6M
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
618+ 9.31% |
$307K - $340K
|
7.25K
$4.5M
|
|
Jul 25, 2024
Q2 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
618+ 47.83% |
$307K - $340K
|
1.91K
$1.19M
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
618+ 30.59% |
$307K - $340K
|
2.64K
$1.64M
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
614+ 0.33% |
$305K - $337K
|
187K
$116M
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
614+ 11.44% |
$305K - $337K
|
5.98K
$3.71M
|
|
Aug 13, 2024
Q2 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
611+ 22.55% |
$304K - $336K
|
3.32K
$2.06M
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
600New |
$299K - $330K
|
600
$372K
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
598+ 20.57% |
$298K - $329K
|
3.51K
$2.18M
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
598New |
$298K - $329K
|
598
$371K
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
592+ 52.07% |
$295K - $325K
|
1.73K
$1.07M
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
591+ 1.88% |
$294K - $325K
|
32K
$19.9M
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
587+ 3.4% |
$292K - $323K
|
17.9K
$11.1M
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
586+ 1.91% |
$292K - $322K
|
31.2K
$19.4M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
582+ 1.48% |
$290K - $320K
|
40K
$24.8M
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
578+ 1.81% |
$288K - $318K
|
32.5K
$20.2M
|
|
Jul 24, 2024
Q2 2024
|
Suncoast Equity Management
|
BUY
|
- |
577New |
$287K - $317K
|
577
$358K
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
574+ 0.56% |
$286K - $315K
|
103K
$64.1M
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
573New |
$285K - $315K
|
573
$356K
|
|
Feb 10, 2025
Q2 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
567+ 1.09% |
$282K - $312K
|
52.5K
$32.6M
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
562+ 71.32% |
$280K - $309K
|
1.35K
$838K
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
561+ 7.26% |
$279K - $308K
|
8.29K
$5.15M
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
560New |
$279K - $308K
|
560
$348K
|