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 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.48K+ 1.35% |
$1.23M - $1.36M
|
187K
$113M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.48K+ 7.94% |
$1.23M - $1.36M
|
33.7K
$20.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.46K+ 26.19% |
$1.23M - $1.35M
|
11.9K
$7.17M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.45K+ 40.72% |
$1.22M - $1.35M
|
8.48K
$5.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.45K+ 1.13% |
$1.22M - $1.35M
|
220K
$133M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
2.45K+ 4.1% |
$1.22M - $1.35M
|
62.2K
$37.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.45K+ 30.02% |
$1.22M - $1.35M
|
10.6K
$6.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 2.85% |
$1.21M - $1.34M
|
87.9K
$53.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.41K+ 2.38% |
$1.2M - $1.32M
|
104K
$62.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
2.4KNew |
$1.2M - $1.32M
|
2.4K
$1.45M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.39K+ 24.96% |
$1.19M - $1.32M
|
12K
$7.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
2.38K+ 3.3% |
$1.18M - $1.31M
|
74.5K
$45M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.38K+ 7.87% |
$1.18M - $1.31M
|
32.6K
$19.7M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.36K+ 5.21% |
$1.18M - $1.3M
|
47.7K
$28.8M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.34K+ 31.79% |
$1.16M - $1.29M
|
9.71K
$5.86M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.33K+ 2.67% |
$1.16M - $1.28M
|
89.4K
$53.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.33K+ 40.18% |
$1.16M - $1.28M
|
8.11K
$4.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2.32K+ 7.97% |
$1.16M - $1.28M
|
31.4K
$19M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.31K+ 2.12% |
$1.15M - $1.27M
|
111K
$66.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.3K+ 281.52% |
$1.14M - $1.26M
|
3.12K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.3K+ 3.04% |
$1.14M - $1.26M
|
77.8K
$46.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Bank Of Finland
|
BUY
|
- |
2.29K+ 0.3% |
$1.14M - $1.26M
|
776K
$469M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.29K+ 3.46% |
$1.14M - $1.26M
|
68.3K
$41.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
2.28K+ 14.31% |
$1.13M - $1.25M
|
18.2K
$11M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.27K+ 5.69% |
$1.13M - $1.25M
|
42.2K
$25.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.24K+ 3.83% |
$1.11M - $1.23M
|
60.7K
$36.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
2.16K+ 0.71% |
$1.07M - $1.19M
|
306K
$185M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
2.14K+ 2.87% |
$1.06M - $1.18M
|
76.5K
$46.2M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.12KNew |
$1.05M - $1.16M
|
2.12K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.1K+ 0.16% |
$1.05M - $1.15M
|
1.34M
$807M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.1K+ 0.16% |
$1.05M - $1.15M
|
1.34M
$807M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.1K+ 51.13% |
$1.04M - $1.15M
|
6.2K
$3.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.1K+ 37.45% |
$1.04M - $1.15M
|
7.7K
$4.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.09K+ 2.4% |
$1.04M - $1.15M
|
89.3K
$53.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.08KNew |
$1.03M - $1.14M
|
2.08K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.07K+ 18.03% |
$1.03M - $1.14M
|
13.6K
$8.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.06KNew |
$1.02M - $1.13M
|
2.06K
$1.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.05KNew |
$1.02M - $1.12M
|
2.05K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
BUY
|
- |
2.04K+ 67.02% |
$1.02M - $1.12M
|
5.09K
$3.08M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.03K+ 21.72% |
$1.01M - $1.12M
|
11.4K
$6.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.01K+ 111.2% |
$998K - $1.1M
|
3.81K
$2.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
2K+ 2.87% |
$996K - $1.1M
|
71.8K
$43.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2K+ 0.97% |
$996K - $1.1M
|
209K
$126M
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
2K+ 4.89% |
$993K - $1.1M
|
42.8K
$25.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.98KNew |
$984K - $1.09M
|
1.98K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.97KNew |
$982K - $1.08M
|
1.97K
$1.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
BUY
|
- |
1.95K+ 2.23% |
$969K - $1.07M
|
89.3K
$53.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.95K+ 11.68% |
$969K - $1.07M
|
18.6K
$11.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.93K+ 138.24% |
$959K - $1.06M
|
3.32K
$2.01M
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.93KNew |
$958K - $1.06M
|
1.93K
$1.16M
|