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 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
187+ 5.03% |
$87.8K - $98.3K
|
3.91K
$2.19M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
186+ 5.17% |
$87.3K - $97.8K
|
3.78K
$2.12M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
185+ 3.57% |
$86.9K - $97.3K
|
5.36K
$3.01M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
184+ 2.8% |
$86.4K - $96.7K
|
6.77K
$3.8M
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
184+ 10.69% |
$86.4K - $96.7K
|
1.91K
$1.07M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
183+ 3.45% |
$85.9K - $96.2K
|
5.5K
$3.09M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
182+ 0.59% |
$85.5K - $95.7K
|
31.2K
$17.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
181+ 8.33% |
$85K - $95.2K
|
2.35K
$1.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
181+ 0.99% |
$85K - $95.2K
|
18.5K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
181+ 1.16% |
$85K - $95.2K
|
15.8K
$8.88M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
180+ 2.97% |
$84.5K - $94.6K
|
6.25K
$3.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
178+ 1.77% |
$83.6K - $93.6K
|
10.2K
$5.74M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
178+ 19.93% |
$83.6K - $93.6K
|
1.07K
$601K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
177+ 2.65% |
$83.1K - $93.1K
|
6.85K
$3.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
175+ 4.02% |
$82.2K - $92K
|
4.53K
$2.54M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
BUY
|
- |
175+ 1.63% |
$82.2K - $92K
|
10.9K
$6.11M
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
175+ 9.42% |
$82.2K - $92K
|
2.03K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
174+ 1.43% |
$81.7K - $91.5K
|
12.4K
$6.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
171+ 16.18% |
$80.3K - $89.9K
|
1.23K
$689K
|
|
|
May 10, 2024
Q1 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
171+ 0.24% |
$80.3K - $89.9K
|
71.1K
$39.9M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
170+ 1.93% |
$79.8K - $89.4K
|
9K
$5.05M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
165+ 0.47% |
$77.5K - $86.7K
|
35.5K
$19.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
165+ 2.61% |
$77.5K - $86.7K
|
6.49K
$3.64M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
162+ 2.4% |
$76.1K - $85.2K
|
6.92K
$3.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
162+ 8.88% |
$76.1K - $85.2K
|
1.99K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
160+ 6.46% |
$75.1K - $84.1K
|
2.64K
$1.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
160+ 18.48% |
$75.1K - $84.1K
|
1.03K
$576K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
160+ 15.92% |
$75.1K - $84.1K
|
1.17K
$654K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
158+ 16.22% |
$74.2K - $83.1K
|
1.13K
$636K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
158+ 1.72% |
$74.2K - $83.1K
|
9.33K
$5.24M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
158New |
$74.2K - $83.1K
|
158
$88.7K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
157+ 28.91% |
$73.7K - $82.5K
|
700
$393K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
153+ 0.88% |
$71.8K - $80.4K
|
17.5K
$9.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
153+ 17.17% |
$71.8K - $80.4K
|
1.04K
$586K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
153+ 956.25% |
$71.8K - $80.4K
|
169
$94.9K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
153+ 4.33% |
$71.8K - $80.4K
|
3.68K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
152New |
$71.4K - $79.9K
|
152
$85.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
150+ 57.03% |
$70.4K - $78.9K
|
413
$232K
|
|
|
May 09, 2024
Q1 2024
|
Searle & Co.
|
BUY
|
- |
150+ 8.07% |
$70.4K - $78.9K
|
2.01K
$1.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
149+ 25.78% |
$70K - $78.3K
|
727
$408K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
149+ 17.29% |
$70K - $78.3K
|
1.01K
$568K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
148+ 17.15% |
$69.5K - $77.8K
|
1.01K
$568K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
148+ 2.32% |
$69.5K - $77.8K
|
6.54K
$3.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
147+ 0.54% |
$69K - $77.3K
|
27.6K
$15.5M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
147+ 2.79% |
$69K - $77.3K
|
5.41K
$3.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
146+ 20.03% |
$68.6K - $76.8K
|
875
$491K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
146+ 12.63% |
$68.6K - $76.8K
|
1.3K
$731K
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
BUY
|
- |
145+ 8.76% |
$68.1K - $76.2K
|
1.8K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
143+ 2.91% |
$67.1K - $75.2K
|
5.06K
$2.84M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
141+ 6.0% |
$66.2K - $74.1K
|
2.49K
$1.4M
|