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 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-45- 0.75% |
$22.4K - $24.7K
|
5.93K
$3.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-45- 1.0% |
$22.4K - $24.7K
|
4.45K
$2.69M
|
|
|
Jul 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-46- 0.26% |
$22.9K - $25.3K
|
17.8K
$10.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-46- 4.41% |
$22.9K - $25.3K
|
996
$601K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-47- 8.33% |
$23.4K - $25.8K
|
517
$312K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-47- 4.91% |
$23.4K - $25.8K
|
910
$549K
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-47- 0.12% |
$23.4K - $25.8K
|
40.1K
$24.2M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-48- 5.59% |
$23.9K - $26.4K
|
810
$489K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-48- 0.45% |
$23.9K - $26.4K
|
10.6K
$6.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-48- 0.83% |
$23.9K - $26.4K
|
5.76K
$3.48M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-48- 3.57% |
$23.9K - $26.4K
|
1.3K
$783K
|
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-48- 0.09% |
$23.9K - $26.4K
|
51K
$30.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-49- 0.07% |
$24.4K - $26.9K
|
71.7K
$43.3M
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-50- 11.42% |
$24.9K - $27.5K
|
388
$234K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-50- 0.05% |
$24.9K - $27.5K
|
99.4K
$60M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-50- 9.92% |
$24.9K - $27.5K
|
454
$274K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-50- 0.98% |
$24.9K - $27.5K
|
5.06K
$3.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-50- 1.06% |
$24.9K - $27.5K
|
4.65K
$2.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-50- 2.06% |
$24.9K - $27.5K
|
2.38K
$1.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-50- 1.73% |
$24.9K - $27.5K
|
2.83K
$1.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-50- 0.03% |
$24.9K - $27.5K
|
167K
$101M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-50- 2.45% |
$24.9K - $27.5K
|
1.99K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-50- 0.92% |
$24.9K - $27.5K
|
5.38K
$3.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-52- 0.42% |
$25.9K - $28.6K
|
12.4K
$7.51M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-53- 1.63% |
$26.4K - $29.1K
|
3.2K
$1.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-53- 5.33% |
$26.4K - $29.1K
|
941
$568K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-53- 6.53% |
$26.4K - $29.1K
|
759
$458K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-54- 11.87% |
$26.9K - $29.7K
|
401
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-54- 11.76% |
$26.9K - $29.7K
|
405
$245K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-55- 2.09% |
$27.4K - $30.2K
|
2.58K
$1.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-55- 0.46% |
$27.4K - $30.2K
|
11.9K
$7.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-55- 3.38% |
$27.4K - $30.2K
|
1.57K
$948K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-55- 1.41% |
$27.4K - $30.2K
|
3.85K
$2.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-56- 2.31% |
$27.9K - $30.8K
|
2.37K
$1.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-56- 8.28% |
$27.9K - $30.8K
|
620
$374K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-57- 0.86% |
$28.4K - $31.3K
|
6.54K
$3.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-57- 0.42% |
$28.4K - $31.3K
|
13.6K
$8.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-57- 0.59% |
$28.4K - $31.3K
|
9.53K
$5.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-57- 0.1% |
$28.4K - $31.3K
|
55.1K
$33.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-57- 0.41% |
$28.4K - $31.3K
|
13.7K
$8.29M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-58- 10.28% |
$28.9K - $31.9K
|
506
$306K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-59- 1.13% |
$29.4K - $32.4K
|
5.16K
$3.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-60- 0.54% |
$29.9K - $33K
|
11.1K
$6.71M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-60- 2.39% |
$29.9K - $33K
|
2.45K
$1.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-61- 7.32% |
$30.3K - $33.5K
|
772
$466K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-61- 7.6% |
$30.3K - $33.5K
|
742
$448K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-63- 0.93% |
$31.3K - $34.6K
|
6.74K
$4.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-64- 5.17% |
$31.8K - $35.2K
|
1.18K
$709K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-64- 9.07% |
$31.8K - $35.2K
|
642
$388K
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-65- 6.73% |
$32.3K - $35.7K
|
901
$544K
|