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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
301+ 59.84% |
$141K - $158K
|
804
$451K
|
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
BUY
|
- |
298+ 15.94% |
$140K - $157K
|
2.17K
$1.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
296+ 5.03% |
$139K - $156K
|
6.18K
$3.47M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
296+ 17.2% |
$139K - $156K
|
2.02K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
295+ 5.03% |
$139K - $155K
|
6.16K
$3.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
293+ 9.54% |
$138K - $154K
|
3.36K
$1.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
290+ 19.02% |
$136K - $152K
|
1.82K
$1.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
BUY
|
- |
289+ 9.25% |
$136K - $152K
|
3.41K
$1.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
289+ 0.36% |
$136K - $152K
|
80.2K
$45M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
289+ 5.74% |
$136K - $152K
|
5.32K
$2.99M
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
289+ 12.22% |
$136K - $152K
|
2.65K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
288+ 9.08% |
$135K - $151K
|
3.46K
$1.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
287+ 0.56% |
$135K - $151K
|
51.7K
$29M
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
287+ 10.11% |
$135K - $151K
|
3.13K
$1.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
286+ 15.75% |
$134K - $150K
|
2.1K
$1.18M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
285+ 2.74% |
$134K - $150K
|
10.7K
$5.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
284+ 3.66% |
$133K - $149K
|
8.05K
$4.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
282+ 1.56% |
$132K - $148K
|
18.4K
$10.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
277+ 6.09% |
$130K - $146K
|
4.82K
$2.71M
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
277+ 6.68% |
$130K - $146K
|
4.42K
$2.48M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
276+ 4.84% |
$130K - $145K
|
5.97K
$3.35M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
275+ 12.73% |
$129K - $145K
|
2.44K
$1.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
274+ 104.98% |
$129K - $144K
|
535
$300K
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
273+ 1.46% |
$128K - $144K
|
19K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
273+ 16.16% |
$128K - $144K
|
1.96K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
270+ 9.47% |
$127K - $142K
|
3.12K
$1.75M
|
|
|
Feb 13, 2025
Q1 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
269+ 3.34% |
$126K - $141K
|
8.31K
$4.67M
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
268+ 0.88% |
$126K - $141K
|
30.7K
$17.2M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
267+ 2.06% |
$125K - $140K
|
13.3K
$7.44M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
266+ 11.34% |
$125K - $140K
|
2.61K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
265+ 2.64% |
$124K - $139K
|
10.3K
$5.79M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
264+ 10.68% |
$124K - $139K
|
2.74K
$1.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
262+ 45.33% |
$123K - $138K
|
840
$472K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
261+ 43.5% |
$123K - $137K
|
861
$483K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
261New |
$123K - $137K
|
261
$147K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
260+ 2.62% |
$122K - $137K
|
10.2K
$5.72M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
260+ 58.69% |
$122K - $137K
|
703
$395K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
259+ 8.81% |
$122K - $136K
|
3.2K
$1.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
258+ 13.38% |
$121K - $136K
|
2.19K
$1.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
257+ 3.95% |
$121K - $135K
|
6.77K
$3.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
256+ 54.47% |
$120K - $135K
|
726
$408K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
256+ 0.95% |
$120K - $135K
|
27.1K
$15.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
255+ 7.78% |
$120K - $134K
|
3.53K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
255+ 2.88% |
$120K - $134K
|
9.1K
$5.11M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
254+ 11.36% |
$119K - $134K
|
2.49K
$1.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
252+ 5.64% |
$118K - $132K
|
4.72K
$2.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
251New |
$118K - $132K
|
251
$141K
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
250+ 18.0% |
$117K - $131K
|
1.64K
$920K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
248+ 9.56% |
$116K - $130K
|
2.84K
$1.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
247+ 10.73% |
$116K - $130K
|
2.55K
$1.43M
|