Purchases and Sales Made in Q2 2024 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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
Personal Cfo Solutions, LLC

BUY
 -
181
+ 2.63%
$90.1K - $99.5K
7.06K $4.26M
Aug 01, 2024 Q2 2024
Fiera Capital Corp

Montreal, A8
BUY
 -
180
+ 0.88%
$89.6K - $98.9K
20.7K $12.5M
Jul 19, 2024 Q2 2024
Parsons Capital Management Inc

BUY
 -
179
+ 0.64%
$89.1K - $98.4K
27.9K $16.9M
Jul 31, 2024 Q2 2024
Austin Wealth Management, LLC

Austin, TX
BUY
 -
179
+ 20.86%
$89.1K - $98.4K
1.04K $626K
Aug 02, 2024 Q2 2024
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
178
+ 17.08%
$88.6K - $97.8K
1.22K $737K
Aug 12, 2024 Q2 2024
Zuckerman Investment Group, LLC

Chicago, IL
BUY
 -
178
+ 15.91%
$88.6K - $97.8K
1.3K $783K
Jul 19, 2024 Q2 2024
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
176
+ 0.61%
$87.6K - $96.7K
29.1K $17.6M
Jul 31, 2024 Q2 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
176
+ 27.08%
$87.6K - $96.7K
826 $499K
Jul 08, 2024 Q2 2024
Beach Investment Counsel Inc/Pa

West Conshohocken, PA
BUY
 -
175
New
$87.1K - $96.2K
175 $106K
Aug 06, 2024 Q2 2024
Counterweight Ventures, LLC

Wilmington, NC
BUY
 -
175
+ 5.7%
$87.1K - $96.2K
3.25K $1.96M
Jul 24, 2024 Q2 2024
Fundamentun, LLC

Beachwood, OH
BUY
 -
171
+ 0.52%
$85.1K - $94K
33K $19.9M
Aug 09, 2024 Q2 2024
Firestone Capital Management

BUY
 -
171
+ 4.54%
$85.1K - $94K
3.94K $2.38M
Aug 14, 2024 Q2 2024
Eagle Global Advisors LLC

Houston, TX
BUY
 -
170
+ 42.29%
$84.6K - $93.4K
572 $345K
Jul 12, 2024 Q2 2024
Cabot Wealth Management Inc

BUY
 -
169
+ 9.17%
$84.1K - $92.9K
2.01K $1.21M
Jul 16, 2024 Q2 2024
Bill Few Associates, Inc.

BUY
 -
167
+ 8.73%
$83.1K - $91.8K
2.08K $1.26M
Aug 12, 2024 Q2 2024
Etfidea, LLC

Syracuse, NY
BUY
 -
166
+ 7.02%
$82.6K - $91.2K
2.53K $1.53M
Aug 06, 2024 Q2 2024
Roof Eidam & Maycock

BUY
 -
165
+ 0.77%
$82.1K - $90.7K
21.5K $13M
Jul 12, 2024 Q2 2024
Bath Savings Trust CO

BUY
 -
163
+ 14.97%
$81.1K - $89.6K
1.25K $756K
Jul 15, 2024 Q2 2024
White Lighthouse Investment Management Inc.

BUY
 -
163
+ 7.99%
$81.1K - $89.6K
2.2K $1.33M
Jul 25, 2024 Q2 2024
Community Financial Services Group, LLC

Newport, VT
BUY
 -
163
+ 1.0%
$81.1K - $89.6K
16.4K $9.91M
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
163
New
$81.1K - $89.6K
163 $98.4K
Aug 23, 2024 Q2 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
163
+ 4.49%
$81.1K - $89.6K
3.8K $2.29M
Jul 02, 2024 Q2 2024
Waller Financial Planning Group, Inc

BUY
 -
159
+ 0.3%
$79.1K - $87.4K
52.5K $31.7M
Aug 13, 2024 Q2 2024
Tag Stone Capital, Inc.

