Purchases and Sales Made in Q2 2024 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 14, 2024 Q2 2024
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
18K
+ 102.56%
$8.98M - $9.92M
35.6K $21.6M
Jul 25, 2024 Q2 2024
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
17.9K
+ 13.69%
$8.91M - $9.84M
149K $90.1M
Jul 08, 2024 Q2 2024
Marathon Strategic Advisors, LLC

Pittsburgh, PA
BUY
 -
17.8K
New
$8.87M - $9.8M
17.8K $10.8M
Jul 18, 2024 Q2 2024
Asset Management One Co., Ltd.

BUY
 -
17.7K
+ 0.56%
$8.81M - $9.73M
3.2M $1.94B
Aug 01, 2024 Q2 2024
Mc Namara Financial Services, Inc.

BUY
 -
17.1K
+ 7.44%
$8.53M - $9.42M
247K $150M
Jul 30, 2024 Q2 2024
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
16.9K
+ 18.97%
$8.43M - $9.31M
106K $64.4M
Jul 15, 2024 Q2 2024
Dynamic Advisor Solutions LLC

BUY
 -
16.8K
+ 16.12%
$8.37M - $9.25M
121K $73.4M
Aug 15, 2024 Q2 2024
Copperwynd Financial, LLC

BUY
 -
16.8K
+ 2231.74%
$8.36M - $9.24M
17.6K $10.6M
Jul 24, 2024 Q2 2024
Rezny Wealth Management, Inc.

BUY
 -
16.8K
+ 8.64%
$8.36M - $9.24M
211K $128M
Aug 06, 2024 Q2 2024
International City Management Association Retirement Corp

Washington, DC
BUY
 -
16.7K
+ 26.5%
$8.31M - $9.18M
79.7K $48.3M
Aug 09, 2024 Q2 2024
Arvest Trust CO N A

Rogers, AR
BUY
 -
16.6K
+ 10.68%
$8.24M - $9.1M
172K $104M
Jul 31, 2024 Q2 2024
Commonwealth Equity Services, LLC

BUY
 -
16.5K
+ 0.59%
$8.19M - $9.04M
2.81M $1.71B
Aug 12, 2024 Q2 2024
Lowe Brockenbrough & CO Inc

BUY
 -
16.2K
+ 10.15%
$8.07M - $8.92M
176K $107M
Aug 14, 2024 Q2 2024
David A. Siegel Two Sigma Advisers, LP | New York, Ny
BUY
 -
16.2K
+ 5.81%
$8.06M - $8.9M
295K $179M
Jul 18, 2024 Q2 2024
Bull Oak Capital, LLC

San Diego, CA
BUY
 -
16K
+ 27.0%
$7.94M - $8.77M
75K $45.5M
Aug 13, 2024 Q2 2024
Ostrum Asset Management

Paris, I0
BUY
 -
15.7K
+ 232.06%
$7.83M - $8.65M
22.5K $13.6M
Aug 14, 2024 Q2 2024
Arrowstreet Capital, Limited Partnership

Boston, MA
BUY
 -
15.7K
+ 16.46%
$7.81M - $8.63M
111K $67.3M
Aug 08, 2024 Q2 2024
Zions Bancorporation, N.A.

BUY
 -
15.7K
+ 269.41%
$7.8M - $8.61M
21.5K $13M
Aug 14, 2024 Q2 2024
Bank Of Montreal

Toronto, A6
BUY
 -
15.6K
+ 0.96%
$7.78M - $8.59M
1.65M $1B
Sep 17, 2024 Q2 2024
University Of Texas

BUY
 -
15.5K
New
$7.72M - $8.53M
15.5K $9.4M
Jul 31, 2024 Q2 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
15.3K
+ 8.63%
$7.6M - $8.39M
192K $117M
Jul 25, 2024 Q2 2024
Sigma Investment Counselors Inc

BUY
 -
14.9K
+ 2.36%
$7.39M - $8.17M
645K $391M
Aug 01, 2024 Q2 2024
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
14.8K
New
$7.36M - $8.13M
14.8K $8.96M
Jul 31, 2024 Q2 2024
Essex Financial Services, Inc.

