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 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
48+ 5.49% |
$23.9K - $26.4K
|
923
$557K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
48+ 5.85% |
$23.9K - $26.4K
|
868
$524K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
47+ 5.5% |
$23.4K - $25.8K
|
902
$545K
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
47+ 2.02% |
$23.4K - $25.8K
|
2.37K
$1.43M
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
46+ 2.6% |
$22.9K - $25.3K
|
1.81K
$1.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
46+ 3.63% |
$22.9K - $25.3K
|
1.31K
$793K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
46+ 11.27% |
$22.9K - $25.3K
|
454
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
46+ 0.21% |
$22.9K - $25.3K
|
22.2K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
46+ 0.3% |
$22.9K - $25.3K
|
15.5K
$9.34M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
44+ 8.07% |
$21.9K - $24.2K
|
589
$356K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
42+ 12.69% |
$20.9K - $23.1K
|
373
$225K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
41+ 5.65% |
$20.4K - $22.5K
|
767
$463K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.55% |
$20.4K - $22.5K
|
7.53K
$4.55M
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
40+ 5.71% |
$19.9K - $22K
|
740
$447K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
40+ 100.0% |
$19.9K - $22K
|
80
$48.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
40+ 5.69% |
$19.9K - $22K
|
743
$449K
|
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
39+ 4.49% |
$19.4K - $21.4K
|
907
$548K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
39+ 8.46% |
$19.4K - $21.4K
|
500
$302K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
39+ 1.19% |
$19.4K - $21.4K
|
3.32K
$2M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
38+ 12.03% |
$18.9K - $20.9K
|
354
$214K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
38+ 2.91% |
$18.9K - $20.9K
|
1.35K
$813K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
37+ 0.61% |
$18.4K - $20.3K
|
6.07K
$3.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
36+ 0.12% |
$17.9K - $19.8K
|
31.2K
$18.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
35+ 1.04% |
$17.4K - $19.2K
|
3.41K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
35+ 0.46% |
$17.4K - $19.2K
|
7.68K
$4.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
34+ 1.3% |
$16.9K - $18.7K
|
2.66K
$1.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
34+ 0.6% |
$16.9K - $18.7K
|
5.73K
$3.46M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
33+ 4.08% |
$16.4K - $18.1K
|
841
$508K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
33+ 0.31% |
$16.4K - $18.1K
|
10.6K
$6.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
33+ 8.46% |
$16.4K - $18.1K
|
423
$255K
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
32+ 1.29% |
$15.9K - $17.6K
|
2.51K
$1.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
31+ 0.3% |
$15.4K - $17K
|
10.4K
$6.25M
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
BUY
|
- |
30+ 0.19% |
$14.9K - $16.5K
|
16K
$9.63M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
30+ 3.18% |
$14.9K - $16.5K
|
973
$587K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
30+ 0.93% |
$14.9K - $16.5K
|
3.27K
$1.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
30+ 3.18% |
$14.9K - $16.5K
|
974
$588K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
30+ 0.23% |
$14.9K - $16.5K
|
12.9K
$7.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
30+ 1.44% |
$14.9K - $16.5K
|
2.11K
$1.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
30+ 2.42% |
$14.9K - $16.5K
|
1.27K
$767K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
29+ 1.67% |
$14.4K - $15.9K
|
1.77K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
29+ 5.11% |
$14.4K - $15.9K
|
596
$360K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
29+ 1.81% |
$14.4K - $15.9K
|
1.63K
$986K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
29+ 3.97% |
$14.4K - $15.9K
|
760
$459K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
29+ 1.74% |
$14.4K - $15.9K
|
1.69K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
29+ 3.23% |
$14.4K - $15.9K
|
927
$560K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
29+ 0.25% |
$14.4K - $15.9K
|
11.4K
$6.91M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
28+ 0.7% |
$13.9K - $15.4K
|
4.05K
$2.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
27+ 0.15% |
$13.4K - $14.8K
|
18.2K
$11M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
27+ 18.75% |
$13.4K - $14.8K
|
171
$103K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
27+ 1.4% |
$13.4K - $14.8K
|
1.95K
$1.18M
|