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 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1+ 0.1% |
$498 - $550
|
1.03K
$653K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.13% |
$498 - $550
|
756
$481K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1+ 0.09% |
$498 - $550
|
1.07K
$682K
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1+ 0.15% |
$498 - $550
|
647
$412K
|
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1+ 0.2% |
$498 - $550
|
509
$324K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 33.33% |
$498 - $550
|
4
$2.55K
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1+ 0.2% |
$498 - $550
|
506
$322K
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1+ 0.19% |
$498 - $550
|
516
$328K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1- 0.12% |
$498 - $550
|
809
$515K
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1- 0.12% |
$498 - $550
|
833
$530K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1- 0.74% |
$498 - $550
|
134
$85.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1- 0.11% |
$498 - $550
|
913
$581K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 0.03% |
$498 - $550
|
3.79K
$2.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1- 0.12% |
$498 - $550
|
845
$538K
|
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-1- 0.14% |
$498 - $550
|
705
$449K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1- 0.1% |
$498 - $550
|
1.01K
$642K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.25% |
$498 - $550
|
79
$50.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1- 6.67% |
$498 - $550
|
14
$8.91K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1- 0.67% |
$498 - $550
|
149
$94.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-2- 0.35% |
$995 - $1.1K
|
564
$359K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2- 0.12% |
$995 - $1.1K
|
1.6K
$1.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2- 0.38% |
$995 - $1.1K
|
523
$333K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2- 0.13% |
$995 - $1.1K
|
1.56K
$991K
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-2- 0.16% |
$995 - $1.1K
|
1.27K
$807K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-2- 0.11% |
$995 - $1.1K
|
1.76K
$1.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-2- 0.24% |
$995 - $1.1K
|
844
$537K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2- 0.45% |
$995 - $1.1K
|
445
$283K
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2- 0.07% |
$995 - $1.1K
|
3.01K
$1.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2- 6.67% |
$995 - $1.1K
|
28
$17.8K
|
|
|
Feb 13, 2025
Q2 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-2- 0.02% |
$995 - $1.1K
|
8.31K
$5.29M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-3- 0.36% |
$1.49K - $1.65K
|
836
$532K
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-3- 0.57% |
$1.49K - $1.65K
|
527
$335K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.07% |
$1.49K - $1.65K
|
4.43K
$2.82M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.11% |
$1.49K - $1.65K
|
2.71K
$1.73M
|
|
|
Jul 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-3- 0.53% |
$1.49K - $1.65K
|
560
$356K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3- 0.22% |
$1.49K - $1.65K
|
1.37K
$873K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4- 0.33% |
$1.99K - $2.2K
|
1.22K
$779K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-4- 0.33% |
$1.99K - $2.2K
|
1.21K
$770K
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-4- 0.15% |
$1.99K - $2.2K
|
2.68K
$1.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-4- 0.06% |
$1.99K - $2.2K
|
7.25K
$4.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4- 0.17% |
$1.99K - $2.2K
|
2.3K
$1.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-4- 0.2% |
$1.99K - $2.2K
|
2.03K
$1.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-4- 0.18% |
$1.99K - $2.2K
|
2.18K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-4- 0.18% |
$1.99K - $2.2K
|
2.17K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-4- 6.06% |
$1.99K - $2.2K
|
62
$39.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-5- 0.64% |
$2.49K - $2.75K
|
775
$493K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-5- 0.03% |
$2.49K - $2.75K
|
17.6K
$11.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-5- 0.23% |
$2.49K - $2.75K
|
2.16K
$1.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-5- 0.11% |
$2.49K - $2.75K
|
4.73K
$3.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-5- 0.35% |
$2.49K - $2.75K
|
1.42K
$901K
|