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 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
27+ 1.48% |
$13.4K - $14.8K
|
1.85K
$1.14M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
27+ 1.14% |
$13.4K - $14.8K
|
2.39K
$1.46M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
26+ 5.27% |
$12.9K - $14.3K
|
519
$318K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
26+ 0.92% |
$12.9K - $14.3K
|
2.85K
$1.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
26+ 1.33% |
$12.9K - $14.3K
|
1.98K
$1.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
26+ 1.61% |
$12.9K - $14.3K
|
1.64K
$1M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
26+ 0.24% |
$12.9K - $14.3K
|
10.8K
$6.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
26+ 0.05% |
$12.9K - $14.3K
|
50.2K
$30.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
26+ 0.68% |
$12.9K - $14.3K
|
3.85K
$2.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
26+ 5.23% |
$12.9K - $14.3K
|
523
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
25+ 0.0% |
$12.4K - $13.7K
|
1.17M
$717M
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
25+ 0.04% |
$12.4K - $13.7K
|
70.8K
$43.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
23+ 0.33% |
$11.4K - $12.6K
|
6.94K
$4.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
23+ 0.28% |
$11.4K - $12.6K
|
8.23K
$5.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
23+ 0.45% |
$11.4K - $12.6K
|
5.13K
$3.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Biechele Royce Advisors
|
BUY
|
- |
23+ 1.1% |
$11.4K - $12.6K
|
2.11K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
23+ 1.95% |
$11.4K - $12.6K
|
1.2K
$738K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
22+ 2.18% |
$10.9K - $12.1K
|
1.03K
$632K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
22+ 0.03% |
$10.9K - $12.1K
|
77K
$47.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
22+ 1.2% |
$10.9K - $12.1K
|
1.85K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
22+ 8.43% |
$10.9K - $12.1K
|
283
$173K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
20+ 6.94% |
$9.95K - $11K
|
308
$189K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
20+ 0.68% |
$9.95K - $11K
|
2.98K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
1922 Investment CO LLC
Houston, TX |
BUY
|
- |
20New |
$9.95K - $11K
|
20
$12.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
19+ 5.28% |
$9.45K - $10.4K
|
379
$232K
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
19+ 1.46% |
$9.45K - $10.4K
|
1.32K
$810K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
18+ 0.01% |
$8.96K - $9.89K
|
146K
$89.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
18+ 21.18% |
$8.96K - $9.89K
|
103
$63.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
18+ 0.26% |
$8.96K - $9.89K
|
6.93K
$4.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
18+ 0.09% |
$8.96K - $9.89K
|
20K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
18+ 4.49% |
$8.96K - $9.89K
|
419
$257K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
17+ 0.81% |
$8.46K - $9.34K
|
2.13K
$1.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
17+ 0.24% |
$8.46K - $9.34K
|
7.16K
$4.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
17+ 38.64% |
$8.46K - $9.34K
|
61
$37.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
17+ 1.08% |
$8.46K - $9.34K
|
1.58K
$970K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
17+ 0.95% |
$8.46K - $9.34K
|
1.81K
$1.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
16+ 1.46% |
$7.96K - $8.79K
|
1.11K
$681K
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
16+ 0.37% |
$7.96K - $8.79K
|
4.34K
$2.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
16+ 0.07% |
$7.96K - $8.79K
|
21.7K
$13.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
15+ 4.44% |
$7.46K - $8.24K
|
353
$216K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
15+ 1.92% |
$7.46K - $8.24K
|
797
$488K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
15+ 0.75% |
$7.46K - $8.24K
|
2.01K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
15+ 0.21% |
$7.46K - $8.24K
|
7.13K
$4.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
15+ 0.3% |
$7.46K - $8.24K
|
5.08K
$3.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
14+ 0.07% |
$6.97K - $7.69K
|
19K
$11.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
14+ 14.0% |
$6.97K - $7.69K
|
114
$69.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
14+ 0.31% |
$6.97K - $7.69K
|
4.52K
$2.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
14+ 0.17% |
$6.97K - $7.69K
|
8.46K
$5.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
14+ 0.34% |
$6.97K - $7.69K
|
4.17K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
14+ 0.5% |
$6.97K - $7.69K
|
2.84K
$1.74M
|