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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
141+ 2.61% |
$66.2K - $74.1K
|
5.54K
$3.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
141+ 23.04% |
$66.2K - $74.1K
|
753
$454K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
140+ 2.74% |
$65.7K - $73.6K
|
5.24K
$3.16M
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
140+ 24.26% |
$65.7K - $73.6K
|
717
$432K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
138+ 1.87% |
$64.8K - $72.6K
|
7.51K
$4.52M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
137+ 0.48% |
$64.3K - $72K
|
28.8K
$17.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
134+ 5.4% |
$62.9K - $70.4K
|
2.62K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
134+ 4.55% |
$62.9K - $70.4K
|
3.08K
$1.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
134+ 0.9% |
$62.9K - $70.4K
|
15.1K
$9.08M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
134+ 23.97% |
$62.9K - $70.4K
|
693
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
133+ 3.84% |
$62.5K - $69.9K
|
3.6K
$2.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
133+ 4.84% |
$62.5K - $69.9K
|
2.88K
$1.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
132+ 0.23% |
$62K - $69.4K
|
57.6K
$34.7M
|
|
|
May 07, 2024
Q1 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
132+ 0.1% |
$62K - $69.4K
|
135K
$81.3M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
131+ 12.04% |
$61.5K - $68.9K
|
1.22K
$735K
|
|
|
May 14, 2024
Q1 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
130+ 22.69% |
$61K - $68.3K
|
703
$424K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
129+ 2.51% |
$60.6K - $67.8K
|
5.27K
$3.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
129+ 36.34% |
$60.6K - $67.8K
|
484
$292K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
129+ 12.44% |
$60.6K - $67.8K
|
1.17K
$703K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
128+ 4.12% |
$60.1K - $67.3K
|
3.24K
$1.95M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
128+ 5.14% |
$60.1K - $67.3K
|
2.62K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
128+ 23.49% |
$60.1K - $67.3K
|
673
$406K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
128+ 0.84% |
$60.1K - $67.3K
|
15.4K
$9.3M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
127+ 1.21% |
$59.6K - $66.8K
|
10.6K
$6.42M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
126+ 3.21% |
$59.2K - $66.2K
|
4.06K
$2.45M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
125+ 8.77% |
$58.7K - $65.7K
|
1.55K
$935K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
125+ 0.74% |
$58.7K - $65.7K
|
17.1K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
121+ 7.1% |
$56.8K - $63.6K
|
1.83K
$1.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
120+ 10.53% |
$56.3K - $63.1K
|
1.26K
$760K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
120+ 0.93% |
$56.3K - $63.1K
|
13.1K
$7.89M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
120+ 9.18% |
$56.3K - $63.1K
|
1.43K
$860K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
120+ 1.23% |
$56.3K - $63.1K
|
9.86K
$5.94M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
119+ 0.33% |
$55.9K - $62.6K
|
35.9K
$21.6M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
119+ 2.29% |
$55.9K - $62.6K
|
5.32K
$3.21M
|
|
|
May 02, 2024
Q1 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
116+ 8.07% |
$54.5K - $61K
|
1.55K
$937K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
116+ 39.86% |
$54.5K - $61K
|
407
$245K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
114+ 3.5% |
$53.5K - $59.9K
|
3.37K
$2.03M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
114+ 4.12% |
$53.5K - $59.9K
|
2.88K
$1.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
113+ 1.1% |
$53.1K - $59.4K
|
10.4K
$6.28M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
113+ 3.81% |
$53.1K - $59.4K
|
3.08K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
BUY
|
- |
112+ 8.48% |
$52.6K - $58.9K
|
1.43K
$863K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
110+ 1.53% |
$51.7K - $57.8K
|
7.29K
$4.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
110+ 0.29% |
$51.7K - $57.8K
|
38.6K
$23.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
110+ 4.04% |
$51.7K - $57.8K
|
2.84K
$1.71M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
110+ 1.02% |
$51.7K - $57.8K
|
10.9K
$6.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
109+ 0.46% |
$51.2K - $57.3K
|
23.7K
$14.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
108+ 7.14% |
$50.7K - $56.8K
|
1.62K
$977K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
108+ 4.64% |
$50.7K - $56.8K
|
2.44K
$1.47M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
107+ 2.92% |
$50.2K - $56.3K
|
3.77K
$2.27M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
106+ 6.8% |
$49.8K - $55.7K
|
1.66K
$1M
|