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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-108- 14.9% |
$53.7K - $59.4K
|
617
$390K
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-108- 0.44% |
$53.7K - $59.4K
|
24.6K
$15.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
SELL
|
- |
-109- 0.28% |
$54.2K - $59.9K
|
38.4K
$24.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-109- 21.41% |
$54.2K - $59.9K
|
400
$253K
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-109- 16.74% |
$54.2K - $59.9K
|
542
$342K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-109- 2.29% |
$54.2K - $59.9K
|
4.65K
$2.94M
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-110- 0.79% |
$54.7K - $60.5K
|
13.9K
$8.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-110- 16.01% |
$54.7K - $60.5K
|
577
$365K
|
|
|
Aug 08, 2024
Q2 2024
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-110- 9.31% |
$54.7K - $60.5K
|
1.07K
$677K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-110- 7.38% |
$54.7K - $60.5K
|
1.38K
$872K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-111- 0.59% |
$55.2K - $61K
|
18.8K
$11.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-112- 1.02% |
$55.7K - $61.6K
|
10.8K
$6.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-112- 1.54% |
$55.7K - $61.6K
|
7.16K
$4.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-112- 0.45% |
$55.7K - $61.6K
|
24.5K
$15.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-113- 6.52% |
$56.2K - $62.1K
|
1.62K
$1.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-113- 0.82% |
$56.2K - $62.1K
|
13.7K
$8.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-113- 0.54% |
$56.2K - $62.1K
|
21K
$13.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-113- 2.16% |
$56.2K - $62.1K
|
5.12K
$3.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-113- 13.97% |
$56.2K - $62.1K
|
696
$440K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-114- 3.35% |
$56.7K - $62.7K
|
3.29K
$2.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-115- 4.3% |
$57.2K - $63.2K
|
2.56K
$1.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-115- 0.3% |
$57.2K - $63.2K
|
38.7K
$24.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-115- 9.86% |
$57.2K - $63.2K
|
1.05K
$664K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-116- 1.99% |
$57.7K - $63.8K
|
5.72K
$3.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-116- 1.16% |
$57.7K - $63.8K
|
9.85K
$6.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-117- 0.92% |
$58.2K - $64.3K
|
12.6K
$7.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-117- 2.47% |
$58.2K - $64.3K
|
4.63K
$2.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-117- 22.9% |
$58.2K - $64.3K
|
394
$249K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-118- 9.97% |
$58.7K - $64.9K
|
1.07K
$673K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-120- 1.01% |
$59.7K - $66K
|
11.8K
$7.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-120- 7.58% |
$59.7K - $66K
|
1.46K
$924K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-120- 1.44% |
$59.7K - $66K
|
8.21K
$5.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-121- 5.71% |
$60.2K - $66.5K
|
2K
$1.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-122- 6.87% |
$60.7K - $67.1K
|
1.66K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-122- 0.69% |
$60.7K - $67.1K
|
17.5K
$11.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
SELL
|
- |
-122- 5.65% |
$60.7K - $67.1K
|
2.04K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-122- 3.33% |
$60.7K - $67.1K
|
3.55K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-122- 1.32% |
$60.7K - $67.1K
|
9.12K
$5.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-123- 8.69% |
$61.2K - $67.6K
|
1.29K
$817K
|
|
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-123- 17.35% |
$61.2K - $67.6K
|
586
$370K
|
|
|
Jul 22, 2024
Q2 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-125- 4.3% |
$62.2K - $68.7K
|
2.78K
$1.76M
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-127- 1.12% |
$63.2K - $69.8K
|
11.2K
$7.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-128- 1.26% |
$63.7K - $70.4K
|
10.1K
$6.36M
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
SELL
|
- |
-128- 12.66% |
$63.7K - $70.4K
|
883
$558K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-128- 0.33% |
$63.7K - $70.4K
|
39.1K
$24.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Flower City Capital
|
SELL
|
- |
-129- 0.97% |
$64.2K - $70.9K
|
13.1K
$8.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-129- 1.44% |
$64.2K - $70.9K
|
8.85K
$5.59M
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-131- 26.25% |
$65.2K - $72K
|
368
$232K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-133- 1.61% |
$66.2K - $73.1K
|
8.15K
$5.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-134- 3.49% |
$66.7K - $73.7K
|
3.7K
$2.34M
|