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 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-134- 4.35% |
$66.7K - $73.7K
|
2.94K
$1.86M
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-135- 0.45% |
$67.2K - $74.2K
|
29.6K
$18.7M
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-136- 0.94% |
$67.7K - $74.8K
|
14.4K
$9.07M
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-137- 0.54% |
$68.2K - $75.3K
|
25.3K
$16M
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-138- 5.23% |
$68.7K - $75.9K
|
2.5K
$1.58M
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-140- 11.05% |
$69.7K - $76.9K
|
1.13K
$712K
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-140- 1.15% |
$69.7K - $76.9K
|
12K
$7.59M
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-141- 0.62% |
$70.2K - $77.5K
|
22.5K
$14.2M
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-142- 2.57% |
$70.6K - $78K
|
5.37K
$3.39M
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-143- 22.03% |
$71.1K - $78.6K
|
506
$320K
|
|
Jul 15, 2024
Q2 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-143- 0.5% |
$71.1K - $78.6K
|
28.4K
$17.9M
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-143- 4.27% |
$71.1K - $78.6K
|
3.2K
$2.02M
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-146- 19.95% |
$72.6K - $80.2K
|
586
$370K
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-147- 1.54% |
$73.1K - $80.8K
|
9.41K
$5.94M
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-147- 4.46% |
$73.1K - $80.8K
|
3.15K
$1.99M
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-147- 3.2% |
$73.1K - $80.8K
|
4.45K
$2.81M
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
SELL
|
- |
-149- 2.78% |
$74.1K - $81.9K
|
5.21K
$3.29M
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-152- 28.31% |
$75.6K - $83.5K
|
385
$243K
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-153- 1.13% |
$76.1K - $84.1K
|
13.3K
$8.43M
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-153- 21.02% |
$76.1K - $84.1K
|
575
$363K
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-155- 17.38% |
$77.1K - $85.2K
|
737
$466K
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-155- 2.38% |
$77.1K - $85.2K
|
6.36K
$4.02M
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-157- 61.09% |
$78.1K - $86.3K
|
100
$63.2K
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-157- 3.13% |
$78.1K - $86.3K
|
4.85K
$3.07M
|
|
Aug 07, 2024
Q2 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-157- 1.18% |
$78.1K - $86.3K
|
13.1K
$8.3M
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-158- 11.62% |
$78.6K - $86.8K
|
1.2K
$759K
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-160- 15.59% |
$79.6K - $87.9K
|
866
$547K
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-161- 0.49% |
$80.1K - $88.5K
|
32.5K
$20.5M
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-162- 3.1% |
$80.6K - $89K
|
5.06K
$3.2M
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-162- 9.1% |
$80.6K - $89K
|
1.62K
$1.02M
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-162- 0.31% |
$80.6K - $89K
|
51.7K
$32.7M
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-163- 3.57% |
$81.1K - $89.6K
|
4.41K
$2.78M
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-163- 0.32% |
$81.1K - $89.6K
|
51.1K
$32.3M
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-163- 3.32% |
$81.1K - $89.6K
|
4.75K
$3M
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-165- 28.85% |
$82.1K - $90.7K
|
407
$257K
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-166- 2.14% |
$82.6K - $91.2K
|
7.59K
$4.79M
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-166- 5.66% |
$82.6K - $91.2K
|
2.77K
$1.75M
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-167- 3.65% |
$83.1K - $91.8K
|
4.41K
$2.78M
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-168- 15.38% |
$83.6K - $92.3K
|
924
$584K
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-168- 0.56% |
$83.6K - $92.3K
|
29.7K
$18.8M
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-168- 0.19% |
$83.6K - $92.3K
|
89.3K
$56.4M
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-169- 2.12% |
$84.1K - $92.9K
|
7.81K
$4.94M
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-169- 1.41% |
$84.1K - $92.9K
|
11.8K
$7.45M
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-170- 1.14% |
$84.6K - $93.4K
|
14.7K
$9.27M
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-171- 4.15% |
$85.1K - $94K
|
3.95K
$2.49M
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-171- 2.62% |
$85.1K - $94K
|
6.37K
$4.02M
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-172- 1.04% |
$85.6K - $94.5K
|
16.3K
$10.3M
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-173- 2.79% |
$86.1K - $95.1K
|
6.02K
$3.8M
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-174- 20.16% |
$86.6K - $95.6K
|
689
$435K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-175- 1.1% |
$87.1K - $96.2K
|
15.7K
$9.94M
|