Purchases and Sales Made in Q1 2024 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 02, 2024 Q1 2024
Good Life Advisors, LLC

BUY
 -
761
+ 2.36%
$357K - $400K
33K $20.2M
May 21, 2024 Q1 2024
Sanibel Captiva Trust Company, Inc.

Sanibel, FL
BUY
 -
761
+ 20.4%
$357K - $400K
4.49K $2.75M
Apr 22, 2024 Q1 2024
Revisor Wealth Management LLC

Akron, OH
BUY
 -
753
New
$354K - $396K
753 $461K
May 09, 2024 Q1 2024
Wilkins Investment Counsel Inc

BUY
 -
750
New
$352K - $394K
750 $460K
May 10, 2024 Q1 2024
Signature Estate & Investment Advisors LLC

BUY
 -
747
+ 68.22%
$351K - $393K
1.84K $1.13M
Apr 17, 2024 Q1 2024
Trilogy Capital Inc.

BUY
 -
742
+ 1.51%
$348K - $390K
49.9K $30.6M
May 13, 2024 Q1 2024
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
742
+ 1.32%
$348K - $390K
56.8K $34.8M
Apr 26, 2024 Q1 2024
Baxter Bros Inc

BUY
 -
741
New
$348K - $390K
741 $454K
May 15, 2024 Q1 2024
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
739
+ 2.24%
$347K - $389K
33.7K $20.6M
Apr 29, 2024 Q1 2024
Dover Advisors, LLC

Richmond, VA
BUY
 -
738
New
$347K - $388K
738 $452K
Apr 16, 2024 Q1 2024
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
727
+ 31.75%
$341K - $382K
3.02K $1.85M
May 06, 2024 Q1 2024
Adaptive Financial Consulting, LLC

Beachwood, OH
BUY
 -
726
+ 1.66%
$341K - $382K
44.4K $27.2M
May 13, 2024 Q1 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
725
+ 4.82%
$340K - $381K
15.8K $9.66M
Apr 16, 2024 Q1 2024
Keel Point, LLC

Huntsville, AL
BUY
 -
724
+ 37.87%
$340K - $381K
2.64K $1.62M
Apr 29, 2024 Q1 2024
Capital Advisors Inc

BUY
 -
724
+ 32.48%
$340K - $381K
2.95K $1.81M
May 15, 2024 Q1 2024
Iron Bridge Private Wealth, LLC

BUY
 -
724
+ 65.52%
$340K - $381K
1.83K $1.12M
May 03, 2024 Q1 2024
Hemenway Trust CO LLC

BUY
 -
712
+ 107.07%
$334K - $374K
1.38K $844K
Apr 25, 2024 Q1 2024
Fielder Capital Group LLC

Nashville, TN
BUY
 -
711
New
$334K - $374K
711 $436K
Jun 28, 2024 Q1 2024
Bright Futures Wealth Management, Llc.

Webster, Ny 14580, NY
BUY
 -
706
New
$332K - $371K
706 $433K
May 13, 2024 Q1 2024
Xtx Topco LTD

London, X0
BUY
 -
705
New
$331K - $371K
705 $432K
May 17, 2024 Q1 2024
First Citizens Asset Management, Inc.

Raleigh, NC
BUY
 -
701
New
$329K - $369K
701 $429K
May 03, 2024 Q1 2024
Carnegie Capital Asset Management, LLC

BUY
 -
700
+ 5.32%
$329K - $368K
13.9K $8.49M
May 13, 2024 Q1 2024
Axiom Investors LLC

Greenwich, CT
BUY
 -
700
+ 20.59%
$329K - $368K
4.1K $2.51M
May 10, 2024 Q1 2024
Rockport Wealth LLC

Fairview Park, OH
BUY
 -
698
New
$328K - $367K
698 $428K
May 01, 2024 Q1 2024
Hassell Wealth Management, LLC

Houma, LA
BUY
 -
697
New
$327K - $366K
697 $427K
May 07, 2024 Q1 2024
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
694
New
$326K - $365K
694 $425K
Apr 30, 2024 Q1 2024
Beam Wealth Advisors, Inc.

BUY
 -
692
+ 2.86%
$325K - $364K
24.9K $15.2M
May 02, 2024 Q1 2024
Shoker Investment Counsel, Inc.

Oxford, OH
BUY
 -
688
+ 7.78%
$323K - $362K
9.54K $5.84M
May 10, 2024 Q1 2024
Empirical Asset Management, LLC

BUY
 -
687
+ 97.17%
$323K - $361K
1.39K $854K
Apr 23, 2024 Q1 2024
Bell Bank

BUY
 -
671
New
$315K - $353K
671 $411K
May 10, 2024 Q1 2024
Ironwood Investment Counsel, LLC

BUY
 -
663
+ 6.17%
$311K - $349K
11.4K $6.99M
Apr 15, 2024 Q1 2024
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
658
New
$309K - $346K
658 $403K
Apr 17, 2024 Q1 2024
Act Advisors, Llc.

BUY
 -
652
+ 1.61%
$306K - $343K
41.3K $25.3M
Apr 23, 2024 Q1 2024
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
652
+ 3.19%
$306K - $343K
21.1K $12.9M
Apr 25, 2024 Q1 2024
First Personal Financial Services

BUY
 -
650
+ 2.99%
$305K - $342K
22.4K $13.7M
May 14, 2024 Q1 2024
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
645
+ 54.85%
$303K - $339K
1.82K $1.12M
May 01, 2024 Q1 2024
Better Money Decisions, LLC

BUY
 -
641
+ 53.91%
$301K - $337K
1.83K $1.12M
Apr 11, 2024 Q1 2024
Cadent Capital Advisors, LLC

BUY
 -
640
+ 5.6%
$301K - $336K
12.1K $7.4M
May 03, 2024 Q1 2024
Embree Financial Group

Chicago, IL
BUY
 -
639
+ 26.58%
$300K - $336K
3.04K $1.86M
Apr 11, 2024 Q1 2024
Anderson Hoagland & CO

BUY
 -
638
+ 2.56%
$300K - $335K
25.5K $15.7M
Apr 17, 2024 Q1 2024
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
638
+ 5.15%
$300K - $335K
13K $7.98M
Apr 08, 2024 Q1 2024
Beese Fulmer Investment Management, Inc.

BUY
 -
636
+ 94.64%
$299K - $334K
1.31K $801K
May 15, 2024 Q1 2024
Lowe Brockenbrough & CO Inc

BUY
 -
636
+ 0.4%
$299K - $334K
160K $97.9M
May 15, 2024 Q1 2024
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
636
+ 60.06%
$299K - $334K
1.7K $1.04M
May 15, 2024 Q1 2024
Green Square Capital Advisors LLC

BUY
 -
630
+ 2.22%
$296K - $331K
29K $17.8M
May 10, 2024 Q1 2024
Clear Harbor Asset Management, LLC

BUY
 -
628
New
$295K - $330K
628 $385K
May 10, 2024 Q1 2024
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
628
+ 14.81%
$295K - $330K
4.87K $2.98M
May 13, 2024 Q1 2024
Rb Capital Management, LLC

BUY
 -
626
New
$294K - $329K
626 $384K
May 14, 2024 Q1 2024
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
626
+ 20.58%
$294K - $329K
3.67K $2.25M

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