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 |
|---|---|---|---|---|---|---|---|
|
Mar 28, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-624- 5.85% |
$310K - $343K
|
10K
$6.23M
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-629- 11.3% |
$313K - $346K
|
4.94K
$3.06M
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-629- 1.58% |
$313K - $346K
|
39.1K
$24.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-630- 1.77% |
$313K - $346K
|
35K
$21.7M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-634- 9.69% |
$315K - $348K
|
5.91K
$3.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-635- 1.52% |
$316K - $349K
|
41.3K
$25.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-639- 29.05% |
$318K - $351K
|
1.56K
$969K
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-640- 5.56% |
$318K - $352K
|
10.9K
$6.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-642- 9.37% |
$319K - $353K
|
6.21K
$3.85M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-644- 6.95% |
$320K - $354K
|
8.62K
$5.35M
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-656- 1.25% |
$326K - $361K
|
51.7K
$32.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-656- 14.3% |
$326K - $361K
|
3.93K
$2.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-657- 1.96% |
$327K - $361K
|
32.8K
$20.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-660- 2.79% |
$328K - $363K
|
23K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-661- 4.19% |
$329K - $363K
|
15.1K
$9.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-662- 2.56% |
$329K - $364K
|
25.2K
$15.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-663- 9.3% |
$330K - $364K
|
6.47K
$4.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-665- 32.97% |
$331K - $366K
|
1.35K
$839K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-668- 4.55% |
$332K - $367K
|
14K
$8.69M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-669- 2.76% |
$333K - $368K
|
23.5K
$14.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-676- 69.26% |
$336K - $372K
|
300
$186K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-678- 10.47% |
$337K - $373K
|
5.8K
$3.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-685- 1.16% |
$341K - $377K
|
58.1K
$36.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-687- 3.48% |
$342K - $378K
|
19.1K
$11.8M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-695- 0.32% |
$346K - $382K
|
219K
$136M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-697- 9.25% |
$347K - $383K
|
6.84K
$4.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-699- 0.8% |
$348K - $384K
|
87K
$54M
|
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
SELL
|
- |
-700- 48.88% |
$348K - $385K
|
732
$454K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-701- 23.04% |
$349K - $385K
|
2.34K
$1.45M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-702- 5.31% |
$349K - $386K
|
12.5K
$7.77M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-704- 2.09% |
$350K - $387K
|
33K
$20.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-706- 47.57% |
$351K - $388K
|
778
$483K
|
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-706- 49.75% |
$351K - $388K
|
713
$443K
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-709- 0.9% |
$353K - $390K
|
78.2K
$48.5M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-710- 8.34% |
$353K - $390K
|
7.8K
$4.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-720- 5.71% |
$358K - $396K
|
11.9K
$7.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-725- 10.5% |
$361K - $398K
|
6.18K
$3.84M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-727- 2.86% |
$362K - $400K
|
24.7K
$15.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-737- 4.65% |
$367K - $405K
|
15.1K
$9.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-746- 0.86% |
$371K - $410K
|
85.8K
$53.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-750- 2.74% |
$373K - $412K
|
26.6K
$16.5M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-750- 16.69% |
$373K - $412K
|
3.74K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-751- 13.01% |
$374K - $413K
|
5.02K
$3.12M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-760- 26.6% |
$378K - $418K
|
2.1K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-761- 12.35% |
$379K - $418K
|
5.4K
$3.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-762- 1.19% |
$379K - $419K
|
63.3K
$39.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-762- 19.26% |
$379K - $419K
|
3.2K
$1.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-763- 8.16% |
$380K - $419K
|
8.59K
$5.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-764- 3.04% |
$380K - $420K
|
24.4K
$15.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-770- 0.95% |
$383K - $423K
|
80.6K
$50M
|