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 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
239+ 8.74% |
$119K - $131K
|
2.97K
$1.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
236+ 8.64% |
$117K - $130K
|
2.97K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
233+ 475.51% |
$116K - $128K
|
282
$170K
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
230+ 14.48% |
$114K - $126K
|
1.82K
$1.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
229+ 29.13% |
$114K - $126K
|
1.02K
$613K
|
|
|
Oct 29, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
229+ 3.09% |
$114K - $126K
|
7.64K
$4.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
228+ 0.68% |
$113K - $125K
|
33.7K
$20.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
226+ 15.34% |
$112K - $124K
|
1.7K
$1.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
BUY
|
- |
226+ 33.68% |
$112K - $124K
|
897
$542K
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
BUY
|
- |
225+ 4.29% |
$112K - $124K
|
5.47K
$3.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
224+ 33.68% |
$111K - $123K
|
889
$537K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
224+ 37.09% |
$111K - $123K
|
828
$500K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
219+ 0.41% |
$109K - $120K
|
53K
$32M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
219New |
$109K - $120K
|
219
$132K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
219+ 0.7% |
$109K - $120K
|
31.6K
$19.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
218+ 2.66% |
$108K - $120K
|
8.43K
$5.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
217+ 3.81% |
$108K - $119K
|
5.91K
$3.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
216+ 21.41% |
$107K - $119K
|
1.23K
$740K
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
216+ 6.88% |
$107K - $119K
|
3.36K
$2.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
215+ 0.94% |
$107K - $118K
|
23.2K
$14M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
215+ 1.62% |
$107K - $118K
|
13.5K
$8.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
213+ 8.11% |
$106K - $117K
|
2.84K
$1.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
212+ 4.12% |
$105K - $117K
|
5.35K
$3.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
212+ 0.83% |
$105K - $117K
|
25.9K
$15.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
211+ 0.63% |
$105K - $116K
|
33.9K
$20.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
211+ 12.29% |
$105K - $116K
|
1.93K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
210+ 0.24% |
$104K - $115K
|
88.7K
$53.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
209+ 6.04% |
$104K - $115K
|
3.67K
$2.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
209+ 33.02% |
$104K - $115K
|
842
$508K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
208+ 6.67% |
$103K - $114K
|
3.33K
$2.01M
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
206+ 0.38% |
$102K - $113K
|
53.9K
$32.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
206+ 1.82% |
$102K - $113K
|
11.5K
$6.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
204+ 9.96% |
$101K - $112K
|
2.25K
$1.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
195+ 10.45% |
$97K - $107K
|
2.06K
$1.24M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
193+ 17.94% |
$96K - $106K
|
1.27K
$766K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
193+ 1.63% |
$96K - $106K
|
12.1K
$7.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
193+ 5.5% |
$96K - $106K
|
3.71K
$2.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
193+ 2.45% |
$96K - $106K
|
8.07K
$4.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
193+ 13.16% |
$96K - $106K
|
1.66K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
193+ 0.28% |
$96K - $106K
|
69.2K
$41.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
191+ 43.02% |
$95K - $105K
|
635
$383K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
190+ 7.25% |
$94.5K - $104K
|
2.81K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
190+ 4.51% |
$94.5K - $104K
|
4.41K
$2.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
188+ 0.75% |
$93.5K - $103K
|
25.1K
$15.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
186+ 17.48% |
$92.5K - $102K
|
1.25K
$755K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
186+ 1.64% |
$92.5K - $102K
|
11.5K
$6.96M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
184New |
$91.5K - $101K
|
184
$111K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
184+ 0.6% |
$91.5K - $101K
|
30.9K
$18.7M
|
|
|
Aug 14, 2024
Q2 2024
|
26 North Partners LP
New York, NY |
BUY
|
- |
182+ 0.07% |
$90.6K - $100K
|
249K
$150M
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
181+ 20.04% |
$90.1K - $99.5K
|
1.08K
$655K
|