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 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5+ 0.31% |
$2.49K - $2.75K
|
1.61K
$985K
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
5+ 1.07% |
$2.49K - $2.75K
|
473
$290K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
5+ 0.23% |
$2.49K - $2.75K
|
2.22K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.03% |
$2.49K - $2.75K
|
14.5K
$8.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5+ 0.31% |
$2.49K - $2.75K
|
1.61K
$985K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
5+ 0.37% |
$2.49K - $2.75K
|
1.34K
$821K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.07% |
$2.49K - $2.75K
|
7.34K
$4.49M
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.27% |
$2.49K - $2.75K
|
1.84K
$1.12M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4+ 0.39% |
$1.99K - $2.2K
|
1.02K
$624K
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4+ 0.02% |
$1.99K - $2.2K
|
24.5K
$15M
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$1.99K - $2.2K
|
4.04K
$2.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4+ 0.02% |
$1.99K - $2.2K
|
17.9K
$11M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4+ 0.06% |
$1.99K - $2.2K
|
6.49K
$3.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.18% |
$1.99K - $2.2K
|
2.2K
$1.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4+ 0.19% |
$1.99K - $2.2K
|
2.15K
$1.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4+ 0.26% |
$1.99K - $2.2K
|
1.52K
$931K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
4+ 0.04% |
$1.99K - $2.2K
|
11.1K
$6.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
4+ 1.03% |
$1.99K - $2.2K
|
393
$241K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3+ 0.21% |
$1.49K - $1.65K
|
1.42K
$868K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.3% |
$1.49K - $1.65K
|
998
$611K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.12% |
$1.49K - $1.65K
|
2.45K
$1.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$1.49K - $1.65K
|
5.26K
$3.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3+ 0.56% |
$1.49K - $1.65K
|
542
$332K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3+ 0.35% |
$1.49K - $1.65K
|
859
$526K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 7.5% |
$1.49K - $1.65K
|
43
$26.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
3+ 0.29% |
$1.49K - $1.65K
|
1.03K
$632K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3+ 0.09% |
$1.49K - $1.65K
|
3.21K
$1.97M
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
3+ 0.19% |
$1.49K - $1.65K
|
1.62K
$990K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 0.54% |
$1.49K - $1.65K
|
561
$344K
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3+ 0.4% |
$1.49K - $1.65K
|
750
$460K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3+ 0.06% |
$1.49K - $1.65K
|
4.78K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3+ 0.44% |
$1.49K - $1.65K
|
691
$423K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$1.49K - $1.65K
|
13K
$7.94M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.15% |
$1.49K - $1.65K
|
1.97K
$1.21M
|
|
|
Jul 10, 2024
Q2 2024
|
Epiq Partners, LLC
|
BUY
|
- |
2+ 0.1% |
$995 - $1.1K
|
2.04K
$1.25M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2+ 0.08% |
$995 - $1.1K
|
2.42K
$1.48M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
2+ 0.33% |
$995 - $1.1K
|
600
$368K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
2+ 0.24% |
$995 - $1.1K
|
844
$517K
|
|
|
Jul 15, 2024
Q2 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
2+ 0.01% |
$995 - $1.1K
|
16.1K
$9.89M
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
BUY
|
- |
2+ 0.28% |
$995 - $1.1K
|
717
$439K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.12% |
$995 - $1.1K
|
1.61K
$985K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2+ 0.29% |
$995 - $1.1K
|
683
$418K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.18% |
$995 - $1.1K
|
1.11K
$677K
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2+ 0.33% |
$995 - $1.1K
|
613
$376K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$995 - $1.1K
|
1.94K
$1.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.11% |
$995 - $1.1K
|
1.88K
$1.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2+ 0.14% |
$995 - $1.1K
|
1.43K
$876K
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.13% |
$995 - $1.1K
|
1.49K
$910K
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2New |
$995 - $1.1K
|
2
$1.23K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
2+ 0.23% |
$995 - $1.1K
|
876
$537K
|