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
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
184
+ 0.6%
$91.5K - $101K
30.9K $16.4M
Aug 14, 2024 Q2 2024
26 North Partners LP

New York, NY
BUY
 -
182
+ 0.07%
$90.6K - $100K
249K $132M
Aug 02, 2024 Q2 2024
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
181
+ 20.04%
$90.1K - $99.5K
1.08K $573K
Aug 09, 2024 Q2 2024
Personal Cfo Solutions, LLC

BUY
 -
181
+ 2.63%
$90.1K - $99.5K
7.06K $3.73M
Aug 01, 2024 Q2 2024
Fiera Capital Corp

Montreal, A8
BUY
 -
180
+ 0.88%
$89.6K - $98.9K
20.7K $10.9M
Jul 19, 2024 Q2 2024
Parsons Capital Management Inc

BUY
 -
179
+ 0.64%
$89.1K - $98.4K
27.9K $14.8M
Jul 31, 2024 Q2 2024
Austin Wealth Management, LLC

Austin, TX
BUY
 -
179
+ 20.86%
$89.1K - $98.4K
1.04K $548K
Aug 02, 2024 Q2 2024
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
178
+ 17.08%
$88.6K - $97.8K
1.22K $645K
Aug 12, 2024 Q2 2024
Zuckerman Investment Group, LLC

Chicago, IL
BUY
 -
178
+ 15.91%
$88.6K - $97.8K
1.3K $686K
Jul 19, 2024 Q2 2024
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
176
+ 0.61%
$87.6K - $96.7K
29.1K $15.4M
Jul 08, 2024 Q2 2024
Beach Investment Counsel Inc/Pa

West Conshohocken, PA
BUY
 -
175
New
$87.1K - $96.2K
175 $92.5K
Aug 06, 2024 Q2 2024
Counterweight Ventures, LLC

Wilmington, NC
BUY
 -
175
+ 5.7%
$87.1K - $96.2K
3.25K $1.72M
Aug 13, 2024 Q2 2024
C2 C Wealth Management, LLC

BUY
 -
175
+ 1.44%
$87.1K - $96.2K
12.3K $6.5M
Jul 24, 2024 Q2 2024
Fundamentun, LLC

Beachwood, OH
BUY
 -
171
+ 0.52%
$85.1K - $94K
33K $17.4M
Aug 09, 2024 Q2 2024
Firestone Capital Management

BUY
 -
171
+ 4.54%
$85.1K - $94K
3.94K $2.08M
Aug 14, 2024 Q2 2024
Eagle Global Advisors LLC

Houston, TX
BUY
 -
170
+ 42.29%
$84.6K - $93.4K
572 $302K
Jul 12, 2024 Q2 2024
Cabot Wealth Management Inc

BUY
 -
169
+ 9.17%
$84.1K - $92.9K
2.01K $1.06M
Jul 16, 2024 Q2 2024
Bill Few Associates, Inc.

BUY
 -
167
+ 8.73%
$83.1K - $91.8K
2.08K $1.1M
Aug 12, 2024 Q2 2024
Etfidea, LLC

Syracuse, NY
BUY
 -
166
+ 7.02%
$82.6K - $91.2K
2.53K $1.34M
Aug 06, 2024 Q2 2024
Roof Eidam & Maycock

BUY
 -
165
+ 0.77%
$82.1K - $90.7K
21.5K $11.4M
Jul 12, 2024 Q2 2024
Bath Savings Trust CO

BUY
 -
163
+ 14.97%
$81.1K - $89.6K
1.25K $662K
Jul 15, 2024 Q2 2024
White Lighthouse Investment Management Inc.

