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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.24K- 10.81% |
$619K - $684K
|
10.3K
$6.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.25K- 18.87% |
$620K - $685K
|
5.36K
$3.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.26K- 1.01% |
$627K - $693K
|
123K
$74.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.26K- 15.04% |
$629K - $695K
|
7.14K
$4.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.27K- 11.69% |
$631K - $697K
|
9.59K
$5.79M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.28K- 13.42% |
$635K - $701K
|
8.23K
$4.97M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 2.23% |
$640K - $707K
|
56.3K
$34M
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.29K- 58.08% |
$642K - $709K
|
931
$562K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.32K- 1.26% |
$655K - $723K
|
103K
$62.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.33K- 43.48% |
$660K - $729K
|
1.72K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.33K- 3.11% |
$663K - $733K
|
41.5K
$25.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.34K- 48.5% |
$667K - $737K
|
1.42K
$860K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.35K- 2.97% |
$669K - $739K
|
44K
$26.6M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
SELL
|
- |
-1.36K- 37.56% |
$676K - $747K
|
2.26K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.41K- 0.33% |
$701K - $774K
|
431K
$260M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.44K- 8.55% |
$714K - $789K
|
15.4K
$9.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.45K- 1.53% |
$723K - $799K
|
93.7K
$56.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.46K- 21.32% |
$728K - $804K
|
5.4K
$3.26M
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.48K- 1.49% |
$737K - $815K
|
98.1K
$59.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.49K- 32.73% |
$741K - $819K
|
3.06K
$1.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.49K- 9.67% |
$743K - $821K
|
14K
$8.43M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.5K- 9.21% |
$744K - $822K
|
14.7K
$8.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.51K- 1.89% |
$749K - $828K
|
78K
$47.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.51K- 24.89% |
$751K - $830K
|
4.56K
$2.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.51K- 65.7% |
$752K - $831K
|
789
$476K
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-1.54K- 2.68% |
$764K - $844K
|
55.8K
$33.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.54K- 5.84% |
$765K - $845K
|
24.8K
$15M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.56K- 62.88% |
$774K - $855K
|
918
$554K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.56K- 0.87% |
$776K - $857K
|
178K
$108M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-1.57K- 3.23% |
$782K - $863K
|
47.1K
$28.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.57K- 3.88% |
$783K - $865K
|
38.9K
$23.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.59K- 6.14% |
$789K - $872K
|
24.2K
$14.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 1.66% |
$795K - $878K
|
94.7K
$57.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-1.61K- 2.36% |
$801K - $885K
|
66.7K
$40.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.62K- 6.17% |
$806K - $891K
|
24.6K
$14.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.64K- 0.6% |
$813K - $899K
|
270K
$163M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-1.64K- 0.56% |
$816K - $902K
|
293K
$177M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.64K- 38.37% |
$817K - $903K
|
2.64K
$1.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.65K- 6.54% |
$818K - $904K
|
23.5K
$14.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.65K- 1.74% |
$820K - $906K
|
93.3K
$56.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.65K- 26.62% |
$823K - $909K
|
4.56K
$2.75M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-1.69K- 51.35% |
$840K - $928K
|
1.6K
$966K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.69K- 0.87% |
$843K - $931K
|
192K
$116M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.7K- 1.42% |
$848K - $937K
|
118K
$71.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.71K- 5.68% |
$850K - $939K
|
28.4K
$17.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.72K- 9.13% |
$854K - $943K
|
17.1K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.72K- 78.08% |
$858K - $948K
|
484
$292K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.73K- 9.46% |
$860K - $950K
|
16.5K
$9.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.73K- 18.67% |
$860K - $950K
|
7.53K
$4.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.74K- 2.49% |
$863K - $954K
|
68.1K
$41.1M
|