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 14, 2024 Q2 2024
Sugar Maple Asset Management, LLC

Sister Bay, WI
BUY
 -
662
+ 4.53%
$329K - $364K
15.3K $9.23M
Jul 17, 2024 Q2 2024
Ars Investment Partners, LLC

BUY
 -
660
+ 19.56%
$328K - $363K
4.04K $2.44M
Jul 11, 2024 Q2 2024
Ellenbecker Investment Group

BUY
 -
658
+ 0.17%
$327K - $362K
382K $231M
Jul 29, 2024 Q2 2024
Key F Inancial Inc

BUY
 -
655
+ 19.63%
$326K - $360K
3.99K $2.41M
Jul 17, 2024 Q2 2024
Galvin, Gaustad & Stein, LLC

BUY
 -
653
+ 11.32%
$325K - $359K
6.42K $3.88M
Jul 23, 2024 Q2 2024
Dumont & Blake Investment Advisors LLC

BUY
 -
652
+ 117.06%
$324K - $358K
1.21K $730K
Aug 02, 2024 Q2 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
648
+ 1.25%
$322K - $356K
52.6K $31.8M
Jul 09, 2024 Q2 2024
Praetorian Wealth Management, Inc.

BUY
 -
643
+ 2.19%
$320K - $353K
30K $18.1M
Aug 14, 2024 Q2 2024
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
643
+ 11.89%
$320K - $353K
6.05K $3.65M
Aug 12, 2024 Q2 2024
Middleton & CO Inc

BUY
 -
641
+ 1.25%
$319K - $352K
51.8K $31.3M
Aug 07, 2024 Q2 2024
Lansing Street Advisors

BUY
 -
639
+ 10.07%
$318K - $351K
6.98K $4.22M
Aug 13, 2024 Q2 2024
Meridian Financial, LLC

Holliston, MA
BUY
 -
639
+ 4.19%
$318K - $351K
15.9K $9.59M
Feb 05, 2025 Q2 2024
Mma Asset Management LLC

New York, NY
BUY
 -
639
+ 4.98%
$318K - $351K
13.5K $8.14M
Jul 22, 2024 Q2 2024
Centennial Wealth Advisory LLC

BUY
 -
634
+ 2.04%
$315K - $348K
31.7K $19.2M
Jul 31, 2024 Q2 2024
Ndwm LLC

La Jolla, CA
BUY
 -
630
+ 0.91%
$313K - $346K
69.7K $42.1M
Aug 12, 2024 Q2 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
627
+ 6.64%
$312K - $345K
10.1K $6.08M
Aug 13, 2024 Q2 2024
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
626
+ 5.23%
$311K - $344K
12.6K $7.61M
Aug 14, 2024 Q2 2024
Wealthfront Advisers LLC

BUY
 -
625
+ 49.8%
$311K - $344K
1.88K $1.14M
Jul 24, 2024 Q2 2024
Stratos Wealth Advisors, LLC

BUY
 -
621
+ 0.91%
$309K - $341K
68.6K $41.4M
Jul 15, 2024 Q2 2024
Northwest Investment Counselors, LLC

BUY
 -
618
+ 9.31%
$307K - $340K
7.25K $4.38M
Jul 25, 2024 Q2 2024
Violich Capital Management, Inc.

BUY
 -
618
+ 47.83%
$307K - $340K
1.91K $1.15M
Aug 08, 2024 Q2 2024
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
618
+ 30.59%
$307K - $340K
2.64K $1.59M
Jul 09, 2024 Q2 2024
Wealth Group LTD

Eden Prairie, MN
BUY
 -
614
+ 0.33%
$305K - $337K
187K $113M
Jul 26, 2024 Q2 2024
Beacon Financial Advisory LLC

BUY
 -
614
+ 11.44%
$305K - $337K
5.98K $3.61M
Aug 13, 2024 Q2 2024
Sandhill Capital Partners LLC

Buffalo, NY
BUY
 -
611
+ 22.55%
$304K - $336K
3.32K $2M
Aug 09, 2024 Q2 2024
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
600
New
$299K - $330K
600 $362K
Jul 10, 2024 Q2 2024
Indiana Trust & Investment Management CO

BUY
 -
598
+ 20.57%
$298K - $329K
3.51K $2.12M
Aug 13, 2024 Q2 2024
Fwl Investment Management, LLC

BUY
 -
598
New
$298K - $329K
598 $361K
Jul 31, 2024 Q2 2024
Spinnaker Trust

BUY
 -
592
+ 52.07%
$295K - $325K
1.73K $1.04M
Jul 15, 2024 Q2 2024
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
591
+ 1.88%
$294K - $325K
32K $19.3M
Jul 29, 2024 Q2 2024
Private Client Services, LLC

Louisville, KY
BUY
 -
587
+ 3.4%
$292K - $323K
17.9K $10.8M
Jul 02, 2024 Q2 2024
Transcend Capital Advisors, LLC

BUY
 -
586
+ 1.91%
$292K - $322K
31.2K $18.8M
Jul 11, 2024 Q2 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
582
+ 1.48%
$290K - $320K
40K $24.2M
Jul 09, 2024 Q2 2024
Cva Family Office, LLC

BUY
 -
578
+ 1.81%
$288K - $318K
32.5K $19.6M
Jul 24, 2024 Q2 2024
Suncoast Equity Management

BUY
 -
577
New
$287K - $317K
577 $348K
Jul 19, 2024 Q2 2024
Ironwood Financial, LLC

BUY
 -
574
+ 0.56%
$286K - $315K
103K $62.3M
Aug 13, 2024 Q2 2024
Innova Wealth Partners

BUY
 -
573
New
$285K - $315K
573 $346K
Aug 06, 2024 Q2 2024
Motiv8 Investments LLC

Port St. Lucie, FL
BUY
 -
562
+ 71.32%
$280K - $309K
1.35K $815K
Aug 02, 2024 Q2 2024
Journey Advisory Group, LLC

BUY
 -
561
+ 7.26%
$279K - $308K
8.29K $5.01M
Aug 13, 2024 Q2 2024
Wood Trust Financial Corp

BUY
 -
560
New
$279K - $308K
560 $338K
Jul 22, 2024 Q2 2024
Kaye Capital Management

El Segundo, CA
BUY
 -
559
+ 0.8%
$278K - $307K
70.4K $42.5M
Jul 31, 2024 Q2 2024
Ramsay, Stattman, Vela & Price, Inc.

BUY
 -
553
New
$275K - $304K
553 $334K
Aug 02, 2024 Q2 2024
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
553
+ 6.46%
$275K - $304K
9.12K $5.51M
Jul 30, 2024 Q2 2024
Leeward Financial Partners, LLC

BUY
 -
551
+ 9.95%
$274K - $303K
6.09K $3.68M
Aug 12, 2024 Q2 2024
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
551
+ 21.85%
$274K - $303K
3.07K $1.86M
Jul 15, 2024 Q2 2024
Cooper Financial Group

BUY
 -
550
+ 4.15%
$274K - $302K
13.8K $8.33M
Aug 07, 2024 Q2 2024
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
547
New
$272K - $301K
547 $330K
Aug 13, 2024 Q2 2024
Summit Trail Advisors, LLC

New York, NY
BUY
 -
545
+ 4.41%
$271K - $300K
12.9K $7.79M
Aug 08, 2024 Q2 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
544
+ 0.61%
$271K - $299K
89.5K $54M

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