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 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
44New |
$20.7K - $23.1K
|
44
$26.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
43+ 1.1% |
$20.2K - $22.6K
|
3.97K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
43+ 8.22% |
$20.2K - $22.6K
|
566
$338K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
42+ 0.35% |
$19.7K - $22.1K
|
12.2K
$7.27M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
41+ 1.03% |
$19.3K - $21.6K
|
4.02K
$2.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
40New |
$18.8K - $21K
|
40
$23.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
40+ 0.67% |
$18.8K - $21K
|
6.03K
$3.6M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
39+ 2.83% |
$18.3K - $20.5K
|
1.42K
$846K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
38+ 1.62% |
$17.8K - $20K
|
2.38K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
BUY
|
- |
37+ 7.91% |
$17.4K - $19.5K
|
505
$302K
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
37+ 1.57% |
$17.4K - $19.5K
|
2.4K
$1.43M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
37+ 0.08% |
$17.4K - $19.5K
|
44.3K
$26.5M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
36+ 3.96% |
$16.9K - $18.9K
|
946
$565K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
36+ 4.64% |
$16.9K - $18.9K
|
812
$485K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
35+ 0.61% |
$16.4K - $18.4K
|
5.74K
$3.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
34+ 0.49% |
$16K - $17.9K
|
6.92K
$4.14M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
33+ 1.19% |
$15.5K - $17.3K
|
2.8K
$1.67M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
33+ 4.38% |
$15.5K - $17.3K
|
786
$470K
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
33+ 6.61% |
$15.5K - $17.3K
|
532
$318K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
32+ 0.8% |
$15K - $16.8K
|
4.04K
$2.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
31+ 2.55% |
$14.6K - $16.3K
|
1.25K
$746K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
31+ 0.61% |
$14.6K - $16.3K
|
5.15K
$3.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
31+ 8.24% |
$14.6K - $16.3K
|
407
$243K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
31+ 0.2% |
$14.6K - $16.3K
|
15.9K
$9.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
30+ 0.64% |
$14.1K - $15.8K
|
4.74K
$2.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
30+ 2.23% |
$14.1K - $15.8K
|
1.37K
$821K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
30+ 7.13% |
$14.1K - $15.8K
|
451
$270K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
30New |
$14.1K - $15.8K
|
30
$17.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
29+ 2.37% |
$13.6K - $15.2K
|
1.26K
$750K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
28+ 0.3% |
$13.1K - $14.7K
|
9.44K
$5.64M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
28+ 53.85% |
$13.1K - $14.7K
|
80
$47.8K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
28+ 0.04% |
$13.1K - $14.7K
|
70.5K
$42.1M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
28+ 3.69% |
$13.1K - $14.7K
|
786
$470K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
28+ 1.19% |
$13.1K - $14.7K
|
2.39K
$1.43M
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
26+ 1.88% |
$12.2K - $13.7K
|
1.41K
$841K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
26+ 0.2% |
$12.2K - $13.7K
|
13.4K
$7.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
26+ 2.12% |
$12.2K - $13.7K
|
1.25K
$749K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
26New |
$12.2K - $13.7K
|
26
$15.5K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
26+ 0.14% |
$12.2K - $13.7K
|
18.9K
$11.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
25+ 0.44% |
$11.7K - $13.1K
|
5.77K
$3.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
25+ 1.02% |
$11.7K - $13.1K
|
2.48K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
25+ 0.97% |
$11.7K - $13.1K
|
2.59K
$1.55M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
25+ 1.53% |
$11.7K - $13.1K
|
1.66K
$994K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
25+ 0.04% |
$11.7K - $13.1K
|
60.1K
$35.9M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
25+ 4.69% |
$11.7K - $13.1K
|
558
$333K
|
|
|
May 15, 2024
Q1 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
25+ 6.46% |
$11.7K - $13.1K
|
412
$246K
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
25+ 0.03% |
$11.7K - $13.1K
|
75.1K
$44.9M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
24+ 0.69% |
$11.3K - $12.6K
|
3.51K
$2.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
24+ 2.22% |
$11.3K - $12.6K
|
1.11K
$660K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
24+ 2.97% |
$11.3K - $12.6K
|
833
$498K
|