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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
148+ 1.26% |
$73.6K - $81.3K
|
11.9K
$7.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
146+ 2.48% |
$72.6K - $80.2K
|
6.03K
$3.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
146+ 1.3% |
$72.6K - $80.2K
|
11.4K
$7.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
144+ 24.41% |
$71.6K - $79.1K
|
734
$464K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
143+ 19.62% |
$71.1K - $78.6K
|
872
$551K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
142+ 2.59% |
$70.6K - $78K
|
5.62K
$3.55M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
140+ 0.99% |
$69.7K - $76.9K
|
14.2K
$8.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
140New |
$69.7K - $76.9K
|
140
$88.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
138+ 3.75% |
$68.7K - $75.9K
|
3.82K
$2.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
138New |
$68.7K - $75.9K
|
138
$87.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
136+ 1.83% |
$67.7K - $74.8K
|
7.57K
$4.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
136+ 0.54% |
$67.7K - $74.8K
|
25.5K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
136+ 26.77% |
$67.7K - $74.8K
|
644
$407K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
135+ 4.15% |
$67.2K - $74.2K
|
3.39K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
135+ 10.37% |
$67.2K - $74.2K
|
1.44K
$908K
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
134+ 1.96% |
$66.7K - $73.7K
|
6.99K
$4.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
134+ 0.7% |
$66.7K - $73.7K
|
19.2K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
133+ 19.91% |
$66.2K - $73.1K
|
801
$506K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
132+ 28.27% |
$65.7K - $72.6K
|
599
$378K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
131+ 19.47% |
$65.2K - $72K
|
804
$508K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
130+ 9.82% |
$64.7K - $71.5K
|
1.45K
$919K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
130+ 10.41% |
$64.7K - $71.5K
|
1.38K
$871K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
130+ 0.57% |
$64.7K - $71.5K
|
23K
$14.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
128+ 6.06% |
$63.7K - $70.4K
|
2.24K
$1.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
126+ 1.87% |
$62.7K - $69.3K
|
6.87K
$4.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
126New |
$62.7K - $69.3K
|
126
$79.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
125+ 10.89% |
$62.2K - $68.7K
|
1.27K
$804K
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
125+ 8.11% |
$62.2K - $68.7K
|
1.67K
$1.05M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
125+ 6.71% |
$62.2K - $68.7K
|
1.99K
$1.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
122+ 18.15% |
$60.7K - $67.1K
|
794
$502K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
120+ 19.11% |
$59.7K - $66K
|
748
$473K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
119+ 3.42% |
$59.2K - $65.4K
|
3.6K
$2.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
119+ 1.45% |
$59.2K - $65.4K
|
8.31K
$5.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
118+ 3.04% |
$58.7K - $64.9K
|
4K
$2.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
118+ 0.97% |
$58.7K - $64.9K
|
12.2K
$7.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
118+ 22.06% |
$58.7K - $64.9K
|
653
$413K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
117+ 1.15% |
$58.2K - $64.3K
|
10.3K
$6.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
117+ 12.57% |
$58.2K - $64.3K
|
1.05K
$662K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
117+ 11.05% |
$58.2K - $64.3K
|
1.18K
$743K
|
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
117+ 6.57% |
$58.2K - $64.3K
|
1.9K
$1.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
115+ 5.98% |
$57.2K - $63.2K
|
2.04K
$1.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
114+ 5.03% |
$56.7K - $62.7K
|
2.38K
$1.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
114+ 0.25% |
$56.7K - $62.7K
|
45.6K
$28.8M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
113+ 0.31% |
$56.2K - $62.1K
|
36.2K
$22.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
113+ 6.29% |
$56.2K - $62.1K
|
1.91K
$1.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
113New |
$56.2K - $62.1K
|
113
$71.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
111+ 24.72% |
$55.2K - $61K
|
560
$354K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
110+ 14.03% |
$54.7K - $60.5K
|
894
$565K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
110+ 6.44% |
$54.7K - $60.5K
|
1.82K
$1.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
110+ 1.62% |
$54.7K - $60.5K
|
6.89K
$4.35M
|