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 08, 2024
Q1 2024
|
Private Management Group Inc
|
BUY
|
- |
454+ 85.5% |
$213K - $239K
|
985
$654K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
452+ 18.13% |
$212K - $238K
|
2.95K
$1.96M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
452+ 90.58% |
$212K - $238K
|
951
$631K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
452+ 18.13% |
$212K - $238K
|
2.95K
$1.96M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
449New |
$211K - $236K
|
449
$298K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
449New |
$211K - $236K
|
449
$298K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
446+ 8.69% |
$209K - $234K
|
5.58K
$3.71M
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
442New |
$208K - $232K
|
442
$293K
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
438New |
$206K - $230K
|
438
$291K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
437+ 19.04% |
$205K - $230K
|
2.73K
$1.81M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
436+ 423.3% |
$205K - $229K
|
539
$358K
|
|
|
May 07, 2024
Q1 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
436New |
$205K - $229K
|
436
$289K
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
436+ 0.61% |
$205K - $229K
|
72.1K
$47.9M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
435+ 1.95% |
$204K - $229K
|
22.8K
$15.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
431+ 1.49% |
$202K - $227K
|
29.3K
$19.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
431+ 60.03% |
$202K - $227K
|
1.15K
$763K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
429+ 3.76% |
$201K - $226K
|
11.8K
$7.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
429+ 4.6% |
$201K - $226K
|
9.75K
$6.47M
|
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
429New |
$201K - $226K
|
429
$285K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
427+ 3.05% |
$201K - $224K
|
14.4K
$9.58M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
424New |
$199K - $223K
|
424
$282K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
422+ 41.33% |
$198K - $222K
|
1.44K
$958K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
422+ 33.36% |
$198K - $222K
|
1.69K
$1.12M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
422+ 4.76% |
$198K - $222K
|
9.29K
$6.17M
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
419New |
$197K - $220K
|
419
$278K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
419+ 30.41% |
$197K - $220K
|
1.8K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
417New |
$196K - $219K
|
417
$277K
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
416+ 76.19% |
$195K - $219K
|
962
$639K
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
413New |
$194K - $217K
|
413
$274K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
411+ 19.47% |
$193K - $216K
|
2.52K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
410+ 9.58% |
$193K - $216K
|
4.69K
$3.11M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
408New |
$192K - $214K
|
408
$271K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
408New |
$192K - $214K
|
408
$271K
|
|
|
May 23, 2024
Q1 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
408New |
$192K - $214K
|
408
$271K
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
407+ 3.19% |
$191K - $214K
|
13.2K
$8.74M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
402New |
$189K - $211K
|
402
$267K
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
401New |
$188K - $211K
|
401
$266K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
400+ 66.89% |
$188K - $210K
|
998
$663K
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
400New |
$188K - $210K
|
400
$266K
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
400New |
$188K - $210K
|
400
$266K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
400+ 82.82% |
$188K - $210K
|
883
$586K
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
400+ 3.4% |
$188K - $210K
|
12.2K
$8.09M
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
399New |
$187K - $210K
|
399
$265K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
398New |
$187K - $209K
|
398
$264K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
398New |
$187K - $209K
|
398
$264K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
397+ 2.12% |
$186K - $209K
|
19.1K
$12.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
397New |
$186K - $209K
|
397
$264K
|
|
|
May 14, 2024
Q1 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
394New |
$185K - $207K
|
394
$262K
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
392New |
$184K - $206K
|
392
$260K
|
|
|
Apr 19, 2024
Q1 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
392New |
$184K - $206K
|
392
$260K
|