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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.11% |
$470 - $526
|
874
$527K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1+ 0.12% |
$470 - $526
|
833
$502K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.21% |
$470 - $526
|
488
$294K
|
|
|
May 14, 2024
Q1 2024
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
1+ 0.08% |
$470 - $526
|
1.18K
$713K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$470 - $526
|
620
$374K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.69% |
$470 - $526
|
146
$88K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.09% |
$470 - $526
|
1.15K
$691K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.15% |
$470 - $526
|
650
$392K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-2- 3.08% |
$939 - $1.05K
|
63
$38K
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-2- 0.35% |
$939 - $1.05K
|
563
$339K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.07% |
$939 - $1.05K
|
2.72K
$1.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-2- 0.04% |
$939 - $1.05K
|
4.7K
$2.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-2- 0.19% |
$939 - $1.05K
|
1.07K
$645K
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2- 0.41% |
$939 - $1.05K
|
480
$289K
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2- 0.1% |
$939 - $1.05K
|
2.01K
$1.21M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2- 50.0% |
$939 - $1.05K
|
2
$1.21K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-2- 0.39% |
$939 - $1.05K
|
508
$306K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2- 0.21% |
$939 - $1.05K
|
967
$583K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2- 0.04% |
$939 - $1.05K
|
5.02K
$3.03M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2- 0.08% |
$939 - $1.05K
|
2.63K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2- 6.25% |
$939 - $1.05K
|
30
$18.1K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2- 13.33% |
$939 - $1.05K
|
13
$7.84K
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2- 0.21% |
$939 - $1.05K
|
941
$567K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-2- 0.11% |
$939 - $1.05K
|
1.76K
$1.06M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-3- 0.23% |
$1.41K - $1.58K
|
1.32K
$798K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-3- 0.12% |
$1.41K - $1.58K
|
2.6K
$1.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-3- 0.39% |
$1.41K - $1.58K
|
776
$468K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-3- 0.68% |
$1.41K - $1.58K
|
436
$263K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3- 0.25% |
$1.41K - $1.58K
|
1.19K
$719K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-3- 0.16% |
$1.41K - $1.58K
|
1.82K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-3- 0.12% |
$1.41K - $1.58K
|
2.47K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-3- 0.54% |
$1.41K - $1.58K
|
552
$333K
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-3- 0.31% |
$1.41K - $1.58K
|
957
$577K
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-4- 0.43% |
$1.88K - $2.1K
|
922
$556K
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-4- 0.08% |
$1.88K - $2.1K
|
5.24K
$3.16M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4- 0.13% |
$1.88K - $2.1K
|
3.04K
$1.83M
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-4- 0.42% |
$1.88K - $2.1K
|
956
$576K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5- 0.11% |
$2.35K - $2.63K
|
4.57K
$2.75M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-5- 0.97% |
$2.35K - $2.63K
|
509
$307K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-5- 0.48% |
$2.35K - $2.63K
|
1.03K
$620K
|
|
|
Apr 04, 2024
Q1 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-6- 0.41% |
$2.82K - $3.15K
|
1.44K
$869K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-6- 6.25% |
$2.82K - $3.15K
|
90
$54.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-6- 0.27% |
$2.82K - $3.15K
|
2.22K
$1.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-6- 0.18% |
$2.82K - $3.15K
|
3.32K
$2M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-6- 0.33% |
$2.82K - $3.15K
|
1.81K
$1.09M
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-6- 0.33% |
$2.82K - $3.15K
|
1.81K
$1.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-7- 0.27% |
$3.29K - $3.68K
|
2.58K
$1.56M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-7- 0.23% |
$3.29K - $3.68K
|
3.05K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-7- 0.06% |
$3.29K - $3.68K
|
12.6K
$7.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-8- 1.73% |
$3.76K - $4.21K
|
455
$274K
|