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 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-177- 15.19% |
$88.1K - $97.3K
|
988
$629K
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-177- 26.94% |
$88.1K - $97.3K
|
480
$305K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-180- 0.53% |
$89.6K - $98.9K
|
33.7K
$21.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-180- 14.75% |
$89.6K - $98.9K
|
1.04K
$662K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-182- 13.72% |
$90.6K - $100K
|
1.15K
$729K
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-182- 18.42% |
$90.6K - $100K
|
806
$513K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-183- 1.01% |
$91K - $101K
|
17.9K
$11.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-184- 5.47% |
$91.5K - $101K
|
3.18K
$2.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-184- 2.35% |
$91.5K - $101K
|
7.64K
$4.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-184- 1.77% |
$91.5K - $101K
|
10.2K
$6.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-184- 27.5% |
$91.5K - $101K
|
485
$309K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-186- 2.73% |
$92.5K - $102K
|
6.64K
$4.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-188- 3.76% |
$93.5K - $103K
|
4.81K
$3.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-191- 3.44% |
$95K - $105K
|
5.37K
$3.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-196- 11.43% |
$97.5K - $108K
|
1.52K
$967K
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-196- 5.19% |
$97.5K - $108K
|
3.58K
$2.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-196- 8.96% |
$97.5K - $108K
|
1.99K
$1.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
SELL
|
- |
-197- 0.56% |
$98K - $108K
|
35.3K
$22.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-197- 1.69% |
$98K - $108K
|
11.5K
$7.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-200- 5.41% |
$99.5K - $110K
|
3.5K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-200- 3.33% |
$99.5K - $110K
|
5.81K
$3.69M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-203- 2.54% |
$101K - $112K
|
7.78K
$4.95M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-203- 21.35% |
$101K - $112K
|
748
$476K
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-203- 7.4% |
$101K - $112K
|
2.54K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-204- 0.6% |
$101K - $112K
|
33.9K
$21.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-205- 1.17% |
$102K - $113K
|
17.4K
$11.1M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-209- 3.97% |
$104K - $115K
|
5.06K
$3.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-212- 1.05% |
$105K - $117K
|
20K
$12.7M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-213- 22.52% |
$106K - $117K
|
733
$466K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-216- 3.22% |
$107K - $119K
|
6.49K
$4.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-217- 7.53% |
$108K - $119K
|
2.66K
$1.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-217- 2.08% |
$108K - $119K
|
10.2K
$6.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-217- 1.84% |
$108K - $119K
|
11.6K
$7.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-217- 1.91% |
$108K - $119K
|
11.1K
$7.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-217- 8.06% |
$108K - $119K
|
2.48K
$1.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-217- 6.16% |
$108K - $119K
|
3.31K
$2.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-219- 1.16% |
$109K - $120K
|
18.6K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-220- 3.68% |
$109K - $121K
|
5.75K
$3.66M
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-220- 1.21% |
$109K - $121K
|
17.9K
$11.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-222- 1.95% |
$110K - $122K
|
11.2K
$7.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
SELL
|
- |
-223- 5.44% |
$111K - $123K
|
3.87K
$2.46M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-223- 1.99% |
$111K - $123K
|
11K
$7M
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
SELL
|
- |
-225- 19.84% |
$112K - $124K
|
909
$578K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-226- 2.21% |
$112K - $124K
|
10K
$6.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-226- 0.32% |
$112K - $124K
|
71.2K
$45.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-227- 5.13% |
$113K - $125K
|
4.2K
$2.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-230- 3.3% |
$114K - $126K
|
6.73K
$4.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-230- 2.7% |
$114K - $126K
|
8.28K
$5.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-233- 25.92% |
$116K - $128K
|
666
$424K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-234- 21.12% |
$116K - $129K
|
874
$556K
|