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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
289+ 5.74% |
$136K - $152K
|
5.32K
$3.18M
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
289+ 12.22% |
$136K - $152K
|
2.65K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
288+ 9.08% |
$135K - $151K
|
3.46K
$2.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
287+ 0.56% |
$135K - $151K
|
51.7K
$30.9M
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
287+ 10.11% |
$135K - $151K
|
3.13K
$1.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
286+ 15.75% |
$134K - $150K
|
2.1K
$1.26M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
285+ 2.74% |
$134K - $150K
|
10.7K
$6.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
284+ 3.66% |
$133K - $149K
|
8.05K
$4.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
282+ 1.56% |
$132K - $148K
|
18.4K
$11M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
277+ 6.09% |
$130K - $146K
|
4.82K
$2.88M
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
277+ 6.68% |
$130K - $146K
|
4.42K
$2.64M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
276+ 4.84% |
$130K - $145K
|
5.97K
$3.57M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
275+ 12.73% |
$129K - $145K
|
2.44K
$1.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
274+ 104.98% |
$129K - $144K
|
535
$320K
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
273+ 1.46% |
$128K - $144K
|
19K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
273+ 16.16% |
$128K - $144K
|
1.96K
$1.17M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
270+ 9.47% |
$127K - $142K
|
3.12K
$1.86M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
267+ 2.06% |
$125K - $140K
|
13.3K
$7.92M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
266+ 11.34% |
$125K - $140K
|
2.61K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
265+ 2.64% |
$124K - $139K
|
10.3K
$6.16M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
264+ 10.68% |
$124K - $139K
|
2.74K
$1.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
262+ 45.33% |
$123K - $138K
|
840
$502K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
261+ 43.5% |
$123K - $137K
|
861
$515K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
261New |
$123K - $137K
|
261
$156K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
260+ 2.62% |
$122K - $137K
|
10.2K
$6.09M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
260+ 58.69% |
$122K - $137K
|
703
$420K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
259+ 8.81% |
$122K - $136K
|
3.2K
$1.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
258+ 13.38% |
$121K - $136K
|
2.19K
$1.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
257+ 3.95% |
$121K - $135K
|
6.77K
$4.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
256+ 54.47% |
$120K - $135K
|
726
$434K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
256+ 0.95% |
$120K - $135K
|
27.1K
$16.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
255+ 7.78% |
$120K - $134K
|
3.53K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
255+ 2.88% |
$120K - $134K
|
9.1K
$5.44M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
254+ 11.36% |
$119K - $134K
|
2.49K
$1.49M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
252+ 5.64% |
$118K - $132K
|
4.72K
$2.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
251New |
$118K - $132K
|
251
$150K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
248+ 9.56% |
$116K - $130K
|
2.84K
$1.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
247+ 10.73% |
$116K - $130K
|
2.55K
$1.52M
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
245+ 38.28% |
$115K - $129K
|
885
$529K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
245+ 3.14% |
$115K - $129K
|
8.05K
$4.81M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
245+ 4.25% |
$115K - $129K
|
6.01K
$3.59M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
242+ 7.48% |
$114K - $127K
|
3.48K
$2.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
BUY
|
- |
241+ 0.88% |
$113K - $127K
|
27.5K
$16.4M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
239+ 0.68% |
$112K - $126K
|
35.3K
$21.1M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
238+ 4.47% |
$112K - $125K
|
5.56K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
238New |
$112K - $125K
|
238
$142K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
237+ 46.38% |
$111K - $125K
|
748
$447K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
236+ 24.13% |
$111K - $124K
|
1.21K
$726K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
234+ 2.85% |
$110K - $123K
|
8.44K
$5.04M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
231+ 4.94% |
$108K - $121K
|
4.91K
$2.94M
|