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 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
136+ 1.83% |
$67.7K - $74.8K
|
7.57K
$4.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
136+ 0.54% |
$67.7K - $74.8K
|
25.5K
$15.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
136+ 26.77% |
$67.7K - $74.8K
|
644
$389K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
135+ 4.15% |
$67.2K - $74.2K
|
3.39K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
135+ 10.37% |
$67.2K - $74.2K
|
1.44K
$868K
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
134+ 1.96% |
$66.7K - $73.7K
|
6.99K
$4.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
134+ 0.7% |
$66.7K - $73.7K
|
19.2K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
133+ 19.91% |
$66.2K - $73.1K
|
801
$484K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
132+ 28.27% |
$65.7K - $72.6K
|
599
$362K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
131+ 19.47% |
$65.2K - $72K
|
804
$485K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
130+ 9.82% |
$64.7K - $71.5K
|
1.45K
$878K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
130+ 10.41% |
$64.7K - $71.5K
|
1.38K
$833K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
130+ 0.57% |
$64.7K - $71.5K
|
23K
$13.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
128+ 6.06% |
$63.7K - $70.4K
|
2.24K
$1.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
126+ 1.87% |
$62.7K - $69.3K
|
6.87K
$4.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
126New |
$62.7K - $69.3K
|
126
$76.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
125+ 10.89% |
$62.2K - $68.7K
|
1.27K
$769K
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
125+ 8.11% |
$62.2K - $68.7K
|
1.67K
$1.01M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
125+ 6.71% |
$62.2K - $68.7K
|
1.99K
$1.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
122+ 18.15% |
$60.7K - $67.1K
|
794
$479K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
120+ 19.11% |
$59.7K - $66K
|
748
$452K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
119+ 3.42% |
$59.2K - $65.4K
|
3.6K
$2.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
119+ 1.45% |
$59.2K - $65.4K
|
8.31K
$5.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
118+ 3.04% |
$58.7K - $64.9K
|
4K
$2.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
118+ 0.97% |
$58.7K - $64.9K
|
12.2K
$7.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
118+ 22.06% |
$58.7K - $64.9K
|
653
$394K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
117+ 1.15% |
$58.2K - $64.3K
|
10.3K
$6.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
117+ 12.57% |
$58.2K - $64.3K
|
1.05K
$633K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
117+ 11.05% |
$58.2K - $64.3K
|
1.18K
$710K
|
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
117+ 6.57% |
$58.2K - $64.3K
|
1.9K
$1.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
115+ 5.98% |
$57.2K - $63.2K
|
2.04K
$1.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
114+ 5.03% |
$56.7K - $62.7K
|
2.38K
$1.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
114+ 0.25% |
$56.7K - $62.7K
|
45.6K
$27.5M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
113+ 0.31% |
$56.2K - $62.1K
|
36.2K
$21.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
113+ 6.29% |
$56.2K - $62.1K
|
1.91K
$1.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
113New |
$56.2K - $62.1K
|
113
$68.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
111+ 24.72% |
$55.2K - $61K
|
560
$338K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
110+ 14.03% |
$54.7K - $60.5K
|
894
$540K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
110+ 6.44% |
$54.7K - $60.5K
|
1.82K
$1.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
110+ 1.62% |
$54.7K - $60.5K
|
6.89K
$4.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
110+ 2.84% |
$54.7K - $60.5K
|
3.98K
$2.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
109+ 18.86% |
$54.2K - $59.9K
|
687
$415K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
108+ 3.18% |
$53.7K - $59.4K
|
3.5K
$2.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
107+ 6.43% |
$53.2K - $58.8K
|
1.77K
$1.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
107+ 0.57% |
$53.2K - $58.8K
|
19K
$11.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
107+ 22.11% |
$53.2K - $58.8K
|
591
$357K
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
105+ 0.53% |
$52.2K - $57.7K
|
19.9K
$12M
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
105+ 1.1% |
$52.2K - $57.7K
|
9.64K
$5.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
104+ 1.69% |
$51.7K - $57.2K
|
6.25K
$3.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
103+ 183.93% |
$51.2K - $56.6K
|
159
$96K
|