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 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
29+ 1.67% |
$14.4K - $15.9K
|
1.77K
$1.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
29+ 5.11% |
$14.4K - $15.9K
|
596
$379K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
29+ 1.81% |
$14.4K - $15.9K
|
1.63K
$1.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
29+ 3.97% |
$14.4K - $15.9K
|
760
$484K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
29+ 1.74% |
$14.4K - $15.9K
|
1.69K
$1.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
29+ 3.23% |
$14.4K - $15.9K
|
927
$590K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
29+ 0.25% |
$14.4K - $15.9K
|
11.4K
$7.28M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
28+ 0.7% |
$13.9K - $15.4K
|
4.05K
$2.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
27+ 0.15% |
$13.4K - $14.8K
|
18.2K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
27+ 18.75% |
$13.4K - $14.8K
|
171
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
27+ 1.4% |
$13.4K - $14.8K
|
1.95K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
27+ 1.48% |
$13.4K - $14.8K
|
1.85K
$1.18M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
27+ 1.14% |
$13.4K - $14.8K
|
2.39K
$1.52M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
26+ 5.27% |
$12.9K - $14.3K
|
519
$330K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
26+ 0.92% |
$12.9K - $14.3K
|
2.85K
$1.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
26+ 1.33% |
$12.9K - $14.3K
|
1.98K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
26+ 1.61% |
$12.9K - $14.3K
|
1.64K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
26+ 0.24% |
$12.9K - $14.3K
|
10.8K
$6.86M
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
26+ 0.05% |
$12.9K - $14.3K
|
50.2K
$31.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
26+ 0.68% |
$12.9K - $14.3K
|
3.85K
$2.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
26+ 5.23% |
$12.9K - $14.3K
|
523
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
25+ 0.0% |
$12.4K - $13.7K
|
1.17M
$744M
|
|
|
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
$45.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
23+ 0.33% |
$11.4K - $12.6K
|
6.94K
$4.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
23+ 0.28% |
$11.4K - $12.6K
|
8.23K
$5.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
23+ 0.45% |
$11.4K - $12.6K
|
5.13K
$3.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Biechele Royce Advisors
|
BUY
|
- |
23+ 1.1% |
$11.4K - $12.6K
|
2.11K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
23+ 1.95% |
$11.4K - $12.6K
|
1.2K
$766K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
22+ 2.18% |
$10.9K - $12.1K
|
1.03K
$657K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
22+ 0.03% |
$10.9K - $12.1K
|
77K
$49M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
22+ 1.2% |
$10.9K - $12.1K
|
1.85K
$1.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
22+ 8.43% |
$10.9K - $12.1K
|
283
$180K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
20+ 6.94% |
$9.95K - $11K
|
308
$196K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
20+ 0.68% |
$9.95K - $11K
|
2.98K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
1922 Investment CO LLC
Houston, TX |
BUY
|
- |
20New |
$9.95K - $11K
|
20
$12.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
19+ 5.28% |
$9.45K - $10.4K
|
379
$241K
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
19+ 1.46% |
$9.45K - $10.4K
|
1.32K
$841K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
18+ 0.01% |
$8.96K - $9.89K
|
146K
$92.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
18+ 21.18% |
$8.96K - $9.89K
|
103
$65.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
18+ 0.26% |
$8.96K - $9.89K
|
6.93K
$4.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
18+ 0.09% |
$8.96K - $9.89K
|
20K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
18+ 4.49% |
$8.96K - $9.89K
|
419
$267K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
17+ 0.81% |
$8.46K - $9.34K
|
2.13K
$1.35M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
17+ 0.24% |
$8.46K - $9.34K
|
7.16K
$4.55M
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
17+ 38.64% |
$8.46K - $9.34K
|
61
$38.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
17+ 1.08% |
$8.46K - $9.34K
|
1.58K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
17+ 0.95% |
$8.46K - $9.34K
|
1.81K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
16+ 1.46% |
$7.96K - $8.79K
|
1.11K
$707K
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
16+ 0.37% |
$7.96K - $8.79K
|
4.34K
$2.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
16+ 0.07% |
$7.96K - $8.79K
|
21.7K
$13.8M
|