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 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1.24K+ 13.97% |
$582K - $651K
|
10.1K
$6.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.24K+ 5.59% |
$581K - $650K
|
23.4K
$14.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
1.24KNew |
$581K - $650K
|
1.24K
$745K
|
|
|
Apr 12, 2024
Q1 2024
|
Divergent Planning, LLC
|
BUY
|
- |
1.23K+ 0.94% |
$578K - $647K
|
132K
$79.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 3.58% |
$578K - $647K
|
35.6K
$21.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.22K+ 5.39% |
$573K - $641K
|
23.9K
$14.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.22K+ 24.59% |
$573K - $641K
|
6.18K
$3.72M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.22K+ 1.3% |
$572K - $641K
|
95.2K
$57.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.2K+ 7.34% |
$563K - $631K
|
17.5K
$10.6M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1.2K+ 30.66% |
$563K - $630K
|
5.11K
$3.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.19K+ 20.35% |
$560K - $627K
|
7.05K
$4.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.18K+ 0.52% |
$554K - $620K
|
229K
$138M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.17K+ 43.96% |
$550K - $616K
|
3.84K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.16K+ 1.99% |
$547K - $612K
|
59.6K
$35.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
1.16K+ 133.41% |
$546K - $611K
|
2.03K
$1.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.16KNew |
$544K - $609K
|
1.16K
$698K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.16K+ 3.83% |
$544K - $609K
|
31.4K
$18.9M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.14K+ 5.29% |
$535K - $599K
|
22.7K
$13.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
1.14K+ 23.51% |
$534K - $598K
|
5.97K
$3.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.14K+ 0.95% |
$533K - $597K
|
120K
$72.3M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.14K+ 15.28% |
$533K - $597K
|
8.57K
$5.15M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.13K+ 5.28% |
$532K - $596K
|
22.6K
$13.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.13K+ 5.66% |
$530K - $593K
|
21.1K
$12.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
1.12K+ 14.08% |
$524K - $587K
|
9.05K
$5.45M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
1.11K+ 8.08% |
$520K - $583K
|
14.8K
$8.92M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.1K+ 3.54% |
$517K - $578K
|
32.2K
$19.4M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.1K+ 36.07% |
$517K - $578K
|
4.15K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
1.1K+ 9.57% |
$516K - $578K
|
12.6K
$7.57M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
1.1K+ 40.2% |
$515K - $577K
|
3.83K
$2.3M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.1K+ 5.64% |
$515K - $576K
|
20.5K
$12.3M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.1K+ 20.12% |
$514K - $576K
|
6.54K
$3.93M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.08KNew |
$506K - $566K
|
1.08K
$648K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.07K+ 0.48% |
$503K - $563K
|
224K
$135M
|
|
|
Apr 03, 2024
Q1 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
1.07K+ 2.74% |
$501K - $560K
|
40K
$24.1M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.02K+ 0.24% |
$481K - $538K
|
432K
$260M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.02K+ 17.27% |
$477K - $534K
|
6.9K
$4.15M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.02K+ 1.1% |
$477K - $534K
|
93K
$56M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
1.01K+ 0.7% |
$475K - $532K
|
146K
$87.8M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.01K+ 1.5% |
$473K - $529K
|
68.2K
$41.1M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
998+ 1.58% |
$469K - $525K
|
64K
$38.5M
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
995New |
$467K - $523K
|
995
$599K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
990+ 1.76% |
$465K - $520K
|
57.2K
$34.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
988New |
$464K - $519K
|
988
$595K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
988+ 16.48% |
$464K - $519K
|
6.98K
$4.2M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
988+ 1.34% |
$464K - $519K
|
74.8K
$45M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
984New |
$462K - $517K
|
984
$592K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
984+ 1.11% |
$462K - $517K
|
89.5K
$53.8M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
983+ 6.22% |
$462K - $517K
|
16.8K
$10.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
970+ 2.77% |
$455K - $510K
|
35.9K
$21.6M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
966+ 26.5% |
$454K - $508K
|
4.61K
$2.78M
|