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 18, 2024 Q1 2024
Ccg Wealth Management, LLC

BUY
 -
258
+ 13.38%
$121K - $136K
2.19K $1.45M
Apr 16, 2024 Q1 2024
Foresight Capital Management Advisors, Inc.

BUY
 -
257
+ 3.95%
$121K - $135K
6.77K $4.5M
Apr 23, 2024 Q1 2024
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
256
+ 54.47%
$120K - $135K
726 $482K
Apr 30, 2024 Q1 2024
Bay Colony Advisory Group, Inc D

BUY
 -
256
+ 0.95%
$120K - $135K
27.1K $18M
Apr 17, 2024 Q1 2024
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
255
+ 7.78%
$120K - $134K
3.53K $2.34M
May 13, 2024 Q1 2024
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
255
+ 2.88%
$120K - $134K
9.1K $6.04M
Oct 24, 2024 Q1 2024
Oak Harvest Investment Services

BUY
 -
254
+ 11.36%
$119K - $134K
2.49K $1.65M
Apr 16, 2024 Q1 2024
Kohmann Bosshard Financial Services, LLC

BUY
 -
252
+ 5.64%
$118K - $132K
4.72K $3.13M
Apr 12, 2024 Q1 2024
Westend Capital Management, LLC

Sausalito, CA
BUY
 -
251
New
$118K - $132K
251 $167K
Jan 29, 2025 Q1 2024
Sage Private Wealth Group, LLC

BUY
 -
250
+ 18.0%
$117K - $131K
1.64K $1.09M
Apr 12, 2024 Q1 2024
Range Financial Group LLC

BUY
 -
247
+ 10.73%
$116K - $130K
2.55K $1.69M
May 06, 2024 Q1 2024
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
245
+ 38.28%
$115K - $129K
885 $588K
May 09, 2024 Q1 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
245
+ 3.14%
$115K - $129K
8.05K $5.35M
May 10, 2024 Q1 2024
Mc Ilrath & Eck, LLC

BUY
 -
245
+ 4.25%
$115K - $129K
6.01K $3.99M
May 15, 2024 Q1 2024
Hoyle Cohen, LLC

BUY
 -
242
+ 7.48%
$114K - $127K
3.48K $2.31M
Apr 26, 2024 Q1 2024
Highview Capital Management LLC

BUY
 -
241
+ 0.88%
$113K - $127K
27.5K $18.3M
May 10, 2024 Q1 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
239
+ 0.68%
$112K - $126K
35.3K $23.4M
May 01, 2024 Q1 2024
Crown Wealth Group, LLC

BUY
 -
238
+ 4.47%
$112K - $125K
5.56K $3.69M
May 15, 2024 Q1 2024
Weaver Capital Management LLC

Suwanee, GA
BUY
 -
238
New
$112K - $125K
238 $158K
Apr 15, 2024 Q1 2024
Rmr Wealth Builders

BUY
 -
237
+ 46.38%
$111K - $125K
748 $497K
May 13, 2024 Q1 2024
Tidemark, LLC

San Diego, CA
BUY
 -
236
+ 24.13%
$111K - $124K
1.21K $806K
May 09, 2024 Q1 2024
Forum Financial Management, LP

Lombard, IL
BUY
 -
234
+ 2.85%
$110K - $123K
8.44K $5.6M
May 06, 2024 Q1 2024
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
231
+ 4.94%
$108K - $121K
4.91K $3.26M
Apr 19, 2024 Q1 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
227
+ 0.5%
$107K - $119K
46K $30.6M
May 14, 2024 Q1 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
227
+ 7.66%
$107K - $119K
3.19K $2.12M
May 15, 2024 Q1 2024
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
227
+ 0.68%
$107K - $119K
33.5K $22.2M
May 13, 2024 Q1 2024
Sovereign Investment Advisors, LLC

BUY
 -
226
+ 0.32%
$106K - $119K
71.4K $47.4M
May 09, 2024 Q1 2024
Brighton Jones LLC

BUY
 -
225
+ 0.58%
$106K - $118K
39.2K $26M
May 15, 2024 Q1 2024
Fusion Capital, LLC

BUY
 -
225
+ 0.97%
$106K - $118K
23.3K $15.5M
Apr 12, 2024 Q1 2024
Garrett Investment Advisors LLC

BUY
 -
222
+ 18.35%
$104K - $117K
1.43K $951K
Apr 30, 2024 Q1 2024
Straight Path Wealth Management

BUY
 -
220
+ 3.23%
$103K - $116K
7.03K $4.67M
Apr 30, 2024 Q1 2024
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
218
+ 6.18%
$102K - $115K
3.75K $2.49M
Aug 08, 2024 Q1 2024
Abound Wealth Management

Franklin, TN
BUY
 -
216
+ 0.64%
$101K - $114K
34.1K $22.7M
May 01, 2024 Q1 2024
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
214
+ 6.24%
$100K - $113K
3.64K $2.42M
May 02, 2024 Q1 2024
Conservest Capital Advisors, Inc.

BUY
 -
214
+ 18.62%
$100K - $113K
1.36K $905K
May 08, 2024 Q1 2024
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
213
+ 31.09%
$100K - $112K
898 $596K
May 13, 2024 Q1 2024
Altrius Capital Management Inc

New Bern, NC
BUY
 -
211
+ 27.87%
$99.1K - $111K
968 $643K
May 03, 2024 Q1 2024
Etfidea, LLC

Syracuse, NY
BUY
 -
210
+ 9.74%
$98.6K - $110K
2.37K $1.57M
May 07, 2024 Q1 2024
Fiduciary Family Office, LLC

Boca Raton, FL
BUY
 -
210
+ 17.13%
$98.6K - $110K
1.44K $953K
Apr 30, 2024 Q1 2024
Walter & Keenan Wealth Management LLC

BUY
 -
206
+ 14.9%
$96.7K - $108K
1.59K $1.06M
May 01, 2024 Q1 2024
Montgomery Investment Management Inc

BUY
 -
206
+ 5.22%
$96.7K - $108K
4.16K $2.76M
May 09, 2024 Q1 2024
Jackson Hole Capital Partners, LLC

BUY
 -
204
+ 0.8%
$95.8K - $107K
25.8K $17.1M
Apr 30, 2024 Q1 2024
Fairway Wealth LLC

Independence, OH
BUY
 -
202
+ 0.72%
$94.9K - $106K
28.1K $18.7M
Apr 17, 2024 Q1 2024
Barrett & Company, Inc.

Providence, RI
BUY
 -
200
+ 1.73%
$93.9K - $105K
11.8K $7.82M
May 06, 2024 Q1 2024
Insight Advisors, LLC

Newtown, PA
BUY
 -
200
+ 3.03%
$93.9K - $105K
6.81K $4.52M
Jun 03, 2024 Q1 2024
Kopp Le Roy C

Bloomington, MN
BUY
 -
197
New
$92.5K - $104K
197 $131K
May 01, 2024 Q1 2024
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
195
+ 7.81%
$91.6K - $103K
2.69K $1.79M
Apr 29, 2024 Q1 2024
C2 C Wealth Management, LLC

BUY
 -
194
+ 1.63%
$91.1K - $102K
12.1K $8.05M
May 15, 2024 Q1 2024
26 North Partners LP

New York, NY
BUY
 -
194
+ 0.08%
$91.1K - $102K
249K $165M

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