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 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-357- 1.65% |
$168K - $188K
|
21.3K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-357- 16.74% |
$168K - $188K
|
1.78K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-358- 6.42% |
$168K - $188K
|
5.22K
$3.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-358- 0.93% |
$168K - $188K
|
38.2K
$23M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-359- 9.6% |
$169K - $189K
|
3.38K
$2.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-360- 1.2% |
$169K - $189K
|
29.6K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-364- 6.57% |
$171K - $191K
|
5.18K
$3.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-366- 28.89% |
$172K - $192K
|
901
$543K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-366- 7.11% |
$172K - $192K
|
4.78K
$2.88M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-371- 2.01% |
$174K - $195K
|
18.1K
$10.9M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-375- 20.27% |
$176K - $197K
|
1.48K
$889K
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-378- 1.35% |
$177K - $199K
|
27.7K
$16.7M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-388- 6.72% |
$182K - $204K
|
5.39K
$3.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-389- 2.76% |
$183K - $205K
|
13.7K
$8.25M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-390- 15.58% |
$183K - $205K
|
2.11K
$1.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-391- 15.56% |
$184K - $206K
|
2.12K
$1.28M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-393- 3.27% |
$185K - $207K
|
11.6K
$7.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-396- 10.87% |
$186K - $208K
|
3.25K
$1.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-399- 37.12% |
$187K - $210K
|
676
$408K
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-401- 1.19% |
$188K - $211K
|
33.4K
$20.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-402- 15.18% |
$189K - $211K
|
2.25K
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-407- 0.7% |
$191K - $214K
|
57.4K
$34.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-408- 0.94% |
$192K - $214K
|
43K
$25.9M
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-408- 0.78% |
$192K - $214K
|
51.8K
$31.2M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-412- 2.1% |
$193K - $217K
|
19.2K
$11.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-413- 14.6% |
$194K - $217K
|
2.42K
$1.46M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-416- 2.32% |
$195K - $219K
|
17.5K
$10.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-417- 3.23% |
$196K - $219K
|
12.5K
$7.53M
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-419- 6.77% |
$197K - $220K
|
5.77K
$3.48M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-423- 3.0% |
$199K - $222K
|
13.7K
$8.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-424- 4.75% |
$199K - $223K
|
8.5K
$5.12M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-425- 6.46% |
$200K - $223K
|
6.16K
$3.71M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-428- 4.99% |
$201K - $225K
|
8.15K
$4.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-431- 2.64% |
$202K - $227K
|
15.9K
$9.59M
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-432- 1.42% |
$203K - $227K
|
30.1K
$18.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-436- 35.97% |
$205K - $229K
|
776
$468K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-442- 8.57% |
$208K - $232K
|
4.71K
$2.84M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-442- 2.18% |
$208K - $232K
|
19.8K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-448- 1.93% |
$210K - $236K
|
22.7K
$13.7M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-449- 0.13% |
$211K - $236K
|
348K
$210M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-451- 21.86% |
$212K - $237K
|
1.61K
$972K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-458- 17.37% |
$215K - $241K
|
2.18K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-459- 4.35% |
$216K - $241K
|
10.1K
$6.09M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-462- 3.66% |
$217K - $243K
|
12.2K
$7.33M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-462- 3.05% |
$217K - $243K
|
14.7K
$8.85M
|
|
|
Jan 08, 2025
Q1 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-463- 7.62% |
$217K - $243K
|
5.61K
$3.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-465- 13.2% |
$218K - $244K
|
3.06K
$1.84M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-465- 11.68% |
$218K - $244K
|
3.52K
$2.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-468- 2.28% |
$220K - $246K
|
20.1K
$12.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-475- 1.72% |
$223K - $250K
|
27.1K
$16.3M
|