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 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.48K- 1.49% |
$737K - $815K
|
98.1K
$60.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.49K- 32.73% |
$741K - $819K
|
3.06K
$1.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.49K- 9.67% |
$743K - $821K
|
14K
$8.67M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.5K- 9.21% |
$744K - $822K
|
14.7K
$9.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.51K- 1.89% |
$749K - $828K
|
78K
$48.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.51K- 24.89% |
$751K - $830K
|
4.56K
$2.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.51K- 65.7% |
$752K - $831K
|
789
$490K
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-1.54K- 2.68% |
$764K - $844K
|
55.8K
$34.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.54K- 5.84% |
$765K - $845K
|
24.8K
$15.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.56K- 62.88% |
$774K - $855K
|
918
$570K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.56K- 0.87% |
$776K - $857K
|
178K
$111M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-1.57K- 3.23% |
$782K - $863K
|
47.1K
$29.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.57K- 3.88% |
$783K - $865K
|
38.9K
$24.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.59K- 6.14% |
$789K - $872K
|
24.2K
$15M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 1.66% |
$795K - $878K
|
94.7K
$58.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-1.61K- 2.36% |
$801K - $885K
|
66.7K
$41.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.62K- 6.17% |
$806K - $891K
|
24.6K
$15.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.64K- 0.6% |
$813K - $899K
|
270K
$167M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-1.64K- 0.56% |
$816K - $902K
|
293K
$182M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.64K- 38.37% |
$817K - $903K
|
2.64K
$1.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.65K- 6.54% |
$818K - $904K
|
23.5K
$14.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.65K- 1.74% |
$820K - $906K
|
93.3K
$57.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.65K- 26.62% |
$823K - $909K
|
4.56K
$2.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-1.69K- 51.35% |
$840K - $928K
|
1.6K
$993K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.69K- 0.87% |
$843K - $931K
|
192K
$119M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.7K- 1.42% |
$848K - $937K
|
118K
$73.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.71K- 5.68% |
$850K - $939K
|
28.4K
$17.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.72K- 9.13% |
$854K - $943K
|
17.1K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.72K- 78.08% |
$858K - $948K
|
484
$300K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.73K- 9.46% |
$860K - $950K
|
16.5K
$10.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.73K- 18.67% |
$860K - $950K
|
7.53K
$4.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.74K- 2.49% |
$863K - $954K
|
68.1K
$42.2M
|
|
|
Feb 11, 2025
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.77K- 19.1% |
$879K - $971K
|
7.48K
$4.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-1.78K- 0.72% |
$886K - $979K
|
245K
$152M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.8K- 34.95% |
$896K - $989K
|
3.35K
$2.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.8K- 2.82% |
$897K - $990K
|
62K
$38.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.82K- 12.16% |
$907K - $1M
|
13.2K
$8.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.84K- 1.79% |
$913K - $1.01M
|
101K
$62.6M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-1.86K- 7.71% |
$926K - $1.02M
|
22.3K
$13.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.88K- 11.76% |
$933K - $1.03M
|
14.1K
$8.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.88K- 13.83% |
$935K - $1.03M
|
11.7K
$7.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.89K- 19.74% |
$942K - $1.04M
|
7.7K
$4.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.9K- 6.53% |
$943K - $1.04M
|
27.1K
$16.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.9K- 3.2% |
$944K - $1.04M
|
57.5K
$35.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.92K- 0.4% |
$955K - $1.06M
|
476K
$295M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.92K- 14.87% |
$957K - $1.06M
|
11K
$6.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.97K- 3.77% |
$979K - $1.08M
|
50.2K
$31.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.98K- 12.77% |
$984K - $1.09M
|
13.5K
$8.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2K- 1.13% |
$994K - $1.1M
|
174K
$108M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.01K- 13.44% |
$1M - $1.11M
|
13K
$8.05M
|