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 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
814+ 45.22% |
$405K - $447K
|
2.61K
$1.58M
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
806New |
$401K - $443K
|
806
$487K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
803+ 11.2% |
$400K - $441K
|
7.97K
$4.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
798New |
$397K - $439K
|
798
$482K
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
797New |
$397K - $438K
|
797
$481K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
795+ 6.6% |
$396K - $437K
|
12.8K
$7.76M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
788+ 0.55% |
$392K - $433K
|
145K
$87.6M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
785+ 0.53% |
$391K - $431K
|
149K
$89.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
783+ 2.22% |
$390K - $430K
|
36.1K
$21.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
781+ 6.04% |
$389K - $429K
|
13.7K
$8.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
780+ 1.19% |
$388K - $429K
|
66.1K
$39.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
768+ 5.32% |
$382K - $422K
|
15.2K
$9.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
761New |
$379K - $418K
|
761
$459K
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
753New |
$375K - $414K
|
753
$455K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
750+ 17.0% |
$373K - $412K
|
5.16K
$3.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
749+ 16.66% |
$373K - $412K
|
5.25K
$3.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
749New |
$373K - $412K
|
749
$452K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
747+ 4.14% |
$372K - $411K
|
18.8K
$11.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
740+ 1.94% |
$368K - $407K
|
38.9K
$23.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
738New |
$367K - $406K
|
738
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
738+ 5.84% |
$367K - $406K
|
13.4K
$8.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
736+ 3.58% |
$366K - $405K
|
21.3K
$12.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
733+ 3.07% |
$365K - $403K
|
24.6K
$14.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
732New |
$364K - $402K
|
732
$442K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
731+ 54.63% |
$364K - $402K
|
2.07K
$1.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
729+ 30.05% |
$363K - $401K
|
3.16K
$1.9M
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
725+ 95.52% |
$361K - $398K
|
1.48K
$896K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
724+ 13.9% |
$360K - $398K
|
5.93K
$3.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
723+ 26.59% |
$360K - $397K
|
3.44K
$2.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
721New |
$359K - $396K
|
721
$435K
|
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
720+ 19.78% |
$358K - $396K
|
4.36K
$2.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
708+ 62.6% |
$352K - $389K
|
1.84K
$1.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
705New |
$351K - $387K
|
705
$426K
|
|
|
Jul 22, 2024
Q2 2024
|
Geneva Partners, LLC
|
BUY
|
- |
705+ 4.68% |
$351K - $387K
|
15.8K
$9.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
700New |
$348K - $385K
|
700
$423K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
BUY
|
- |
699+ 8.33% |
$348K - $384K
|
9.09K
$5.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
696+ 0.55% |
$346K - $383K
|
127K
$76.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
BUY
|
- |
690+ 5.48% |
$343K - $379K
|
13.3K
$8.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
689+ 4.87% |
$343K - $379K
|
14.8K
$8.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
688+ 83.5% |
$342K - $378K
|
1.51K
$913K
|
|
|
Aug 14, 2024
Q2 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
687New |
$342K - $378K
|
687
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
685+ 82.63% |
$341K - $377K
|
1.51K
$914K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
680+ 0.86% |
$338K - $374K
|
80K
$48.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
675New |
$336K - $371K
|
675
$408K
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
671+ 167.75% |
$334K - $369K
|
1.07K
$647K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
670New |
$333K - $368K
|
670
$405K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
669+ 0.94% |
$333K - $368K
|
71.8K
$43.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
667+ 5.63% |
$332K - $367K
|
12.5K
$7.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
666+ 17.37% |
$331K - $366K
|
4.5K
$2.72M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
665+ 69.13% |
$331K - $366K
|
1.63K
$982K
|