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 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-304- 10.89% |
$151K - $167K
|
2.49K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-306- 12.68% |
$152K - $168K
|
2.11K
$1.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-307- 4.83% |
$153K - $169K
|
6.05K
$3.85M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-309- 1.15% |
$154K - $170K
|
26.6K
$17M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-311- 8.64% |
$155K - $171K
|
3.29K
$2.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-315- 9.85% |
$157K - $173K
|
2.88K
$1.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-316- 2.0% |
$157K - $174K
|
15.5K
$9.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-317- 1.07% |
$158K - $174K
|
29.3K
$18.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-318- 3.2% |
$158K - $175K
|
9.63K
$6.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-321- 3.28% |
$160K - $176K
|
9.48K
$6.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-321- 6.81% |
$160K - $176K
|
4.39K
$2.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-322- 2.88% |
$160K - $177K
|
10.8K
$6.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-325- 3.63% |
$162K - $179K
|
8.63K
$5.49M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-326- 1.76% |
$162K - $179K
|
18.2K
$11.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-326- 10.49% |
$162K - $179K
|
2.78K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-326- 41.48% |
$162K - $179K
|
460
$293K
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-328- 34.86% |
$163K - $180K
|
613
$390K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-329- 14.5% |
$164K - $181K
|
1.94K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-330- 1.58% |
$164K - $181K
|
20.6K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-330- 6.37% |
$164K - $181K
|
4.85K
$3.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-331- 12.13% |
$165K - $182K
|
2.4K
$1.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-336- 7.44% |
$167K - $185K
|
4.18K
$2.66M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-339- 0.07% |
$169K - $186K
|
504K
$321M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-340- 1.64% |
$169K - $187K
|
20.4K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-341- 16.23% |
$170K - $187K
|
1.76K
$1.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-343- 7.25% |
$171K - $189K
|
4.39K
$2.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-343- 4.07% |
$171K - $189K
|
8.09K
$5.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-343- 1.17% |
$171K - $189K
|
29K
$18.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-344- 9.74% |
$171K - $189K
|
3.19K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-347- 42.84% |
$173K - $191K
|
463
$295K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-350- 2.1% |
$174K - $192K
|
16.3K
$10.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-352- 0.75% |
$175K - $193K
|
46.4K
$29.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-353- 1.65% |
$176K - $194K
|
21.1K
$13.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-353- 17.16% |
$176K - $194K
|
1.7K
$1.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-354- 4.52% |
$176K - $195K
|
7.47K
$4.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-356- 11.76% |
$177K - $196K
|
2.67K
$1.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-357- 1.83% |
$178K - $196K
|
19.1K
$12.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-359- 11.24% |
$179K - $197K
|
2.84K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-359- 46.44% |
$179K - $197K
|
414
$263K
|
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-360- 16.65% |
$179K - $198K
|
1.8K
$1.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-360- 12.12% |
$179K - $198K
|
2.61K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-361- 9.91% |
$180K - $198K
|
3.28K
$2.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-362- 1.89% |
$180K - $199K
|
18.8K
$12M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-362- 9.46% |
$180K - $199K
|
3.46K
$2.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-364- 1.81% |
$181K - $200K
|
19.7K
$12.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-371- 1.64% |
$185K - $204K
|
22.2K
$14.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-372- 7.93% |
$185K - $204K
|
4.32K
$2.75M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-376- 37.9% |
$187K - $207K
|
616
$392K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-377- 4.83% |
$188K - $207K
|
7.43K
$4.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-384- 1.85% |
$191K - $211K
|
20.3K
$12.9M
|