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
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
103+ 183.93% |
$51.2K - $56.6K
|
159
$95.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
102+ 11.85% |
$50.7K - $56.1K
|
963
$581K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
102+ 26.77% |
$50.7K - $56.1K
|
483
$291K
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
101+ 0.56% |
$50.3K - $55.5K
|
18.2K
$11M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
100+ 24.15% |
$49.8K - $55K
|
514
$310K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
100+ 2.64% |
$49.8K - $55K
|
3.88K
$2.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
99+ 7.57% |
$49.3K - $54.4K
|
1.41K
$848K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
99+ 1.78% |
$49.3K - $54.4K
|
5.65K
$3.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
99+ 11.1% |
$49.3K - $54.4K
|
991
$597K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
99+ 10.14% |
$49.3K - $54.4K
|
1.08K
$648K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
99+ 1.16% |
$49.3K - $54.4K
|
8.65K
$5.21M
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
98+ 3.16% |
$48.8K - $53.9K
|
3.2K
$1.93M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
98+ 12.47% |
$48.8K - $53.9K
|
884
$533K
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
98+ 6.82% |
$48.8K - $53.9K
|
1.54K
$925K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
96+ 5.69% |
$47.8K - $52.8K
|
1.78K
$1.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
95+ 0.08% |
$47.3K - $52.2K
|
126K
$76.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
94+ 4.38% |
$46.8K - $51.7K
|
2.24K
$1.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
94+ 1.45% |
$46.8K - $51.7K
|
6.58K
$3.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
93+ 1.4% |
$46.3K - $51.1K
|
6.76K
$4.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
93+ 7.98% |
$46.3K - $51.1K
|
1.26K
$759K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
92+ 7.55% |
$45.8K - $50.6K
|
1.31K
$790K
|
|
|
Nov 14, 2024
Q2 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
92+ 0.24% |
$45.8K - $50.6K
|
39K
$23.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
88+ 0.11% |
$43.8K - $48.4K
|
80.9K
$48.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
88+ 0.86% |
$43.8K - $48.4K
|
10.3K
$6.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
88+ 3.53% |
$43.8K - $48.4K
|
2.58K
$1.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
87+ 1.19% |
$43.3K - $47.8K
|
7.38K
$4.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
87+ 5.32% |
$43.3K - $47.8K
|
1.72K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
87+ 0.41% |
$43.3K - $47.8K
|
21.4K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
87+ 0.2% |
$43.3K - $47.8K
|
42.6K
$25.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
85+ 1.8% |
$42.3K - $46.7K
|
4.81K
$2.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
85+ 3.1% |
$42.3K - $46.7K
|
2.83K
$1.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
85+ 5.19% |
$42.3K - $46.7K
|
1.72K
$1.04M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
85+ 5.19% |
$42.3K - $46.7K
|
1.72K
$1.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
BUY
|
- |
82+ 3.33% |
$40.8K - $45.1K
|
2.54K
$1.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
82+ 2.37% |
$40.8K - $45.1K
|
3.54K
$2.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
80+ 6.96% |
$39.8K - $44K
|
1.23K
$741K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
80+ 0.28% |
$39.8K - $44K
|
28.2K
$17M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
79+ 0.59% |
$39.3K - $43.4K
|
13.4K
$8.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
78+ 2.57% |
$38.8K - $42.9K
|
3.12K
$1.88M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
78+ 1.51% |
$38.8K - $42.9K
|
5.24K
$3.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
77+ 13.14% |
$38.3K - $42.3K
|
663
$400K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
77+ 9.57% |
$38.3K - $42.3K
|
882
$532K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
76New |
$37.8K - $41.8K
|
76
$45.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
76+ 1.15% |
$37.8K - $41.8K
|
6.67K
$4.02M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
75+ 0.93% |
$37.3K - $41.2K
|
8.16K
$4.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
BUY
|
- |
75+ 8.13% |
$37.3K - $41.2K
|
997
$601K
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
74+ 4.4% |
$36.8K - $40.7K
|
1.76K
$1.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
74+ 1.33% |
$36.8K - $40.7K
|
5.65K
$3.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
74+ 43.79% |
$36.8K - $40.7K
|
243
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
74+ 4.1% |
$36.8K - $40.7K
|
1.88K
$1.13M
|