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
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.82K- 23.04% |
$1.4M - $1.55M
|
9.41K
$5.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.83K- 0.85% |
$1.41M - $1.55M
|
328K
$198M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.86K- 3.35% |
$1.42M - $1.57M
|
82.3K
$49.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-2.86K- 28.46% |
$1.42M - $1.57M
|
7.18K
$4.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-2.86K- 1.08% |
$1.42M - $1.57M
|
262K
$158M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.87K- 31.52% |
$1.43M - $1.58M
|
6.23K
$3.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.89K- 2.7% |
$1.44M - $1.59M
|
104K
$62.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-2.92K- 3.5% |
$1.45M - $1.6M
|
80.4K
$48.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.92K- 63.45% |
$1.45M - $1.61M
|
1.68K
$1.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.93K- 6.13% |
$1.46M - $1.61M
|
44.9K
$27.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.93K- 15.47% |
$1.46M - $1.61M
|
16K
$9.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-2.93K- 0.67% |
$1.46M - $1.61M
|
434K
$262M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.94K- 2.97% |
$1.46M - $1.62M
|
96.1K
$58M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.95K- 25.19% |
$1.47M - $1.62M
|
8.76K
$5.29M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-2.96K- 46.28% |
$1.47M - $1.63M
|
3.44K
$2.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.98K- 0.29% |
$1.48M - $1.64M
|
1.02M
$615M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-3K- 44.78% |
$1.49M - $1.65M
|
3.7K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
SELL
|
- |
-3K- 16.68% |
$1.49M - $1.65M
|
15K
$9.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.08K- 3.28% |
$1.53M - $1.7M
|
91K
$54.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.08K- 11.4% |
$1.53M - $1.7M
|
24K
$14.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Verger Capital Management LLC
|
SELL
|
- |
-3.09K- 5.41% |
$1.53M - $1.7M
|
54K
$32.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.14K- 9.92% |
$1.56M - $1.72M
|
28.5K
$17.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.16K- 3.06% |
$1.57M - $1.74M
|
100K
$60.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.18K- 14.25% |
$1.58M - $1.75M
|
19.1K
$11.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.19K- 31.96% |
$1.58M - $1.75M
|
6.78K
$4.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-3.19K- 13.75% |
$1.59M - $1.76M
|
20K
$12.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.24K- 1.39% |
$1.61M - $1.78M
|
229K
$138M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.25K- 2.89% |
$1.62M - $1.79M
|
109K
$65.9M
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-3.27K- 10.73% |
$1.62M - $1.79M
|
27.2K
$16.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.27K- 14.6% |
$1.63M - $1.8M
|
19.1K
$11.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.28K- 1.54% |
$1.63M - $1.8M
|
210K
$127M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-3.29K- 31.3% |
$1.64M - $1.81M
|
7.23K
$4.36M
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3.32K- 1.92% |
$1.65M - $1.82M
|
170K
$102M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.36K- 11.04% |
$1.67M - $1.85M
|
27.1K
$16.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-3.38K- 3.42% |
$1.68M - $1.86M
|
95.5K
$57.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.46K- 5.57% |
$1.72M - $1.9M
|
58.7K
$35.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.47K- 6.52% |
$1.73M - $1.91M
|
49.8K
$30.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-3.48K- 5.16% |
$1.73M - $1.91M
|
64K
$38.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.56K- 13.31% |
$1.77M - $1.95M
|
23.2K
$14M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.57K- 3.04% |
$1.78M - $1.96M
|
114K
$68.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.58K- 0.81% |
$1.78M - $1.96M
|
435K
$263M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.58K- 26.58% |
$1.78M - $1.97M
|
9.89K
$5.97M
|
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-3.59K- 0.95% |
$1.79M - $1.97M
|
374K
$226M
|
|
|
Aug 14, 2024
Q2 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-3.61K- 2.56% |
$1.79M - $1.98M
|
137K
$82.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-3.62K- 9.22% |
$1.8M - $1.99M
|
35.7K
$21.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.63K- 2.54% |
$1.81M - $1.99M
|
139K
$84.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3.65K- 6.42% |
$1.81M - $2M
|
53.2K
$32.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-3.7K- 30.08% |
$1.84M - $2.03M
|
8.6K
$5.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.71K- 7.66% |
$1.84M - $2.04M
|
44.7K
$27M
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-3.73K- 2.11% |
$1.86M - $2.05M
|
173K
$105M
|