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
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.67K+ 372.87% |
$1.25M - $1.4M
|
3.38K
$2.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 2.14% |
$1.25M - $1.4M
|
127K
$76.8M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.65K+ 2.5% |
$1.25M - $1.4M
|
109K
$65.6M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.6K+ 4.14% |
$1.22M - $1.37M
|
65.3K
$39.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.56K+ 2.66% |
$1.2M - $1.35M
|
98.9K
$59.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.56K+ 601.17% |
$1.2M - $1.35M
|
2.99K
$1.8M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.56K+ 3.68% |
$1.2M - $1.35M
|
72.2K
$43.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2.54K+ 11.23% |
$1.19M - $1.34M
|
25.2K
$15.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2.54K+ 8.42% |
$1.19M - $1.33M
|
32.7K
$19.7M
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
2.53K+ 3.27% |
$1.19M - $1.33M
|
79.9K
$48.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.52K+ 7.56% |
$1.18M - $1.32M
|
35.8K
$21.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
2.52K+ 13.17% |
$1.18M - $1.32M
|
21.6K
$13.1M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.51K+ 10.83% |
$1.18M - $1.32M
|
25.7K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.5K+ 357.14% |
$1.17M - $1.31M
|
3.2K
$1.93M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2.49K+ 8.99% |
$1.17M - $1.31M
|
30.2K
$18.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.48K+ 6.47% |
$1.16M - $1.3M
|
40.8K
$24.6M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.48K+ 0.35% |
$1.16M - $1.3M
|
705K
$425M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.48K+ 32.08% |
$1.16M - $1.3M
|
10.2K
$6.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Ds Manager LLC
Miami Beach, FL |
BUY
|
- |
2.47KNew |
$1.16M - $1.3M
|
2.47K
$1.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.47K+ 37.15% |
$1.16M - $1.3M
|
9.1K
$5.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Bank Of Finland
|
BUY
|
- |
2.46K+ 0.32% |
$1.15M - $1.29M
|
774K
$467M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
2.45K+ 88.86% |
$1.15M - $1.29M
|
5.21K
$3.14M
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
2.44KNew |
$1.15M - $1.28M
|
2.44K
$1.47M
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
2.42K+ 16.82% |
$1.14M - $1.27M
|
16.8K
$10.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.42K+ 4.88% |
$1.13M - $1.27M
|
52K
$31.4M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.41K+ 0.11% |
$1.13M - $1.27M
|
2.2M
$1.33B
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
BUY
|
- |
2.41KNew |
$1.13M - $1.26M
|
2.41K
$1.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.38K+ 21.56% |
$1.12M - $1.25M
|
13.4K
$8.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.38K+ 330.14% |
$1.12M - $1.25M
|
3.1K
$1.87M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.37K+ 128.87% |
$1.11M - $1.25M
|
4.21K
$2.54M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
2.37K+ 4.12% |
$1.11M - $1.24M
|
59.8K
$36.1M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.36K+ 2.85% |
$1.11M - $1.24M
|
85.2K
$51.4M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.35K+ 3.69% |
$1.1M - $1.24M
|
66K
$39.9M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
2.35K+ 7.53% |
$1.1M - $1.23M
|
33.5K
$20.2M
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.34K+ 3.65% |
$1.1M - $1.23M
|
66.6K
$40.2M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
2.34K+ 318.26% |
$1.1M - $1.23M
|
3.07K
$1.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.33K+ 2.46% |
$1.1M - $1.23M
|
97.2K
$58.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.33K+ 1.61% |
$1.1M - $1.23M
|
147K
$88.9M
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2.33KNew |
$1.09M - $1.22M
|
2.33K
$1.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.32K+ 17.84% |
$1.09M - $1.22M
|
15.3K
$9.24M
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 3.02% |
$1.09M - $1.22M
|
78.9K
$47.6M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
2.31K+ 4.38% |
$1.09M - $1.22M
|
55.1K
$33.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
2.3KNew |
$1.08M - $1.21M
|
2.3K
$1.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.29K+ 15.96% |
$1.08M - $1.21M
|
16.7K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.26K+ 431.17% |
$1.06M - $1.19M
|
2.78K
$1.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.25K+ 51.8% |
$1.06M - $1.18M
|
6.61K
$3.99M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.25K+ 10.03% |
$1.06M - $1.18M
|
24.7K
$14.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.23K+ 3.53% |
$1.05M - $1.17M
|
65.4K
$39.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.22K+ 134.12% |
$1.04M - $1.17M
|
3.88K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2.2K+ 60.03% |
$1.03M - $1.16M
|
5.87K
$3.55M
|