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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
101K+ 5.97% |
$50.3M - $55.5M
|
1.79M
$1.09B
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
101K+ 53.81% |
$50.2M - $55.4M
|
288K
$175M
|
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
BUY
|
- |
98.7K+ 5.72% |
$49.1M - $54.2M
|
1.82M
$1.11B
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
98.2K+ 192.97% |
$48.9M - $54M
|
149K
$90.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
95.8K+ 251.82% |
$47.7M - $52.6M
|
134K
$81.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
94.3K+ 7.0% |
$46.9M - $51.8M
|
1.44M
$874M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
94K+ 1238.22% |
$46.8M - $51.7M
|
102K
$61.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
91.5K+ 6.71% |
$45.5M - $50.3M
|
1.46M
$882M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
89.6K+ 18.97% |
$44.6M - $49.3M
|
562K
$341M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
89.2K+ 5.65% |
$44.4M - $49M
|
1.67M
$1.01B
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
84.8K+ 29.04% |
$42.2M - $46.6M
|
377K
$228M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
81.4K+ 1829.62% |
$40.5M - $44.7M
|
85.8K
$52M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
79.8K+ 10.69% |
$39.7M - $43.8M
|
826K
$501M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
79.1K+ 102.37% |
$39.4M - $43.5M
|
156K
$94.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
78.7KNew |
$39.1M - $43.2M
|
78.7K
$47.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
75.6K+ 19.89% |
$37.6M - $41.5M
|
456K
$276M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
73.4K+ 44.87% |
$36.5M - $40.3M
|
237K
$144M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Navi Inc.
|
BUY
|
- |
73K+ 115.84% |
$36.3M - $40.1M
|
136K
$82.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
72.7K+ 9.6% |
$36.2M - $40M
|
830K
$503M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
71.1K+ 8.47% |
$35.4M - $39.1M
|
911K
$552M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
68.8K+ 13.4% |
$34.2M - $37.8M
|
582K
$353M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
68.6K+ 285.77% |
$34.1M - $37.7M
|
92.6K
$56.1M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
67.6K+ 10.5% |
$33.6M - $37.2M
|
712K
$431M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
66.8K+ 268.39% |
$33.2M - $36.7M
|
91.7K
$55.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
66.3K+ 482.47% |
$33M - $36.4M
|
80.1K
$48.5M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
66.2K+ 186.96% |
$32.9M - $36.4M
|
102K
$61.6M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
63.3K+ 116.3% |
$31.5M - $34.8M
|
118K
$71.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
62.4K+ 10.52% |
$31M - $34.3M
|
655K
$397M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
59.7K+ 5.4% |
$29.7M - $32.8M
|
1.16M
$706M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
59.4K+ 16.74% |
$29.6M - $32.7M
|
414K
$251M
|
|
|
Aug 06, 2024
Q2 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
57.9KNew |
$28.8M - $31.8M
|
57.9K
$35.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
57.7K+ 50.26% |
$28.7M - $31.7M
|
173K
$105M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
56.3K+ 79.14% |
$28M - $30.9M
|
127K
$77.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
56.2KNew |
$28M - $30.9M
|
56.2K
$34.1M
|
|
|
Aug 23, 2024
Q2 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
55.7KNew |
$27.7M - $30.6M
|
55.7K
$33.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
55.7K+ 3.22% |
$27.7M - $30.6M
|
1.79M
$1.08B
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
54.9K+ 2.06% |
$27.3M - $30.2M
|
2.72M
$1.65B
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
54.7K+ 0.79% |
$27.2M - $30.1M
|
7.02M
$4.25B
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
53.9K+ 15.23% |
$26.8M - $29.6M
|
408K
$247M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
53.2K+ 0.78% |
$26.5M - $29.2M
|
6.88M
$4.17B
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
53.1K+ 22.51% |
$26.4M - $29.2M
|
289K
$175M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
51.1KNew |
$25.4M - $28.1M
|
51.1K
$31M
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
48.6K+ 47.17% |
$24.2M - $26.7M
|
152K
$91.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
47.7K+ 1.04% |
$23.8M - $26.2M
|
4.62M
$2.8B
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
47.7K+ 27.96% |
$23.7M - $26.2M
|
218K
$132M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
47.1K+ 11.18% |
$23.4M - $25.9M
|
468K
$284M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
46.5K+ 12.96% |
$23.1M - $25.6M
|
406K
$246M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46.3K+ 2.11% |
$23.1M - $25.5M
|
2.24M
$1.36B
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
46.3KNew |
$23M - $25.4M
|
46.3K
$28.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
45.1K+ 3.02% |
$22.4M - $24.8M
|
1.54M
$932M
|