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
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-79- 1.39% |
$39.3K - $43.4K
|
5.61K
$3.54M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-79- 4.42% |
$39.3K - $43.4K
|
1.71K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-83- 3.03% |
$41.3K - $45.6K
|
2.65K
$1.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-83- 1.46% |
$41.3K - $45.6K
|
5.62K
$3.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-85- 0.17% |
$42.3K - $46.7K
|
50.6K
$32M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-86- 7.42% |
$42.8K - $47.3K
|
1.07K
$678K
|
|
|
Aug 02, 2024
Q2 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-86- 0.23% |
$42.8K - $47.3K
|
37.9K
$24M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-86- 0.25% |
$42.8K - $47.3K
|
34.6K
$21.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-87- 0.4% |
$43.3K - $47.8K
|
21.9K
$13.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-88- 4.33% |
$43.8K - $48.4K
|
1.94K
$1.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-88- 2.28% |
$43.8K - $48.4K
|
3.77K
$2.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-88- 1.6% |
$43.8K - $48.4K
|
5.41K
$3.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-88- 2.57% |
$43.8K - $48.4K
|
3.34K
$2.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-89- 6.45% |
$44.3K - $48.9K
|
1.29K
$816K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
SELL
|
- |
-89- 1.0% |
$44.3K - $48.9K
|
8.83K
$5.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-90- 1.09% |
$44.8K - $49.5K
|
8.15K
$5.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-90- 3.23% |
$44.8K - $49.5K
|
2.7K
$1.71M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-90- 2.04% |
$44.8K - $49.5K
|
4.31K
$2.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-90- 1.95% |
$44.8K - $49.5K
|
4.53K
$2.86M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-90- 3.85% |
$44.8K - $49.5K
|
2.25K
$1.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-91- 0.14% |
$45.3K - $50K
|
64K
$40.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-92- 2.96% |
$45.8K - $50.6K
|
3.02K
$1.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-92- 0.26% |
$45.8K - $50.6K
|
35K
$22.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-93- 0.09% |
$46.3K - $51.1K
|
101K
$63.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-93- 0.34% |
$46.3K - $51.1K
|
27.1K
$17.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-94- 3.79% |
$46.8K - $51.7K
|
2.39K
$1.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-95- 6.74% |
$47.3K - $52.2K
|
1.31K
$830K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-95- 6.58% |
$47.3K - $52.2K
|
1.35K
$852K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-96- 2.04% |
$47.8K - $52.8K
|
4.62K
$2.92M
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-96- 19.75% |
$47.8K - $52.8K
|
390
$246K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-96- 5.7% |
$47.8K - $52.8K
|
1.59K
$1M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-96- 2.37% |
$47.8K - $52.8K
|
3.96K
$2.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-96- 0.94% |
$47.8K - $52.8K
|
10.1K
$6.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
SELL
|
- |
-100- 3.71% |
$49.8K - $55K
|
2.6K
$1.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 13.33% |
$49.8K - $55K
|
650
$411K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-100- 12.33% |
$49.8K - $55K
|
711
$449K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-101- 2.09% |
$50.3K - $55.5K
|
4.72K
$2.98M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-101- 1.58% |
$50.3K - $55.5K
|
6.29K
$3.97M
|
|
|
Jul 22, 2024
Q2 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-101- 1.5% |
$50.3K - $55.5K
|
6.63K
$4.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-101- 2.74% |
$50.3K - $55.5K
|
3.59K
$2.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-101- 2.63% |
$50.3K - $55.5K
|
3.74K
$2.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-102- 1.53% |
$50.7K - $56.1K
|
6.56K
$4.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-103- 0.79% |
$51.2K - $56.6K
|
13K
$8.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-104- 1.4% |
$51.7K - $57.2K
|
7.33K
$4.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-104- 2.3% |
$51.7K - $57.2K
|
4.43K
$2.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-105- 16.28% |
$52.2K - $57.7K
|
540
$341K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-106- 9.27% |
$52.7K - $58.3K
|
1.04K
$655K
|
|
|
Jul 19, 2024
Q2 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-106- 7.01% |
$52.7K - $58.3K
|
1.41K
$889K
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-107- 4.5% |
$53.2K - $58.8K
|
2.27K
$1.44M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-107- 1.07% |
$53.2K - $58.8K
|
9.9K
$6.26M
|