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 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-234- 24.87% |
$116K - $129K
|
707
$447K
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-236- 3.87% |
$117K - $130K
|
5.86K
$3.7M
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-238- 6.65% |
$118K - $131K
|
3.34K
$2.11M
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-240- 0.58% |
$119K - $132K
|
41K
$25.9M
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-241- 31.06% |
$120K - $132K
|
535
$338K
|
|
Aug 22, 2024
Q2 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-241- 4.27% |
$120K - $132K
|
5.4K
$3.41M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-243- 0.55% |
$121K - $134K
|
43.6K
$27.5M
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-244- 4.82% |
$121K - $134K
|
4.82K
$3.04M
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-245- 15.99% |
$122K - $135K
|
1.29K
$813K
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
SELL
|
- |
-245- 3.0% |
$122K - $135K
|
7.93K
$5.01M
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-247- 7.66% |
$123K - $136K
|
2.98K
$1.88M
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-248- 9.54% |
$123K - $136K
|
2.35K
$1.49M
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-248- 25.62% |
$123K - $136K
|
720
$455K
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-249- 4.62% |
$124K - $137K
|
5.14K
$3.25M
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-250- 2.56% |
$124K - $137K
|
9.5K
$6M
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-250- 2.85% |
$124K - $137K
|
8.54K
$5.39M
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-254- 10.2% |
$126K - $140K
|
2.24K
$1.41M
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-254- 10.2% |
$126K - $140K
|
2.24K
$1.41M
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-255- 1.9% |
$127K - $140K
|
13.2K
$8.32M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-256- 0.67% |
$127K - $141K
|
37.9K
$23.9M
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-259- 2.14% |
$129K - $142K
|
11.8K
$7.47M
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-259- 7.97% |
$129K - $142K
|
2.99K
$1.89M
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-259- 4.97% |
$129K - $142K
|
4.95K
$3.13M
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-259- 11.79% |
$129K - $142K
|
1.94K
$1.22M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-259- 0.27% |
$129K - $142K
|
94.9K
$60M
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-261- 1.17% |
$130K - $143K
|
22.1K
$14M
|
|
Jul 31, 2024
Q2 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-261- 3.13% |
$130K - $143K
|
8.09K
$5.11M
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-263- 1.56% |
$131K - $145K
|
16.6K
$10.5M
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-266- 21.91% |
$132K - $146K
|
948
$599K
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-266- 2.03% |
$132K - $146K
|
12.8K
$8.11M
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-269- 0.82% |
$134K - $148K
|
32.5K
$20.5M
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-272- 0.7% |
$135K - $150K
|
38.4K
$24.2M
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-275- 19.15% |
$137K - $151K
|
1.16K
$733K
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-276- 0.27% |
$137K - $152K
|
102K
$64.7M
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-280- 1.04% |
$139K - $154K
|
26.8K
$16.9M
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-284- 30.08% |
$141K - $156K
|
660
$417K
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-286- 3.7% |
$142K - $157K
|
7.44K
$4.7M
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-288- 9.23% |
$143K - $158K
|
2.83K
$1.79M
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-292- 1.69% |
$145K - $160K
|
17K
$10.8M
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-292- 13.42% |
$145K - $160K
|
1.88K
$1.19M
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-292- 2.75% |
$145K - $160K
|
10.3K
$6.52M
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-293- 0.49% |
$146K - $161K
|
59.4K
$37.6M
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-293- 10.0% |
$146K - $161K
|
2.64K
$1.67M
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-295- 11.19% |
$147K - $162K
|
2.34K
$1.48M
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-295- 1.57% |
$147K - $162K
|
18.5K
$11.7M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-296- 0.18% |
$147K - $163K
|
169K
$106M
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-300- 31.19% |
$149K - $165K
|
662
$418K
|
|
Aug 13, 2024
Q2 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-300- 7.32% |
$149K - $165K
|
3.8K
$2.4M
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-304- 1.1% |
$151K - $167K
|
27.4K
$17.3M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-304- 10.89% |
$151K - $167K
|
2.49K
$1.57M
|