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
|
Univest Financial Corp
|
SELL
|
- |
-65- 10.03% |
$32.3K - $35.7K
|
583
$352K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-66- 0.48% |
$32.8K - $36.3K
|
13.6K
$8.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-66- 0.16% |
$32.8K - $36.3K
|
40K
$24.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-66- 0.63% |
$32.8K - $36.3K
|
10.5K
$6.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-67- 0.31% |
$33.3K - $36.8K
|
21.6K
$13M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-67- 0.19% |
$33.3K - $36.8K
|
35.8K
$21.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-67- 1.51% |
$33.3K - $36.8K
|
4.38K
$2.64M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-67- 0.8% |
$33.3K - $36.8K
|
8.3K
$5.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-67- 5.71% |
$33.3K - $36.8K
|
1.11K
$668K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-70- 1.88% |
$34.8K - $38.5K
|
3.66K
$2.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-70- 6.95% |
$34.8K - $38.5K
|
937
$566K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-70- 6.33% |
$34.8K - $38.5K
|
1.04K
$625K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-70- 4.8% |
$34.8K - $38.5K
|
1.39K
$838K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-71- 5.68% |
$35.3K - $39K
|
1.18K
$711K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-72- 12.93% |
$35.8K - $39.6K
|
485
$293K
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-72- 1.79% |
$35.8K - $39.6K
|
3.96K
$2.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-73- 2.21% |
$36.3K - $40.1K
|
3.24K
$1.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-75- 4.45% |
$37.3K - $41.2K
|
1.61K
$972K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-75- 1.67% |
$37.3K - $41.2K
|
4.42K
$2.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-75- 1.0% |
$37.3K - $41.2K
|
7.43K
$4.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 11.36% |
$37.3K - $41.2K
|
585
$353K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-75- 5.86% |
$37.3K - $41.2K
|
1.21K
$728K
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-75- 0.62% |
$37.3K - $41.2K
|
12K
$7.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-75- 16.67% |
$37.3K - $41.2K
|
375
$226K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-75- 1.18% |
$37.3K - $41.2K
|
6.27K
$3.79M
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-75- 1.1% |
$37.3K - $41.2K
|
6.75K
$4.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-78- 0.13% |
$38.8K - $42.9K
|
60K
$36.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-79- 5.74% |
$39.3K - $43.4K
|
1.3K
$784K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-79- 6.01% |
$39.3K - $43.4K
|
1.24K
$746K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-79- 1.39% |
$39.3K - $43.4K
|
5.61K
$3.39M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-79- 4.42% |
$39.3K - $43.4K
|
1.71K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-83- 3.03% |
$41.3K - $45.6K
|
2.65K
$1.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-83- 1.46% |
$41.3K - $45.6K
|
5.62K
$3.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-85- 0.17% |
$42.3K - $46.7K
|
50.6K
$30.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-86- 7.42% |
$42.8K - $47.3K
|
1.07K
$648K
|
|
|
Aug 02, 2024
Q2 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-86- 0.23% |
$42.8K - $47.3K
|
37.9K
$22.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-86- 0.25% |
$42.8K - $47.3K
|
34.6K
$20.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-87- 0.4% |
$43.3K - $47.8K
|
21.9K
$13.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-88- 4.33% |
$43.8K - $48.4K
|
1.94K
$1.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-88- 2.28% |
$43.8K - $48.4K
|
3.77K
$2.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-88- 1.6% |
$43.8K - $48.4K
|
5.41K
$3.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-88- 2.57% |
$43.8K - $48.4K
|
3.34K
$2.01M
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-89- 6.45% |
$44.3K - $48.9K
|
1.29K
$780K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
SELL
|
- |
-89- 1.0% |
$44.3K - $48.9K
|
8.83K
$5.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-90- 1.09% |
$44.8K - $49.5K
|
8.15K
$4.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-90- 3.23% |
$44.8K - $49.5K
|
2.7K
$1.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-90- 2.04% |
$44.8K - $49.5K
|
4.31K
$2.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-90- 1.95% |
$44.8K - $49.5K
|
4.53K
$2.74M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-90- 3.85% |
$44.8K - $49.5K
|
2.25K
$1.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-91- 0.14% |
$45.3K - $50K
|
64K
$38.7M
|