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 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-259- 11.79% |
$129K - $142K
|
1.94K
$1.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-259- 0.27% |
$129K - $142K
|
94.9K
$57.3M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-261- 1.17% |
$130K - $143K
|
22.1K
$13.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-261- 3.13% |
$130K - $143K
|
8.09K
$4.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-263- 1.56% |
$131K - $145K
|
16.6K
$10M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-266- 21.91% |
$132K - $146K
|
948
$572K
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-266- 2.03% |
$132K - $146K
|
12.8K
$7.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-269- 0.82% |
$134K - $148K
|
32.5K
$19.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-272- 0.7% |
$135K - $150K
|
38.4K
$23.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-275- 19.15% |
$137K - $151K
|
1.16K
$701K
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-276- 0.27% |
$137K - $152K
|
102K
$61.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-280- 1.04% |
$139K - $154K
|
26.8K
$16.2M
|
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-284- 30.08% |
$141K - $156K
|
660
$399K
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-286- 3.7% |
$142K - $157K
|
7.44K
$4.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-288- 9.23% |
$143K - $158K
|
2.83K
$1.71M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-292- 1.69% |
$145K - $160K
|
17K
$10.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-292- 13.42% |
$145K - $160K
|
1.88K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-292- 2.75% |
$145K - $160K
|
10.3K
$6.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-293- 0.49% |
$146K - $161K
|
59.4K
$35.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-293- 10.0% |
$146K - $161K
|
2.64K
$1.59M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-295- 11.19% |
$147K - $162K
|
2.34K
$1.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-295- 1.57% |
$147K - $162K
|
18.5K
$11.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-296- 0.18% |
$147K - $163K
|
169K
$102M
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-300- 31.19% |
$149K - $165K
|
662
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-300- 7.32% |
$149K - $165K
|
3.8K
$2.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-304- 1.1% |
$151K - $167K
|
27.4K
$16.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-304- 10.89% |
$151K - $167K
|
2.49K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-306- 12.68% |
$152K - $168K
|
2.11K
$1.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-307- 4.83% |
$153K - $169K
|
6.05K
$3.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-309- 1.15% |
$154K - $170K
|
26.6K
$16.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-311- 8.64% |
$155K - $171K
|
3.29K
$1.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-315- 9.85% |
$157K - $173K
|
2.88K
$1.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-316- 2.0% |
$157K - $174K
|
15.5K
$9.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-317- 1.07% |
$158K - $174K
|
29.3K
$17.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-318- 3.2% |
$158K - $175K
|
9.63K
$5.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-321- 3.28% |
$160K - $176K
|
9.48K
$5.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-321- 6.81% |
$160K - $176K
|
4.39K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-322- 2.88% |
$160K - $177K
|
10.8K
$6.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-325- 3.63% |
$162K - $179K
|
8.63K
$5.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-326- 1.76% |
$162K - $179K
|
18.2K
$11M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-326- 10.49% |
$162K - $179K
|
2.78K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-326- 41.48% |
$162K - $179K
|
460
$278K
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-328- 34.86% |
$163K - $180K
|
613
$370K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-329- 14.5% |
$164K - $181K
|
1.94K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-330- 1.58% |
$164K - $181K
|
20.6K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-330- 6.37% |
$164K - $181K
|
4.85K
$2.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-331- 12.13% |
$165K - $182K
|
2.4K
$1.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-336- 7.44% |
$167K - $185K
|
4.18K
$2.53M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-339- 0.07% |
$169K - $186K
|
504K
$304M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-340- 1.64% |
$169K - $187K
|
20.4K
$12.3M
|