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 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-73- 1.94% |
$34.3K - $38.4K
|
3.69K
$2.22M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-73- 5.21% |
$34.3K - $38.4K
|
1.33K
$800K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-74- 7.05% |
$34.7K - $38.9K
|
976
$588K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-74- 2.33% |
$34.7K - $38.9K
|
3.11K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-74- 13.7% |
$34.7K - $38.9K
|
466
$281K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
SELL
|
- |
-75- 9.49% |
$35.2K - $39.4K
|
715
$431K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-75- 0.48% |
$35.2K - $39.4K
|
15.5K
$9.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-75- 2.74% |
$35.2K - $39.4K
|
2.66K
$1.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-75- 1.09% |
$35.2K - $39.4K
|
6.82K
$4.11M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-75- 0.1% |
$35.2K - $39.4K
|
77K
$46.4M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-75- 11.4% |
$35.2K - $39.4K
|
583
$351K
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
SELL
|
- |
-76- 3.4% |
$35.7K - $40K
|
2.16K
$1.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-76- 1.04% |
$35.7K - $40K
|
7.25K
$4.37M
|
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-76- 4.43% |
$35.7K - $40K
|
1.64K
$988K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-77- 5.85% |
$36.2K - $40.5K
|
1.24K
$748K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-77- 3.47% |
$36.2K - $40.5K
|
2.14K
$1.29M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-78- 1.39% |
$36.6K - $41K
|
5.55K
$3.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-78- 0.61% |
$36.6K - $41K
|
12.7K
$7.67M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-78- 7.73% |
$36.6K - $41K
|
931
$561K
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-78- 2.8% |
$36.6K - $41K
|
2.71K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-79- 3.53% |
$37.1K - $41.5K
|
2.16K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-80- 1.08% |
$37.6K - $42.1K
|
7.34K
$4.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-81- 0.84% |
$38K - $42.6K
|
9.51K
$5.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-81- 3.75% |
$38K - $42.6K
|
2.08K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-81- 0.22% |
$38K - $42.6K
|
37.5K
$22.6M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-81- 0.88% |
$38K - $42.6K
|
9.18K
$5.53M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-81- 8.63% |
$38K - $42.6K
|
858
$517K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-82- 1.27% |
$38.5K - $43.1K
|
6.35K
$3.83M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-82- 1.49% |
$38.5K - $43.1K
|
5.43K
$3.27M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-82- 6.53% |
$38.5K - $43.1K
|
1.17K
$708K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-85- 20.09% |
$39.9K - $44.7K
|
338
$204K
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-85- 1.89% |
$39.9K - $44.7K
|
4.4K
$2.65M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-85- 18.2% |
$39.9K - $44.7K
|
382
$230K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-86- 7.78% |
$40.4K - $45.2K
|
1.02K
$614K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-88- 11.99% |
$41.3K - $46.3K
|
646
$389K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-88- 6.97% |
$41.3K - $46.3K
|
1.18K
$708K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-89- 1.65% |
$41.8K - $46.8K
|
5.29K
$3.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-90- 1.37% |
$42.3K - $47.3K
|
6.49K
$3.91M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-90- 1.4% |
$42.3K - $47.3K
|
6.34K
$3.82M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-90- 0.23% |
$42.3K - $47.3K
|
39.4K
$23.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-91- 8.27% |
$42.7K - $47.8K
|
1.01K
$609K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-91- 3.38% |
$42.7K - $47.8K
|
2.61K
$1.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-92- 1.1% |
$43.2K - $48.4K
|
8.25K
$4.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-92- 7.31% |
$43.2K - $48.4K
|
1.17K
$703K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-92- 1.61% |
$43.2K - $48.4K
|
5.61K
$3.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-93- 11.37% |
$43.7K - $48.9K
|
725
$437K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-94- 4.69% |
$44.1K - $49.4K
|
1.91K
$1.15M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-94- 1.38% |
$44.1K - $49.4K
|
6.74K
$4.06M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-94- 18.61% |
$44.1K - $49.4K
|
411
$248K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-95- 8.23% |
$44.6K - $49.9K
|
1.06K
$638K
|