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 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
191+ 43.02% |
$95K - $105K
|
635
$401K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
190+ 7.25% |
$94.5K - $104K
|
2.81K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
190+ 4.51% |
$94.5K - $104K
|
4.41K
$2.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
188+ 0.75% |
$93.5K - $103K
|
25.1K
$15.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
186+ 17.48% |
$92.5K - $102K
|
1.25K
$790K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
186+ 1.64% |
$92.5K - $102K
|
11.5K
$7.28M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
184New |
$91.5K - $101K
|
184
$116K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
184+ 0.6% |
$91.5K - $101K
|
30.9K
$19.5M
|
|
|
Aug 14, 2024
Q2 2024
|
26 North Partners LP
New York, NY |
BUY
|
- |
182+ 0.07% |
$90.6K - $100K
|
249K
$157M
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
181+ 20.04% |
$90.1K - $99.5K
|
1.08K
$685K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
181+ 2.63% |
$90.1K - $99.5K
|
7.06K
$4.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
180+ 0.88% |
$89.6K - $98.9K
|
20.7K
$13.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
179+ 0.64% |
$89.1K - $98.4K
|
27.9K
$17.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
179+ 20.86% |
$89.1K - $98.4K
|
1.04K
$655K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
178+ 17.08% |
$88.6K - $97.8K
|
1.22K
$771K
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
178+ 15.91% |
$88.6K - $97.8K
|
1.3K
$819K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
176+ 0.61% |
$87.6K - $96.7K
|
29.1K
$18.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
176+ 27.08% |
$87.6K - $96.7K
|
826
$522K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
175New |
$87.1K - $96.2K
|
175
$111K
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
175+ 5.7% |
$87.1K - $96.2K
|
3.25K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
175+ 1.44% |
$87.1K - $96.2K
|
12.3K
$7.77M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
171+ 0.52% |
$85.1K - $94K
|
33K
$20.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
171+ 4.54% |
$85.1K - $94K
|
3.94K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
170+ 42.29% |
$84.6K - $93.4K
|
572
$361K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
169+ 9.17% |
$84.1K - $92.9K
|
2.01K
$1.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
167+ 8.73% |
$83.1K - $91.8K
|
2.08K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
166+ 7.02% |
$82.6K - $91.2K
|
2.53K
$1.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
165+ 0.77% |
$82.1K - $90.7K
|
21.5K
$13.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
163+ 14.97% |
$81.1K - $89.6K
|
1.25K
$791K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
163+ 7.99% |
$81.1K - $89.6K
|
2.2K
$1.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
163+ 1.0% |
$81.1K - $89.6K
|
16.4K
$10.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
163New |
$81.1K - $89.6K
|
163
$103K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
163+ 4.49% |
$81.1K - $89.6K
|
3.8K
$2.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
159+ 0.3% |
$79.1K - $87.4K
|
52.5K
$33.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
156+ 0.45% |
$77.6K - $85.7K
|
34.5K
$21.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
155+ 16.03% |
$77.1K - $85.2K
|
1.12K
$709K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
154+ 2.67% |
$76.6K - $84.6K
|
5.93K
$3.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
153+ 0.5% |
$76.1K - $84.1K
|
30.9K
$19.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
153+ 18.11% |
$76.1K - $84.1K
|
998
$630K
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
153+ 31.29% |
$76.1K - $84.1K
|
642
$406K
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
152+ 2.94% |
$75.6K - $83.5K
|
5.32K
$3.36M
|
|
|
Jul 11, 2024
Q2 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
151+ 0.38% |
$75.1K - $83K
|
40.2K
$25.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
151+ 397.37% |
$75.1K - $83K
|
189
$119K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
150+ 14.72% |
$74.6K - $82.4K
|
1.17K
$739K
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
150+ 35.13% |
$74.6K - $82.4K
|
577
$365K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
150+ 13.33% |
$74.6K - $82.4K
|
1.28K
$805K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
150+ 8.24% |
$74.6K - $82.4K
|
1.97K
$1.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
BUY
|
- |
148+ 0.33% |
$73.6K - $81.3K
|
44.5K
$28.1M
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
148+ 2.26% |
$73.6K - $81.3K
|
6.7K
$4.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
148New |
$73.6K - $81.3K
|
148
$93.5K
|