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 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
7+ 0.25% |
$3.48K - $3.85K
|
2.83K
$1.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6+ 0.82% |
$2.99K - $3.3K
|
737
$469K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
6+ 0.02% |
$2.99K - $3.3K
|
30.7K
$19.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
6+ 24.0% |
$2.99K - $3.3K
|
31
$19.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
6+ 0.13% |
$2.99K - $3.3K
|
4.74K
$3.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
6+ 0.16% |
$2.99K - $3.3K
|
3.78K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6+ 0.24% |
$2.99K - $3.3K
|
2.49K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
6+ 0.73% |
$2.99K - $3.3K
|
831
$529K
|
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
6+ 0.63% |
$2.99K - $3.3K
|
963
$613K
|
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
6+ 0.63% |
$2.99K - $3.3K
|
962
$612K
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.09% |
$2.99K - $3.3K
|
6.58K
$4.19M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5+ 0.37% |
$2.49K - $2.75K
|
1.35K
$858K
|
|
|
Jul 12, 2024
Q2 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
5+ 0.12% |
$2.49K - $2.75K
|
4.16K
$2.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5+ 0.31% |
$2.49K - $2.75K
|
1.61K
$1.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
5+ 1.07% |
$2.49K - $2.75K
|
473
$301K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
5+ 0.23% |
$2.49K - $2.75K
|
2.22K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.03% |
$2.49K - $2.75K
|
14.5K
$9.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5+ 0.31% |
$2.49K - $2.75K
|
1.61K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
5+ 0.37% |
$2.49K - $2.75K
|
1.34K
$853K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.07% |
$2.49K - $2.75K
|
7.34K
$4.67M
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.27% |
$2.49K - $2.75K
|
1.84K
$1.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4+ 0.39% |
$1.99K - $2.2K
|
1.02K
$649K
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4+ 0.02% |
$1.99K - $2.2K
|
24.5K
$15.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$1.99K - $2.2K
|
4.04K
$2.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4+ 0.02% |
$1.99K - $2.2K
|
17.9K
$11.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4+ 0.06% |
$1.99K - $2.2K
|
6.49K
$4.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.18% |
$1.99K - $2.2K
|
2.2K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4+ 0.19% |
$1.99K - $2.2K
|
2.15K
$1.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4+ 0.26% |
$1.99K - $2.2K
|
1.52K
$967K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
4+ 0.04% |
$1.99K - $2.2K
|
11.1K
$7.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
4+ 1.03% |
$1.99K - $2.2K
|
393
$250K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3+ 0.21% |
$1.49K - $1.65K
|
1.42K
$901K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.3% |
$1.49K - $1.65K
|
998
$635K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.12% |
$1.49K - $1.65K
|
2.45K
$1.56M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$1.49K - $1.65K
|
5.26K
$3.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3+ 0.56% |
$1.49K - $1.65K
|
542
$345K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3+ 0.35% |
$1.49K - $1.65K
|
859
$547K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 7.5% |
$1.49K - $1.65K
|
43
$27.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
3+ 0.29% |
$1.49K - $1.65K
|
1.03K
$656K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3+ 0.09% |
$1.49K - $1.65K
|
3.21K
$2.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
3+ 0.19% |
$1.49K - $1.65K
|
1.62K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 0.54% |
$1.49K - $1.65K
|
561
$357K
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3+ 0.4% |
$1.49K - $1.65K
|
750
$477K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3+ 0.06% |
$1.49K - $1.65K
|
4.78K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3+ 0.44% |
$1.49K - $1.65K
|
691
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$1.49K - $1.65K
|
13K
$8.25M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.15% |
$1.49K - $1.65K
|
1.97K
$1.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Epiq Partners, LLC
|
BUY
|
- |
2+ 0.1% |
$995 - $1.1K
|
2.04K
$1.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2+ 0.08% |
$995 - $1.1K
|
2.42K
$1.54M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
2+ 0.33% |
$995 - $1.1K
|
600
$382K
|