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 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-620- 21.92% |
$291K - $326K
|
2.21K
$1.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-625- 12.5% |
$293K - $329K
|
4.37K
$2.64M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-627- 6.23% |
$294K - $330K
|
9.44K
$5.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-629- 20.15% |
$295K - $331K
|
2.49K
$1.5M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-630Closed |
$296K - $331K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-632- 3.08% |
$297K - $332K
|
19.9K
$12M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-637- 40.63% |
$299K - $335K
|
931
$561K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-639- 1.14% |
$300K - $336K
|
55.2K
$33.3M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-644- 2.35% |
$302K - $339K
|
26.8K
$16.2M
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-662- 2.36% |
$311K - $348K
|
27.3K
$16.5M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-663- 11.44% |
$311K - $349K
|
5.13K
$3.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-664- 20.55% |
$312K - $349K
|
2.57K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-664- 47.67% |
$312K - $349K
|
729
$439K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-666- 2.15% |
$313K - $350K
|
30.3K
$18.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-667- 55.72% |
$313K - $351K
|
530
$320K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-668- 5.03% |
$314K - $351K
|
12.6K
$7.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-670- 5.24% |
$315K - $352K
|
12.1K
$7.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-673- 37.98% |
$316K - $354K
|
1.1K
$663K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-681- 3.25% |
$320K - $358K
|
20.3K
$12.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-682- 4.02% |
$320K - $359K
|
16.3K
$9.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-686- 1.16% |
$322K - $361K
|
58.2K
$35.1M
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-687- 48.21% |
$323K - $361K
|
738
$445K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-692- 15.64% |
$325K - $364K
|
3.73K
$2.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-694- 2.9% |
$326K - $365K
|
23.2K
$14M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-700- 38.91% |
$329K - $368K
|
1.1K
$663K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-701- 9.27% |
$329K - $369K
|
6.86K
$4.14M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-701- 31.29% |
$329K - $369K
|
1.54K
$928K
|
|
|
May 14, 2024
Q1 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-708- 13.11% |
$332K - $372K
|
4.69K
$2.83M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-710- 3.88% |
$333K - $373K
|
17.6K
$10.6M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-714- 22.3% |
$335K - $375K
|
2.49K
$1.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-716- 4.45% |
$336K - $376K
|
15.4K
$9.27M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-716- 5.74% |
$336K - $376K
|
11.8K
$7.09M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-717- 1.48% |
$337K - $377K
|
47.8K
$28.8M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-733- 7.35% |
$344K - $385K
|
9.24K
$5.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-736- 66.67% |
$346K - $387K
|
368
$222K
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-742- 2.22% |
$348K - $390K
|
32.7K
$19.7M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-747- 44.41% |
$351K - $393K
|
935
$564K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-749- 14.28% |
$352K - $394K
|
4.5K
$2.71M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-749- 2.86% |
$352K - $394K
|
25.5K
$15.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-755- 2.99% |
$355K - $397K
|
24.5K
$14.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-768- 2.45% |
$361K - $404K
|
30.6K
$18.4M
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-773- 2.98% |
$363K - $406K
|
25.2K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-778- 0.78% |
$365K - $409K
|
99.1K
$59.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-785- 41.27% |
$369K - $413K
|
1.12K
$673K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-785- 1.81% |
$369K - $413K
|
42.5K
$25.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-787- 1.47% |
$370K - $414K
|
52.8K
$31.8M
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-796- 11.32% |
$374K - $418K
|
6.24K
$3.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-801- 3.41% |
$376K - $421K
|
22.7K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-801- 3.49% |
$376K - $421K
|
22.2K
$13.4M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-803- 3.81% |
$377K - $422K
|
20.3K
$12.2M
|