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 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.85K+ 2.55% |
$1.34M - $1.5M
|
115K
$76.2M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.82K+ 35.96% |
$1.33M - $1.48M
|
10.7K
$7.09M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.82K+ 177.14% |
$1.32M - $1.48M
|
4.41K
$2.93M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.82K+ 1.55% |
$1.32M - $1.48M
|
184K
$122M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.79K+ 34.57% |
$1.31M - $1.46M
|
10.8K
$7.2M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.75K+ 93.57% |
$1.29M - $1.45M
|
5.69K
$3.78M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.73K+ 1.66% |
$1.28M - $1.43M
|
167K
$111M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.71K+ 7.69% |
$1.27M - $1.43M
|
38K
$25.2M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
2.7KNew |
$1.27M - $1.42M
|
2.7K
$1.79M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.69KNew |
$1.26M - $1.42M
|
2.69K
$1.79M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.68K+ 2.79% |
$1.26M - $1.41M
|
98.6K
$65.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
2.68K+ 2.64% |
$1.26M - $1.41M
|
104K
$69.1M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.68K+ 2.51% |
$1.26M - $1.41M
|
109K
$72.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.67K+ 372.87% |
$1.25M - $1.4M
|
3.38K
$2.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 2.14% |
$1.25M - $1.4M
|
127K
$84.4M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.65K+ 2.5% |
$1.25M - $1.4M
|
109K
$72.2M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.6K+ 4.14% |
$1.22M - $1.37M
|
65.3K
$43.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.56K+ 2.66% |
$1.2M - $1.35M
|
98.9K
$65.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.56K+ 601.17% |
$1.2M - $1.35M
|
2.99K
$1.98M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.56K+ 3.68% |
$1.2M - $1.35M
|
72.2K
$47.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2.54K+ 11.23% |
$1.19M - $1.34M
|
25.2K
$16.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2.54K+ 8.42% |
$1.19M - $1.33M
|
32.7K
$21.7M
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
2.53K+ 3.27% |
$1.19M - $1.33M
|
79.9K
$53M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.52K+ 7.56% |
$1.18M - $1.32M
|
35.8K
$23.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
2.52K+ 13.17% |
$1.18M - $1.32M
|
21.6K
$14.4M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.51K+ 10.83% |
$1.18M - $1.32M
|
25.7K
$17M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.5K+ 357.14% |
$1.17M - $1.31M
|
3.2K
$2.12M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2.49K+ 8.99% |
$1.17M - $1.31M
|
30.2K
$20.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.48K+ 6.47% |
$1.16M - $1.3M
|
40.8K
$27.1M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.48K+ 0.35% |
$1.16M - $1.3M
|
705K
$468M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.48K+ 32.08% |
$1.16M - $1.3M
|
10.2K
$6.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Ds Manager LLC
Miami Beach, FL |
BUY
|
- |
2.47KNew |
$1.16M - $1.3M
|
2.47K
$1.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.47K+ 37.15% |
$1.16M - $1.3M
|
9.1K
$6.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Bank Of Finland
|
BUY
|
- |
2.46K+ 0.32% |
$1.15M - $1.29M
|
774K
$514M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
2.45K+ 88.86% |
$1.15M - $1.29M
|
5.21K
$3.46M
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
2.44KNew |
$1.15M - $1.28M
|
2.44K
$1.62M
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
2.42K+ 16.82% |
$1.14M - $1.27M
|
16.8K
$11.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.42K+ 4.88% |
$1.13M - $1.27M
|
52K
$34.5M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.41K+ 0.11% |
$1.13M - $1.27M
|
2.2M
$1.46B
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
BUY
|
- |
2.41KNew |
$1.13M - $1.26M
|
2.41K
$1.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.38K+ 21.56% |
$1.12M - $1.25M
|
13.4K
$8.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.38K+ 330.14% |
$1.12M - $1.25M
|
3.1K
$2.06M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.37K+ 128.87% |
$1.11M - $1.25M
|
4.21K
$2.79M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
2.37K+ 4.12% |
$1.11M - $1.24M
|
59.8K
$39.7M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.36K+ 2.85% |
$1.11M - $1.24M
|
85.2K
$56.6M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.35K+ 3.69% |
$1.1M - $1.24M
|
66K
$43.8M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
2.35K+ 7.53% |
$1.1M - $1.23M
|
33.5K
$22.2M
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.34K+ 3.65% |
$1.1M - $1.23M
|
66.6K
$44.2M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
2.34K+ 318.26% |
$1.1M - $1.23M
|
3.07K
$2.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.33K+ 2.46% |
$1.1M - $1.23M
|
97.2K
$64.5M
|