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 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
227+ 0.5% |
$107K - $119K
|
46K
$27.5M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
227+ 7.66% |
$107K - $119K
|
3.19K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
227+ 0.68% |
$107K - $119K
|
33.5K
$20M
|
|
|
May 13, 2024
Q1 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
226+ 0.32% |
$106K - $119K
|
71.4K
$42.7M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
225+ 0.58% |
$106K - $118K
|
39.2K
$23.4M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
225+ 0.97% |
$106K - $118K
|
23.3K
$13.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
222+ 18.35% |
$104K - $117K
|
1.43K
$856K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
220+ 3.23% |
$103K - $116K
|
7.03K
$4.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
218+ 6.18% |
$102K - $115K
|
3.75K
$2.24M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
216+ 0.64% |
$101K - $114K
|
34.1K
$20.4M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
214+ 6.24% |
$100K - $113K
|
3.64K
$2.18M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
214+ 18.62% |
$100K - $113K
|
1.36K
$815K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
213+ 31.09% |
$100K - $112K
|
898
$537K
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
211+ 27.87% |
$99.1K - $111K
|
968
$579K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
210+ 9.74% |
$98.6K - $110K
|
2.37K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
210+ 17.13% |
$98.6K - $110K
|
1.44K
$858K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
206+ 14.9% |
$96.7K - $108K
|
1.59K
$950K
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
206+ 5.22% |
$96.7K - $108K
|
4.16K
$2.48M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
204+ 0.8% |
$95.8K - $107K
|
25.8K
$15.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
202+ 0.72% |
$94.9K - $106K
|
28.1K
$16.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200+ 1.73% |
$93.9K - $105K
|
11.8K
$7.04M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
200+ 3.03% |
$93.9K - $105K
|
6.81K
$4.07M
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
197New |
$92.5K - $104K
|
197
$118K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
195+ 7.81% |
$91.6K - $103K
|
2.69K
$1.61M
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
194+ 1.63% |
$91.1K - $102K
|
12.1K
$7.24M
|
|
|
May 15, 2024
Q1 2024
|
26 North Partners LP
New York, NY |
BUY
|
- |
194+ 0.08% |
$91.1K - $102K
|
249K
$149M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
193+ 1.74% |
$90.6K - $101K
|
11.3K
$6.76M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
192+ 3.4% |
$90.2K - $101K
|
5.83K
$3.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
191+ 2.98% |
$89.7K - $100K
|
6.59K
$3.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
191+ 2.38% |
$89.7K - $100K
|
8.21K
$4.91M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
191+ 0.71% |
$89.7K - $100K
|
27K
$16.2M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
191+ 5.24% |
$89.7K - $100K
|
3.83K
$2.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
190+ 7.31% |
$89.2K - $99.9K
|
2.79K
$1.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
190+ 0.73% |
$89.2K - $99.9K
|
26.3K
$15.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
188+ 8.58% |
$88.3K - $98.8K
|
2.38K
$1.42M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
188+ 1.65% |
$88.3K - $98.8K
|
11.6K
$6.93M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
187+ 0.34% |
$87.8K - $98.3K
|
54.8K
$32.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
187+ 267.14% |
$87.8K - $98.3K
|
257
$154K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
187+ 5.03% |
$87.8K - $98.3K
|
3.91K
$2.33M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
186+ 5.17% |
$87.3K - $97.8K
|
3.78K
$2.26M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
185+ 3.57% |
$86.9K - $97.3K
|
5.36K
$3.2M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
184+ 2.8% |
$86.4K - $96.7K
|
6.77K
$4.04M
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
184+ 10.69% |
$86.4K - $96.7K
|
1.91K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
183+ 3.45% |
$85.9K - $96.2K
|
5.5K
$3.28M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
182+ 0.59% |
$85.5K - $95.7K
|
31.2K
$18.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
181+ 8.33% |
$85K - $95.2K
|
2.35K
$1.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
181+ 0.99% |
$85K - $95.2K
|
18.5K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
181+ 1.16% |
$85K - $95.2K
|
15.8K
$9.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
180+ 2.97% |
$84.5K - $94.6K
|
6.25K
$3.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
178+ 1.77% |
$83.6K - $93.6K
|
10.2K
$6.11M
|