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 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-482- 14.31% |
$240K - $265K
|
2.89K
$1.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-486- 1.83% |
$242K - $267K
|
26.1K
$16.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-487- 1.2% |
$242K - $268K
|
39.9K
$24.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-492- 2.94% |
$245K - $270K
|
16.2K
$10.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-493- 12.94% |
$245K - $271K
|
3.32K
$2.06M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-494- 20.29% |
$246K - $272K
|
1.94K
$1.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-496- 1.94% |
$247K - $273K
|
25.1K
$15.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-499- 15.36% |
$248K - $274K
|
2.75K
$1.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-500- 12.18% |
$249K - $275K
|
3.6K
$2.24M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-501- 4.71% |
$249K - $275K
|
10.1K
$6.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-503- 15.15% |
$250K - $276K
|
2.82K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-507- 2.2% |
$252K - $279K
|
22.6K
$14M
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-509- 4.95% |
$253K - $280K
|
9.77K
$6.07M
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
SELL
|
- |
-514- 27.28% |
$256K - $283K
|
1.37K
$850K
|
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-517- 20.49% |
$257K - $284K
|
2.01K
$1.25M
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-519- 4.78% |
$258K - $285K
|
10.3K
$6.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-525- 9.87% |
$261K - $289K
|
4.8K
$2.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-525- 2.0% |
$261K - $289K
|
25.7K
$16M
|
|
|
Jul 15, 2024
Q2 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-528- 10.34% |
$263K - $290K
|
4.58K
$2.84M
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-544- 1.1% |
$271K - $299K
|
49K
$30.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-546- 2.91% |
$272K - $300K
|
18.2K
$11.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-547- 15.56% |
$272K - $301K
|
2.97K
$1.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-549- 4.44% |
$273K - $302K
|
11.8K
$7.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-550- 17.08% |
$274K - $302K
|
2.67K
$1.66M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-551- 24.2% |
$274K - $303K
|
1.73K
$1.07M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-551- 4.88% |
$274K - $303K
|
10.7K
$6.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-557- 0.24% |
$277K - $306K
|
228K
$142M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-558- 1.91% |
$278K - $307K
|
28.6K
$17.7M
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-560- 6.0% |
$279K - $308K
|
8.77K
$5.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-562- 8.3% |
$280K - $309K
|
6.21K
$3.85M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-563- 26.76% |
$280K - $309K
|
1.54K
$956K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-565- 5.88% |
$281K - $311K
|
9.05K
$5.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-568- 6.09% |
$283K - $312K
|
8.76K
$5.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-569- 0.4% |
$283K - $313K
|
142K
$88.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-572- 5.07% |
$285K - $314K
|
10.7K
$6.65M
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-579- 1.17% |
$288K - $318K
|
48.7K
$30.2M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-586- 20.98% |
$292K - $322K
|
2.21K
$1.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-587- 5.52% |
$292K - $323K
|
10.1K
$6.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-588- 42.58% |
$293K - $323K
|
793
$492K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-590- 7.28% |
$294K - $324K
|
7.51K
$4.66M
|
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-590- 36.0% |
$294K - $324K
|
1.05K
$651K
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-591- 58.0% |
$294K - $325K
|
428
$266K
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-594- 5.78% |
$296K - $326K
|
9.69K
$6.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-595- 4.45% |
$296K - $327K
|
12.8K
$7.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Adventist Health System
Roseville, CA |
SELL
|
- |
-600- 0.09% |
$299K - $330K
|
654K
$406M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-608- 0.86% |
$302K - $334K
|
69.9K
$43.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-613- 24.0% |
$305K - $337K
|
1.94K
$1.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-620- 2.87% |
$308K - $341K
|
21K
$13M
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
SELL
|
- |
-622- 26.5% |
$309K - $342K
|
1.73K
$1.07M
|
|
|
Mar 05, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-624- 5.85% |
$310K - $343K
|
10K
$6.23M
|