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 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
99+ 1.17% |
$46.5K - $52K
|
8.54K
$5.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
97+ 1.62% |
$45.5K - $51K
|
6.09K
$3.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
96+ 13.54% |
$45.1K - $50.5K
|
805
$484K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
95+ 14.31% |
$44.6K - $49.9K
|
759
$457K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
95+ 1.91% |
$44.6K - $49.9K
|
5.06K
$3.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
94+ 0.15% |
$44.1K - $49.4K
|
63.8K
$38.4M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
93+ 2.56% |
$43.7K - $48.9K
|
3.73K
$2.25M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
91+ 2.76% |
$42.7K - $47.8K
|
3.39K
$2.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
90+ 1.52% |
$42.3K - $47.3K
|
6.02K
$3.63M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
90+ 0.88% |
$42.3K - $47.3K
|
10.3K
$6.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
90+ 2.23% |
$42.3K - $47.3K
|
4.12K
$2.48M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
90+ 7.23% |
$42.3K - $47.3K
|
1.34K
$803K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
90+ 0.57% |
$42.3K - $47.3K
|
15.9K
$9.58M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
89+ 0.18% |
$41.8K - $46.8K
|
50K
$30.1M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
88+ 1.23% |
$41.3K - $46.3K
|
7.27K
$4.37M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
87+ 1.17% |
$40.9K - $45.7K
|
7.54K
$4.54M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
86+ 0.53% |
$40.4K - $45.2K
|
16.4K
$9.89M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
85+ 3.47% |
$39.9K - $44.7K
|
2.53K
$1.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
85+ 3.26% |
$39.9K - $44.7K
|
2.69K
$1.62M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
85+ 20.09% |
$39.9K - $44.7K
|
508
$306K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
85+ 9.9% |
$39.9K - $44.7K
|
944
$568K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
83+ 3.24% |
$39K - $43.6K
|
2.65K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
83+ 4.66% |
$39K - $43.6K
|
1.86K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
81+ 1.73% |
$38K - $42.6K
|
4.75K
$2.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
80+ 28.57% |
$37.6K - $42.1K
|
360
$217K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
80+ 16.53% |
$37.6K - $42.1K
|
564
$339K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
80+ 11.85% |
$37.6K - $42.1K
|
755
$454K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
80+ 4.48% |
$37.6K - $42.1K
|
1.86K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
80New |
$37.6K - $42.1K
|
80
$48.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
79+ 1.08% |
$37.1K - $41.5K
|
7.38K
$4.44M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
79+ 0.21% |
$37.1K - $41.5K
|
37.7K
$22.7M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
79+ 0.38% |
$37.1K - $41.5K
|
20.8K
$12.5M
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
78+ 1.39% |
$36.6K - $41K
|
5.69K
$3.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
75+ 4.66% |
$35.2K - $39.4K
|
1.69K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
75+ 9.78% |
$35.2K - $39.4K
|
842
$507K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
75+ 4.23% |
$35.2K - $39.4K
|
1.85K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
75+ 1.09% |
$35.2K - $39.4K
|
6.96K
$4.19M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
75+ 10.71% |
$35.2K - $39.4K
|
775
$466K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
74+ 2.22% |
$34.7K - $38.9K
|
3.4K
$2.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
72+ 27.8% |
$33.8K - $37.9K
|
331
$199K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
71New |
$33.3K - $37.3K
|
71
$42.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
71+ 1.01% |
$33.3K - $37.3K
|
7.13K
$4.29M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
70+ 4.99% |
$32.9K - $36.8K
|
1.47K
$887K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
70+ 4.12% |
$32.9K - $36.8K
|
1.77K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
70+ 5.73% |
$32.9K - $36.8K
|
1.29K
$778K
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
70+ 2.17% |
$32.9K - $36.8K
|
3.3K
$1.99M
|
|
|
May 03, 2024
Q1 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
68+ 0.13% |
$31.9K - $35.7K
|
53.7K
$32.3M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
67+ 0.52% |
$31.5K - $35.2K
|
13K
$7.8M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
66+ 0.04% |
$31K - $34.7K
|
151K
$91M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
66+ 1.51% |
$31K - $34.7K
|
4.43K
$2.66M
|