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 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
23+ 4.26% |
$10.8K - $12.1K
|
563
$336K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
23+ 3.03% |
$10.8K - $12.1K
|
782
$467K
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
23+ 2.1% |
$10.8K - $12.1K
|
1.12K
$669K
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
23+ 1.99% |
$10.8K - $12.1K
|
1.18K
$706K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
22+ 3.25% |
$10.3K - $11.6K
|
699
$418K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
21+ 0.11% |
$9.86K - $11K
|
18.7K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
21+ 0.3% |
$9.86K - $11K
|
7.11K
$4.25M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
21+ 1.08% |
$9.86K - $11K
|
1.97K
$1.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
20+ 0.95% |
$9.39K - $10.5K
|
2.13K
$1.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
20+ 0.61% |
$9.39K - $10.5K
|
3.29K
$1.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
20+ 0.4% |
$9.39K - $10.5K
|
5K
$2.99M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
20+ 1.49% |
$9.39K - $10.5K
|
1.36K
$815K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
20+ 0.09% |
$9.39K - $10.5K
|
21.6K
$12.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
19+ 1.14% |
$8.92K - $9.99K
|
1.68K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
19+ 0.27% |
$8.92K - $9.99K
|
7.14K
$4.27M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
19+ 2.84% |
$8.92K - $9.99K
|
688
$411K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
18+ 0.07% |
$8.45K - $9.46K
|
24.5K
$14.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
18+ 1.23% |
$8.45K - $9.46K
|
1.48K
$887K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18+ 0.49% |
$8.45K - $9.46K
|
3.69K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
18New |
$8.45K - $9.46K
|
18
$10.8K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
18+ 5.26% |
$8.45K - $9.46K
|
360
$215K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
17+ 0.26% |
$7.98K - $8.94K
|
6.64K
$3.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
16+ 1.89% |
$7.51K - $8.41K
|
861
$515K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
16+ 2.37% |
$7.51K - $8.41K
|
691
$413K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
15+ 3.2% |
$7.04K - $7.89K
|
484
$289K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
15+ 1.17% |
$7.04K - $7.89K
|
1.29K
$772K
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
15+ 2.68% |
$7.04K - $7.89K
|
575
$344K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
15New |
$7.04K - $7.89K
|
15
$8.96K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
14+ 0.65% |
$6.57K - $7.36K
|
2.16K
$1.29M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
14+ 0.89% |
$6.57K - $7.36K
|
1.59K
$953K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
14+ 0.06% |
$6.57K - $7.36K
|
24.9K
$14.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
14+ 0.08% |
$6.57K - $7.36K
|
17.3K
$10.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
14+ 0.09% |
$6.57K - $7.36K
|
16.1K
$9.65M
|
|
|
May 06, 2024
Q1 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
14+ 0.31% |
$6.57K - $7.36K
|
4.5K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
14+ 1.26% |
$6.57K - $7.36K
|
1.12K
$672K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
14+ 0.69% |
$6.57K - $7.36K
|
2.04K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
13+ 0.67% |
$6.1K - $6.83K
|
1.95K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
13+ 1.26% |
$6.1K - $6.83K
|
1.04K
$623K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
13+ 9.49% |
$6.1K - $6.83K
|
150
$89.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
12+ 1.41% |
$5.63K - $6.31K
|
863
$516K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
12+ 0.22% |
$5.63K - $6.31K
|
5.53K
$3.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12+ 0.75% |
$5.63K - $6.31K
|
1.6K
$959K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
12+ 0.31% |
$5.63K - $6.31K
|
3.87K
$2.31M
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
12+ 0.03% |
$5.63K - $6.31K
|
34.3K
$20.5M
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
12+ 57.14% |
$5.63K - $6.31K
|
33
$19.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
11+ 0.69% |
$5.17K - $5.78K
|
1.6K
$959K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
11+ 5.64% |
$5.17K - $5.78K
|
206
$123K
|
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
10+ 0.33% |
$4.7K - $5.26K
|
3K
$1.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
10+ 0.77% |
$4.7K - $5.26K
|
1.31K
$782K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
10+ 0.31% |
$4.7K - $5.26K
|
3.27K
$1.95M
|