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 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-203- 21.35% |
$101K - $112K
|
748
$452K
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-203- 7.4% |
$101K - $112K
|
2.54K
$1.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-204- 0.6% |
$101K - $112K
|
33.9K
$20.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-205- 1.17% |
$102K - $113K
|
17.4K
$10.5M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-209- 3.97% |
$104K - $115K
|
5.06K
$3.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-212- 1.05% |
$105K - $117K
|
20K
$12.1M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-213- 22.52% |
$106K - $117K
|
733
$443K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-216- 3.22% |
$107K - $119K
|
6.49K
$3.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-217- 7.53% |
$108K - $119K
|
2.66K
$1.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-217- 2.08% |
$108K - $119K
|
10.2K
$6.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-217- 1.84% |
$108K - $119K
|
11.6K
$6.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-217- 1.91% |
$108K - $119K
|
11.1K
$6.72M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-217- 8.06% |
$108K - $119K
|
2.48K
$1.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-217- 6.16% |
$108K - $119K
|
3.31K
$2M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-219- 1.16% |
$109K - $120K
|
18.6K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-220- 3.68% |
$109K - $121K
|
5.75K
$3.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-222- 1.95% |
$110K - $122K
|
11.2K
$6.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
SELL
|
- |
-223- 5.44% |
$111K - $123K
|
3.87K
$2.34M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-223- 1.99% |
$111K - $123K
|
11K
$6.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
SELL
|
- |
-225- 19.84% |
$112K - $124K
|
909
$549K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-226- 2.21% |
$112K - $124K
|
10K
$6.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-226- 0.32% |
$112K - $124K
|
71.2K
$43M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-227- 5.13% |
$113K - $125K
|
4.2K
$2.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-230- 3.3% |
$114K - $126K
|
6.73K
$4.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-230- 2.7% |
$114K - $126K
|
8.28K
$5M
|
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-233- 25.92% |
$116K - $128K
|
666
$402K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-234- 21.12% |
$116K - $129K
|
874
$528K
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-234- 24.87% |
$116K - $129K
|
707
$427K
|
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-236- 3.87% |
$117K - $130K
|
5.86K
$3.54M
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-238- 6.65% |
$118K - $131K
|
3.34K
$2.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-240- 0.58% |
$119K - $132K
|
41K
$24.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-241- 31.06% |
$120K - $132K
|
535
$323K
|
|
|
Aug 22, 2024
Q2 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-241- 4.27% |
$120K - $132K
|
5.4K
$3.26M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-243- 0.55% |
$121K - $134K
|
43.6K
$26.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-244- 4.82% |
$121K - $134K
|
4.82K
$2.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-245- 15.99% |
$122K - $135K
|
1.29K
$777K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
SELL
|
- |
-245- 3.0% |
$122K - $135K
|
7.93K
$4.79M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-247- 7.66% |
$123K - $136K
|
2.98K
$1.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-248- 9.54% |
$123K - $136K
|
2.35K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-248- 25.62% |
$123K - $136K
|
720
$435K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-249- 4.62% |
$124K - $137K
|
5.14K
$3.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-250- 2.56% |
$124K - $137K
|
9.5K
$5.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-250- 2.85% |
$124K - $137K
|
8.54K
$5.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-254- 10.2% |
$126K - $140K
|
2.24K
$1.35M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-254- 10.2% |
$126K - $140K
|
2.24K
$1.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-255- 1.9% |
$127K - $140K
|
13.2K
$7.95M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-256- 0.67% |
$127K - $141K
|
37.9K
$22.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-259- 2.14% |
$129K - $142K
|
11.8K
$7.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-259- 7.97% |
$129K - $142K
|
2.99K
$1.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-259- 4.97% |
$129K - $142K
|
4.95K
$2.99M
|