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 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-1.78K- 0.72% |
$886K - $979K
|
245K
$148M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.8K- 34.95% |
$896K - $989K
|
3.35K
$2.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.8K- 2.82% |
$897K - $990K
|
62K
$37.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.82K- 12.16% |
$907K - $1M
|
13.2K
$7.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.84K- 1.79% |
$913K - $1.01M
|
101K
$60.9M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-1.86K- 7.71% |
$926K - $1.02M
|
22.3K
$13.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.88K- 11.76% |
$933K - $1.03M
|
14.1K
$8.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.88K- 13.83% |
$935K - $1.03M
|
11.7K
$7.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.89K- 19.74% |
$942K - $1.04M
|
7.7K
$4.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.9K- 6.53% |
$943K - $1.04M
|
27.1K
$16.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.9K- 3.2% |
$944K - $1.04M
|
57.5K
$34.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.92K- 0.4% |
$955K - $1.06M
|
476K
$287M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.92K- 14.87% |
$957K - $1.06M
|
11K
$6.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.97K- 3.77% |
$979K - $1.08M
|
50.2K
$30.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.98K- 12.77% |
$984K - $1.09M
|
13.5K
$8.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2K- 1.13% |
$994K - $1.1M
|
174K
$105M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.01K- 13.44% |
$1M - $1.11M
|
13K
$7.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.04K- 1.86% |
$1.01M - $1.12M
|
108K
$64.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.1K- 32.66% |
$1.04M - $1.15M
|
4.33K
$2.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.14K- 14.3% |
$1.06M - $1.17M
|
12.8K
$7.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-2.14K- 23.82% |
$1.07M - $1.18M
|
6.85K
$4.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.15K- 3.86% |
$1.07M - $1.18M
|
53.5K
$32.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.15K- 12.66% |
$1.07M - $1.18M
|
14.9K
$8.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-2.15K- 3.23% |
$1.07M - $1.18M
|
64.4K
$38.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.16K- 7.14% |
$1.08M - $1.19M
|
28.1K
$17M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.17K- 5.22% |
$1.08M - $1.19M
|
39.4K
$23.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.19K- 1.45% |
$1.09M - $1.2M
|
149K
$90M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-2.21K- 2.05% |
$1.1M - $1.22M
|
106K
$63.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.22K- 3.4% |
$1.1M - $1.22M
|
63.1K
$38.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.23K- 0.32% |
$1.11M - $1.22M
|
702K
$424M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-2.23K- 0.56% |
$1.11M - $1.23M
|
395K
$238M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.26K- 9.1% |
$1.12M - $1.24M
|
22.5K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.26K- 2.17% |
$1.12M - $1.24M
|
102K
$61.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2.29K- 1.73% |
$1.14M - $1.26M
|
130K
$78.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.3K- 22.82% |
$1.14M - $1.26M
|
7.77K
$4.69M
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
SELL
|
- |
-2.3K- 82.27% |
$1.14M - $1.26M
|
496
$299K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.32K- 11.79% |
$1.15M - $1.27M
|
17.3K
$10.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.32K- 6.48% |
$1.15M - $1.27M
|
33.5K
$20.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.37K- 30.82% |
$1.18M - $1.3M
|
5.32K
$3.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.39K- 15.59% |
$1.19M - $1.31M
|
12.9K
$7.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-2.46K- 0.59% |
$1.23M - $1.35M
|
414K
$250M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.48K- 2.48% |
$1.24M - $1.37M
|
97.8K
$59.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.5K- 16.13% |
$1.24M - $1.37M
|
13K
$7.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.51K- 9.35% |
$1.25M - $1.38M
|
24.4K
$14.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-2.53K- 9.13% |
$1.26M - $1.39M
|
25.1K
$15.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.57K- 1.84% |
$1.28M - $1.41M
|
137K
$83M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 1.6% |
$1.28M - $1.42M
|
159K
$96M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.61K- 24.51% |
$1.3M - $1.43M
|
8.04K
$4.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-2.62K- 5.62% |
$1.3M - $1.44M
|
44K
$26.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.62K- 6.15% |
$1.3M - $1.44M
|
40K
$24.2M
|