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 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.12K+ 16.44% |
$2.05M - $2.26M
|
29.2K
$17.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
4.1K+ 13.41% |
$2.04M - $2.26M
|
34.7K
$21M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.07K+ 3.73% |
$2.03M - $2.24M
|
113K
$68.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
4.07K+ 2.14% |
$2.03M - $2.24M
|
195K
$118M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.06K+ 12.49% |
$2.02M - $2.23M
|
36.6K
$22.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
4.02K+ 7.78% |
$2M - $2.21M
|
55.7K
$33.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.02K+ 4.05% |
$2M - $2.21M
|
103K
$62.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4K+ 14.47% |
$1.99M - $2.2M
|
31.6K
$19.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.99K+ 2.36% |
$1.99M - $2.19M
|
173K
$105M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.97K+ 32.35% |
$1.98M - $2.18M
|
16.3K
$9.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.96K+ 142.22% |
$1.97M - $2.18M
|
6.74K
$4.08M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.93K+ 0.63% |
$1.96M - $2.16M
|
624K
$378M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.93K+ 0.63% |
$1.96M - $2.16M
|
624K
$378M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
3.93K+ 3.25% |
$1.96M - $2.16M
|
125K
$75.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.88KNew |
$1.93M - $2.13M
|
3.88K
$2.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.88K+ 492.01% |
$1.93M - $2.13M
|
4.67K
$2.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
3.87K+ 12.57% |
$1.93M - $2.13M
|
34.7K
$21M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3.87K+ 284.2% |
$1.92M - $2.13M
|
5.23K
$3.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
BUY
|
- |
3.79K+ 2.53% |
$1.88M - $2.08M
|
154K
$93.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.75K+ 6.06% |
$1.87M - $2.06M
|
65.7K
$39.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.75K+ 8.15% |
$1.87M - $2.06M
|
49.8K
$30.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
3.72KNew |
$1.85M - $2.04M
|
3.72K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
BUY
|
- |
3.69K+ 0.54% |
$1.84M - $2.03M
|
684K
$415M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.68K+ 15.64% |
$1.83M - $2.02M
|
27.2K
$16.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.66K+ 1.29% |
$1.82M - $2.01M
|
287K
$174M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.64K+ 34.09% |
$1.81M - $2M
|
14.3K
$8.67M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.63K+ 23.64% |
$1.81M - $2M
|
19K
$11.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.61K+ 1.83% |
$1.8M - $1.98M
|
201K
$122M
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
3.6K+ 37.59% |
$1.79M - $1.98M
|
13.2K
$7.99M
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
3.58K+ 9.23% |
$1.78M - $1.97M
|
42.4K
$25.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.58K+ 13.38% |
$1.78M - $1.97M
|
30.3K
$18.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.52KNew |
$1.75M - $1.93M
|
3.52K
$2.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
3.5K+ 1.23% |
$1.74M - $1.92M
|
288K
$175M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.49K+ 5.96% |
$1.74M - $1.92M
|
62K
$37.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.49K+ 260.66% |
$1.73M - $1.92M
|
4.82K
$2.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.49K+ 3.81% |
$1.73M - $1.92M
|
94.9K
$57.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.48K+ 4.34% |
$1.73M - $1.91M
|
83.7K
$50.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.44K+ 11.77% |
$1.71M - $1.89M
|
32.7K
$19.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
3.41KNew |
$1.7M - $1.88M
|
3.41K
$2.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
3.4K+ 190.69% |
$1.69M - $1.87M
|
5.18K
$3.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.38K+ 26.86% |
$1.68M - $1.86M
|
16K
$9.68M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.38K+ 4.7% |
$1.68M - $1.86M
|
75.4K
$45.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
3.38K+ 58.45% |
$1.68M - $1.86M
|
9.17K
$5.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
3.31K+ 5.19% |
$1.64M - $1.82M
|
67K
$40.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3.3K+ 4.26% |
$1.64M - $1.82M
|
80.9K
$49M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.23K+ 54.45% |
$1.61M - $1.78M
|
9.17K
$5.56M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.23KNew |
$1.61M - $1.78M
|
3.23K
$1.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.23K+ 3.66% |
$1.61M - $1.77M
|
91.4K
$55.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.22K+ 4.72% |
$1.6M - $1.77M
|
71.4K
$43.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.21K+ 10.23% |
$1.6M - $1.76M
|
34.6K
$21M
|