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 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-38- 3.38% |
$18.9K - $20.9K
|
1.09K
$686K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-38- 2.04% |
$18.9K - $20.9K
|
1.83K
$1.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-39- 0.26% |
$19.4K - $21.4K
|
14.9K
$9.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-39- 0.78% |
$19.4K - $21.4K
|
4.99K
$3.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-39- 0.88% |
$19.4K - $21.4K
|
4.42K
$2.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-40- 4.75% |
$19.9K - $22K
|
802
$507K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-40- 6.78% |
$19.9K - $22K
|
550
$347K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-41- 18.98% |
$20.4K - $22.5K
|
175
$111K
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-41- 0.64% |
$20.4K - $22.5K
|
6.37K
$4.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-42- 2.57% |
$20.9K - $23.1K
|
1.59K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-42- 1.58% |
$20.9K - $23.1K
|
2.61K
$1.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-42- 0.54% |
$20.9K - $23.1K
|
7.67K
$4.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-42- 2.62% |
$20.9K - $23.1K
|
1.56K
$987K
|
|
|
May 29, 2025
Q2 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-42- 0.58% |
$20.9K - $23.1K
|
7.25K
$4.58M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-44- 5.8% |
$21.9K - $24.2K
|
714
$451K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
SELL
|
- |
-44- 1.73% |
$21.9K - $24.2K
|
2.51K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-44- 0.1% |
$21.9K - $24.2K
|
44.9K
$28.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-45- 21.84% |
$22.4K - $24.7K
|
161
$102K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-45- 1.25% |
$22.4K - $24.7K
|
3.55K
$2.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-45- 0.75% |
$22.4K - $24.7K
|
5.93K
$3.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-45- 1.0% |
$22.4K - $24.7K
|
4.45K
$2.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-46- 0.26% |
$22.9K - $25.3K
|
17.8K
$11.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-46- 4.41% |
$22.9K - $25.3K
|
996
$629K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-47- 8.33% |
$23.4K - $25.8K
|
517
$327K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-47- 4.91% |
$23.4K - $25.8K
|
910
$575K
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-47- 0.12% |
$23.4K - $25.8K
|
40.1K
$25.3M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-48- 5.59% |
$23.9K - $26.4K
|
810
$512K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-48- 0.45% |
$23.9K - $26.4K
|
10.6K
$6.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-48- 0.83% |
$23.9K - $26.4K
|
5.76K
$3.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-48- 3.57% |
$23.9K - $26.4K
|
1.3K
$819K
|
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-48- 0.09% |
$23.9K - $26.4K
|
51K
$32.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-49- 0.07% |
$24.4K - $26.9K
|
71.7K
$45.3M
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-50- 11.42% |
$24.9K - $27.5K
|
388
$245K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-50- 0.05% |
$24.9K - $27.5K
|
99.4K
$62.8M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-50- 9.92% |
$24.9K - $27.5K
|
454
$287K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-50- 0.98% |
$24.9K - $27.5K
|
5.06K
$3.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-50- 1.06% |
$24.9K - $27.5K
|
4.65K
$2.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-50- 2.06% |
$24.9K - $27.5K
|
2.38K
$1.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-50- 1.73% |
$24.9K - $27.5K
|
2.83K
$1.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-50- 0.03% |
$24.9K - $27.5K
|
167K
$106M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-50- 2.45% |
$24.9K - $27.5K
|
1.99K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-50- 0.92% |
$24.9K - $27.5K
|
5.38K
$3.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-52- 0.42% |
$25.9K - $28.6K
|
12.4K
$7.85M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-53- 1.63% |
$26.4K - $29.1K
|
3.2K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-53- 5.33% |
$26.4K - $29.1K
|
941
$594K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-53- 6.53% |
$26.4K - $29.1K
|
759
$479K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-54- 11.87% |
$26.9K - $29.7K
|
401
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-54- 11.76% |
$26.9K - $29.7K
|
405
$256K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-55- 2.09% |
$27.4K - $30.2K
|
2.58K
$1.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-55- 0.46% |
$27.4K - $30.2K
|
11.9K
$7.5M
|