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 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1K- 56.15% |
$471K - $528K
|
784
$440K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.01K- 4.78% |
$472K - $528K
|
20K
$11.2M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.01K- 1.69% |
$474K - $530K
|
58.8K
$33M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.02K- 17.62% |
$478K - $535K
|
4.76K
$2.67M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.03K- 66.99% |
$481K - $539K
|
505
$284K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.03K- 4.34% |
$486K - $544K
|
22.8K
$12.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 18.44% |
$486K - $544K
|
4.58K
$2.57M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.04K- 41.2% |
$488K - $546K
|
1.48K
$833K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.04K- 6.14% |
$490K - $549K
|
16K
$8.97M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-1.05K- 18.67% |
$493K - $551K
|
4.57K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.06K- 17.78% |
$500K - $559K
|
4.92K
$2.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.07K- 0.51% |
$500K - $560K
|
208K
$117M
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-1.08K- 26.8% |
$506K - $566K
|
2.94K
$1.65M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 12.63% |
$509K - $569K
|
7.49K
$4.21M
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.09K- 1.09% |
$510K - $571K
|
98.8K
$55.5M
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.1K- 4.9% |
$516K - $578K
|
21.3K
$12M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.11K- 31.65% |
$523K - $585K
|
2.4K
$1.35M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-1.12K- 3.2% |
$527K - $590K
|
33.9K
$19M
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.12K- 2.46% |
$527K - $590K
|
44.5K
$25M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.14K- 0.94% |
$536K - $600K
|
121K
$67.9M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.15K- 5.05% |
$540K - $605K
|
21.6K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.15K- 5.75% |
$540K - $605K
|
18.9K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.15K- 7.18% |
$540K - $605K
|
14.9K
$8.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.16K- 24.71% |
$542K - $607K
|
3.52K
$1.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.16K- 26.3% |
$544K - $609K
|
3.25K
$1.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.16K- 28.35% |
$545K - $610K
|
2.93K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.16K- 1.04% |
$546K - $611K
|
111K
$62.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.17K- 5.68% |
$550K - $616K
|
19.5K
$10.9M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.18K- 1.61% |
$553K - $619K
|
71.7K
$40.3M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 25.31% |
$553K - $619K
|
3.48K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.19K- 20.53% |
$557K - $624K
|
4.59K
$2.58M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.2K- 2.65% |
$561K - $628K
|
43.9K
$24.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.2K- 52.13% |
$563K - $630K
|
1.1K
$618K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-1.2K- 19.69% |
$563K - $631K
|
4.89K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.21K- 0.95% |
$566K - $634K
|
126K
$70.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.22K- 3.93% |
$571K - $639K
|
29.7K
$16.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-1.22K- 3.18% |
$571K - $639K
|
37K
$20.8M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.22K- 2.95% |
$571K - $639K
|
40K
$22.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.22K- 16.65% |
$571K - $640K
|
6.09K
$3.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
SELL
|
- |
-1.22K- 57.77% |
$573K - $641K
|
892
$501K
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.23K- 35.46% |
$577K - $646K
|
2.24K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.23K- 3.54% |
$578K - $647K
|
33.6K
$18.8M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.24K- 3.97% |
$580K - $649K
|
29.9K
$16.8M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.24K- 4.78% |
$581K - $650K
|
24.7K
$13.8M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.24K- 5.04% |
$583K - $652K
|
23.4K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.24K- 1.16% |
$583K - $653K
|
106K
$59.3M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.24K- 26.64% |
$583K - $653K
|
3.42K
$1.92M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.24K- 2.6% |
$584K - $654K
|
46.7K
$26.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.26K- 4.82% |
$589K - $660K
|
24.8K
$13.9M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.26K- 2.86% |
$590K - $660K
|
42.6K
$23.9M
|