Purchases and Sales Made in Q1 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 Q1 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 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
988+ 1.34% |
$464K - $519K
|
74.8K
$45.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
984New |
$462K - $517K
|
984
$593K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
984+ 1.11% |
$462K - $517K
|
89.5K
$53.9M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
983+ 6.22% |
$462K - $517K
|
16.8K
$10.1M
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
983+ 9.43% |
$462K - $517K
|
11.4K
$6.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
970+ 2.77% |
$455K - $510K
|
35.9K
$21.7M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
966+ 26.5% |
$454K - $508K
|
4.61K
$2.78M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
959+ 9.93% |
$450K - $504K
|
10.6K
$6.4M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
958New |
$450K - $504K
|
958
$578K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
957+ 17.97% |
$449K - $503K
|
6.28K
$3.79M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
950+ 37.86% |
$446K - $499K
|
3.46K
$2.09M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
949+ 35.37% |
$446K - $499K
|
3.63K
$2.19M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
944+ 19.45% |
$443K - $496K
|
5.8K
$3.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
937+ 92.86% |
$440K - $493K
|
1.95K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
926+ 24.03% |
$435K - $487K
|
4.78K
$2.88M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
917+ 4.48% |
$431K - $482K
|
21.4K
$12.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
915+ 2.36% |
$430K - $481K
|
39.7K
$23.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
912+ 18.53% |
$428K - $479K
|
5.84K
$3.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
910+ 4.43% |
$427K - $478K
|
21.5K
$12.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
901+ 3.8% |
$423K - $474K
|
24.6K
$14.8M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
899+ 6.82% |
$422K - $473K
|
14.1K
$8.49M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
896+ 23.5% |
$421K - $471K
|
4.71K
$2.84M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
895+ 1.79% |
$420K - $471K
|
50.8K
$30.7M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
BUY
|
- |
894New |
$420K - $470K
|
894
$539K
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
884+ 89.38% |
$415K - $465K
|
1.87K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
868+ 4.99% |
$408K - $456K
|
18.3K
$11M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
867New |
$407K - $456K
|
867
$523K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
856+ 52.94% |
$402K - $450K
|
2.47K
$1.49M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
849+ 4.7% |
$399K - $446K
|
18.9K
$11.4M
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
845+ 11.1% |
$397K - $444K
|
8.46K
$5.1M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
845+ 4.79% |
$397K - $444K
|
18.5K
$11.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
844+ 5.36% |
$396K - $444K
|
16.6K
$10M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
843+ 1.54% |
$396K - $443K
|
55.7K
$33.6M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
834+ 70.32% |
$392K - $438K
|
2.02K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
831+ 2.94% |
$390K - $437K
|
29.1K
$17.6M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
829New |
$389K - $436K
|
829
$500K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
825+ 33.95% |
$387K - $434K
|
3.26K
$1.96M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
825+ 2.43% |
$387K - $434K
|
34.7K
$20.9M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
817+ 32.31% |
$384K - $430K
|
3.35K
$2.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
817+ 92.42% |
$384K - $430K
|
1.7K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
815+ 0.43% |
$383K - $428K
|
191K
$115M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
808+ 97.7% |
$379K - $425K
|
1.64K
$986K
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
805+ 2.78% |
$378K - $423K
|
29.7K
$17.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
800+ 81.38% |
$376K - $421K
|
1.78K
$1.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
792+ 264.0% |
$372K - $416K
|
1.09K
$658K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
792+ 6.77% |
$372K - $416K
|
12.5K
$7.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
786+ 40.47% |
$369K - $413K
|
2.73K
$1.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
785+ 4.52% |
$369K - $413K
|
18.1K
$10.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
768+ 4.4% |
$361K - $404K
|
18.2K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
764+ 1.71% |
$359K - $402K
|
45.5K
$27.4M
|