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 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-157- 61.09% |
$78.1K - $86.3K
|
100
$60.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-157- 3.13% |
$78.1K - $86.3K
|
4.85K
$2.93M
|
|
|
Aug 07, 2024
Q2 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-157- 1.18% |
$78.1K - $86.3K
|
13.1K
$7.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-158- 11.62% |
$78.6K - $86.8K
|
1.2K
$726K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-160- 15.59% |
$79.6K - $87.9K
|
866
$523K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-161- 0.49% |
$80.1K - $88.5K
|
32.5K
$19.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-162- 3.1% |
$80.6K - $89K
|
5.06K
$3.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-162- 9.1% |
$80.6K - $89K
|
1.62K
$978K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-162- 0.31% |
$80.6K - $89K
|
51.7K
$31.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-163- 3.57% |
$81.1K - $89.6K
|
4.41K
$2.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-163- 0.32% |
$81.1K - $89.6K
|
51.1K
$30.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-163- 3.32% |
$81.1K - $89.6K
|
4.75K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-165- 28.85% |
$82.1K - $90.7K
|
407
$246K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-166- 2.14% |
$82.6K - $91.2K
|
7.59K
$4.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-166- 5.66% |
$82.6K - $91.2K
|
2.77K
$1.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-167- 3.65% |
$83.1K - $91.8K
|
4.41K
$2.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-168- 15.38% |
$83.6K - $92.3K
|
924
$558K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-168- 0.56% |
$83.6K - $92.3K
|
29.7K
$18M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-168- 0.19% |
$83.6K - $92.3K
|
89.3K
$53.9M
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-169- 2.12% |
$84.1K - $92.9K
|
7.81K
$4.72M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-169- 1.41% |
$84.1K - $92.9K
|
11.8K
$7.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-170- 1.14% |
$84.6K - $93.4K
|
14.7K
$8.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-171- 4.15% |
$85.1K - $94K
|
3.95K
$2.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-171- 2.62% |
$85.1K - $94K
|
6.37K
$3.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-172- 1.04% |
$85.6K - $94.5K
|
16.3K
$9.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-173- 2.79% |
$86.1K - $95.1K
|
6.02K
$3.63M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-174- 20.16% |
$86.6K - $95.6K
|
689
$416K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-175- 1.1% |
$87.1K - $96.2K
|
15.7K
$9.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-177- 15.19% |
$88.1K - $97.3K
|
988
$597K
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-177- 26.94% |
$88.1K - $97.3K
|
480
$290K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-180- 0.53% |
$89.6K - $98.9K
|
33.7K
$20.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-180- 14.75% |
$89.6K - $98.9K
|
1.04K
$628K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-182- 13.72% |
$90.6K - $100K
|
1.15K
$691K
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-182- 18.42% |
$90.6K - $100K
|
806
$487K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-183- 1.01% |
$91K - $101K
|
17.9K
$10.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-184- 5.47% |
$91.5K - $101K
|
3.18K
$1.92M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-184- 2.35% |
$91.5K - $101K
|
7.64K
$4.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-184- 1.77% |
$91.5K - $101K
|
10.2K
$6.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-184- 27.5% |
$91.5K - $101K
|
485
$293K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-186- 2.73% |
$92.5K - $102K
|
6.64K
$4.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-188- 3.76% |
$93.5K - $103K
|
4.81K
$2.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-191- 3.44% |
$95K - $105K
|
5.37K
$3.24M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-196- 11.43% |
$97.5K - $108K
|
1.52K
$917K
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-196- 5.19% |
$97.5K - $108K
|
3.58K
$2.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-196- 8.96% |
$97.5K - $108K
|
1.99K
$1.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
SELL
|
- |
-197- 0.56% |
$98K - $108K
|
35.3K
$21.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-197- 1.69% |
$98K - $108K
|
11.5K
$6.93M
|
|
|
Jul 29, 2024
Q2 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-200- 5.41% |
$99.5K - $110K
|
3.5K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-200- 3.33% |
$99.5K - $110K
|
5.81K
$3.51M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-203- 2.54% |
$101K - $112K
|
7.78K
$4.7M
|