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 09, 2024
Q2 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.05K- 5.77% |
$522K - $577K
|
17.2K
$10.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.06K- 1.14% |
$528K - $583K
|
92.3K
$57.3M
|
|
|
Jul 31, 2024
Q2 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.06K- 0.86% |
$528K - $583K
|
122K
$75.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.06K- 19.38% |
$528K - $584K
|
4.42K
$2.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.07K- 1.29% |
$533K - $589K
|
81.9K
$50.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.1K- 31.62% |
$547K - $604K
|
2.38K
$1.48M
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.1K- 18.11% |
$547K - $605K
|
4.97K
$3.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 2.31% |
$551K - $608K
|
46.9K
$29.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.12K- 16.46% |
$555K - $613K
|
5.66K
$3.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.12K- 1.4% |
$557K - $615K
|
79.1K
$49.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-1.12K- 20.01% |
$558K - $617K
|
4.49K
$2.78M
|
|
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-1.12K- 20.01% |
$558K - $617K
|
4.49K
$2.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.13K- 3.93% |
$562K - $621K
|
27.6K
$17.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.13K- 18.53% |
$564K - $623K
|
4.98K
$3.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.14K- 2.38% |
$565K - $624K
|
46.6K
$28.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1.14K- 1.84% |
$567K - $627K
|
60.9K
$37.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.15K- 0.51% |
$571K - $631K
|
223K
$139M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.15K- 18.91% |
$573K - $633K
|
4.94K
$3.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.15K- 5.06% |
$574K - $634K
|
21.6K
$13.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.16K- 1.73% |
$575K - $635K
|
65.7K
$40.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.16K- 3.3% |
$579K - $640K
|
34.2K
$21.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.18K- 6.96% |
$587K - $648K
|
15.8K
$9.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.19K- 8.9% |
$590K - $652K
|
12.1K
$7.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-1.19K- 25.0% |
$591K - $653K
|
3.56K
$2.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.2K- 12.79% |
$595K - $657K
|
8.15K
$5.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.21K- 40.95% |
$600K - $663K
|
1.74K
$1.08M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.21K- 40.95% |
$600K - $663K
|
1.74K
$1.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.21K- 0.45% |
$602K - $665K
|
266K
$165M
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.21K- 10.47% |
$604K - $667K
|
10.4K
$6.44M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.23K- 4.57% |
$610K - $674K
|
25.6K
$15.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.24K- 4.11% |
$617K - $682K
|
28.9K
$17.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.24K- 10.81% |
$619K - $684K
|
10.3K
$6.37M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.25K- 18.87% |
$620K - $685K
|
5.36K
$3.33M
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.25K- 8.2% |
$623K - $688K
|
14K
$8.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.26K- 1.01% |
$627K - $693K
|
123K
$76.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.26K- 15.04% |
$629K - $695K
|
7.14K
$4.43M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.27K- 11.69% |
$631K - $697K
|
9.59K
$5.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.28K- 13.42% |
$635K - $701K
|
8.23K
$5.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 2.23% |
$640K - $707K
|
56.3K
$35M
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.29K- 58.08% |
$642K - $709K
|
931
$578K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.32K- 1.26% |
$655K - $723K
|
103K
$64.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.33K- 43.48% |
$660K - $729K
|
1.72K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.33K- 3.11% |
$663K - $733K
|
41.5K
$25.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.34K- 48.5% |
$667K - $737K
|
1.42K
$884K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.35K- 2.97% |
$669K - $739K
|
44K
$27.3M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
SELL
|
- |
-1.36K- 37.56% |
$676K - $747K
|
2.26K
$1.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.41K- 0.33% |
$701K - $774K
|
431K
$267M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.44K- 8.55% |
$714K - $789K
|
15.4K
$9.54M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.45K- 1.53% |
$723K - $799K
|
93.7K
$58.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.46K- 21.32% |
$728K - $804K
|
5.4K
$3.35M
|