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 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-5- 0.35% |
$2.49K - $2.75K
|
1.42K
$901K
|
|
|
Aug 05, 2024
Q2 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-5- 0.69% |
$2.49K - $2.75K
|
721
$459K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-5- 0.08% |
$2.49K - $2.75K
|
6.58K
$4.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.23% |
$2.49K - $2.75K
|
2.17K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-5- 0.25% |
$2.49K - $2.75K
|
1.97K
$1.25M
|
|
|
Jul 15, 2025
Q2 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-5- 0.69% |
$2.49K - $2.75K
|
721
$459K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-6- 1.02% |
$2.99K - $3.3K
|
584
$372K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 0.39% |
$2.99K - $3.3K
|
1.54K
$978K
|
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-6- 0.43% |
$2.99K - $3.3K
|
1.39K
$885K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-6- 1.45% |
$2.99K - $3.3K
|
407
$259K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-6- 0.42% |
$2.99K - $3.3K
|
1.44K
$913K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-6- 0.08% |
$2.99K - $3.3K
|
7.72K
$4.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-6- 0.66% |
$2.99K - $3.3K
|
902
$574K
|
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6- 0.11% |
$2.99K - $3.3K
|
5.51K
$3.51M
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-7- 0.48% |
$3.48K - $3.85K
|
1.44K
$916K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-7- 0.23% |
$3.48K - $3.85K
|
3.05K
$1.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-7- 1.24% |
$3.48K - $3.85K
|
556
$354K
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-7- 0.35% |
$3.48K - $3.85K
|
2.01K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-7- 1.16% |
$3.48K - $3.85K
|
598
$381K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-7- 0.08% |
$3.48K - $3.85K
|
9.02K
$5.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-7- 0.81% |
$3.48K - $3.85K
|
858
$546K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-7- 0.24% |
$3.48K - $3.85K
|
2.91K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7- 0.22% |
$3.48K - $3.85K
|
3.23K
$2.06M
|
|
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-7- 0.12% |
$3.48K - $3.85K
|
5.6K
$3.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-8- 1.08% |
$3.98K - $4.4K
|
730
$465K
|
|
|
Jul 11, 2024
Q2 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-8- 1.81% |
$3.98K - $4.4K
|
434
$276K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-8- 0.16% |
$3.98K - $4.4K
|
4.99K
$3.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
SELL
|
- |
-8- 0.31% |
$3.98K - $4.4K
|
2.55K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-8- 1.57% |
$3.98K - $4.4K
|
500
$318K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-9- 0.14% |
$4.48K - $4.95K
|
6.37K
$4.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-9- 1.84% |
$4.48K - $4.95K
|
479
$305K
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-10- 1.29% |
$4.98K - $5.5K
|
766
$487K
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
SELL
|
- |
-10- 1.98% |
$4.98K - $5.5K
|
495
$315K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-10- 0.4% |
$4.98K - $5.5K
|
2.49K
$1.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-10- 0.05% |
$4.98K - $5.5K
|
20.1K
$12.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-10- 0.71% |
$4.98K - $5.5K
|
1.4K
$890K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-10- 0.63% |
$4.98K - $5.5K
|
1.58K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-10- 0.69% |
$4.98K - $5.5K
|
1.44K
$913K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-10- 0.37% |
$4.98K - $5.5K
|
2.71K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-10- 0.59% |
$4.98K - $5.5K
|
1.69K
$1.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-11- 0.41% |
$5.47K - $6.05K
|
2.64K
$1.68M
|
|
|
Jul 16, 2024
Q2 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-11- 2.7% |
$5.47K - $6.05K
|
397
$253K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-11- 0.23% |
$5.47K - $6.05K
|
4.7K
$2.99M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-12- 0.25% |
$5.97K - $6.6K
|
4.88K
$3.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-12- 0.32% |
$5.97K - $6.6K
|
3.7K
$2.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-12- 0.43% |
$5.97K - $6.6K
|
2.76K
$1.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-12- 0.46% |
$5.97K - $6.6K
|
2.58K
$1.64M
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-13- 1.05% |
$6.47K - $7.15K
|
1.22K
$776K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-13- 3.19% |
$6.47K - $7.15K
|
395
$251K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-14- 0.06% |
$6.97K - $7.69K
|
23.7K
$15.1M
|