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 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
178+ 19.93% |
$83.6K - $93.6K
|
1.07K
$645K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
177+ 2.65% |
$83.1K - $93.1K
|
6.85K
$4.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
175+ 4.02% |
$82.2K - $92K
|
4.53K
$2.73M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
BUY
|
- |
175+ 1.63% |
$82.2K - $92K
|
10.9K
$6.55M
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
175+ 9.42% |
$82.2K - $92K
|
2.03K
$1.22M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
174+ 1.43% |
$81.7K - $91.5K
|
12.4K
$7.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
171+ 16.18% |
$80.3K - $89.9K
|
1.23K
$739K
|
|
|
May 10, 2024
Q1 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
171+ 0.24% |
$80.3K - $89.9K
|
71.1K
$42.8M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
170+ 1.93% |
$79.8K - $89.4K
|
9K
$5.41M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
165+ 0.47% |
$77.5K - $86.7K
|
35.5K
$21.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
165+ 2.61% |
$77.5K - $86.7K
|
6.49K
$3.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
162+ 2.4% |
$76.1K - $85.2K
|
6.92K
$4.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
162+ 8.88% |
$76.1K - $85.2K
|
1.99K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
160+ 6.46% |
$75.1K - $84.1K
|
2.64K
$1.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
160+ 18.48% |
$75.1K - $84.1K
|
1.03K
$618K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
160+ 15.92% |
$75.1K - $84.1K
|
1.17K
$701K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
158+ 16.22% |
$74.2K - $83.1K
|
1.13K
$681K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
158+ 1.72% |
$74.2K - $83.1K
|
9.33K
$5.62M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
158New |
$74.2K - $83.1K
|
158
$95.1K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
157+ 28.91% |
$73.7K - $82.5K
|
700
$421K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
153+ 0.88% |
$71.8K - $80.4K
|
17.5K
$10.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
153+ 17.17% |
$71.8K - $80.4K
|
1.04K
$628K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
153+ 956.25% |
$71.8K - $80.4K
|
169
$102K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
153+ 4.33% |
$71.8K - $80.4K
|
3.68K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
152New |
$71.4K - $79.9K
|
152
$91.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
150+ 57.03% |
$70.4K - $78.9K
|
413
$249K
|
|
|
May 09, 2024
Q1 2024
|
Searle & Co.
|
BUY
|
- |
150+ 8.07% |
$70.4K - $78.9K
|
2.01K
$1.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
149+ 25.78% |
$70K - $78.3K
|
727
$438K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
149+ 17.29% |
$70K - $78.3K
|
1.01K
$608K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
148+ 17.15% |
$69.5K - $77.8K
|
1.01K
$608K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
148+ 2.32% |
$69.5K - $77.8K
|
6.54K
$3.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
147+ 0.54% |
$69K - $77.3K
|
27.6K
$16.6M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
147+ 2.79% |
$69K - $77.3K
|
5.41K
$3.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
146+ 20.03% |
$68.6K - $76.8K
|
875
$527K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
146+ 12.63% |
$68.6K - $76.8K
|
1.3K
$784K
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
BUY
|
- |
145+ 8.76% |
$68.1K - $76.2K
|
1.8K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
143+ 2.91% |
$67.1K - $75.2K
|
5.06K
$3.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
141+ 6.0% |
$66.2K - $74.1K
|
2.49K
$1.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
141New |
$66.2K - $74.1K
|
141
$84.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
141+ 2.61% |
$66.2K - $74.1K
|
5.54K
$3.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
141+ 23.04% |
$66.2K - $74.1K
|
753
$453K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
140+ 2.74% |
$65.7K - $73.6K
|
5.24K
$3.15M
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
140+ 24.26% |
$65.7K - $73.6K
|
717
$432K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
138+ 1.87% |
$64.8K - $72.6K
|
7.51K
$4.52M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
137+ 0.48% |
$64.3K - $72K
|
28.8K
$17.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
134+ 5.4% |
$62.9K - $70.4K
|
2.62K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
134+ 4.55% |
$62.9K - $70.4K
|
3.08K
$1.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
134+ 0.9% |
$62.9K - $70.4K
|
15.1K
$9.06M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
134+ 23.97% |
$62.9K - $70.4K
|
693
$417K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
133+ 3.84% |
$62.5K - $69.9K
|
3.6K
$2.17M
|