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 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
2.18KNew |
$1.02M - $1.14M
|
2.18K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
2.17KNew |
$1.02M - $1.14M
|
2.17K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.16K+ 24.61% |
$1.01M - $1.14M
|
10.9K
$6.6M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.15K+ 105.92% |
$1.01M - $1.13M
|
4.17K
$2.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.14KNew |
$1.01M - $1.13M
|
2.14K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.14KNew |
$1M - $1.13M
|
2.14K
$1.29M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.13K+ 20.58% |
$998K - $1.12M
|
12.5K
$7.52M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.11K+ 57.22% |
$992K - $1.11M
|
5.81K
$3.51M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.11K+ 4.87% |
$989K - $1.11M
|
45.4K
$27.4M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.1K+ 4.14% |
$986K - $1.1M
|
52.8K
$31.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.1K+ 3.38% |
$985K - $1.1M
|
64.2K
$38.8M
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.09K+ 2.22% |
$982K - $1.1M
|
96.4K
$58.2M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.08K+ 41.04% |
$974K - $1.09M
|
7.13K
$4.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.06K+ 6.13% |
$969K - $1.08M
|
35.7K
$21.6M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.06KNew |
$968K - $1.08M
|
2.06K
$1.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.06K+ 5.67% |
$967K - $1.08M
|
38.4K
$23.2M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
2.05KNew |
$962K - $1.08M
|
2.05K
$1.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.04K+ 8.51% |
$959K - $1.07M
|
26K
$15.7M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
2.03K+ 15.71% |
$955K - $1.07M
|
15K
$9.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.03K+ 23.69% |
$952K - $1.07M
|
10.6K
$6.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.02K+ 2.76% |
$950K - $1.06M
|
75.3K
$45.5M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.97K+ 1.52% |
$924K - $1.03M
|
132K
$79.6M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.96K+ 6.67% |
$919K - $1.03M
|
31.3K
$18.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.96K+ 2.32% |
$918K - $1.03M
|
86.1K
$52M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.95K+ 1.5% |
$916K - $1.03M
|
132K
$79.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1.94K+ 1.93% |
$911K - $1.02M
|
103K
$62M
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
1.94K+ 2.07% |
$910K - $1.02M
|
95.4K
$57.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.92KNew |
$903K - $1.01M
|
1.92K
$1.16M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.92K+ 14.44% |
$899K - $1.01M
|
15.2K
$9.16M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.91K+ 134.62% |
$898K - $1.01M
|
3.33K
$2.01M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.91K+ 210.25% |
$895K - $1M
|
2.81K
$1.7M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.88K+ 77.15% |
$883K - $989K
|
4.32K
$2.61M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.87K+ 4.57% |
$879K - $984K
|
42.9K
$25.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.87K+ 2.78% |
$877K - $982K
|
69K
$41.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.87K+ 2.57% |
$877K - $982K
|
74.5K
$45M
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.86KNew |
$874K - $978K
|
1.86K
$1.12M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.85K+ 326.23% |
$870K - $974K
|
2.42K
$1.46M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
1.85K+ 16.63% |
$869K - $973K
|
13K
$7.83M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.85K+ 11.26% |
$867K - $970K
|
18.2K
$11M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.84K+ 42.75% |
$864K - $968K
|
6.15K
$3.71M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.84K+ 67.47% |
$864K - $967K
|
4.57K
$2.76M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.81K+ 2.47% |
$851K - $953K
|
75.2K
$45.4M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.81K+ 13.53% |
$848K - $950K
|
15.2K
$9.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.79K+ 6.95% |
$839K - $939K
|
27.5K
$16.6M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.79K+ 0.82% |
$839K - $939K
|
220K
$133M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.78K+ 4.85% |
$834K - $934K
|
38.4K
$23.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.77K+ 12.61% |
$832K - $932K
|
15.8K
$9.56M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.77K+ 3.01% |
$831K - $930K
|
60.5K
$36.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
1.77KNew |
$830K - $929K
|
1.77K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.76K+ 36.89% |
$828K - $927K
|
6.55K
$3.95M
|