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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-5.12K- 10.0% |
$2.4M - $2.69M
|
46K
$25.7M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.13K- 41.84% |
$2.41M - $2.7M
|
7.13K
$3.98M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-5.17K- 8.01% |
$2.43M - $2.72M
|
59.4K
$33.2M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.26K- 7.84% |
$2.47M - $2.77M
|
61.9K
$34.6M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-5.33K- 16.71% |
$2.5M - $2.8M
|
26.5K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-5.34K- 14.44% |
$2.51M - $2.8M
|
31.6K
$17.7M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.4K- 2.62% |
$2.54M - $2.84M
|
201K
$112M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.45K- 0.49% |
$2.56M - $2.87M
|
1.1M
$617M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-5.48K- 74.61% |
$2.58M - $2.88M
|
1.87K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.55K- 3.19% |
$2.61M - $2.92M
|
168K
$94M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.58K- 10.95% |
$2.62M - $2.93M
|
45.4K
$25.3M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5.61K- 3.49% |
$2.63M - $2.95M
|
155K
$86.6M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-5.62K- 14.38% |
$2.64M - $2.95M
|
33.4K
$18.7M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.69K- 5.45% |
$2.67M - $2.99M
|
98.7K
$55.1M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.82K- 1.4% |
$2.73M - $3.06M
|
410K
$229M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-6.1K- 1.69% |
$2.86M - $3.21M
|
354K
$198M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-6.12K- 2.04% |
$2.87M - $3.22M
|
294K
$164M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.17K- 2.67% |
$2.9M - $3.24M
|
225K
$126M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-6.17K- 14.88% |
$2.9M - $3.24M
|
35.3K
$19.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-6.2K- 0.97% |
$2.91M - $3.26M
|
631K
$352M
|
|
|
May 15, 2024
Q1 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-6.29K- 4.28% |
$2.95M - $3.31M
|
141K
$78.6M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-6.41K- 11.85% |
$3.01M - $3.37M
|
47.7K
$26.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-6.42K- 1.52% |
$3.02M - $3.38M
|
417K
$233M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.46K- 9.76% |
$3.03M - $3.4M
|
59.7K
$33.4M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.52K- 17.73% |
$3.06M - $3.43M
|
30.3K
$16.9M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-6.52K- 24.93% |
$3.06M - $3.43M
|
19.6K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-6.58K- 3.47% |
$3.09M - $3.46M
|
183K
$102M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.62K- 1.17% |
$3.11M - $3.48M
|
559K
$312M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-6.72K- 50.79% |
$3.16M - $3.53M
|
6.51K
$3.64M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.91K- 3.36% |
$3.24M - $3.63M
|
198K
$111M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-7.04K- 12.69% |
$3.31M - $3.7M
|
48.5K
$27.1M
|
|
|
May 09, 2024
Q1 2024
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
SELL
|
- |
-7.06K- 7.37% |
$3.32M - $3.71M
|
88.7K
$49.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.15K- 8.87% |
$3.36M - $3.76M
|
73.4K
$41M
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-7.19K- 71.06% |
$3.38M - $3.78M
|
2.93K
$1.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-7.2K- 22.45% |
$3.38M - $3.78M
|
24.9K
$13.9M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-7.25K- 6.86% |
$3.41M - $3.81M
|
98.5K
$55M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-7.34K- 46.52% |
$3.44M - $3.86M
|
8.43K
$4.71M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-7.35K- 29.46% |
$3.45M - $3.86M
|
17.6K
$9.83M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.58K- 5.61% |
$3.56M - $3.99M
|
128K
$71.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-7.6K- 6.83% |
$3.57M - $4M
|
104K
$57.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.62K- 12.91% |
$3.58M - $4.01M
|
51.4K
$28.7M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-7.65K- 9.87% |
$3.59M - $4.02M
|
69.8K
$39M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-7.76K- 11.1% |
$3.64M - $4.08M
|
62.2K
$34.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.84K- 23.4% |
$3.68M - $4.12M
|
25.7K
$14.3M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.85K- 7.63% |
$3.69M - $4.13M
|
95.1K
$53.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.92K- 6.9% |
$3.72M - $4.17M
|
107K
$59.7M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-8.06K- 48.95% |
$3.78M - $4.24M
|
8.4K
$4.69M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.14K- 2.27% |
$3.82M - $4.28M
|
350K
$196M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-8.17K- 18.87% |
$3.83M - $4.29M
|
35.1K
$19.6M
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8.37K- 4.53% |
$3.93M - $4.4M
|
176K
$98.5M
|