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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
544+ 0.61% |
$271K - $299K
|
89.5K
$54.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
543+ 15.79% |
$270K - $298K
|
3.98K
$2.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
543+ 2.99% |
$270K - $298K
|
18.7K
$11.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
BUY
|
- |
541+ 0.96% |
$269K - $297K
|
57.2K
$35M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
541+ 8.0% |
$269K - $297K
|
7.31K
$4.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
BUY
|
- |
538+ 2.13% |
$268K - $296K
|
25.8K
$15.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
538+ 5.88% |
$268K - $296K
|
9.68K
$5.93M
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
537+ 17.34% |
$267K - $295K
|
3.63K
$2.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
531+ 5.0% |
$264K - $292K
|
11.1K
$6.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
530+ 26.57% |
$264K - $291K
|
2.53K
$1.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
526New |
$262K - $289K
|
526
$322K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
526+ 0.36% |
$262K - $289K
|
148K
$90.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
525+ 3.61% |
$261K - $289K
|
15K
$9.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
524+ 3.98% |
$261K - $288K
|
13.7K
$8.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
522+ 6.48% |
$260K - $287K
|
8.57K
$5.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
516New |
$257K - $284K
|
516
$316K
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
512+ 1.42% |
$255K - $281K
|
36.5K
$22.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
510+ 3.73% |
$254K - $280K
|
14.2K
$8.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
509+ 0.38% |
$253K - $280K
|
136K
$83.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
501+ 11.45% |
$249K - $275K
|
4.88K
$2.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
500+ 1.19% |
$249K - $275K
|
42.5K
$26M
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
500+ 4.11% |
$249K - $275K
|
12.7K
$7.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
499+ 112.9% |
$248K - $274K
|
941
$577K
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
495New |
$246K - $272K
|
495
$303K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
494+ 28.0% |
$246K - $272K
|
2.26K
$1.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
493+ 8.35% |
$245K - $271K
|
6.39K
$3.92M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
490+ 31.59% |
$244K - $269K
|
2.04K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
487+ 12.64% |
$242K - $268K
|
4.34K
$2.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
485+ 11.78% |
$241K - $267K
|
4.6K
$2.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
481+ 3.24% |
$239K - $264K
|
15.3K
$9.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
478+ 38.12% |
$238K - $263K
|
1.73K
$1.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
476+ 7.12% |
$237K - $262K
|
7.16K
$4.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
476+ 2.52% |
$237K - $262K
|
19.4K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
472+ 12.53% |
$235K - $259K
|
4.24K
$2.6M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
471+ 22.01% |
$234K - $259K
|
2.61K
$1.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
466New |
$232K - $256K
|
466
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
465+ 32.63% |
$231K - $256K
|
1.89K
$1.16M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
464+ 126.09% |
$231K - $255K
|
832
$510K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
463+ 1.53% |
$230K - $254K
|
30.7K
$18.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
463New |
$230K - $254K
|
463
$284K
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
461+ 31.38% |
$229K - $253K
|
1.93K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
461+ 2.35% |
$229K - $253K
|
20.1K
$12.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
460+ 0.27% |
$229K - $253K
|
168K
$103M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
458+ 12.44% |
$228K - $252K
|
4.14K
$2.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
455+ 1.88% |
$226K - $250K
|
24.6K
$15.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
454New |
$226K - $250K
|
454
$278K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
453+ 67.81% |
$225K - $249K
|
1.12K
$687K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
451+ 21.13% |
$224K - $248K
|
2.59K
$1.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
450+ 2.97% |
$224K - $247K
|
15.6K
$9.57M
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
449New |
$223K - $247K
|
449
$275K
|