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 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-7.4K- 5.74% |
$3.68M - $4.06M
|
121K
$75.4M
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-7.64K- 2.68% |
$3.8M - $4.2M
|
278K
$172M
|
|
|
Jul 29, 2024
Q2 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-7.71K- 7.29% |
$3.84M - $4.24M
|
98K
$60.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-7.73K- 82.71% |
$3.84M - $4.25M
|
1.62K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.73K- 6.29% |
$3.85M - $4.25M
|
115K
$71.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-7.85K- 14.49% |
$3.91M - $4.32M
|
46.3K
$28.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-7.95K- 4.62% |
$3.95M - $4.37M
|
164K
$102M
|
|
|
Aug 14, 2024
Q2 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-8K- 21.0% |
$3.98M - $4.4M
|
30.1K
$18.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.11K- 2.4% |
$4.03M - $4.45M
|
330K
$205M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-8.11K- 53.48% |
$4.04M - $4.46M
|
7.06K
$4.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-8.11K- 11.16% |
$4.04M - $4.46M
|
64.6K
$40.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-8.15K- 3.39% |
$4.06M - $4.48M
|
232K
$144M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.16K- 10.97% |
$4.06M - $4.49M
|
66.3K
$41.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-8.44K- 14.87% |
$4.2M - $4.64M
|
48.3K
$30M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.49K- 29.27% |
$4.22M - $4.67M
|
20.5K
$12.7M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.51K- 47.21% |
$4.23M - $4.68M
|
9.52K
$5.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-8.54K- 9.27% |
$4.25M - $4.69M
|
83.6K
$51.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-8.82K- 24.81% |
$4.39M - $4.85M
|
26.7K
$16.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.84K- 16.67% |
$4.4M - $4.86M
|
44.2K
$27.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-8.87K- 10.3% |
$4.41M - $4.87M
|
77.2K
$47.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-8.88K- 3.6% |
$4.42M - $4.88M
|
237K
$147M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-8.89K- 76.38% |
$4.42M - $4.89M
|
2.75K
$1.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-8.97K- 16.19% |
$4.46M - $4.93M
|
46.4K
$28.8M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-9.19K- 30.55% |
$4.57M - $5.05M
|
20.9K
$13M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-9.23K- 19.77% |
$4.59M - $5.07M
|
37.4K
$23.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-9.27K- 47.9% |
$4.61M - $5.09M
|
10.1K
$6.26M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-9.37K- 7.03% |
$4.66M - $5.15M
|
124K
$76.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.42K- 74.13% |
$4.69M - $5.18M
|
3.29K
$2.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-9.46K- 30.02% |
$4.71M - $5.2M
|
22.1K
$13.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-9.5K- 2.22% |
$4.73M - $5.22M
|
418K
$260M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-9.53K- 9.8% |
$4.74M - $5.24M
|
87.6K
$54.4M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-9.54K- 2.78% |
$4.74M - $5.24M
|
334K
$207M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.55K- 53.38% |
$4.75M - $5.25M
|
8.34K
$5.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-9.61K- 43.79% |
$4.78M - $5.28M
|
12.3K
$7.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-9.76K- 35.06% |
$4.86M - $5.37M
|
18.1K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-9.79K- 2.9% |
$4.87M - $5.38M
|
328K
$203M
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-9.91K- 50.37% |
$4.93M - $5.45M
|
9.77K
$6.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9.94K- 13.35% |
$4.95M - $5.47M
|
64.5K
$40.1M
|
|
|
Jan 29, 2025
Q2 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-10.1K- 32.86% |
$5.02M - $5.54M
|
20.6K
$12.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10.2K- 13.62% |
$5.05M - $5.58M
|
64.4K
$40M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-10.2K- 20.97% |
$5.09M - $5.62M
|
38.5K
$23.9M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-10.3K- 56.72% |
$5.15M - $5.69M
|
7.89K
$4.9M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10.5K- 26.97% |
$5.2M - $5.75M
|
28.3K
$17.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 9.72% |
$5.24M - $5.78M
|
97.7K
$60.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10.7K- 9.23% |
$5.3M - $5.86M
|
105K
$65.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-10.7K- 16.87% |
$5.31M - $5.86M
|
52.6K
$32.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.7K- 9.24% |
$5.33M - $5.88M
|
105K
$65.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.8K- 11.57% |
$5.35M - $5.91M
|
82.3K
$51.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-11K- 10.4% |
$5.49M - $6.07M
|
95.1K
$59M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-11.2K- 11.82% |
$5.55M - $6.13M
|
83.2K
$51.6M
|