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 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-15- 0.4% |
$7.46K - $8.24K
|
3.72K
$2.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 0.19% |
$7.46K - $8.24K
|
8.04K
$5.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-15- 1.06% |
$7.46K - $8.24K
|
1.4K
$890K
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-15- 0.49% |
$7.46K - $8.24K
|
3.07K
$1.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-15- 1.09% |
$7.46K - $8.24K
|
1.36K
$863K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-15- 0.17% |
$7.46K - $8.24K
|
8.89K
$5.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-15- 1.7% |
$7.46K - $8.24K
|
869
$553K
|
|
|
Aug 09, 2024
Q2 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-15- 2.15% |
$7.46K - $8.24K
|
682
$434K
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-15- 1.87% |
$7.46K - $8.24K
|
789
$502K
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-16- 3.17% |
$7.96K - $8.79K
|
489
$311K
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-16- 1.63% |
$7.96K - $8.79K
|
968
$616K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-16- 0.15% |
$7.96K - $8.79K
|
10.3K
$6.58M
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-17- 3.12% |
$8.46K - $9.34K
|
528
$336K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-17- 0.75% |
$8.46K - $9.34K
|
2.24K
$1.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-17- 0.63% |
$8.46K - $9.34K
|
2.67K
$1.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-17- 2.71% |
$8.46K - $9.34K
|
611
$389K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-17- 4.38% |
$8.46K - $9.34K
|
371
$236K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-18- 0.25% |
$8.96K - $9.89K
|
7.32K
$4.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-18- 3.86% |
$8.96K - $9.89K
|
448
$285K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-18- 0.54% |
$8.96K - $9.89K
|
3.3K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-18- 2.31% |
$8.96K - $9.89K
|
761
$484K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-19- 0.42% |
$9.45K - $10.4K
|
4.55K
$2.89M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-19- 0.37% |
$9.45K - $10.4K
|
5.11K
$3.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-19- 0.99% |
$9.45K - $10.4K
|
1.9K
$1.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-19- 0.67% |
$9.45K - $10.4K
|
2.82K
$1.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-19- 2.28% |
$9.45K - $10.4K
|
814
$518K
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-19- 0.2% |
$9.45K - $10.4K
|
9.42K
$5.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-19- 0.54% |
$9.45K - $10.4K
|
3.52K
$2.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.37% |
$9.45K - $10.4K
|
5.11K
$3.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-19- 4.49% |
$9.45K - $10.4K
|
404
$257K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-19- 3.06% |
$9.45K - $10.4K
|
601
$382K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-19- 4.62% |
$9.45K - $10.4K
|
392
$249K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-20- 0.28% |
$9.95K - $11K
|
7.11K
$4.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-20- 0.53% |
$9.95K - $11K
|
3.76K
$2.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-20- 1.92% |
$9.95K - $11K
|
1.02K
$649K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-20- 0.36% |
$9.95K - $11K
|
5.59K
$3.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-20- 1.3% |
$9.95K - $11K
|
1.52K
$970K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-20- 4.42% |
$9.95K - $11K
|
433
$276K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-20- 1.09% |
$9.95K - $11K
|
1.81K
$1.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-21- 0.81% |
$10.4K - $11.5K
|
2.58K
$1.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-21- 0.32% |
$10.4K - $11.5K
|
6.62K
$4.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-21- 0.23% |
$10.4K - $11.5K
|
9.04K
$5.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-21- 3.03% |
$10.4K - $11.5K
|
671
$427K
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-21- 1.39% |
$10.4K - $11.5K
|
1.49K
$947K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-22- 0.62% |
$10.9K - $12.1K
|
3.54K
$2.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-22- 0.28% |
$10.9K - $12.1K
|
7.82K
$4.97M
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-22- 1.36% |
$10.9K - $12.1K
|
1.59K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-22- 0.12% |
$10.9K - $12.1K
|
17.7K
$11.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-22- 0.88% |
$10.9K - $12.1K
|
2.47K
$1.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-22- 2.18% |
$10.9K - $12.1K
|
989
$629K
|