Purchases and Sales Made in Q2 2024 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 07, 2024 Q2 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.01K
+ 5.5%
$500K - $552K
19.3K $11.6M
Jul 16, 2024 Q2 2024
Capital Advisors Wealth Management, LLC

BUY
 -
1K
+ 1.7%
$499K - $551K
60K $36.2M
Jul 22, 2024 Q2 2024
Osborne Partners Capital Management, LLC

BUY
 -
1K
+ 70.97%
$498K - $550K
2.41K $1.45M
Jul 11, 2024 Q2 2024
Wbh Advisory Inc

BUY
 -
988
+ 3.71%
$492K - $543K
27.6K $16.7M
Aug 14, 2024 Q2 2024
Townsquare Capital LLC

BUY
 -
981
+ 0.73%
$488K - $539K
135K $81.7M
Aug 12, 2024 Q2 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
979
+ 3.28%
$487K - $538K
30.8K $18.6M
Jul 10, 2024 Q2 2024
Garrett Investment Advisors LLC

BUY
 -
978
+ 68.3%
$487K - $538K
2.41K $1.46M
Jul 17, 2024 Q2 2024
Midwest Heritage Bank, Fsb

BUY
 -
978
+ 69.96%
$487K - $538K
2.38K $1.43M
Jul 15, 2024 Q2 2024
Sharp Financial Services, LLC

Horsham, PA
BUY
 -
976
New
$486K - $536K
976 $589K
Jul 22, 2024 Q2 2024
F&V Capital Management, LLC

BUY
 -
975
+ 41.86%
$485K - $536K
3.3K $1.99M
Aug 09, 2024 Q2 2024
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
968
+ 4.33%
$482K - $532K
23.3K $14.1M
Jul 16, 2024 Q2 2024
Cypress Financial Planning LLC

BUY
 -
963
+ 1.63%
$479K - $529K
60K $36.2M
Jul 24, 2024 Q2 2024
Cornerstone Wealth Group, LLC

BUY
 -
962
+ 1.27%
$479K - $529K
76.7K $46.3M
Aug 05, 2024 Q2 2024
Ams Capital Ltda

BUY
 -
961
+ 0.22%
$478K - $528K
437K $264M
Aug 12, 2024 Q2 2024
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
954
+ 34.34%
$475K - $524K
3.73K $2.25M
Aug 06, 2024 Q2 2024
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
940
+ 2.8%
$468K - $517K
34.5K $20.8M
Aug 02, 2024 Q2 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
935
+ 1.18%
$465K - $514K
79.9K $48.2M
Aug 12, 2024 Q2 2024
Argent Trust CO

Nashville, TN
BUY
 -
929
+ 1.37%
$462K - $511K
68.9K $41.6M
Aug 06, 2024 Q2 2024
Stonekeep Investments, LLC

Sante Fe, NM
BUY
 -
924
New
$460K - $508K
924 $558K
Jul 22, 2024 Q2 2024
Investment Planning Advisors, Inc.

Cumming, GA
BUY
 -
916
New
$456K - $503K
916 $553K
Aug 14, 2024 Q2 2024
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
915
+ 2.01%
$455K - $503K
46.5K $28.1M
Sep 09, 2024 Q2 2024
Heritage Wealth Management, Inc.

Cincinnati, OH
BUY
 -
910
New
$453K - $500K
910 $549K
Aug 14, 2024 Q2 2024
University Of Wisconsin Foundation

Madison, WI
BUY
 -
905
+ 1.63%
$450K - $497K
56.3K $34M
Jul 29, 2024 Q2 2024
High Mark Wealth Management LLC

BUY
 -
904
+ 0.83%
$450K - $497K
110K $66.6M
Jul 16, 2024 Q2 2024
Taylor & Morgan Wealth Management, LLC

BUY
 -
903
+ 3.28%
$449K - $496K
28.5K $17.2M
Aug 28, 2024 Q2 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
896
New
$446K - $492K
896 $541K
Aug 05, 2024 Q2 2024
Cullen/Frost Bankers, Inc.

BUY
 -
893
+ 25.46%
$444K - $491K
4.4K $2.66M
Jul 31, 2024 Q2 2024
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
889
+ 4.84%
$442K - $489K
19.3K $11.6M
Aug 09, 2024 Q2 2024
Vestia Personal Wealth Advisors

Fort Wayne, IN
BUY
 -
889
New
$442K - $489K
889 $537K
Jul 24, 2024 Q2 2024
Goldstein Advisors, LLC

Madison, WI
BUY
 -
884
+ 35.86%
$440K - $486K
3.35K $2.02M
Jul 30, 2024 Q2 2024
Maple Capital Management, Inc.

BUY
 -
883
+ 32.46%
$439K - $485K
3.6K $2.18M
Aug 06, 2024 Q2 2024
Mosley Wealth Management

Anaheim, CA
BUY
 -
883
+ 3.92%
$439K - $485K
23.4K $14.1M
Aug 12, 2024 Q2 2024
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
883
+ 8.96%
$439K - $485K
10.7K $6.49M
Aug 09, 2024 Q2 2024
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
877
+ 2.62%
$436K - $482K
34.3K $20.7M
Jul 24, 2024 Q2 2024
Powers Advisory Group, LLC

BUY
 -
868
New
$432K - $477K
868 $524K
Aug 09, 2024 Q2 2024
Madison Asset Management, LLC

Madison, WI
BUY
 -
868
+ 13.27%
$432K - $477K
7.41K $4.47M
Jul 31, 2024 Q2 2024
Sollinda Capital Management LLC

Hickory, NC
BUY
 -
863
New
$429K - $474K
863 $521K
Jul 17, 2024 Q2 2024
Home Federal Bank Of Tennessee

BUY
 -
858
+ 0.38%
$427K - $472K
228K $138M
Jul 12, 2024 Q2 2024
Congress Park Capital LLC

BUY
 -
851
+ 6.11%
$423K - $468K
14.8K $8.92M
Aug 08, 2024 Q2 2024
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
850
New
$423K - $467K
850 $513K
Aug 13, 2024 Q2 2024
Forte Capital LLC

BUY
 -
848
+ 11.74%
$422K - $466K
8.07K $4.88M
Jul 24, 2024 Q2 2024
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
846
+ 1.09%
$421K - $465K
78.5K $47.4M
Jul 19, 2024 Q2 2024
Garrett Wealth Advisory Group, LLC

BUY
 -
841
+ 111.54%
$418K - $462K
1.6K $963K
Jul 17, 2024 Q2 2024
Red Door Wealth Management, LLC

BUY
 -
837
+ 4.97%
$416K - $460K
17.7K $10.7M
Jul 11, 2024 Q2 2024
Cra Financial Services, LLC

BUY
 -
832
+ 3.56%
$414K - $457K
24.2K $14.6M
Aug 08, 2024 Q2 2024
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
826
+ 97.52%
$411K - $454K
1.67K $1.01M
Aug 02, 2024 Q2 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
825
+ 0.38%
$410K - $453K
219K $132M
Aug 02, 2024 Q2 2024
New World Advisors LLC

Hingham, MA
BUY
 -
825
+ 3.8%
$410K - $453K
22.5K $13.6M
Aug 14, 2024 Q2 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
823
+ 21.44%
$409K - $452K
4.66K $2.81M

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