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 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-477- 36.05% |
$224K - $251K
|
846
$510K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-477- 21.12% |
$224K - $251K
|
1.78K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-480- 27.48% |
$225K - $252K
|
1.27K
$764K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-480- 0.5% |
$225K - $252K
|
95.9K
$57.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-481- 0.21% |
$226K - $253K
|
225K
$135M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-483- 3.4% |
$227K - $254K
|
13.7K
$8.28M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-488- 17.93% |
$229K - $257K
|
2.23K
$1.35M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-491- 5.49% |
$231K - $258K
|
8.45K
$5.09M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-492- 4.95% |
$231K - $259K
|
9.45K
$5.69M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-492- 0.52% |
$231K - $259K
|
94.9K
$57.2M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-498- 4.45% |
$234K - $262K
|
10.7K
$6.44M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-498- 17.03% |
$234K - $262K
|
2.43K
$1.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-501- 53.13% |
$235K - $263K
|
442
$266K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-503- 0.68% |
$236K - $264K
|
73.7K
$44.4M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-503- 2.56% |
$236K - $264K
|
19.2K
$11.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-505- 1.07% |
$237K - $265K
|
46.8K
$28.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-507- 4.54% |
$238K - $267K
|
10.7K
$6.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-510- 24.11% |
$239K - $268K
|
1.61K
$968K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-510- 15.79% |
$239K - $268K
|
2.72K
$1.64M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-514- 14.99% |
$241K - $270K
|
2.91K
$1.76M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-518- 0.91% |
$243K - $272K
|
56.6K
$34.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-518- 32.58% |
$243K - $272K
|
1.07K
$646K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-526- 2.24% |
$247K - $277K
|
22.9K
$13.8M
|
|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-526- 56.74% |
$247K - $277K
|
401
$242K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-528- 4.83% |
$248K - $278K
|
10.4K
$6.28M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-530- 53.27% |
$249K - $279K
|
465
$280K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-531- 0.82% |
$249K - $279K
|
64K
$38.6M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-532- 52.26% |
$250K - $280K
|
486
$293K
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-534- 23.74% |
$251K - $281K
|
1.72K
$1.03M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-539- 39.75% |
$253K - $283K
|
817
$493K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-546- 2.91% |
$256K - $287K
|
18.2K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-547- 0.53% |
$257K - $288K
|
103K
$61.9M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-548- 19.0% |
$257K - $288K
|
2.34K
$1.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-550- 13.05% |
$258K - $289K
|
3.66K
$2.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-553- 5.26% |
$260K - $291K
|
9.95K
$6M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-559- 5.0% |
$262K - $294K
|
10.6K
$6.41M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-568- 17.21% |
$267K - $299K
|
2.73K
$1.65M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-574- 1.76% |
$270K - $302K
|
32.1K
$19.3M
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-575- 8.06% |
$270K - $302K
|
6.56K
$3.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-578- 2.71% |
$271K - $304K
|
20.7K
$12.5M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-580- 11.93% |
$272K - $305K
|
4.28K
$2.58M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-587- 1.87% |
$276K - $309K
|
30.8K
$18.6M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-587- 6.56% |
$276K - $309K
|
8.37K
$5.04M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-592- 3.04% |
$278K - $311K
|
18.9K
$11.4M
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-599- 9.66% |
$281K - $315K
|
5.6K
$3.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-601- 1.17% |
$282K - $316K
|
50.7K
$30.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-612- 7.46% |
$287K - $322K
|
7.59K
$4.58M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-613- 11.47% |
$288K - $322K
|
4.73K
$2.85M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-615- 32.45% |
$289K - $323K
|
1.28K
$772K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-617- 1.25% |
$290K - $324K
|
48.8K
$29.4M
|