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 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
14+ 0.5% |
$6.97K - $7.69K
|
2.84K
$1.71M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
14+ 0.9% |
$6.97K - $7.69K
|
1.56K
$943K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
13+ 0.27% |
$6.47K - $7.15K
|
4.78K
$2.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
13+ 2.0% |
$6.47K - $7.15K
|
664
$400K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
13+ 0.35% |
$6.47K - $7.15K
|
3.73K
$2.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
13+ 0.87% |
$6.47K - $7.15K
|
1.5K
$904K
|
|
|
Aug 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 1.42% |
$6.47K - $7.15K
|
931
$561K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
13+ 0.27% |
$6.47K - $7.15K
|
4.89K
$2.95M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
12+ 0.31% |
$5.97K - $6.6K
|
3.88K
$2.34M
|
|
|
Jul 18, 2024
Q2 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
12+ 0.5% |
$5.97K - $6.6K
|
2.41K
$1.45M
|
|
|
Feb 13, 2025
Q2 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
12+ 0.48% |
$5.97K - $6.6K
|
2.51K
$1.51M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
11+ 0.38% |
$5.47K - $6.05K
|
2.93K
$1.77M
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
11+ 1.51% |
$5.47K - $6.05K
|
738
$445K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
11+ 0.51% |
$5.47K - $6.05K
|
2.18K
$1.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11+ 2.08% |
$5.47K - $6.05K
|
539
$325K
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
11+ 1.72% |
$5.47K - $6.05K
|
649
$391K
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
11+ 0.32% |
$5.47K - $6.05K
|
3.4K
$2.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
11+ 0.87% |
$5.47K - $6.05K
|
1.27K
$766K
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
11+ 2.7% |
$5.47K - $6.05K
|
418
$252K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.99% |
$4.98K - $5.5K
|
1.02K
$616K
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
10+ 0.15% |
$4.98K - $5.5K
|
6.78K
$4.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.22% |
$4.98K - $5.5K
|
4.62K
$2.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
10+ 0.17% |
$4.98K - $5.5K
|
5.99K
$3.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
10+ 0.32% |
$4.98K - $5.5K
|
3.09K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
10+ 0.03% |
$4.98K - $5.5K
|
39.4K
$23.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
10+ 0.73% |
$4.98K - $5.5K
|
1.37K
$828K
|
|
|
Jul 10, 2024
Q2 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
9+ 0.3% |
$4.48K - $4.95K
|
3.01K
$1.81M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 0.16% |
$4.48K - $4.95K
|
5.68K
$3.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
9+ 0.28% |
$4.48K - $4.95K
|
3.18K
$1.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
9+ 0.36% |
$4.48K - $4.95K
|
2.5K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
9+ 2.12% |
$4.48K - $4.95K
|
433
$261K
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
8+ 0.26% |
$3.98K - $4.4K
|
3.04K
$1.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8+ 0.26% |
$3.98K - $4.4K
|
3.05K
$1.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
8+ 0.37% |
$3.98K - $4.4K
|
2.15K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
8+ 14.55% |
$3.98K - $4.4K
|
63
$38K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.26% |
$3.48K - $3.85K
|
2.69K
$1.62M
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
7+ 0.27% |
$3.48K - $3.85K
|
2.62K
$1.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7+ 0.03% |
$3.48K - $3.85K
|
27.1K
$16.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
7+ 0.25% |
$3.48K - $3.85K
|
2.83K
$1.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6+ 0.82% |
$2.99K - $3.3K
|
737
$444K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
6+ 0.02% |
$2.99K - $3.3K
|
30.7K
$18.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
6+ 24.0% |
$2.99K - $3.3K
|
31
$18.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
6+ 0.13% |
$2.99K - $3.3K
|
4.74K
$2.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
6+ 0.16% |
$2.99K - $3.3K
|
3.78K
$2.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6+ 0.24% |
$2.99K - $3.3K
|
2.49K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
6+ 0.73% |
$2.99K - $3.3K
|
831
$501K
|
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
6+ 0.63% |
$2.99K - $3.3K
|
963
$581K
|
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
6+ 0.63% |
$2.99K - $3.3K
|
962
$580K
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.09% |
$2.99K - $3.3K
|
6.58K
$3.96M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5+ 0.37% |
$2.49K - $2.75K
|
1.35K
$813K
|