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 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-55- 3.38% |
$27.4K - $30.2K
|
1.57K
$992K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-55- 1.41% |
$27.4K - $30.2K
|
3.85K
$2.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-56- 2.31% |
$27.9K - $30.8K
|
2.37K
$1.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-56- 8.28% |
$27.9K - $30.8K
|
620
$392K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-57- 0.86% |
$28.4K - $31.3K
|
6.54K
$4.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-57- 0.42% |
$28.4K - $31.3K
|
13.6K
$8.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-57- 0.59% |
$28.4K - $31.3K
|
9.53K
$6.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-57- 0.1% |
$28.4K - $31.3K
|
55.1K
$34.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-57- 0.41% |
$28.4K - $31.3K
|
13.7K
$8.68M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-58- 10.28% |
$28.9K - $31.9K
|
506
$320K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-59- 1.13% |
$29.4K - $32.4K
|
5.16K
$3.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-60- 0.54% |
$29.9K - $33K
|
11.1K
$7.02M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-60- 2.39% |
$29.9K - $33K
|
2.45K
$1.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-61- 7.32% |
$30.3K - $33.5K
|
772
$488K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-61- 7.6% |
$30.3K - $33.5K
|
742
$469K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-63- 0.93% |
$31.3K - $34.6K
|
6.74K
$4.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-64- 5.17% |
$31.8K - $35.2K
|
1.18K
$742K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-64- 9.07% |
$31.8K - $35.2K
|
642
$406K
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-65- 6.73% |
$32.3K - $35.7K
|
901
$569K
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-65- 10.03% |
$32.3K - $35.7K
|
583
$368K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-66- 0.48% |
$32.8K - $36.3K
|
13.6K
$8.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-66- 0.16% |
$32.8K - $36.3K
|
40K
$25.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-66- 0.63% |
$32.8K - $36.3K
|
10.5K
$6.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-67- 0.31% |
$33.3K - $36.8K
|
21.6K
$13.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-67- 0.19% |
$33.3K - $36.8K
|
35.8K
$22.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-67- 1.51% |
$33.3K - $36.8K
|
4.38K
$2.76M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-67- 0.8% |
$33.3K - $36.8K
|
8.3K
$5.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-67- 5.71% |
$33.3K - $36.8K
|
1.11K
$699K
|
|
|
Apr 01, 2025
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-67- 5.71% |
$33.3K - $36.8K
|
1.11K
$699K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-70- 1.88% |
$34.8K - $38.5K
|
3.66K
$2.31M
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-70- 6.95% |
$34.8K - $38.5K
|
937
$592K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-70- 6.33% |
$34.8K - $38.5K
|
1.04K
$654K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-70- 4.8% |
$34.8K - $38.5K
|
1.39K
$877K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-71- 5.68% |
$35.3K - $39K
|
1.18K
$744K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-72- 12.93% |
$35.8K - $39.6K
|
485
$306K
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-72- 1.79% |
$35.8K - $39.6K
|
3.96K
$2.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-73- 2.21% |
$36.3K - $40.1K
|
3.24K
$2.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-75- 4.45% |
$37.3K - $41.2K
|
1.61K
$1.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-75- 1.67% |
$37.3K - $41.2K
|
4.42K
$2.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-75- 1.0% |
$37.3K - $41.2K
|
7.43K
$4.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 11.36% |
$37.3K - $41.2K
|
585
$370K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-75- 5.86% |
$37.3K - $41.2K
|
1.21K
$761K
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-75- 0.62% |
$37.3K - $41.2K
|
12K
$7.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-75- 16.67% |
$37.3K - $41.2K
|
375
$237K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-75- 1.18% |
$37.3K - $41.2K
|
6.27K
$3.96M
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-75- 1.1% |
$37.3K - $41.2K
|
6.75K
$4.27M
|
|
|
Apr 17, 2025
Q2 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-77- 0.85% |
$38.3K - $42.3K
|
8.98K
$5.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-78- 0.13% |
$38.8K - $42.9K
|
60K
$37.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-79- 5.74% |
$39.3K - $43.4K
|
1.3K
$820K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-79- 6.01% |
$39.3K - $43.4K
|
1.24K
$781K
|