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 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-801- 3.41% |
$376K - $421K
|
22.7K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-801- 3.49% |
$376K - $421K
|
22.2K
$12.5M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-803- 3.81% |
$377K - $422K
|
20.3K
$11.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-809- 11.1% |
$380K - $425K
|
6.48K
$3.64M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-814- 0.9% |
$382K - $428K
|
89.5K
$50.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-815- 1.15% |
$383K - $428K
|
69.8K
$39.2M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-819- 4.06% |
$385K - $431K
|
19.4K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-819- 3.02% |
$385K - $431K
|
26.3K
$14.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
SELL
|
- |
-820- 29.58% |
$385K - $431K
|
1.95K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-823- 0.67% |
$386K - $433K
|
123K
$69M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-829- 1.61% |
$389K - $436K
|
50.6K
$28.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-837- 11.04% |
$393K - $440K
|
6.75K
$3.79M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-843- 4.27% |
$396K - $443K
|
18.9K
$10.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-846- 5.86% |
$397K - $445K
|
13.6K
$7.63M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-848- 3.99% |
$398K - $446K
|
20.4K
$11.5M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-853- 4.6% |
$401K - $448K
|
17.7K
$9.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-857- 28.81% |
$402K - $451K
|
2.12K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-870- 16.14% |
$409K - $457K
|
4.52K
$2.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-871- 3.17% |
$409K - $458K
|
26.6K
$14.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-871- 6.32% |
$409K - $458K
|
12.9K
$7.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-875- 27.16% |
$411K - $460K
|
2.35K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-877- 0.47% |
$412K - $461K
|
184K
$103M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-884- 12.11% |
$415K - $465K
|
6.42K
$3.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-885- 44.41% |
$416K - $465K
|
1.11K
$622K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-892- 21.33% |
$419K - $469K
|
3.29K
$1.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-903- 2.99% |
$424K - $475K
|
29.3K
$16.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-904- 57.36% |
$424K - $475K
|
672
$377K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-912- 2.29% |
$428K - $479K
|
38.8K
$21.8M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-914- 6.74% |
$429K - $481K
|
12.6K
$7.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-917- 29.65% |
$431K - $482K
|
2.18K
$1.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-917- 5.5% |
$431K - $482K
|
15.8K
$8.85M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-921- 9.33% |
$432K - $484K
|
8.95K
$5.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-922- 57.34% |
$433K - $485K
|
686
$385K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-923- 4.3% |
$433K - $485K
|
20.5K
$11.5M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-925- 20.87% |
$434K - $486K
|
3.51K
$1.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-927- 2.98% |
$435K - $487K
|
30.2K
$16.9M
|
|
|
May 08, 2024
Q1 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-939- 3.62% |
$441K - $494K
|
25K
$14M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-940- 3.4% |
$441K - $494K
|
26.7K
$15M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-947- 6.85% |
$445K - $498K
|
12.9K
$7.23M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-948- 2.43% |
$445K - $498K
|
38K
$21.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-958- 0.71% |
$450K - $504K
|
133K
$74.8M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-958- 1.69% |
$450K - $504K
|
55.7K
$31.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-963- 3.24% |
$452K - $506K
|
28.7K
$16.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-966- 4.54% |
$454K - $508K
|
20.3K
$11.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-971- 22.63% |
$456K - $510K
|
3.32K
$1.86M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-976- 1.35% |
$458K - $513K
|
71.1K
$39.9M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-981- 1.64% |
$461K - $516K
|
58.9K
$33.1M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-985- 4.18% |
$463K - $518K
|
22.6K
$12.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-993- 0.34% |
$466K - $522K
|
292K
$164M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-994- 25.81% |
$467K - $523K
|
2.86K
$1.6M
|