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 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
66+ 0.65% |
$31K - $34.7K
|
10.2K
$6.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
65+ 0.88% |
$30.5K - $34.2K
|
7.43K
$4.44M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
65+ 0.58% |
$30.5K - $34.2K
|
11.2K
$6.71M
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
64+ 3.94% |
$30.1K - $33.6K
|
1.69K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
64+ 1.58% |
$30.1K - $33.6K
|
4.12K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
64+ 2.32% |
$30.1K - $33.6K
|
2.83K
$1.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
63+ 0.47% |
$29.6K - $33.1K
|
13.5K
$8.07M
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
63+ 0.15% |
$29.6K - $33.1K
|
40.8K
$24.4M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
63+ 0.56% |
$29.6K - $33.1K
|
11.3K
$6.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
62+ 10.84% |
$29.1K - $32.6K
|
634
$379K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
62+ 1.25% |
$29.1K - $32.6K
|
5.01K
$3M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
62+ 1.89% |
$29.1K - $32.6K
|
3.35K
$2M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
61+ 2.75% |
$28.6K - $32.1K
|
2.28K
$1.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
61+ 7.24% |
$28.6K - $32.1K
|
903
$540K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
60+ 1.18% |
$28.2K - $31.5K
|
5.14K
$3.07M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
60+ 8.0% |
$28.2K - $31.5K
|
810
$484K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
59+ 0.05% |
$27.7K - $31K
|
117K
$70.1M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
59+ 3.58% |
$27.7K - $31K
|
1.71K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
59+ 18.32% |
$27.7K - $31K
|
381
$228K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
58+ 0.03% |
$27.2K - $30.5K
|
180K
$107M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
58+ 2.93% |
$27.2K - $30.5K
|
2.04K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
57New |
$26.8K - $30K
|
57
$34.1K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
57+ 1.01% |
$26.8K - $30K
|
5.69K
$3.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
56+ 10.67% |
$26.3K - $29.4K
|
581
$347K
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
BUY
|
- |
56+ 1.48% |
$26.3K - $29.4K
|
3.84K
$2.29M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
56+ 0.17% |
$26.3K - $29.4K
|
32.5K
$19.4M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
55+ 0.06% |
$25.8K - $28.9K
|
98.6K
$58.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
54+ 1.2% |
$25.4K - $28.4K
|
4.55K
$2.72M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
54+ 0.09% |
$25.4K - $28.4K
|
58.5K
$34.9M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
54+ 0.41% |
$25.4K - $28.4K
|
13.3K
$7.97M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
54+ 15.61% |
$25.4K - $28.4K
|
400
$239K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
53+ 6.74% |
$24.9K - $27.9K
|
839
$501K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
53+ 0.8% |
$24.9K - $27.9K
|
6.68K
$3.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
51+ 5.03% |
$23.9K - $26.8K
|
1.06K
$636K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
51+ 0.27% |
$23.9K - $26.8K
|
19K
$11.3M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
51+ 4.7% |
$23.9K - $26.8K
|
1.14K
$680K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
51+ 2.43% |
$23.9K - $26.8K
|
2.15K
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
50+ 9.67% |
$23.5K - $26.3K
|
567
$339K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
49+ 2.06% |
$23K - $25.8K
|
2.43K
$1.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
48+ 5.93% |
$22.5K - $25.2K
|
858
$513K
|
|
|
Apr 12, 2024
Q1 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
48+ 8.65% |
$22.5K - $25.2K
|
603
$360K
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
BUY
|
- |
48+ 0.35% |
$22.5K - $25.2K
|
13.9K
$8.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
48+ 7.03% |
$22.5K - $25.2K
|
731
$437K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
48+ 10.53% |
$22.5K - $25.2K
|
504
$301K
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
48+ 5.07% |
$22.5K - $25.2K
|
994
$594K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
47+ 1.61% |
$22.1K - $24.7K
|
2.97K
$1.78M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
47+ 5.16% |
$22.1K - $24.7K
|
957
$572K
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
47+ 1.24% |
$22.1K - $24.7K
|
3.84K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
BUY
|
- |
47+ 1.22% |
$22.1K - $24.7K
|
3.91K
$2.34M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
47+ 1.81% |
$22.1K - $24.7K
|
2.64K
$1.58M
|