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 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.22KNew |
$609K - $673K
|
1.22K
$739K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.21K+ 4.89% |
$601K - $664K
|
25.9K
$15.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.21K+ 0.33% |
$601K - $663K
|
372K
$225M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.2K+ 14.25% |
$598K - $661K
|
9.64K
$5.82M
|
|
|
Dec 03, 2024
Q2 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1.2K+ 2.25% |
$598K - $660K
|
54.5K
$32.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.19K+ 5.23% |
$591K - $653K
|
23.9K
$14.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
1.18K+ 12.7% |
$589K - $651K
|
10.5K
$6.34M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
1.18K+ 3.52% |
$587K - $648K
|
34.7K
$20.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.18K+ 1.51% |
$585K - $646K
|
79K
$47.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.17KNew |
$584K - $645K
|
1.17K
$709K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.17K+ 44.27% |
$584K - $645K
|
3.83K
$2.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.17K+ 16.25% |
$582K - $643K
|
8.37K
$5.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.17K+ 79.05% |
$580K - $641K
|
2.64K
$1.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.16K+ 2.09% |
$575K - $635K
|
56.5K
$34.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.16K+ 2.91% |
$575K - $635K
|
40.8K
$24.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.15K+ 0.76% |
$572K - $632K
|
153K
$92.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.14K+ 54.09% |
$566K - $625K
|
3.24K
$1.96M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.13K+ 4.39% |
$561K - $620K
|
26.8K
$16.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Glenorchy Capital LTD
Boorolite, C3 |
BUY
|
- |
1.12KNew |
$556K - $614K
|
1.12K
$675K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
1.11K+ 1.91% |
$554K - $612K
|
59.6K
$36M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.11K+ 5.13% |
$554K - $612K
|
22.9K
$13.8M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
1.11K+ 2.43% |
$551K - $609K
|
46.8K
$28.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.1K+ 4.72% |
$549K - $606K
|
24.5K
$14.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.1K+ 40.34% |
$548K - $606K
|
3.83K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.1K+ 25.79% |
$547K - $605K
|
5.37K
$3.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.09K+ 6.68% |
$543K - $600K
|
17.4K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1.09KNew |
$543K - $600K
|
1.09K
$659K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.09K+ 282.38% |
$542K - $599K
|
1.48K
$891K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.09K+ 12.51% |
$541K - $598K
|
9.79K
$5.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.09KNew |
$540K - $596K
|
1.09K
$655K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.08K+ 0.75% |
$538K - $595K
|
146K
$88.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.08K+ 4.75% |
$536K - $593K
|
23.8K
$14.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
1.07K+ 10.07% |
$534K - $590K
|
11.7K
$7.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.06K+ 1.41% |
$528K - $584K
|
76.4K
$46.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.06K+ 1.42% |
$528K - $584K
|
75.8K
$45.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
1.06K+ 4.28% |
$525K - $580K
|
25.7K
$15.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.05K+ 1.59% |
$521K - $576K
|
66.8K
$40.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.03KNew |
$513K - $567K
|
1.03K
$623K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.03K+ 3.66% |
$512K - $566K
|
29.1K
$17.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.03KNew |
$511K - $565K
|
1.03K
$621K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.03K+ 15.39% |
$511K - $565K
|
7.71K
$4.65M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.03K+ 16.42% |
$510K - $564K
|
7.27K
$4.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.02K+ 1.78% |
$507K - $561K
|
58.2K
$35.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
1.01K+ 7.82% |
$504K - $557K
|
14K
$8.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.01K+ 16.66% |
$504K - $557K
|
7.1K
$4.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.01K+ 36.0% |
$504K - $557K
|
3.83K
$2.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.01K+ 5.27% |
$503K - $556K
|
20.2K
$12.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.01K+ 2.43% |
$503K - $556K
|
42.5K
$25.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
1.01K+ 0.98% |
$502K - $555K
|
104K
$62.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
1.01KNew |
$501K - $553K
|
1.01K
$608K
|