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 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
600+ 28.32% |
$282K - $315K
|
2.72K
$1.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
599New |
$281K - $315K
|
599
$358K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
598+ 1.14% |
$281K - $314K
|
53.1K
$31.7M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
596+ 10.36% |
$280K - $313K
|
6.35K
$3.79M
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
594+ 2.25% |
$279K - $312K
|
26.9K
$16.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
591+ 2.22% |
$278K - $311K
|
27.2K
$16.3M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
590New |
$277K - $310K
|
590
$353K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
590+ 8.26% |
$277K - $310K
|
7.73K
$4.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
589New |
$277K - $310K
|
589
$352K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
586New |
$275K - $308K
|
586
$350K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
583+ 6.72% |
$274K - $307K
|
9.26K
$5.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
577+ 7.38% |
$271K - $303K
|
8.39K
$5.02M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
576+ 2.47% |
$270K - $303K
|
23.9K
$14.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
575+ 7.55% |
$270K - $302K
|
8.19K
$4.9M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
575+ 32.41% |
$270K - $302K
|
2.35K
$1.4M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
574+ 1.18% |
$270K - $302K
|
49.3K
$29.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
571+ 1.82% |
$268K - $300K
|
31.9K
$19.1M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
571+ 127.46% |
$268K - $300K
|
1.02K
$609K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
569+ 17.14% |
$267K - $299K
|
3.89K
$2.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
568+ 44.13% |
$267K - $299K
|
1.86K
$1.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
568+ 2.29% |
$267K - $299K
|
25.3K
$15.1M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
568New |
$267K - $299K
|
568
$339K
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
568New |
$267K - $299K
|
568
$339K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
566+ 19.14% |
$266K - $298K
|
3.52K
$2.11M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
561+ 52.33% |
$263K - $295K
|
1.63K
$976K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
555+ 8.08% |
$261K - $292K
|
7.43K
$4.44M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
554+ 93.27% |
$260K - $291K
|
1.15K
$686K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
553+ 6.57% |
$260K - $291K
|
8.98K
$5.36M
|
|
|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
552New |
$259K - $290K
|
552
$330K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
550New |
$258K - $289K
|
550
$329K
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
537New |
$252K - $282K
|
537
$321K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
537+ 2.97% |
$252K - $282K
|
18.6K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
535New |
$251K - $281K
|
535
$320K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
528+ 0.7% |
$248K - $278K
|
75.8K
$45.3M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
528+ 7.33% |
$248K - $278K
|
7.73K
$4.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
525New |
$247K - $276K
|
525
$314K
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
BUY
|
- |
523+ 1.29% |
$246K - $275K
|
41K
$24.5M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
523+ 4.12% |
$246K - $275K
|
13.2K
$7.9M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
521+ 7.53% |
$245K - $274K
|
7.44K
$4.44M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
512+ 0.53% |
$240K - $269K
|
96.7K
$57.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
509New |
$239K - $268K
|
509
$304K
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
508New |
$239K - $267K
|
508
$304K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
508+ 7.12% |
$239K - $267K
|
7.64K
$4.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
507New |
$238K - $267K
|
507
$303K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
507+ 34.05% |
$238K - $267K
|
2K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Rock Creek Group, LP
|
BUY
|
- |
507+ 55.59% |
$238K - $267K
|
1.42K
$848K
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
505New |
$237K - $265K
|
505
$302K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
504+ 9.34% |
$237K - $265K
|
5.9K
$3.53M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
502+ 166.78% |
$236K - $264K
|
803
$480K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
500New |
$235K - $263K
|
500
$299K
|