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 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.04K- 1.86% |
$1.01M - $1.12M
|
108K
$66.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.1K- 32.66% |
$1.04M - $1.15M
|
4.33K
$2.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.14K- 14.3% |
$1.06M - $1.17M
|
12.8K
$7.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-2.14K- 23.82% |
$1.07M - $1.18M
|
6.85K
$4.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.15K- 3.86% |
$1.07M - $1.18M
|
53.5K
$33.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.15K- 12.66% |
$1.07M - $1.18M
|
14.9K
$9.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-2.15K- 3.23% |
$1.07M - $1.18M
|
64.4K
$40M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.16K- 7.14% |
$1.08M - $1.19M
|
28.1K
$17.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.17K- 5.22% |
$1.08M - $1.19M
|
39.4K
$24.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.19K- 1.45% |
$1.09M - $1.2M
|
149K
$92.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-2.21K- 2.05% |
$1.1M - $1.22M
|
106K
$65.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.22K- 3.4% |
$1.1M - $1.22M
|
63.1K
$39.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.23K- 0.32% |
$1.11M - $1.22M
|
702K
$436M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-2.23K- 0.56% |
$1.11M - $1.23M
|
395K
$245M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.26K- 9.1% |
$1.12M - $1.24M
|
22.5K
$14M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.26K- 2.17% |
$1.12M - $1.24M
|
102K
$63.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2.29K- 1.73% |
$1.14M - $1.26M
|
130K
$80.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.3K- 22.82% |
$1.14M - $1.26M
|
7.77K
$4.82M
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
SELL
|
- |
-2.3K- 82.27% |
$1.14M - $1.26M
|
496
$308K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.32K- 11.79% |
$1.15M - $1.27M
|
17.3K
$10.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.32K- 6.48% |
$1.15M - $1.27M
|
33.5K
$20.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.37K- 30.82% |
$1.18M - $1.3M
|
5.32K
$3.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.39K- 15.59% |
$1.19M - $1.31M
|
12.9K
$8.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-2.46K- 0.59% |
$1.23M - $1.35M
|
414K
$257M
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.48K- 0.64% |
$1.23M - $1.36M
|
382K
$237M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.48K- 2.48% |
$1.24M - $1.37M
|
97.8K
$60.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.5K- 16.13% |
$1.24M - $1.37M
|
13K
$8.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.51K- 9.35% |
$1.25M - $1.38M
|
24.4K
$15.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-2.53K- 9.13% |
$1.26M - $1.39M
|
25.1K
$15.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.57K- 1.84% |
$1.28M - $1.41M
|
137K
$85.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 1.6% |
$1.28M - $1.42M
|
159K
$98.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.61K- 24.51% |
$1.3M - $1.43M
|
8.04K
$4.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-2.62K- 5.62% |
$1.3M - $1.44M
|
44K
$27.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.62K- 6.15% |
$1.3M - $1.44M
|
40K
$24.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.82K- 23.04% |
$1.4M - $1.55M
|
9.41K
$5.84M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.83K- 0.85% |
$1.41M - $1.55M
|
328K
$203M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.86K- 3.35% |
$1.42M - $1.57M
|
82.3K
$51.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-2.86K- 28.46% |
$1.42M - $1.57M
|
7.18K
$4.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-2.86K- 1.08% |
$1.42M - $1.57M
|
262K
$163M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.87K- 31.52% |
$1.43M - $1.58M
|
6.23K
$3.87M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.89K- 2.7% |
$1.44M - $1.59M
|
104K
$64.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-2.92K- 3.5% |
$1.45M - $1.6M
|
80.4K
$49.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.92K- 63.45% |
$1.45M - $1.61M
|
1.68K
$1.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.93K- 6.13% |
$1.46M - $1.61M
|
44.9K
$27.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.93K- 15.47% |
$1.46M - $1.61M
|
16K
$9.94M
|
|
|
Jul 15, 2024
Q2 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-2.93K- 0.67% |
$1.46M - $1.61M
|
434K
$270M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.94K- 2.97% |
$1.46M - $1.62M
|
96.1K
$59.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.95K- 25.19% |
$1.47M - $1.62M
|
8.76K
$5.44M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-2.96K- 46.28% |
$1.47M - $1.63M
|
3.44K
$2.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.98K- 0.29% |
$1.48M - $1.64M
|
1.02M
$633M
|