BUY
 -
14.4K
+ 62.92%
$7.18M - $7.94M
37.4K $22.6M
Jul 26, 2024 Q2 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
14.4K
+ 34.26%
$7.15M - $7.89M
56.3K $34.1M
Aug 14, 2024 Q2 2024
Standpoint Asset Management, LLC

Scottsdale, AZ
BUY
 -
14.1K
+ 11.92%
$7.02M - $7.75M
132K $80.2M
Aug 01, 2024 Q2 2024
Heritage Family Offices, LLP

Scottsdale, AZ
BUY
 -
14.1K
New
$7M - $7.74M
14.1K $8.53M
Aug 14, 2024 Q2 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
13.9K
+ 172.22%
$6.92M - $7.64M
22K $13.3M
Aug 06, 2024 Q2 2024
Camden Capital, LLC

BUY
 -
13.7K
+ 18.65%
$6.84M - $7.55M
87.4K $53M
Aug 12, 2024 Q2 2024
Blair William & CO

Chicago, IL
BUY
 -
13.7K
+ 3.74%
$6.82M - $7.53M
380K $230M
Aug 06, 2024 Q2 2024
Sandy Spring Bank

BUY
 -
13.6K
+ 6.16%
$6.74M - $7.45M
233K $141M
Jul 31, 2024 Q2 2024
Graypoint LLC

BUY
 -
13.3K
+ 8.13%
$6.61M - $7.31M
177K $107M
Aug 02, 2024 Q2 2024
Snider Financial Group

Bellevue, WA
BUY
 -
13.1K
+ 27.97%
$6.52M - $7.21M
60K $36.3M
Aug 21, 2024 Q2 2024
Ted Buchan & CO

San Diego, CA
BUY
 -
13.1K
New
$6.52M - $7.2M
13.1K $7.94M
Jul 25, 2024 Q2 2024
Armor Investment Advisors, LLC

BUY
 -
13K
+ 74.69%
$6.47M - $7.15M
30.4K $18.4M
Jul 17, 2024 Q2 2024
Rkl Wealth Management LLC

BUY
 -
13K
+ 3.67%
$6.45M - $7.13M
366K $222M
Aug 14, 2024 Q2 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
12.9K
+ 2.31%
$6.43M - $7.1M
572K $347M
Aug 13, 2024 Q2 2024
Advisory Services Network, LLC

BUY
 -
12.7K
+ 5.66%
$6.34M - $7M
238K $144M
Aug 05, 2024 Q2 2024
Oversea Chinese Banking Corp LTD

Great Eastern Centre, U0
BUY
 -
12.5K
+ 68.89%
$6.21M - $6.86M
30.6K $18.5M
Aug 07, 2024 Q2 2024
Gryphon Financial Partners LLC

BUY
 -
12.4K
+ 4.24%
$6.16M - $6.8M
304K $184M
Jul 23, 2024 Q2 2024
Geneos Wealth Management Inc.

BUY
 -
12.4K
+ 9.69%
$6.15M - $6.79M
140K $84.8M
Aug 02, 2024 Q2 2024
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
12.3K
+ 12.41%
$6.11M - $6.74M
111K $67.3M
Aug 02, 2024 Q2 2024
Simon Quick Advisors, LLC

BUY
 -
12.1K
+ 12.95%
$6.03M - $6.66M
106K $64.1M
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
12K
+ 11.25%
$5.96M - $6.59M
118K $71.8M
Jul 16, 2024 Q2 2024
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
11.8K
+ 188.08%
$5.88M - $6.5M
18.1K $11M
Aug 14, 2024 Q2 2024
Lee Financial CO

Dallas, TX
BUY
 -
11.8K
+ 5.07%
$5.88M - $6.49M
245K $148M
Aug 13, 2024 Q2 2024
Haverford Trust CO

Radnor, PA
BUY
 -
11.8K
+ 3.59%
$5.87M - $6.48M
340K $206M
Aug 02, 2024 Q2 2024
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
11.8K
+ 5.61%
$5.86M - $6.48M
222K $134M
Aug 13, 2024 Q2 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
11.8K
+ 1.06%
$5.85M - $6.46M
1.12M $676M

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