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 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-28- 1.09% |
$13.9K - $15.4K
|
2.55K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
SELL
|
- |
-28- 1.45% |
$13.9K - $15.4K
|
1.9K
$1.15M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-29- 0.26% |
$14.4K - $15.9K
|
11.3K
$6.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-29- 1.45% |
$14.4K - $15.9K
|
1.97K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-30- 5.4% |
$14.9K - $16.5K
|
526
$318K
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-30- 3.56% |
$14.9K - $16.5K
|
812
$490K
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-30- 3.52% |
$14.9K - $16.5K
|
823
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-30- 2.92% |
$14.9K - $16.5K
|
996
$601K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-31- 4.04% |
$15.4K - $17K
|
736
$444K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-31- 1.29% |
$15.4K - $17K
|
2.36K
$1.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-31- 4.04% |
$15.4K - $17K
|
736
$444K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-31- 0.43% |
$15.4K - $17K
|
7.21K
$4.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-32- 8.89% |
$15.9K - $17.6K
|
328
$198K
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-33- 0.08% |
$16.4K - $18.1K
|
40.8K
$24.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-33- 3.78% |
$16.4K - $18.1K
|
839
$507K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.03% |
$16.4K - $18.1K
|
127K
$76.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-33- 0.26% |
$16.4K - $18.1K
|
12.5K
$7.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-34- 2.12% |
$16.9K - $18.7K
|
1.57K
$949K
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-34- 1.35% |
$16.9K - $18.7K
|
2.48K
$1.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.62% |
$16.9K - $18.7K
|
5.49K
$3.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-34- 0.62% |
$16.9K - $18.7K
|
5.48K
$3.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-35- 1.43% |
$17.4K - $19.2K
|
2.41K
$1.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-35- 3.22% |
$17.4K - $19.2K
|
1.05K
$636K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-36- 0.35% |
$17.9K - $19.8K
|
10.2K
$6.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-36- 2.43% |
$17.9K - $19.8K
|
1.45K
$874K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-37- 0.28% |
$18.4K - $20.3K
|
13.1K
$7.91M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-37- 0.93% |
$18.4K - $20.3K
|
3.93K
$2.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-37- 1.24% |
$18.4K - $20.3K
|
2.96K
$1.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-37- 10.91% |
$18.4K - $20.3K
|
302
$182K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-37- 4.61% |
$18.4K - $20.3K
|
766
$463K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-37- 1.42% |
$18.4K - $20.3K
|
2.57K
$1.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-37- 0.55% |
$18.4K - $20.3K
|
6.71K
$4.05M
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-38- 3.38% |
$18.9K - $20.9K
|
1.09K
$656K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-38- 2.04% |
$18.9K - $20.9K
|
1.83K
$1.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-39- 0.26% |
$19.4K - $21.4K
|
14.9K
$9.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-39- 0.78% |
$19.4K - $21.4K
|
4.99K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-39- 0.88% |
$19.4K - $21.4K
|
4.42K
$2.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-40- 4.75% |
$19.9K - $22K
|
802
$484K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-40- 6.78% |
$19.9K - $22K
|
550
$332K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-41- 18.98% |
$20.4K - $22.5K
|
175
$106K
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-41- 0.64% |
$20.4K - $22.5K
|
6.37K
$3.85M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-42- 2.57% |
$20.9K - $23.1K
|
1.59K
$961K
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-42- 1.58% |
$20.9K - $23.1K
|
2.61K
$1.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-42- 0.54% |
$20.9K - $23.1K
|
7.67K
$4.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-42- 2.62% |
$20.9K - $23.1K
|
1.56K
$943K
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-44- 5.8% |
$21.9K - $24.2K
|
714
$431K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
SELL
|
- |
-44- 1.73% |
$21.9K - $24.2K
|
2.51K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-44- 0.1% |
$21.9K - $24.2K
|
44.9K
$27.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-45- 21.84% |
$22.4K - $24.7K
|
161
$97.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-45- 1.25% |
$22.4K - $24.7K
|
3.55K
$2.15M
|