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 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
250+ 2.45% |
$124K - $137K
|
10.4K
$6.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
249+ 0.95% |
$124K - $137K
|
26.5K
$16.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
249+ 0.14% |
$124K - $137K
|
183K
$116M
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
247+ 0.69% |
$123K - $136K
|
36K
$22.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
244+ 5.09% |
$121K - $134K
|
5.04K
$3.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
244+ 22.18% |
$121K - $134K
|
1.34K
$849K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
242+ 19.21% |
$120K - $133K
|
1.5K
$949K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
242+ 1.57% |
$120K - $133K
|
15.6K
$9.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
242+ 48.79% |
$120K - $133K
|
738
$466K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
240+ 1.24% |
$119K - $132K
|
19.6K
$12.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
239+ 8.74% |
$119K - $131K
|
2.97K
$1.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
236+ 8.64% |
$117K - $130K
|
2.97K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
233+ 475.51% |
$116K - $128K
|
282
$178K
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
230+ 14.48% |
$114K - $126K
|
1.82K
$1.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
229+ 29.13% |
$114K - $126K
|
1.02K
$641K
|
|
|
Oct 29, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
229+ 3.09% |
$114K - $126K
|
7.64K
$4.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
228+ 0.68% |
$113K - $125K
|
33.7K
$21.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
226+ 15.34% |
$112K - $124K
|
1.7K
$1.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
BUY
|
- |
226+ 33.68% |
$112K - $124K
|
897
$567K
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
BUY
|
- |
225+ 4.29% |
$112K - $124K
|
5.47K
$3.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
224+ 33.68% |
$111K - $123K
|
889
$562K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
224+ 37.09% |
$111K - $123K
|
828
$523K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
219+ 0.41% |
$109K - $120K
|
53K
$33.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
219New |
$109K - $120K
|
219
$138K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
219+ 0.7% |
$109K - $120K
|
31.6K
$20M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
218+ 2.66% |
$108K - $120K
|
8.43K
$5.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
217+ 3.81% |
$108K - $119K
|
5.91K
$3.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
216+ 21.41% |
$107K - $119K
|
1.23K
$774K
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
216+ 6.88% |
$107K - $119K
|
3.36K
$2.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
215+ 0.94% |
$107K - $118K
|
23.2K
$14.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
215+ 1.62% |
$107K - $118K
|
13.5K
$8.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
213+ 8.11% |
$106K - $117K
|
2.84K
$1.79M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
212+ 4.12% |
$105K - $117K
|
5.35K
$3.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
212+ 0.83% |
$105K - $117K
|
25.9K
$16.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
211+ 0.63% |
$105K - $116K
|
33.9K
$21.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
211+ 12.29% |
$105K - $116K
|
1.93K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
210+ 0.24% |
$104K - $115K
|
88.7K
$56M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
209+ 6.04% |
$104K - $115K
|
3.67K
$2.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
209+ 33.02% |
$104K - $115K
|
842
$532K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
208+ 6.67% |
$103K - $114K
|
3.33K
$2.1M
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
206+ 0.38% |
$102K - $113K
|
53.9K
$34.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
206+ 1.82% |
$102K - $113K
|
11.5K
$7.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
204+ 9.96% |
$101K - $112K
|
2.25K
$1.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
195+ 10.45% |
$97K - $107K
|
2.06K
$1.3M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
193+ 17.94% |
$96K - $106K
|
1.27K
$802K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
193+ 1.63% |
$96K - $106K
|
12.1K
$7.62M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
193+ 5.5% |
$96K - $106K
|
3.71K
$2.34M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
193+ 2.45% |
$96K - $106K
|
8.07K
$5.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
193+ 13.16% |
$96K - $106K
|
1.66K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
193+ 0.28% |
$96K - $106K
|
69.2K
$43.7M
|