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 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
376New |
$187K - $207K
|
376
$199K
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
375New |
$187K - $206K
|
375
$198K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
375New |
$187K - $206K
|
375
$198K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
BUY
|
- |
374+ 2.02% |
$186K - $206K
|
18.8K
$9.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
374New |
$186K - $206K
|
374
$198K
|
|
|
Jul 02, 2024
Q2 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
371+ 63.86% |
$185K - $204K
|
952
$503K
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
370New |
$184K - $203K
|
370
$196K
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
BUY
|
- |
369New |
$184K - $203K
|
369
$195K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
369+ 0.62% |
$184K - $203K
|
60K
$31.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
368New |
$183K - $202K
|
368
$195K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
368New |
$183K - $202K
|
368
$195K
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
367New |
$183K - $202K
|
367
$194K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
366+ 0.7% |
$182K - $201K
|
52.3K
$27.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
365+ 4.26% |
$182K - $201K
|
8.93K
$4.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
361+ 63.67% |
$180K - $198K
|
928
$491K
|
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
358+ 68.19% |
$178K - $197K
|
883
$467K
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
BUY
|
- |
356+ 4.71% |
$177K - $196K
|
7.91K
$4.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
356+ 59.43% |
$177K - $196K
|
955
$505K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
354+ 28.16% |
$176K - $195K
|
1.61K
$852K
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
353+ 18.97% |
$176K - $194K
|
2.21K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
351+ 9.83% |
$175K - $193K
|
3.92K
$2.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
349+ 5.06% |
$174K - $192K
|
7.25K
$3.83M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
349+ 29.48% |
$174K - $192K
|
1.53K
$810K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
346+ 1.75% |
$172K - $190K
|
20.1K
$10.7M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
346+ 4.96% |
$172K - $190K
|
7.33K
$3.87M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
345+ 1.08% |
$172K - $190K
|
32.4K
$17.1M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
342+ 8.13% |
$170K - $188K
|
4.55K
$2.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
342+ 4.6% |
$170K - $188K
|
7.77K
$4.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
342+ 11.26% |
$170K - $188K
|
3.38K
$1.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
340+ 11.38% |
$169K - $187K
|
3.33K
$1.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
340+ 28.94% |
$169K - $187K
|
1.52K
$801K
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
339+ 7.23% |
$169K - $186K
|
5.03K
$2.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
334+ 1.0% |
$166K - $184K
|
33.8K
$17.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
333+ 58.94% |
$166K - $183K
|
898
$475K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
332+ 1.06% |
$165K - $182K
|
31.5K
$16.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
332+ 77.39% |
$165K - $182K
|
761
$402K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
331New |
$165K - $182K
|
331
$175K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
330+ 0.82% |
$164K - $181K
|
40.7K
$21.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
326+ 1.2% |
$162K - $179K
|
27.4K
$14.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
325+ 0.46% |
$162K - $179K
|
71K
$37.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
321+ 54.97% |
$160K - $176K
|
905
$478K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
318+ 2.75% |
$158K - $175K
|
11.9K
$6.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
317+ 9.69% |
$158K - $174K
|
3.59K
$1.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
315+ 9.27% |
$157K - $173K
|
3.71K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
314+ 1.39% |
$156K - $173K
|
22.9K
$12.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
312+ 1.57% |
$155K - $171K
|
20.1K
$10.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
312+ 6.79% |
$155K - $171K
|
4.9K
$2.59M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
311+ 4.39% |
$155K - $171K
|
7.4K
$3.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
308+ 5.73% |
$153K - $169K
|
5.68K
$3M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
307+ 64.09% |
$153K - $169K
|
786
$416K
|