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 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-1.77K- 52.09% |
$830K - $929K
|
1.63K
$980K
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-1.78K- 15.04% |
$835K - $935K
|
10K
$6.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.79K- 50.87% |
$842K - $943K
|
1.73K
$1.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.8K- 1.24% |
$844K - $945K
|
143K
$86.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
SELL
|
- |
-1.82K- 4.54% |
$854K - $956K
|
38.2K
$23.1M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.83K- 23.89% |
$857K - $960K
|
5.82K
$3.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.84K- 5.3% |
$862K - $965K
|
32.8K
$19.8M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.84K- 6.53% |
$862K - $965K
|
26.2K
$15.8M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.85K- 1.91% |
$867K - $971K
|
95K
$57.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 50.61% |
$870K - $974K
|
1.81K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-1.85K- 1.36% |
$870K - $974K
|
134K
$80.8M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.87K- 1.76% |
$877K - $982K
|
104K
$62.7M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.88K- 0.7% |
$885K - $990K
|
267K
$161M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.89K- 40.58% |
$887K - $993K
|
2.77K
$1.67M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.89K- 3.07% |
$889K - $996K
|
59.8K
$36M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1.91K- 3.01% |
$898K - $1.01M
|
61.7K
$37.2M
|
|
|
May 06, 2024
Q1 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-1.94K- 0.26% |
$911K - $1.02M
|
758K
$457M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.99K- 7.61% |
$936K - $1.05M
|
24.2K
$14.6M
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-2.03K- 5.26% |
$953K - $1.07M
|
36.5K
$22M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-2.06K- 10.84% |
$966K - $1.08M
|
16.9K
$10.2M
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.1K- 14.12% |
$984K - $1.1M
|
12.8K
$7.69M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.1K- 0.61% |
$985K - $1.1M
|
344K
$207M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.12K- 11.07% |
$994K - $1.11M
|
17K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.12K- 20.78% |
$995K - $1.11M
|
8.08K
$4.87M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-2.14K- 60.82% |
$1.01M - $1.13M
|
1.38K
$832K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.15K- 4.9% |
$1.01M - $1.13M
|
41.8K
$25.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-2.16K- 18.32% |
$1.01M - $1.13M
|
9.62K
$5.8M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.17K- 4.07% |
$1.02M - $1.14M
|
51K
$30.8M
|
|
|
Feb 11, 2025
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-2.2K- 23.76% |
$1.03M - $1.16M
|
7.05K
$4.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.21K- 5.48% |
$1.04M - $1.16M
|
38.1K
$23M
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
SELL
|
- |
-2.22K- 0.13% |
$1.04M - $1.17M
|
1.73M
$1.04B
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-2.24K- 15.49% |
$1.05M - $1.18M
|
12.2K
$7.36M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.26K- 1.93% |
$1.06M - $1.19M
|
115K
$69.3M
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-2.27K- 2.96% |
$1.06M - $1.19M
|
74.3K
$44.8M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.28K- 18.77% |
$1.07M - $1.2M
|
9.84K
$5.93M
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-2.28K- 16.71% |
$1.07M - $1.2M
|
11.3K
$6.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.3K- 4.98% |
$1.08M - $1.21M
|
43.8K
$26.4M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.3K- 50.36% |
$1.08M - $1.21M
|
2.27K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.32K- 6.86% |
$1.09M - $1.22M
|
31.4K
$18.9M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-2.35K- 5.44% |
$1.1M - $1.23M
|
40.8K
$24.6M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.36K- 37.33% |
$1.11M - $1.24M
|
3.96K
$2.39M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-2.36K- 18.16% |
$1.11M - $1.24M
|
10.6K
$6.41M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-2.37K- 3.65% |
$1.11M - $1.24M
|
62.5K
$37.7M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.39K- 22.8% |
$1.12M - $1.26M
|
8.1K
$4.88M
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-2.44K- 5.85% |
$1.15M - $1.28M
|
39.3K
$23.7M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.47K- 2.09% |
$1.16M - $1.3M
|
116K
$69.8M
|
|
|
Apr 24, 2024
Q1 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-2.5K- 0.07% |
$1.17M - $1.31M
|
3.59M
$2.17B
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-2.52K- 41.13% |
$1.18M - $1.32M
|
3.6K
$2.17M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.54K- 14.03% |
$1.19M - $1.33M
|
15.5K
$9.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.55K- 8.09% |
$1.2M - $1.34M
|
29K
$17.5M
|