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 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-551- 4.88% |
$274K - $303K
|
10.7K
$6.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-557- 0.24% |
$277K - $306K
|
228K
$138M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-558- 1.91% |
$278K - $307K
|
28.6K
$17.3M
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-560- 6.0% |
$279K - $308K
|
8.77K
$5.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-562- 8.3% |
$280K - $309K
|
6.21K
$3.75M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-563- 26.76% |
$280K - $309K
|
1.54K
$930K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-565- 5.88% |
$281K - $311K
|
9.05K
$5.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-568- 6.09% |
$283K - $312K
|
8.76K
$5.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-569- 0.4% |
$283K - $313K
|
142K
$86M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-572- 5.07% |
$285K - $314K
|
10.7K
$6.47M
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-579- 1.17% |
$288K - $318K
|
48.7K
$29.4M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-586- 20.98% |
$292K - $322K
|
2.21K
$1.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-587- 5.52% |
$292K - $323K
|
10.1K
$6.07M
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-588- 42.58% |
$293K - $323K
|
793
$479K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-590- 7.28% |
$294K - $324K
|
7.51K
$4.54M
|
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-590- 36.0% |
$294K - $324K
|
1.05K
$633K
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-591- 58.0% |
$294K - $325K
|
428
$258K
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-594- 5.78% |
$296K - $326K
|
9.69K
$5.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-595- 4.45% |
$296K - $327K
|
12.8K
$7.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Adventist Health System
Roseville, CA |
SELL
|
- |
-600- 0.09% |
$299K - $330K
|
654K
$395M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-608- 0.86% |
$302K - $334K
|
69.9K
$42.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-613- 24.0% |
$305K - $337K
|
1.94K
$1.17M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-620- 2.87% |
$308K - $341K
|
21K
$12.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
SELL
|
- |
-622- 26.5% |
$309K - $342K
|
1.73K
$1.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-630- 1.77% |
$313K - $346K
|
35K
$21.1M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-634- 9.69% |
$315K - $348K
|
5.91K
$3.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-635- 1.52% |
$316K - $349K
|
41.3K
$24.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-639- 29.05% |
$318K - $351K
|
1.56K
$943K
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-640- 5.56% |
$318K - $352K
|
10.9K
$6.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-642- 9.37% |
$319K - $353K
|
6.21K
$3.75M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-644- 6.95% |
$320K - $354K
|
8.62K
$5.2M
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-656- 1.25% |
$326K - $361K
|
51.7K
$31.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-656- 14.3% |
$326K - $361K
|
3.93K
$2.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-657- 1.96% |
$327K - $361K
|
32.8K
$19.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-660- 2.79% |
$328K - $363K
|
23K
$13.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-661- 4.19% |
$329K - $363K
|
15.1K
$9.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-662- 2.56% |
$329K - $364K
|
25.2K
$15.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-663- 9.3% |
$330K - $364K
|
6.47K
$3.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-665- 32.97% |
$331K - $366K
|
1.35K
$816K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-668- 4.55% |
$332K - $367K
|
14K
$8.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-669- 2.76% |
$333K - $368K
|
23.5K
$14.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-676- 69.26% |
$336K - $372K
|
300
$181K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-678- 10.47% |
$337K - $373K
|
5.8K
$3.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-685- 1.16% |
$341K - $377K
|
58.1K
$35.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-687- 3.48% |
$342K - $378K
|
19.1K
$11.5M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-695- 0.32% |
$346K - $382K
|
219K
$132M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-697- 9.25% |
$347K - $383K
|
6.84K
$4.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-699- 0.8% |
$348K - $384K
|
87K
$52.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
SELL
|
- |
-700- 48.88% |
$348K - $385K
|
732
$442K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-701- 23.04% |
$349K - $385K
|
2.34K
$1.41M
|