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 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-2.52K- 41.13% |
$1.18M - $1.32M
|
3.6K
$2.01M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.54K- 14.03% |
$1.19M - $1.33M
|
15.5K
$8.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.55K- 8.09% |
$1.2M - $1.34M
|
29K
$16.2M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-2.55K- 19.9% |
$1.2M - $1.34M
|
10.3K
$5.74M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.56K- 2.0% |
$1.2M - $1.34M
|
125K
$70M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.56K- 7.72% |
$1.2M - $1.35M
|
30.6K
$17.1M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.57K- 8.75% |
$1.2M - $1.35M
|
26.8K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.58K- 2.24% |
$1.21M - $1.35M
|
112K
$62.8M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.59K- 32.37% |
$1.21M - $1.36M
|
5.41K
$3.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.6K- 8.78% |
$1.22M - $1.36M
|
27K
$15.1M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-2.6K- 27.96% |
$1.22M - $1.37M
|
6.7K
$3.74M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.62K- 3.07% |
$1.23M - $1.38M
|
82.9K
$46.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.63K- 8.66% |
$1.24M - $1.38M
|
27.8K
$15.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.67K- 0.62% |
$1.26M - $1.41M
|
428K
$239M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.67K- 14.31% |
$1.26M - $1.41M
|
16K
$8.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.69K- 13.06% |
$1.26M - $1.41M
|
17.9K
$9.99M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.7K- 14.86% |
$1.27M - $1.42M
|
15.5K
$8.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2.72K- 4.2% |
$1.28M - $1.43M
|
62K
$34.6M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.73K- 14.72% |
$1.28M - $1.43M
|
15.8K
$8.83M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.73K- 15.45% |
$1.28M - $1.43M
|
14.9K
$8.34M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-2.76K- 29.54% |
$1.29M - $1.45M
|
6.57K
$3.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-2.83K- 1.57% |
$1.33M - $1.49M
|
177K
$98.8M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.88K- 1.65% |
$1.35M - $1.52M
|
172K
$95.9M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.89K- 61.84% |
$1.36M - $1.52M
|
1.78K
$995K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.89K- 35.0% |
$1.36M - $1.52M
|
5.37K
$3M
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-2.91K- 4.08% |
$1.37M - $1.53M
|
68.3K
$38.2M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.93K- 5.34% |
$1.38M - $1.54M
|
52K
$29M
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.94K- 2.06% |
$1.38M - $1.55M
|
140K
$78.2M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.97K- 2.14% |
$1.4M - $1.56M
|
136K
$75.7M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-2.98K- 43.33% |
$1.4M - $1.57M
|
3.9K
$2.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3K- 5.44% |
$1.41M - $1.58M
|
52.2K
$29.1M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.01K- 6.74% |
$1.41M - $1.58M
|
41.7K
$23.3M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.03K- 33.77% |
$1.42M - $1.59M
|
5.94K
$3.32M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.11K- 8.15% |
$1.46M - $1.64M
|
35.1K
$19.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-3.18K- 13.81% |
$1.49M - $1.67M
|
19.8K
$11.1M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.2K- 25.52% |
$1.5M - $1.68M
|
9.34K
$5.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-3.23K- 3.6% |
$1.52M - $1.7M
|
86.6K
$48.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.26K- 5.68% |
$1.53M - $1.72M
|
54.2K
$30.3M
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-3.27K- 21.86% |
$1.53M - $1.72M
|
11.7K
$6.52M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-3.28K- 2.67% |
$1.54M - $1.72M
|
119K
$66.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.28K- 57.28% |
$1.54M - $1.73M
|
2.45K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-3.29K- 1.66% |
$1.54M - $1.73M
|
195K
$109M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.35K- 13.26% |
$1.57M - $1.76M
|
21.9K
$12.3M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.37K- 38.61% |
$1.58M - $1.77M
|
5.37K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.39K- 8.07% |
$1.59M - $1.78M
|
38.6K
$21.6M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3.4K- 9.4% |
$1.6M - $1.79M
|
32.8K
$18.3M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-3.41K- 4.39% |
$1.6M - $1.79M
|
74.4K
$41.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
SELL
|
- |
-3.45K- 40.8% |
$1.62M - $1.82M
|
5.01K
$2.8M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-3.5K- 4.82% |
$1.64M - $1.84M
|
69.1K
$38.6M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.56K- 4.32% |
$1.67M - $1.87M
|
78.9K
$44.1M
|