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 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.7K+ 5.78% |
$2.83M - $3.13M
|
104K
$63.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.66K+ 1.73% |
$2.82M - $3.11M
|
332K
$201M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
5.65KNew |
$2.81M - $3.11M
|
5.65K
$3.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
5.62K+ 1240.62% |
$2.8M - $3.09M
|
6.07K
$3.68M
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
5.58K+ 5.22% |
$2.77M - $3.07M
|
112K
$68.1M
|
|
|
Oct 28, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
5.54K+ 264.09% |
$2.76M - $3.04M
|
7.64K
$4.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.44K+ 3.33% |
$2.71M - $2.99M
|
169K
$102M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.43K+ 13.48% |
$2.7M - $2.98M
|
45.7K
$27.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.4K+ 10.22% |
$2.68M - $2.97M
|
58.2K
$35.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
5.37K+ 8.58% |
$2.67M - $2.95M
|
67.9K
$41.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.33K+ 42.54% |
$2.65M - $2.93M
|
17.8K
$10.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
5.26K+ 6.22% |
$2.62M - $2.89M
|
89.8K
$54.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
5.24KNew |
$2.61M - $2.88M
|
5.24K
$3.17M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.24K+ 142.06% |
$2.6M - $2.88M
|
8.92K
$5.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
5.23K+ 5.43% |
$2.6M - $2.87M
|
102K
$61.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.13K+ 123.36% |
$2.55M - $2.82M
|
9.29K
$5.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
5.07K+ 10.66% |
$2.52M - $2.78M
|
52.6K
$31.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
5.02K+ 3.22% |
$2.5M - $2.76M
|
161K
$97.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
BUY
|
- |
4.98K+ 6.27% |
$2.48M - $2.74M
|
84.3K
$51.1M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4.94K+ 14.95% |
$2.46M - $2.72M
|
38K
$23M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.85K+ 4.55% |
$2.41M - $2.67M
|
111K
$67.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
4.83K+ 7.57% |
$2.41M - $2.66M
|
68.7K
$41.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
4.8K+ 18.95% |
$2.39M - $2.64M
|
30.1K
$18.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.79K+ 29.91% |
$2.38M - $2.63M
|
20.8K
$12.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.75K+ 29.74% |
$2.36M - $2.61M
|
20.7K
$12.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
4.68K+ 1.57% |
$2.33M - $2.57M
|
303K
$183M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
4.67K+ 5.84% |
$2.32M - $2.57M
|
84.7K
$51.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
4.64KNew |
$2.31M - $2.55M
|
4.64K
$2.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.61K+ 8.59% |
$2.29M - $2.53M
|
58.3K
$35.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.57K+ 73.97% |
$2.28M - $2.51M
|
10.8K
$6.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
4.56K+ 0.22% |
$2.27M - $2.51M
|
2.1M
$1.27B
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
4.56KNew |
$2.27M - $2.51M
|
4.56K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.52K+ 0.36% |
$2.25M - $2.49M
|
1.26M
$766M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
BUY
|
- |
4.52K+ 24.47% |
$2.25M - $2.48M
|
23K
$13.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
4.52K+ 4.7% |
$2.25M - $2.48M
|
101K
$61M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4.51K+ 13.58% |
$2.24M - $2.48M
|
37.7K
$22.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
4.48KNew |
$2.23M - $2.46M
|
4.48K
$2.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.45K+ 6.04% |
$2.21M - $2.44M
|
78.1K
$47.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
4.34K+ 4.4% |
$2.16M - $2.39M
|
103K
$62.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.33K+ 0.57% |
$2.15M - $2.38M
|
767K
$465M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.32K+ 7.56% |
$2.15M - $2.37M
|
61.4K
$37.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.31K+ 1.1% |
$2.15M - $2.37M
|
395K
$240M
|
|
|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
4.2KNew |
$2.09M - $2.31M
|
4.2K
$2.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.2K+ 2.41% |
$2.09M - $2.31M
|
178K
$108M
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
4.17K+ 22.43% |
$2.07M - $2.29M
|
22.8K
$13.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.17K+ 1.86% |
$2.07M - $2.29M
|
228K
$138M
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
4.17K+ 22.43% |
$2.07M - $2.29M
|
22.8K
$13.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Client First Capital LLC
|
BUY
|
- |
4.17K+ 13.42% |
$2.07M - $2.29M
|
35.2K
$21.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.14K+ 7.21% |
$2.06M - $2.28M
|
61.6K
$37.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
4.13KNew |
$2.06M - $2.27M
|
4.13K
$2.5M
|