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 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-772- 8.11% |
$384K - $424K
|
8.75K
$5.43M
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-776- 1.28% |
$386K - $427K
|
59.7K
$37.1M
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-779- 0.7% |
$388K - $428K
|
110K
$68.2M
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-780- 15.14% |
$388K - $429K
|
4.37K
$2.71M
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-784- 0.63% |
$390K - $431K
|
123K
$76.5M
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-786- 1.55% |
$391K - $432K
|
49.9K
$30.9M
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-789- 0.82% |
$393K - $434K
|
95.1K
$59M
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-816- 27.81% |
$406K - $449K
|
2.12K
$1.31M
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-822- 41.39% |
$409K - $452K
|
1.16K
$722K
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-827- 3.32% |
$411K - $455K
|
24.1K
$14.9M
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-828- 9.15% |
$412K - $455K
|
8.22K
$5.1M
|
|
Jul 12, 2024
Q2 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-836- 1.67% |
$416K - $459K
|
49.2K
$30.5M
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-841- 2.05% |
$418K - $462K
|
40.2K
$25M
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-844- 15.62% |
$420K - $464K
|
4.56K
$2.83M
|
|
Aug 01, 2024
Q2 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-857- 3.43% |
$426K - $471K
|
24.1K
$15M
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-858- 17.54% |
$427K - $472K
|
4.04K
$2.5M
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-860- 17.98% |
$428K - $473K
|
3.92K
$2.44M
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-868- 1.41% |
$432K - $477K
|
60.8K
$37.7M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-868- 36.11% |
$432K - $477K
|
1.54K
$953K
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-870- 3.13% |
$433K - $478K
|
26.9K
$16.7M
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-874- 1.48% |
$435K - $480K
|
58.1K
$36M
|
|
Aug 13, 2024
Q2 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-885- 5.43% |
$440K - $486K
|
15.4K
$9.57M
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-890- 1.78% |
$443K - $489K
|
49.1K
$30.5M
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-913- 1.3% |
$454K - $502K
|
69.4K
$43.1M
|
|
Apr 10, 2025
Q2 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-919- 0.48% |
$457K - $505K
|
190K
$118M
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-925- 35.54% |
$460K - $508K
|
1.68K
$1.04M
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-929- 30.01% |
$462K - $511K
|
2.17K
$1.34M
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-934- 14.33% |
$465K - $513K
|
5.59K
$3.47M
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-935- 3.71% |
$465K - $514K
|
24.3K
$15.1M
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-940- 4.88% |
$468K - $517K
|
18.3K
$11.4M
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-943- 5.63% |
$469K - $518K
|
15.8K
$9.81M
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-943- 27.91% |
$469K - $518K
|
2.44K
$1.51M
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
SELL
|
- |
-948- 18.92% |
$472K - $521K
|
4.06K
$2.52M
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-951- 4.59% |
$473K - $523K
|
19.8K
$12.3M
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-954- 19.37% |
$475K - $524K
|
3.97K
$2.47M
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-964- 20.89% |
$480K - $530K
|
3.65K
$2.27M
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-968- 11.38% |
$482K - $532K
|
7.54K
$4.68M
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-982- 14.76% |
$489K - $540K
|
5.67K
$3.52M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-988- 16.89% |
$492K - $543K
|
4.86K
$3.02M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-990- 5.11% |
$493K - $544K
|
18.4K
$11.4M
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
SELL
|
- |
-991- 12.64% |
$493K - $545K
|
6.85K
$4.25M
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-995- 1.99% |
$495K - $547K
|
48.9K
$30.4M
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1K- 20.41% |
$500K - $552K
|
3.92K
$2.43M
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.01K- 21.03% |
$501K - $553K
|
3.78K
$2.34M
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-1.01K- 2.76% |
$502K - $555K
|
35.5K
$22M
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.04K- 3.4% |
$516K - $570K
|
29.5K
$18.3M
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.04K- 19.32% |
$516K - $571K
|
4.33K
$2.69M
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.04K- 16.89% |
$517K - $572K
|
5.12K
$3.18M
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.04K- 68.51% |
$517K - $572K
|
478
$297K
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.05K- 3.96% |
$520K - $575K
|
25.4K
$15.8M
|