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 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
445+ 0.33% |
$221K - $245K
|
135K
$81.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
443+ 2.01% |
$220K - $243K
|
22.5K
$13.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
441+ 12.04% |
$219K - $242K
|
4.11K
$2.48M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
436+ 1.97% |
$217K - $240K
|
22.6K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
433+ 0.65% |
$215K - $238K
|
66.7K
$40.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
431+ 6.11% |
$214K - $237K
|
7.48K
$4.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
430New |
$214K - $236K
|
430
$260K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
429+ 61.02% |
$213K - $236K
|
1.13K
$684K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
427+ 12.81% |
$212K - $235K
|
3.76K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
426New |
$212K - $234K
|
426
$257K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
425+ 10.19% |
$211K - $234K
|
4.59K
$2.77M
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
BUY
|
- |
421New |
$209K - $231K
|
421
$254K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
417+ 22.91% |
$207K - $229K
|
2.24K
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
416+ 10.02% |
$207K - $229K
|
4.57K
$2.76M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
416+ 2.37% |
$207K - $229K
|
18K
$10.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
414+ 1.28% |
$206K - $228K
|
32.9K
$19.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
412New |
$205K - $226K
|
412
$249K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
410+ 47.95% |
$204K - $225K
|
1.27K
$764K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
410New |
$204K - $225K
|
410
$248K
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
409+ 5.89% |
$203K - $225K
|
7.36K
$4.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
406+ 6.96% |
$202K - $223K
|
6.24K
$3.77M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
406New |
$202K - $223K
|
406
$245K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
406New |
$202K - $223K
|
406
$245K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
405+ 20250.0% |
$201K - $223K
|
407
$246K
|
|
|
Jul 17, 2024
Q2 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
404+ 3.71% |
$201K - $222K
|
11.3K
$6.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
401+ 0.9% |
$200K - $220K
|
44.8K
$27M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
401+ 2.44% |
$200K - $220K
|
16.8K
$10.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
398+ 0.96% |
$198K - $219K
|
42K
$25.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
397New |
$198K - $218K
|
397
$240K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
394+ 2.47% |
$196K - $217K
|
16.3K
$9.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
394+ 35.34% |
$196K - $217K
|
1.51K
$911K
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
394New |
$196K - $217K
|
394
$238K
|
|
|
Jul 24, 2024
Q2 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
390New |
$194K - $214K
|
390
$235K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
390+ 10.56% |
$194K - $214K
|
4.08K
$2.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
389New |
$194K - $214K
|
389
$235K
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
389+ 5.02% |
$194K - $214K
|
8.13K
$4.91M
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
388New |
$193K - $213K
|
388
$234K
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
386+ 1.04% |
$192K - $212K
|
37.4K
$22.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
386+ 6.88% |
$192K - $212K
|
5.99K
$3.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
386New |
$192K - $212K
|
386
$233K
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
383New |
$191K - $211K
|
383
$231K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
381+ 0.22% |
$190K - $209K
|
172K
$104M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
381New |
$190K - $209K
|
381
$230K
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
380+ 11.52% |
$189K - $209K
|
3.68K
$2.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
380+ 5.81% |
$189K - $209K
|
6.93K
$4.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
379New |
$189K - $208K
|
379
$229K
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
377+ 0.76% |
$188K - $207K
|
50K
$30.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
376New |
$187K - $207K
|
376
$227K
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
375New |
$187K - $206K
|
375
$226K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
375New |
$187K - $206K
|
375
$226K
|