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 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.43K- 27.36% |
$3.96M - $4.43M
|
22.4K
$12.5M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.44K- 21.2% |
$3.96M - $4.44M
|
31.4K
$17.5M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-8.53K- 10.73% |
$4M - $4.48M
|
70.9K
$39.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.55K- 8.16% |
$4.02M - $4.5M
|
96.3K
$53.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-8.73K- 9.53% |
$4.1M - $4.59M
|
82.8K
$46.3M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-8.9K- 14.11% |
$4.18M - $4.68M
|
54.2K
$30.3M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-9.03K- 14.49% |
$4.24M - $4.74M
|
53.3K
$29.7M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.08K- 1.87% |
$4.26M - $4.77M
|
477K
$266M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-9.2K- 2.01% |
$4.32M - $4.84M
|
450K
$251M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-9.21K- 21.88% |
$4.33M - $4.84M
|
32.9K
$18.4M
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-9.39K- 45.83% |
$4.41M - $4.94M
|
11.1K
$6.2M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-9.5K- 90.26% |
$4.46M - $5M
|
1.03K
$573K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-9.76K- 5.91% |
$4.58M - $5.13M
|
155K
$86.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-9.91K- 8.29% |
$4.65M - $5.21M
|
110K
$61.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-9.92K- 8.8% |
$4.66M - $5.21M
|
103K
$57.4M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-9.99K- 16.03% |
$4.69M - $5.25M
|
52.3K
$29.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-10K- 16.75% |
$4.69M - $5.25M
|
49.7K
$27.7M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10.2K- 1.4% |
$4.79M - $5.36M
|
718K
$401M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.2K- 1.07% |
$4.8M - $5.37M
|
943K
$527M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-10.3K- 8.24% |
$4.85M - $5.43M
|
115K
$64.3M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-10.4K- 52.24% |
$4.89M - $5.47M
|
9.52K
$5.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-10.4K- 0.82% |
$4.9M - $5.49M
|
1.26M
$704M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-10.4K- 4.34% |
$4.91M - $5.49M
|
230K
$129M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-10.6K- 79.08% |
$4.96M - $5.55M
|
2.79K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-10.6K- 8.96% |
$4.97M - $5.56M
|
107K
$60M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-10.6K- 13.99% |
$4.98M - $5.58M
|
65.3K
$36.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-10.8K- 3.73% |
$5.08M - $5.68M
|
279K
$156M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-10.8K- 10.8% |
$5.08M - $5.69M
|
89.4K
$49.9M
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-10.9K- 81.07% |
$5.11M - $5.72M
|
2.54K
$1.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-10.9K- 7.81% |
$5.13M - $5.74M
|
129K
$72M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-10.9K- 77.01% |
$5.13M - $5.75M
|
3.26K
$1.82M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-11.4K- 1.38% |
$5.35M - $5.99M
|
811K
$453M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-11.6K- 39.12% |
$5.46M - $6.11M
|
18.1K
$10.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-11.8K- 84.51% |
$5.54M - $6.2M
|
2.16K
$1.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-12.3K- 9.83% |
$5.79M - $6.48M
|
113K
$63.1M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-12.4K- 4.88% |
$5.8M - $6.5M
|
241K
$134M
|
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-12.6K- 14.26% |
$5.91M - $6.61M
|
75.6K
$42.2M
|
|
|
Feb 10, 2025
Q1 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-12.6K- 19.58% |
$5.93M - $6.64M
|
51.9K
$29M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-12.9K- 55.93% |
$6.07M - $6.8M
|
10.2K
$5.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-13K- 2.69% |
$6.1M - $6.83M
|
470K
$262M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.1K- 5.34% |
$6.13M - $6.86M
|
231K
$129M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-13.2K- 53.0% |
$6.2M - $6.94M
|
11.7K
$6.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-13.3K- 40.79% |
$6.27M - $7.01M
|
19.4K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-13.4K- 1.06% |
$6.28M - $7.03M
|
1.25M
$696M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-13.6K- 51.21% |
$6.37M - $7.14M
|
12.9K
$7.23M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-13.6K- 24.98% |
$6.41M - $7.17M
|
41K
$22.9M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-13.7K- 29.27% |
$6.45M - $7.23M
|
33.2K
$18.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-13.8K- 9.21% |
$6.49M - $7.26M
|
136K
$76.1M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-14K- 18.18% |
$6.59M - $7.37M
|
63.1K
$35.3M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-14.3K- 59.93% |
$6.73M - $7.53M
|
9.58K
$5.35M
|