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 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
77+ 9.57% |
$38.3K - $42.3K
|
882
$561K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
76New |
$37.8K - $41.8K
|
76
$48.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
76+ 1.15% |
$37.8K - $41.8K
|
6.67K
$4.24M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
75+ 0.93% |
$37.3K - $41.2K
|
8.16K
$5.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
BUY
|
- |
75+ 8.13% |
$37.3K - $41.2K
|
997
$635K
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
74+ 4.4% |
$36.8K - $40.7K
|
1.76K
$1.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
74+ 1.33% |
$36.8K - $40.7K
|
5.65K
$3.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
74+ 43.79% |
$36.8K - $40.7K
|
243
$155K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
74+ 4.1% |
$36.8K - $40.7K
|
1.88K
$1.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
BUY
|
- |
73+ 15.87% |
$36.3K - $40.1K
|
533
$339K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
73+ 6.52% |
$36.3K - $40.1K
|
1.19K
$759K
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
73+ 0.34% |
$36.3K - $40.1K
|
21.4K
$13.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
72+ 8.3% |
$35.8K - $39.6K
|
939
$598K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
72+ 2.45% |
$35.8K - $39.6K
|
3.01K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
72+ 0.22% |
$35.8K - $39.6K
|
32.3K
$20.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
72+ 1.56% |
$35.8K - $39.6K
|
4.68K
$2.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
71+ 1.43% |
$35.3K - $39K
|
5.02K
$3.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
71+ 0.26% |
$35.3K - $39K
|
27K
$17.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
70+ 11.13% |
$34.8K - $38.5K
|
699
$445K
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
69+ 2.67% |
$34.3K - $37.9K
|
2.65K
$1.69M
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
67+ 1.46% |
$33.3K - $36.8K
|
4.65K
$2.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
67+ 1.38% |
$33.3K - $36.8K
|
4.91K
$3.12M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
66New |
$32.8K - $36.3K
|
66
$42K
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
66+ 12.97% |
$32.8K - $36.3K
|
575
$366K
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
66+ 8.78% |
$32.8K - $36.3K
|
818
$521K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
65+ 1.04% |
$32.3K - $35.7K
|
6.33K
$4.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
60+ 11.36% |
$29.9K - $33K
|
588
$374K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
60+ 0.71% |
$29.9K - $33K
|
8.56K
$5.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
60+ 0.58% |
$29.9K - $33K
|
10.4K
$6.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
59+ 5.45% |
$29.4K - $32.4K
|
1.14K
$727K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
59+ 1.05% |
$29.4K - $32.4K
|
5.67K
$3.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
59+ 0.54% |
$29.4K - $32.4K
|
11K
$6.99M
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
58+ 6.9% |
$28.9K - $31.9K
|
898
$571K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
58+ 7.98% |
$28.9K - $31.9K
|
785
$500K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
57+ 5.27% |
$28.4K - $31.3K
|
1.14K
$724K
|
|
|
Aug 06, 2024
Q2 2024
|
Vista Finance, LLC
|
BUY
|
- |
57+ 2.07% |
$28.4K - $31.3K
|
2.81K
$1.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
57+ 1.54% |
$28.4K - $31.3K
|
3.77K
$2.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
56+ 3.1% |
$27.9K - $30.8K
|
1.87K
$1.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
55+ 0.6% |
$27.4K - $30.2K
|
9.16K
$5.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
55+ 25.82% |
$27.4K - $30.2K
|
268
$171K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
54+ 0.34% |
$26.9K - $29.7K
|
15.9K
$10.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
54+ 1.39% |
$26.9K - $29.7K
|
3.94K
$2.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
54+ 10.09% |
$26.9K - $29.7K
|
589
$375K
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
54+ 6.37% |
$26.9K - $29.7K
|
902
$574K
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
54+ 7.71% |
$26.9K - $29.7K
|
754
$480K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
53+ 2.09% |
$26.4K - $29.1K
|
2.59K
$1.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
53+ 0.29% |
$26.4K - $29.1K
|
18.3K
$11.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
52+ 0.2% |
$25.9K - $28.6K
|
25.6K
$16.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
52+ 0.9% |
$25.9K - $28.6K
|
5.86K
$3.73M
|
|
|
Oct 24, 2024
Q2 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
52+ 1.06% |
$25.9K - $28.6K
|
4.94K
$3.15M
|