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 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.27K- 1.85% |
$596K - $668K
|
67.5K
$40.7M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.27K- 30.23% |
$596K - $668K
|
2.93K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.3K- 1.88% |
$610K - $683K
|
67.9K
$41M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.31K- 70.12% |
$617K - $691K
|
560
$338K
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.32K- 48.69% |
$619K - $693K
|
1.39K
$837K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 3.79% |
$621K - $695K
|
33.6K
$20.2M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.34K- 1.66% |
$627K - $702K
|
79.3K
$47.8M
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-1.37K- 17.08% |
$644K - $721K
|
6.66K
$4.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.38K- 56.06% |
$649K - $727K
|
1.08K
$653K
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-1.39K- 14.22% |
$651K - $729K
|
8.37K
$5.05M
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
SELL
|
- |
-1.4K- 2.53% |
$656K - $734K
|
53.7K
$32.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.41K- 5.01% |
$662K - $741K
|
26.8K
$16.1M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.44K- 5.4% |
$674K - $755K
|
25.2K
$15.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.44K- 0.96% |
$675K - $755K
|
148K
$89M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.44K- 4.09% |
$675K - $756K
|
33.7K
$20.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-1.45K- 2.9% |
$681K - $762K
|
48.6K
$29.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.47K- 7.25% |
$690K - $772K
|
18.8K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.47K- 5.15% |
$690K - $772K
|
27K
$16.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.47K- 20.01% |
$691K - $774K
|
5.89K
$3.55M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.48K- 3.79% |
$694K - $777K
|
37.6K
$22.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-1.48K- 2.06% |
$696K - $779K
|
70.3K
$42.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.5K- 2.28% |
$702K - $786K
|
64.1K
$38.6M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-1.5K- 0.6% |
$702K - $786K
|
247K
$149M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.51K- 18.44% |
$707K - $791K
|
6.66K
$4.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-1.52K- 7.94% |
$712K - $797K
|
17.6K
$10.6M
|
|
|
May 13, 2024
Q1 2024
|
Verger Capital Management LLC
|
SELL
|
- |
-1.52K- 2.59% |
$712K - $797K
|
57.1K
$34.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.52K- 1.98% |
$713K - $799K
|
75.1K
$45.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.53K- 2.4% |
$717K - $802K
|
62K
$37.4M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.54K- 1.24% |
$721K - $808K
|
123K
$73.9M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.54K- 7.6% |
$722K - $808K
|
18.7K
$11.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.56K- 1.75% |
$732K - $819K
|
87.4K
$52.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.56K- 19.44% |
$734K - $822K
|
6.48K
$3.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-1.58K- 58.4% |
$741K - $830K
|
1.12K
$678K
|
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-1.6K- 0.64% |
$751K - $841K
|
247K
$149M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.61K- 0.57% |
$757K - $847K
|
283K
$171M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.62K- 1.67% |
$758K - $849K
|
95.2K
$57.4M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.62K- 17.15% |
$759K - $850K
|
7.8K
$4.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.64K- 2.87% |
$769K - $861K
|
55.4K
$33.4M
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.64K- 1.32% |
$772K - $864K
|
123K
$74M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.65K- 7.76% |
$776K - $869K
|
19.6K
$11.8M
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.66K- 2.09% |
$778K - $871K
|
77.7K
$46.8M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1.66K- 35.45% |
$780K - $874K
|
3.03K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.69K- 7.54% |
$794K - $888K
|
20.7K
$12.5M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.72K- 12.76% |
$810K - $906K
|
11.8K
$7.11M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.73K- 7.87% |
$812K - $909K
|
20.2K
$12.2M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.73K- 3.16% |
$812K - $909K
|
52.9K
$31.9M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.73K- 1.63% |
$814K - $912K
|
105K
$63.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.75K- 11.73% |
$821K - $920K
|
13.2K
$7.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.75K- 6.34% |
$823K - $921K
|
25.9K
$15.6M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.77K- 18.12% |
$830K - $929K
|
7.99K
$4.81M
|