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
Apr 22, 2024 Q1 2024
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
422
+ 41.33%
$198K - $222K
1.44K $868K
May 08, 2024 Q1 2024
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
422
+ 33.36%
$198K - $222K
1.69K $1.02M
May 28, 2024 Q1 2024
Verity Asset Management, Inc.

Durham, NC
BUY
 -
422
+ 4.76%
$198K - $222K
9.29K $5.59M
May 08, 2024 Q1 2024
Richard C. Young & Co., Ltd.

BUY
 -
419
New
$197K - $220K
419 $252K
May 15, 2024 Q1 2024
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
419
+ 30.41%
$197K - $220K
1.8K $1.08M
May 14, 2024 Q1 2024
Clark Financial Services Group Inc

Chesterfield, MO
BUY
 -
417
New
$196K - $219K
417 $251K
May 10, 2024 Q1 2024
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
416
+ 76.19%
$195K - $219K
962 $579K
Apr 25, 2024 Q1 2024
Davies Financial Advisors, Inc.

Murrieta, CA
BUY
 -
413
New
$194K - $217K
413 $249K
May 08, 2024 Q1 2024
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
411
+ 19.47%
$193K - $216K
2.52K $1.52M
May 13, 2024 Q1 2024
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
410
+ 9.58%
$193K - $216K
4.69K $2.82M
Apr 15, 2024 Q1 2024
Dohj, LLC

Seattle, WA
BUY
 -
408
New
$192K - $214K
408 $246K
May 23, 2024 Q1 2024
Dock Street Asset Management Inc

BUY
 -
408
New
$192K - $214K
408 $246K
May 02, 2024 Q1 2024
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
407
+ 3.19%
$191K - $214K
13.2K $7.92M
May 15, 2024 Q1 2024
Eagle Global Advisors LLC

Houston, TX
BUY
 -
402
New
$189K - $211K
402 $242K
Apr 30, 2024 Q1 2024
Shore Point Advisors, LLC

BUY
 -
401
New
$188K - $211K
401 $241K
Apr 24, 2024 Q1 2024
Argus Investors' Counsel, Inc.

BUY
 -
400
+ 66.89%
$188K - $210K
998 $601K
Apr 29, 2024 Q1 2024
Paragon Advisors, LLC

BUY
 -
400
New
$188K - $210K
400 $241K
May 06, 2024 Q1 2024
Aull & Monroe Investment Management Corp

Mobile, AL
BUY
 -
400
New
$188K - $210K
400 $241K
May 07, 2024 Q1 2024
Carson Allaria Wealth Management, Ltd.

BUY
 -
400
+ 82.82%
$188K - $210K
883 $531K
May 14, 2024 Q1 2024
Pine Bridge Investments, L.P.

BUY
 -
400
+ 3.4%
$188K - $210K
12.2K $7.33M
May 14, 2024 Q1 2024
Elco Management Co., LLC

New York, NY
BUY
 -
399
New
$187K - $210K
399 $240K
Apr 08, 2024 Q1 2024
Cjm Wealth Advisers, Ltd.

Falls Church, VA
BUY
 -
398
New
$187K - $209K
398 $240K
May 02, 2024 Q1 2024
Thompson Davis & Co., Inc.

BUY
 -
398
New
$187K - $209K
398 $240K
Apr 24, 2024 Q1 2024
Telos Capital Management, Inc.

BUY
 -
397
+ 2.12%
$186K - $209K
19.1K $11.5M
Apr 25, 2024 Q1 2024
Claris Advisors, LLC

BUY
 -
397
New
$186K - $209K
397 $239K
May 14, 2024 Q1 2024
Knollwood Investment Advisory, LLC

Hunt Valley, MD
BUY
 -
394
New
$185K - $207K
394 $237K
Apr 18, 2024 Q1 2024
Stordahl Capital Management, Inc.

BUY
 -
392
New
$184K - $206K
392 $236K
Apr 19, 2024 Q1 2024
Dean, Jacobson Financial Services, LLC

BUY
 -
392
New
$184K - $206K
392 $236K
Apr 29, 2024 Q1 2024
Madison Wealth Partners, Inc

BUY
 -
392
+ 1.32%
$184K - $206K
30.2K $18.1M
May 10, 2024 Q1 2024
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
392
+ 1.76%
$184K - $206K
22.7K $13.7M
Apr 18, 2024 Q1 2024
Myecfo, LLC

La Jolla, CA
BUY
 -
391
New
$184K - $206K
391 $235K
Apr 23, 2024 Q1 2024
Sky Investment Group LLC

BUY
 -
391
New
$184K - $206K
391 $235K
Apr 24, 2024 Q1 2024
Central Trust CO

Jefferson City, MO
BUY
 -
391
+ 1.6%
$184K - $206K
24.9K $15M
Apr 29, 2024 Q1 2024
Horizon Advisory Services, Inc.

West Henrietta, NY
BUY
 -
391
New
$184K - $206K
391 $235K
Apr 10, 2024 Q1 2024
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
390
New
$183K - $205K
390 $235K
May 03, 2024 Q1 2024
Dopkins Wealth Management, LLC

BUY
 -
390
New
$183K - $205K
390 $235K
May 06, 2024 Q1 2024
Schiavi & CO LLC

Wilmington, DE
BUY
 -
390
New
$183K - $205K
390 $235K
May 14, 2024 Q1 2024
Empire Financial Management Company, LLC

New York, NY
BUY
 -
389
New
$183K - $205K
389 $234K
Apr 17, 2024 Q1 2024
Omega Financial Group, LLC

BUY
 -
388
+ 2.0%
$182K - $204K
19.8K $11.9M
May 03, 2024 Q1 2024
Noesis Capital Mangement Corp

BUY
 -
388
New
$182K - $204K
388 $234K
May 03, 2024 Q1 2024
Coulter & Justus Financial Services, LLC

BUY
 -
388
New
$182K - $204K
388 $234K
May 14, 2024 Q1 2024
Kirtland Hills Capital Management, LLC

Bratenahl, OH
BUY
 -
387
New
$182K - $203K
387 $233K
Apr 12, 2024 Q1 2024
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
386
+ 15.24%
$181K - $203K
2.92K $1.76M
May 08, 2024 Q1 2024
J. W. Coons Advisors, LLC

BUY
 -
386
New
$181K - $203K
386 $232K
May 13, 2024 Q1 2024
Paragon Private Wealth Management, LLC

BUY
 -
386
New
$181K - $203K
386 $232K
May 14, 2024 Q1 2024
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
386
+ 0.85%
$181K - $203K
45.5K $27.4M
May 15, 2024 Q1 2024
Beck Capital Management, LLC

Austin, TX
BUY
 -
383
+ 23.85%
$180K - $201K
1.99K $1.2M
May 14, 2024 Q1 2024
Solidarilty Wealth, LLC

Lehi, UT
BUY
 -
381
New
$179K - $200K
381 $229K
Apr 16, 2024 Q1 2024
Clifford Swan Investment Counsel LLC

BUY
 -
380
+ 6.43%
$178K - $200K
6.29K $3.79M

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