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 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-7- 0.23% |
$3.48K - $3.85K
|
3.05K
$1.87M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-7- 1.24% |
$3.48K - $3.85K
|
556
$341K
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-7- 0.35% |
$3.48K - $3.85K
|
2.01K
$1.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-7- 1.16% |
$3.48K - $3.85K
|
598
$366K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-7- 0.08% |
$3.48K - $3.85K
|
9.02K
$5.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-7- 0.81% |
$3.48K - $3.85K
|
858
$526K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-7- 0.24% |
$3.48K - $3.85K
|
2.91K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7- 0.22% |
$3.48K - $3.85K
|
3.23K
$1.98M
|
|
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-7- 0.12% |
$3.48K - $3.85K
|
5.6K
$3.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-8- 1.08% |
$3.98K - $4.4K
|
730
$447K
|
|
|
Jul 11, 2024
Q2 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-8- 1.81% |
$3.98K - $4.4K
|
434
$266K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-8- 0.16% |
$3.98K - $4.4K
|
4.99K
$3.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
SELL
|
- |
-8- 0.31% |
$3.98K - $4.4K
|
2.55K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-8- 1.57% |
$3.98K - $4.4K
|
500
$306K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-9- 0.14% |
$4.48K - $4.95K
|
6.37K
$3.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-9- 1.84% |
$4.48K - $4.95K
|
479
$293K
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-10- 1.29% |
$4.98K - $5.5K
|
766
$469K
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
SELL
|
- |
-10- 1.98% |
$4.98K - $5.5K
|
495
$303K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-10- 0.4% |
$4.98K - $5.5K
|
2.49K
$1.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-10- 0.05% |
$4.98K - $5.5K
|
20.1K
$12.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-10- 0.71% |
$4.98K - $5.5K
|
1.4K
$857K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-10- 0.63% |
$4.98K - $5.5K
|
1.58K
$969K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-10- 0.69% |
$4.98K - $5.5K
|
1.44K
$879K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-10- 0.37% |
$4.98K - $5.5K
|
2.71K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-10- 0.59% |
$4.98K - $5.5K
|
1.69K
$1.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-11- 0.41% |
$5.47K - $6.05K
|
2.64K
$1.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-11- 2.7% |
$5.47K - $6.05K
|
397
$243K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-11- 0.23% |
$5.47K - $6.05K
|
4.7K
$2.88M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-12- 0.25% |
$5.97K - $6.6K
|
4.88K
$2.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-12- 0.32% |
$5.97K - $6.6K
|
3.7K
$2.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-12- 0.43% |
$5.97K - $6.6K
|
2.76K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-12- 0.46% |
$5.97K - $6.6K
|
2.58K
$1.58M
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-13- 1.05% |
$6.47K - $7.15K
|
1.22K
$747K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-13- 3.19% |
$6.47K - $7.15K
|
395
$242K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-14- 0.06% |
$6.97K - $7.69K
|
23.7K
$14.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-14- 1.46% |
$6.97K - $7.69K
|
944
$578K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-15- 0.4% |
$7.46K - $8.24K
|
3.72K
$2.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 0.19% |
$7.46K - $8.24K
|
8.04K
$4.92M
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-15- 1.06% |
$7.46K - $8.24K
|
1.4K
$857K
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-15- 0.49% |
$7.46K - $8.24K
|
3.07K
$1.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-15- 1.09% |
$7.46K - $8.24K
|
1.36K
$831K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-15- 0.17% |
$7.46K - $8.24K
|
8.89K
$5.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-15- 1.7% |
$7.46K - $8.24K
|
869
$532K
|
|
|
Aug 09, 2024
Q2 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-15- 2.15% |
$7.46K - $8.24K
|
682
$418K
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-15- 1.87% |
$7.46K - $8.24K
|
789
$483K
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-16- 3.17% |
$7.96K - $8.79K
|
489
$300K
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-16- 1.63% |
$7.96K - $8.79K
|
968
$593K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-16- 0.15% |
$7.96K - $8.79K
|
10.3K
$6.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-17- 3.12% |
$8.46K - $9.34K
|
528
$323K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-17- 0.75% |
$8.46K - $9.34K
|
2.24K
$1.37M
|