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 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
44.5KNew |
$22.1M - $24.4M
|
44.5K
$26.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
44.3K+ 44.67% |
$22M - $24.3M
|
143K
$86.9M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
42.5K+ 2286.05% |
$21.1M - $23.3M
|
44.3K
$26.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
41.4K+ 18.86% |
$20.6M - $22.8M
|
261K
$158M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
39.6K+ 4.5% |
$19.7M - $21.8M
|
921K
$558M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
39.6K+ 40.17% |
$19.7M - $21.8M
|
138K
$83.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
39.3K+ 40.68% |
$19.6M - $21.6M
|
136K
$82.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
38.9K+ 33.61% |
$19.4M - $21.4M
|
155K
$93.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
38.6K+ 0.6% |
$19.2M - $21.2M
|
6.49M
$3.93B
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
38.4K+ 53.2% |
$19.1M - $21.1M
|
111K
$67M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
37.8K+ 4.53% |
$18.8M - $20.8M
|
873K
$529M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
37.8K+ 5.26% |
$18.8M - $20.8M
|
756K
$458M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
37.1K+ 23.1% |
$18.4M - $20.4M
|
198K
$120M
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
37K+ 2.63% |
$18.4M - $20.4M
|
1.45M
$877M
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
36.1K+ 7.68% |
$18M - $19.8M
|
506K
$306M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
35.6K+ 2.76% |
$17.7M - $19.5M
|
1.32M
$801M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
35.4K+ 10.16% |
$17.6M - $19.4M
|
383K
$232M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
35.3K+ 10.03% |
$17.6M - $19.4M
|
387K
$235M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
34.7K+ 260.21% |
$17.3M - $19.1M
|
48K
$29.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
33.6K+ 34.78% |
$16.7M - $18.5M
|
130K
$79M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
33.5K+ 16.46% |
$16.7M - $18.4M
|
237K
$144M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
33.4K+ 25.6% |
$16.6M - $18.4M
|
164K
$99.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
33.4KNew |
$16.6M - $18.3M
|
33.4K
$20.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
31.5K+ 6.61% |
$15.7M - $17.3M
|
508K
$308M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31.2K+ 11.74% |
$15.5M - $17.2M
|
297K
$180M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
30.3K+ 3.75% |
$15.1M - $16.6M
|
838K
$507M
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
30KNew |
$14.9M - $16.5M
|
30K
$18.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
29.6K+ 1111.95% |
$14.7M - $16.3M
|
32.3K
$19.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
28.2K+ 13.9% |
$14M - $15.5M
|
231K
$140M
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
27.1K+ 683.04% |
$13.5M - $14.9M
|
31K
$18.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
26.8K+ 1456.19% |
$13.3M - $14.7M
|
28.7K
$17.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
26.5K+ 2545.81% |
$13.2M - $14.5M
|
27.5K
$16.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
25.6KNew |
$12.7M - $14.1M
|
25.6K
$15.5M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
25.2K+ 11.77% |
$12.5M - $13.9M
|
239K
$145M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.1K+ 0.16% |
$12.5M - $13.8M
|
15.8M
$9.59B
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
24.3K+ 97.8% |
$12.1M - $13.4M
|
49.2K
$29.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
24.1K+ 3.85% |
$12M - $13.3M
|
651K
$394M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
23.4K+ 7.99% |
$11.7M - $12.9M
|
317K
$192M
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
23.4KNew |
$11.6M - $12.9M
|
23.4K
$14.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
21.3K+ 16.3% |
$10.6M - $11.7M
|
152K
$92M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21.2K+ 10.97% |
$10.6M - $11.7M
|
215K
$130M
|
|
|
Aug 12, 2024
Q2 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
20.5K+ 8.3% |
$10.2M - $11.3M
|
268K
$162M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
20.1K+ 8.64% |
$9.98M - $11M
|
252K
$153M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
20K+ 18.75% |
$9.94M - $11M
|
127K
$76.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.9K+ 2.98% |
$9.91M - $11M
|
689K
$417M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.7K+ 6.37% |
$9.79M - $10.8M
|
328K
$199M
|
|
|
Jul 19, 2024
Q2 2024
|
Toews Corp
|
BUY
|
- |
19K+ 172.73% |
$9.45M - $10.4M
|
30K
$18.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
18.8K+ 70.8% |
$9.38M - $10.4M
|
45.5K
$27.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
18.8K+ 186.55% |
$9.37M - $10.4M
|
28.9K
$17.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
18.3K+ 8.77% |
$9.12M - $10.1M
|
227K
$138M
|