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 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-115- 0.3% |
$57.2K - $63.2K
|
38.7K
$23.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-115- 9.86% |
$57.2K - $63.2K
|
1.05K
$635K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-116- 1.99% |
$57.7K - $63.8K
|
5.72K
$3.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-116- 1.16% |
$57.7K - $63.8K
|
9.85K
$5.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-117- 0.92% |
$58.2K - $64.3K
|
12.6K
$7.61M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-117- 2.47% |
$58.2K - $64.3K
|
4.63K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-117- 22.9% |
$58.2K - $64.3K
|
394
$238K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-118- 9.97% |
$58.7K - $64.9K
|
1.07K
$643K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-120- 1.01% |
$59.7K - $66K
|
11.8K
$7.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-120- 7.58% |
$59.7K - $66K
|
1.46K
$883K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-120- 1.44% |
$59.7K - $66K
|
8.21K
$4.95M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-121- 5.71% |
$60.2K - $66.5K
|
2K
$1.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-122- 6.87% |
$60.7K - $67.1K
|
1.66K
$999K
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-122- 0.69% |
$60.7K - $67.1K
|
17.5K
$10.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
SELL
|
- |
-122- 5.65% |
$60.7K - $67.1K
|
2.04K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-122- 3.33% |
$60.7K - $67.1K
|
3.55K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-122- 1.32% |
$60.7K - $67.1K
|
9.12K
$5.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-123- 8.69% |
$61.2K - $67.6K
|
1.29K
$781K
|
|
|
Jul 22, 2024
Q2 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-125- 4.3% |
$62.2K - $68.7K
|
2.78K
$1.68M
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-127- 1.12% |
$63.2K - $69.8K
|
11.2K
$6.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-128- 1.26% |
$63.7K - $70.4K
|
10.1K
$6.08M
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
SELL
|
- |
-128- 12.66% |
$63.7K - $70.4K
|
883
$533K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-128- 0.33% |
$63.7K - $70.4K
|
39.1K
$23.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Flower City Capital
|
SELL
|
- |
-129- 0.97% |
$64.2K - $70.9K
|
13.1K
$7.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-129- 1.44% |
$64.2K - $70.9K
|
8.85K
$5.34M
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-131- 26.25% |
$65.2K - $72K
|
368
$222K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-133- 1.61% |
$66.2K - $73.1K
|
8.15K
$4.92M
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-134- 3.49% |
$66.7K - $73.7K
|
3.7K
$2.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-134- 4.35% |
$66.7K - $73.7K
|
2.94K
$1.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-135- 0.45% |
$67.2K - $74.2K
|
29.6K
$17.9M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-136- 0.94% |
$67.7K - $74.8K
|
14.4K
$8.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-137- 0.54% |
$68.2K - $75.3K
|
25.3K
$15.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-138- 5.23% |
$68.7K - $75.9K
|
2.5K
$1.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-140- 11.05% |
$69.7K - $76.9K
|
1.13K
$680K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-140- 1.15% |
$69.7K - $76.9K
|
12K
$7.26M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-141- 0.62% |
$70.2K - $77.5K
|
22.5K
$13.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-142- 2.57% |
$70.6K - $78K
|
5.37K
$3.24M
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-143- 22.03% |
$71.1K - $78.6K
|
506
$306K
|
|
|
Jul 15, 2024
Q2 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-143- 0.5% |
$71.1K - $78.6K
|
28.4K
$17.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-143- 4.27% |
$71.1K - $78.6K
|
3.2K
$1.93M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-146- 19.95% |
$72.6K - $80.2K
|
586
$354K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-147- 1.54% |
$73.1K - $80.8K
|
9.41K
$5.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-147- 4.46% |
$73.1K - $80.8K
|
3.15K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-147- 3.2% |
$73.1K - $80.8K
|
4.45K
$2.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
SELL
|
- |
-149- 2.78% |
$74.1K - $81.9K
|
5.21K
$3.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-152- 28.31% |
$75.6K - $83.5K
|
385
$232K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-153- 1.13% |
$76.1K - $84.1K
|
13.3K
$8.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-153- 21.02% |
$76.1K - $84.1K
|
575
$347K
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-155- 17.38% |
$77.1K - $85.2K
|
737
$445K
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-155- 2.38% |
$77.1K - $85.2K
|
6.36K
$3.84M
|