BUY
 -
156
+ 0.45%
$77.6K - $85.7K
34.5K $20.8M
Aug 09, 2024 Q2 2024
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
155
+ 16.03%
$77.1K - $85.2K
1.12K $677K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
154
+ 2.67%
$76.6K - $84.6K
5.93K $3.58M
Jul 19, 2024 Q2 2024
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
153
+ 0.5%
$76.1K - $84.1K
30.9K $18.6M
Aug 05, 2024 Q2 2024
Financial Security Advisor, Inc.

Virginia Beach, VA
BUY
 -
153
+ 18.11%
$76.1K - $84.1K
998 $603K
Dec 19, 2024 Q2 2024
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
153
+ 31.29%
$76.1K - $84.1K
642 $388K
Aug 08, 2024 Q2 2024
Spirepoint Private Client, LLC

Vero Beach, FL
BUY
 -
152
+ 2.94%
$75.6K - $83.5K
5.32K $3.21M
Jul 11, 2024 Q2 2024
Prairieview Wealth Partners, LLC

Orland Park, IL
BUY
 -
151
+ 0.38%
$75.1K - $83K
40.2K $24.2M
Jul 19, 2024 Q2 2024
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
151
+ 397.37%
$75.1K - $83K
189 $114K
Jul 25, 2024 Q2 2024
Aries Wealth Management

BUY
 -
150
+ 14.72%
$74.6K - $82.4K
1.17K $706K
Jul 30, 2024 Q2 2024
Matisse Capital

BUY
 -
150
+ 35.13%
$74.6K - $82.4K
577 $348K
Aug 13, 2024 Q2 2024
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
150
+ 13.33%
$74.6K - $82.4K
1.28K $770K
Aug 15, 2024 Q2 2024
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
150
+ 8.24%
$74.6K - $82.4K
1.97K $1.19M
Jul 16, 2024 Q2 2024
Adams Wealth Management

BUY
 -
148
+ 0.33%
$73.6K - $81.3K
44.5K $26.9M
Jul 19, 2024 Q2 2024
West Hill Financial Advisors, Inc.

BUY
 -
148
+ 2.26%
$73.6K - $81.3K
6.7K $4.04M
Jul 25, 2024 Q2 2024
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
148
New
$73.6K - $81.3K
148 $89.4K
Jul 26, 2024 Q2 2024
Eagle Bay Advisors LLC

New York, NY
BUY
 -
148
+ 1.26%
$73.6K - $81.3K
11.9K $7.21M
Jul 12, 2024 Q2 2024
Thrive Wealth Management, LLC

BUY
 -
146
+ 2.48%
$72.6K - $80.2K
6.03K $3.64M
Aug 13, 2024 Q2 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
146
+ 1.3%
$72.6K - $80.2K
11.4K $6.86M
Jul 31, 2024 Q2 2024
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
144
+ 24.41%
$71.6K - $79.1K
734 $443K
Aug 14, 2024 Q2 2024
Apriem Advisors

Irvine, CA
BUY
 -
143
+ 19.62%
$71.1K - $78.6K
872 $527K
Jul 12, 2024 Q2 2024
Harbour Capital Advisors, LLC

BUY
 -
142
+ 2.59%
$70.6K - $78K
5.62K $3.39M
Jul 08, 2024 Q2 2024
Quent Capital, LLC

BUY
 -
140
+ 0.99%
$69.7K - $76.9K
14.2K $8.58M
Aug 14, 2024 Q2 2024
Aviso Financial Inc.

Toronto, A6
BUY
 -
140
New
$69.7K - $76.9K
140 $84.5K
Jul 30, 2024 Q2 2024
Warren Street Wealth Advisors, LLC

BUY
 -
138
+ 3.75%
$68.7K - $75.9K
3.82K $2.3M
Aug 06, 2024 Q2 2024
Isthmus Partners, LLC

Madison, WI
BUY
 -
138
New
$68.7K - $75.9K
138 $83.3K

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