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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-3K- 44.78% |
$1.49M - $1.65M
|
3.7K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
SELL
|
- |
-3K- 16.68% |
$1.49M - $1.65M
|
15K
$9.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.08K- 3.28% |
$1.53M - $1.7M
|
91K
$56.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.08K- 11.4% |
$1.53M - $1.7M
|
24K
$14.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Verger Capital Management LLC
|
SELL
|
- |
-3.09K- 5.41% |
$1.53M - $1.7M
|
54K
$33.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.14K- 9.92% |
$1.56M - $1.72M
|
28.5K
$17.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.16K- 3.06% |
$1.57M - $1.74M
|
100K
$62.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.18K- 14.25% |
$1.58M - $1.75M
|
19.1K
$11.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.19K- 31.96% |
$1.58M - $1.75M
|
6.78K
$4.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-3.19K- 13.75% |
$1.59M - $1.76M
|
20K
$12.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.24K- 1.39% |
$1.61M - $1.78M
|
229K
$142M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.25K- 2.89% |
$1.62M - $1.79M
|
109K
$67.8M
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-3.27K- 10.73% |
$1.62M - $1.79M
|
27.2K
$16.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.27K- 14.6% |
$1.63M - $1.8M
|
19.1K
$11.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.28K- 1.54% |
$1.63M - $1.8M
|
210K
$130M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-3.29K- 31.3% |
$1.64M - $1.81M
|
7.23K
$4.49M
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3.32K- 1.92% |
$1.65M - $1.82M
|
170K
$105M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.36K- 11.04% |
$1.67M - $1.85M
|
27.1K
$16.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-3.38K- 3.42% |
$1.68M - $1.86M
|
95.5K
$59.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.46K- 5.57% |
$1.72M - $1.9M
|
58.7K
$36.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.47K- 6.52% |
$1.73M - $1.91M
|
49.8K
$30.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-3.48K- 5.16% |
$1.73M - $1.91M
|
64K
$39.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.56K- 13.31% |
$1.77M - $1.95M
|
23.2K
$14.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.57K- 3.04% |
$1.78M - $1.96M
|
114K
$70.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.58K- 0.81% |
$1.78M - $1.96M
|
435K
$270M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.58K- 26.58% |
$1.78M - $1.97M
|
9.89K
$6.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-3.59K- 0.95% |
$1.79M - $1.97M
|
374K
$232M
|
|
|
Aug 14, 2024
Q2 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-3.61K- 2.56% |
$1.79M - $1.98M
|
137K
$85.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-3.62K- 9.22% |
$1.8M - $1.99M
|
35.7K
$22.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.63K- 2.54% |
$1.81M - $1.99M
|
139K
$86.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3.65K- 6.42% |
$1.81M - $2M
|
53.2K
$33M
|
|
|
Aug 02, 2024
Q2 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-3.7K- 30.08% |
$1.84M - $2.03M
|
8.6K
$5.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.71K- 7.66% |
$1.84M - $2.04M
|
44.7K
$27.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-3.73K- 2.11% |
$1.86M - $2.05M
|
173K
$107M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.74K- 2.78% |
$1.86M - $2.05M
|
131K
$81.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
SELL
|
- |
-3.78K- 0.47% |
$1.88M - $2.08M
|
808K
$501M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.89K- 0.86% |
$1.93M - $2.14M
|
446K
$277M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.93K- 3.52% |
$1.95M - $2.16M
|
108K
$66.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.93K- 4.14% |
$1.96M - $2.16M
|
91.1K
$56.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-4.01K- 8.27% |
$1.99M - $2.2M
|
44.5K
$27.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-4.07K- 27.1% |
$2.02M - $2.24M
|
10.9K
$6.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-4.1K- 21.38% |
$2.04M - $2.25M
|
15.1K
$9.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-4.1K- 0.66% |
$2.04M - $2.25M
|
615K
$382M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-4.1K- 25.8% |
$2.04M - $2.25M
|
11.8K
$7.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-4.17K- 9.98% |
$2.08M - $2.29M
|
37.6K
$23.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.25K- 9.54% |
$2.12M - $2.34M
|
40.3K
$25M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-4.27K- 7.36% |
$2.12M - $2.35M
|
53.7K
$33.4M
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-4.3K- 4.77% |
$2.14M - $2.36M
|
85.9K
$53.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-4.34K- 66.2% |
$2.16M - $2.39M
|
2.22K
$1.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.38K- 4.12% |
$2.18M - $2.41M
|
102K
$63.2M
|