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 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-22- 0.34% |
$10.9K - $12.1K
|
6.53K
$4.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-23- 2.68% |
$11.4K - $12.6K
|
835
$531K
|
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
SELL
|
- |
-23- 0.59% |
$11.4K - $12.6K
|
3.88K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-23- 0.68% |
$11.4K - $12.6K
|
3.35K
$2.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-24- 2.33% |
$11.9K - $13.2K
|
1K
$639K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-24- 0.47% |
$11.9K - $13.2K
|
5.12K
$3.26M
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-24- 5.06% |
$11.9K - $13.2K
|
450
$286K
|
|
|
Jul 16, 2024
Q2 2024
|
Independent Investors Inc
|
SELL
|
- |
-25- 1.15% |
$12.4K - $13.7K
|
2.14K
$1.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
SELL
|
- |
-25- 2.54% |
$12.4K - $13.7K
|
960
$611K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-26- 1.69% |
$12.9K - $14.3K
|
1.51K
$963K
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-27- 3.86% |
$13.4K - $14.8K
|
672
$428K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-27- 2.46% |
$13.4K - $14.8K
|
1.07K
$682K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-27- 0.77% |
$13.4K - $14.8K
|
3.49K
$2.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-27- 5.01% |
$13.4K - $14.8K
|
512
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-27- 0.85% |
$13.4K - $14.8K
|
3.16K
$2.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-28- 1.8% |
$13.9K - $15.4K
|
1.53K
$971K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-28- 1.09% |
$13.9K - $15.4K
|
2.55K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
SELL
|
- |
-28- 1.45% |
$13.9K - $15.4K
|
1.9K
$1.21M
|
|
|
Apr 04, 2025
Q2 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-28- 0.27% |
$13.9K - $15.4K
|
10.3K
$6.54M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-29- 0.26% |
$14.4K - $15.9K
|
11.3K
$7.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-29- 1.45% |
$14.4K - $15.9K
|
1.97K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-30- 5.4% |
$14.9K - $16.5K
|
526
$335K
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-30- 3.56% |
$14.9K - $16.5K
|
812
$517K
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-30- 3.52% |
$14.9K - $16.5K
|
823
$524K
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-30- 2.92% |
$14.9K - $16.5K
|
996
$634K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-31- 4.04% |
$15.4K - $17K
|
736
$468K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-31- 1.29% |
$15.4K - $17K
|
2.36K
$1.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-31- 4.04% |
$15.4K - $17K
|
736
$468K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-31- 0.43% |
$15.4K - $17K
|
7.21K
$4.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-32- 8.89% |
$15.9K - $17.6K
|
328
$209K
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-33- 0.08% |
$16.4K - $18.1K
|
40.8K
$25.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-33- 3.78% |
$16.4K - $18.1K
|
839
$534K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.03% |
$16.4K - $18.1K
|
127K
$80.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-33- 0.26% |
$16.4K - $18.1K
|
12.5K
$7.93M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-34- 2.12% |
$16.9K - $18.7K
|
1.57K
$1M
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-34- 1.35% |
$16.9K - $18.7K
|
2.48K
$1.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.62% |
$16.9K - $18.7K
|
5.49K
$3.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-34- 0.62% |
$16.9K - $18.7K
|
5.48K
$3.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-35- 1.43% |
$17.4K - $19.2K
|
2.41K
$1.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-35- 3.22% |
$17.4K - $19.2K
|
1.05K
$670K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-36- 0.35% |
$17.9K - $19.8K
|
10.2K
$6.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-36- 2.43% |
$17.9K - $19.8K
|
1.45K
$921K
|
|
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-36- 1.02% |
$17.9K - $19.8K
|
3.49K
$2.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-37- 0.28% |
$18.4K - $20.3K
|
13.1K
$8.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-37- 0.93% |
$18.4K - $20.3K
|
3.93K
$2.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-37- 1.24% |
$18.4K - $20.3K
|
2.96K
$1.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-37- 10.91% |
$18.4K - $20.3K
|
302
$192K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-37- 4.61% |
$18.4K - $20.3K
|
766
$487K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-37- 1.42% |
$18.4K - $20.3K
|
2.57K
$1.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-37- 0.55% |
$18.4K - $20.3K
|
6.71K
$4.27M
|