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 22, 2024 Q2 2024
Kaye Capital Management

El Segundo, CA
BUY
 -
559
+ 0.8%
$278K - $307K
70.4K $44.8M
Jul 31, 2024 Q2 2024
Ramsay, Stattman, Vela & Price, Inc.

BUY
 -
553
New
$275K - $304K
553 $352K
Aug 02, 2024 Q2 2024
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
553
+ 6.46%
$275K - $304K
9.12K $5.8M
Jul 30, 2024 Q2 2024
Leeward Financial Partners, LLC

BUY
 -
551
+ 9.95%
$274K - $303K
6.09K $3.88M
Aug 12, 2024 Q2 2024
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
551
+ 21.85%
$274K - $303K
3.07K $1.96M
Jul 15, 2024 Q2 2024
Cooper Financial Group

BUY
 -
550
+ 4.15%
$274K - $302K
13.8K $8.78M
Aug 07, 2024 Q2 2024
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
547
New
$272K - $301K
547 $348K
Aug 13, 2024 Q2 2024
Summit Trail Advisors, LLC

New York, NY
BUY
 -
545
+ 4.41%
$271K - $300K
12.9K $8.21M
Aug 08, 2024 Q2 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
544
+ 0.61%
$271K - $299K
89.5K $56.9M
Jul 31, 2024 Q2 2024
Ntv Asset Management LLC

BUY
 -
543
+ 15.79%
$270K - $298K
3.98K $2.53M
Jul 12, 2024 Q2 2024
Avondale Wealth Management

BUY
 -
541
+ 0.96%
$269K - $297K
57.2K $36.4M
Jul 16, 2024 Q2 2024
Aa Financial Advisors, LLC

Columbus, OH
BUY
 -
541
+ 8.0%
$269K - $297K
7.31K $4.65M
Jul 24, 2024 Q2 2024
Vera Bank, N.A.

BUY
 -
538
+ 2.13%
$268K - $296K
25.8K $16.4M
Aug 12, 2024 Q2 2024
Peak Asset Management, LLC

Louisville, CO
BUY
 -
538
+ 5.88%
$268K - $296K
9.68K $6.16M
Jul 19, 2024 Q2 2024
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
537
+ 17.34%
$267K - $295K
3.63K $2.31M
Aug 01, 2024 Q2 2024
Mechanics Financial Corp

BUY
 -
531
+ 5.0%
$264K - $292K
11.1K $7.09M
Jul 12, 2024 Q2 2024
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
530
+ 26.57%
$264K - $291K
2.53K $1.61M
Jul 12, 2024 Q2 2024
Oak Hill Wealth Advisors, LLC

Lansdowne, VA
BUY
 -
526
New
$262K - $289K
526 $335K
Jul 22, 2024 Q2 2024
Rtd Financial Advisors, Inc.

BUY
 -
526
+ 0.36%
$262K - $289K
148K $94.3M
Jul 23, 2024 Q2 2024
Private Advisory Group LLC

Redmond, WA
BUY
 -
525
+ 3.61%
$261K - $289K
15K $9.58M
Jul 30, 2024 Q2 2024
Cutler Investment Counsel LLC

BUY
 -
524
+ 3.98%
$261K - $288K
13.7K $8.71M
Jul 17, 2024 Q2 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
522
+ 6.48%
$260K - $287K
8.57K $5.46M
Jul 25, 2024 Q2 2024
Pegasus Asset Management, Inc.

BUY
 -
516
New
$257K - $284K
516 $328K
Jul 15, 2024 Q2 2024
Swp Financial LLC

San Diego, CA
BUY
 -
512
+ 1.42%
$255K - $281K
36.5K $23.2M
Jul 31, 2024 Q2 2024
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
510
+ 3.73%
$254K - $280K
14.2K $9.03M
Aug 01, 2024 Q2 2024
Mv Capital Management, Inc.

BUY
 -
509
+ 0.38%
$253K - $280K
136K $86.7M
Aug 12, 2024 Q2 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
501
+ 11.45%
$249K - $275K
4.88K $3.1M
Jul 30, 2024 Q2 2024
Legacy Advisors, LLC

BUY
 -
500
+ 1.19%
$249K - $275K
42.5K $27M
Aug 14, 2024 Q2 2024
Pine Bridge Investments, L.P.

BUY
 -
500
+ 4.11%
$249K - $275K
12.7K $8.07M
Jul 30, 2024 Q2 2024
Robinson Smith Wealth Advisors LLC

Portland, ME
BUY
 -
499
+ 112.9%
$248K - $274K
941 $599K
Jul 25, 2024 Q2 2024
Addison Capital CO

BUY
 -
495
New
$246K - $272K
495 $315K
Jul 26, 2024 Q2 2024
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
494
+ 28.0%
$246K - $272K
2.26K $1.44M
Jul 12, 2024 Q2 2024
Lion Street Advisors, LLC

BUY
 -
493
+ 8.35%
$245K - $271K
6.39K $4.07M
Jul 09, 2024 Q2 2024
First Bank & Trust

BUY
 -
490
+ 31.59%
$244K - $269K
2.04K $1.3M
Jul 31, 2024 Q2 2024
Sage Mountain Advisors LLC

BUY
 -
487
+ 12.64%
$242K - $268K
4.34K $2.76M
Aug 07, 2024 Q2 2024
Lane & Associates LLC

Moorestown, NJ
BUY
 -
485
+ 11.78%
$241K - $267K
4.6K $2.93M
Aug 13, 2024 Q2 2024
Forum Private Client Group LLC

BUY
 -
481
+ 3.24%
$239K - $264K
15.3K $9.74M
Aug 07, 2024 Q2 2024
Altfest L J & CO Inc

BUY
 -
478
+ 38.12%
$238K - $263K
1.73K $1.1M
Jul 24, 2024 Q2 2024
Traynor Capital Management, Inc.

BUY
 -
476
+ 7.12%
$237K - $262K
7.16K $4.55M
Aug 13, 2024 Q2 2024
Ever Source Wealth Advisors, LLC

BUY
 -
476
+ 2.52%
$237K - $262K
19.4K $12.3M
Aug 14, 2024 Q2 2024
Headinvest, LLC

Portland, ME
BUY
 -
472
+ 12.53%
$235K - $259K
4.24K $2.7M
Aug 27, 2024 Q2 2024
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
471
+ 22.01%
$234K - $259K
2.61K $1.66M
Jul 29, 2024 Q2 2024
Axim Planning & Wealth

Dayton, OH
BUY
 -
466
New
$232K - $256K
466 $297K
Aug 13, 2024 Q2 2024
Paradigm Financial Partners, LLC

BUY
 -
465
+ 32.63%
$231K - $256K
1.89K $1.2M
Jul 10, 2024 Q2 2024
Albion Financial Group

BUY
 -
464
+ 126.09%
$231K - $255K
832 $529K
Aug 13, 2024 Q2 2024
Asset Management Group, Inc.

Stamford, CT
BUY
 -
463
+ 1.53%
$230K - $254K
30.7K $19.6M
Aug 14, 2024 Q2 2024
Brevan Howard Capital Management LP

St. Helier, Y9
BUY
 -
463
New
$230K - $254K
463 $295K
Aug 01, 2024 Q2 2024
Klingenstein Fields & CO LP

BUY
 -
461
+ 31.38%
$229K - $253K
1.93K $1.23M
Aug 14, 2024 Q2 2024
Dagco, Inc.

BUY
 -
461
+ 2.35%
$229K - $253K
20.1K $12.8M

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