BUY
 -
163
+ 7.99%
$81.1K - $89.6K
2.2K $1.16M
Jul 25, 2024 Q2 2024
Community Financial Services Group, LLC

Newport, VT
BUY
 -
163
+ 1.0%
$81.1K - $89.6K
16.4K $8.67M
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
163
New
$81.1K - $89.6K
163 $86.2K
Aug 23, 2024 Q2 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
163
+ 4.49%
$81.1K - $89.6K
3.8K $2.01M
Jul 02, 2024 Q2 2024
Waller Financial Planning Group, Inc

BUY
 -
159
+ 0.3%
$79.1K - $87.4K
52.5K $27.8M
Aug 13, 2024 Q2 2024
Tag Stone Capital, Inc.

BUY
 -
156
+ 0.45%
$77.6K - $85.7K
34.5K $18.2M
Aug 09, 2024 Q2 2024
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
155
+ 16.03%
$77.1K - $85.2K
1.12K $593K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
154
+ 2.67%
$76.6K - $84.6K
5.93K $3.14M
Jul 19, 2024 Q2 2024
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
153
+ 0.5%
$76.1K - $84.1K
30.9K $16.3M
Aug 05, 2024 Q2 2024
Financial Security Advisor, Inc.

Virginia Beach, VA
BUY
 -
153
+ 18.11%
$76.1K - $84.1K
998 $528K
Dec 19, 2024 Q2 2024
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
153
+ 31.29%
$76.1K - $84.1K
642 $339K
Aug 08, 2024 Q2 2024
Spirepoint Private Client, LLC

Vero Beach, FL
BUY
 -
152
+ 2.94%
$75.6K - $83.5K
5.32K $2.81M
Jul 11, 2024 Q2 2024
Prairieview Wealth Partners, LLC

Orland Park, IL
BUY
 -
151
+ 0.38%
$75.1K - $83K
40.2K $21.2M
Jul 19, 2024 Q2 2024
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
151
+ 397.37%
$75.1K - $83K
189 $99.9K
Jul 25, 2024 Q2 2024
Aries Wealth Management

BUY
 -
150
+ 14.72%
$74.6K - $82.4K
1.17K $618K
Jul 30, 2024 Q2 2024
Matisse Capital

BUY
 -
150
+ 35.13%
$74.6K - $82.4K
577 $305K
Aug 13, 2024 Q2 2024
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
150
+ 13.33%
$74.6K - $82.4K
1.28K $674K
Aug 15, 2024 Q2 2024
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
150
+ 8.24%
$74.6K - $82.4K
1.97K $1.04M
Jul 16, 2024 Q2 2024
Adams Wealth Management

BUY
 -
148
+ 0.33%
$73.6K - $81.3K
44.5K $23.5M
Jul 19, 2024 Q2 2024
West Hill Financial Advisors, Inc.

BUY
 -
148
+ 2.26%
$73.6K - $81.3K
6.7K $3.54M
Jul 25, 2024 Q2 2024
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
148
New
$73.6K - $81.3K
148 $78.2K
Jul 26, 2024 Q2 2024
Eagle Bay Advisors LLC

New York, NY
BUY
 -
148
+ 1.26%
$73.6K - $81.3K
11.9K $6.31M
Jul 12, 2024 Q2 2024
Thrive Wealth Management, LLC

BUY
 -
146
+ 2.48%
$72.6K - $80.2K
6.03K $3.19M
Aug 13, 2024 Q2 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
146
+ 1.3%
$72.6K - $80.2K
11.4K $6.01M
Jul 31, 2024 Q2 2024
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
144
+ 24.41%
$71.6K - $79.1K
734 $388K
Aug 14, 2024 Q2 2024
Apriem Advisors

Irvine, CA
BUY
 -
143
+ 19.62%
$71.1K - $78.6K
872 $461K
Jul 12, 2024 Q2 2024
Harbour Capital Advisors, LLC

BUY
 -
142
+ 2.59%
$70.6K - $78K
5.62K $2.97M
Jul 08, 2024 Q2 2024
Quent Capital, LLC

BUY
 -
140
+ 0.99%
$69.7K - $76.9K
14.2K $7.52M

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