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 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-17- 0.63% |
$8.46K - $9.34K
|
2.67K
$1.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-17- 2.71% |
$8.46K - $9.34K
|
611
$374K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-17- 4.38% |
$8.46K - $9.34K
|
371
$227K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-18- 0.25% |
$8.96K - $9.89K
|
7.32K
$4.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-18- 3.86% |
$8.96K - $9.89K
|
448
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-18- 0.54% |
$8.96K - $9.89K
|
3.3K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-18- 2.31% |
$8.96K - $9.89K
|
761
$466K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-19- 0.42% |
$9.45K - $10.4K
|
4.55K
$2.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-19- 0.37% |
$9.45K - $10.4K
|
5.11K
$3.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-19- 0.99% |
$9.45K - $10.4K
|
1.9K
$1.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-19- 0.67% |
$9.45K - $10.4K
|
2.82K
$1.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-19- 2.28% |
$9.45K - $10.4K
|
814
$499K
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-19- 0.2% |
$9.45K - $10.4K
|
9.42K
$5.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-19- 0.54% |
$9.45K - $10.4K
|
3.52K
$2.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.37% |
$9.45K - $10.4K
|
5.11K
$3.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-19- 4.49% |
$9.45K - $10.4K
|
404
$248K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-19- 3.06% |
$9.45K - $10.4K
|
601
$368K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-19- 4.62% |
$9.45K - $10.4K
|
392
$240K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-20- 0.28% |
$9.95K - $11K
|
7.11K
$4.35M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-20- 0.53% |
$9.95K - $11K
|
3.76K
$2.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-20- 1.92% |
$9.95K - $11K
|
1.02K
$624K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-20- 0.36% |
$9.95K - $11K
|
5.59K
$3.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-20- 1.3% |
$9.95K - $11K
|
1.52K
$934K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-20- 4.42% |
$9.95K - $11K
|
433
$265K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-20- 1.09% |
$9.95K - $11K
|
1.81K
$1.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-21- 0.81% |
$10.4K - $11.5K
|
2.58K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-21- 0.32% |
$10.4K - $11.5K
|
6.62K
$4.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-21- 0.23% |
$10.4K - $11.5K
|
9.04K
$5.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-21- 3.03% |
$10.4K - $11.5K
|
671
$411K
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-21- 1.39% |
$10.4K - $11.5K
|
1.49K
$912K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-22- 0.62% |
$10.9K - $12.1K
|
3.54K
$2.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-22- 0.28% |
$10.9K - $12.1K
|
7.82K
$4.79M
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-22- 1.36% |
$10.9K - $12.1K
|
1.59K
$974K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-22- 0.12% |
$10.9K - $12.1K
|
17.7K
$10.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-22- 0.88% |
$10.9K - $12.1K
|
2.47K
$1.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-22- 2.18% |
$10.9K - $12.1K
|
989
$606K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-22- 0.34% |
$10.9K - $12.1K
|
6.53K
$4M
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-23- 2.68% |
$11.4K - $12.6K
|
835
$512K
|
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
SELL
|
- |
-23- 0.59% |
$11.4K - $12.6K
|
3.88K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-23- 0.68% |
$11.4K - $12.6K
|
3.35K
$2.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-24- 2.33% |
$11.9K - $13.2K
|
1K
$615K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-24- 0.47% |
$11.9K - $13.2K
|
5.12K
$3.14M
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-24- 5.06% |
$11.9K - $13.2K
|
450
$276K
|
|
|
Jul 16, 2024
Q2 2024
|
Independent Investors Inc
|
SELL
|
- |
-25- 1.15% |
$12.4K - $13.7K
|
2.14K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
SELL
|
- |
-25- 2.54% |
$12.4K - $13.7K
|
960
$588K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-26- 1.69% |
$12.9K - $14.3K
|
1.51K
$927K
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-27- 3.86% |
$13.4K - $14.8K
|
672
$412K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-27- 2.46% |
$13.4K - $14.8K
|
1.07K
$657K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-27- 0.77% |
$13.4K - $14.8K
|
3.49K
$2.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-27- 5.01% |
$13.4K - $14.8K
|
512
$314K
|