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 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
304New |
$151K - $167K
|
304
$184K
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
302+ 2.96% |
$150K - $166K
|
10.5K
$6.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
301+ 24.57% |
$150K - $165K
|
1.53K
$921K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
299+ 1.28% |
$149K - $164K
|
23.6K
$14.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
298+ 14.84% |
$148K - $164K
|
2.31K
$1.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
298+ 431.88% |
$148K - $164K
|
367
$222K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
297+ 11.22% |
$148K - $163K
|
2.94K
$1.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
296+ 6.53% |
$147K - $163K
|
4.83K
$2.92M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
295+ 10.54% |
$147K - $162K
|
3.1K
$1.87M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
294+ 7.92% |
$146K - $162K
|
4K
$2.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
293+ 2.3% |
$146K - $161K
|
13K
$7.88M
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
292+ 44.18% |
$145K - $160K
|
953
$575K
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
290+ 9.94% |
$144K - $159K
|
3.21K
$1.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
290+ 0.46% |
$144K - $159K
|
63.4K
$38.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
290+ 6.71% |
$144K - $159K
|
4.61K
$2.78M
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
287+ 1.41% |
$143K - $158K
|
20.6K
$12.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
284+ 20.54% |
$141K - $156K
|
1.67K
$1.01M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
279+ 1.22% |
$139K - $153K
|
23.2K
$14M
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
277+ 1.37% |
$138K - $152K
|
20.6K
$12.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
275+ 5.84% |
$137K - $151K
|
4.98K
$3.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
275+ 10.5% |
$137K - $151K
|
2.89K
$1.75M
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
270+ 53.68% |
$134K - $148K
|
773
$467K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
269+ 2.85% |
$134K - $148K
|
9.71K
$5.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
269+ 11.45% |
$134K - $148K
|
2.62K
$1.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
268+ 5.35% |
$133K - $147K
|
5.28K
$3.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
266+ 68.56% |
$132K - $146K
|
654
$395K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
265+ 5.99% |
$132K - $146K
|
4.69K
$2.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
265+ 31.66% |
$132K - $146K
|
1.1K
$665K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
264+ 2.33% |
$131K - $145K
|
11.6K
$6.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
264+ 14.27% |
$131K - $145K
|
2.11K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
264+ 8.45% |
$131K - $145K
|
3.39K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
264+ 0.73% |
$131K - $145K
|
36.4K
$22M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
263+ 1.07% |
$131K - $145K
|
24.9K
$15M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
262New |
$130K - $144K
|
262
$158K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
260+ 6.67% |
$129K - $143K
|
4.16K
$2.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
260+ 2.14% |
$129K - $143K
|
12.4K
$7.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
257+ 6.07% |
$128K - $141K
|
4.49K
$2.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
255+ 4.32% |
$127K - $140K
|
6.16K
$3.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
255+ 0.48% |
$127K - $140K
|
53.4K
$32.2M
|
|
|
Dec 31, 2024
Q2 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
255+ 16.1% |
$127K - $140K
|
1.84K
$1.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
250+ 2.45% |
$124K - $137K
|
10.4K
$6.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
249+ 0.95% |
$124K - $137K
|
26.5K
$16M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
249+ 0.14% |
$124K - $137K
|
183K
$111M
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
247+ 0.69% |
$123K - $136K
|
36K
$21.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
244+ 5.09% |
$121K - $134K
|
5.04K
$3.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
244+ 22.18% |
$121K - $134K
|
1.34K
$812K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
242+ 19.21% |
$120K - $133K
|
1.5K
$907K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
242+ 1.57% |
$120K - $133K
|
15.6K
$9.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
242+ 48.79% |
$120K - $133K
|
738
$446K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
240+ 1.24% |
$119K - $132K
|
19.6K
$11.9M
|