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 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-8- 0.45% |
$3.76K - $4.21K
|
1.76K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-8- 0.13% |
$3.76K - $4.21K
|
6.34K
$3.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-8- 0.22% |
$3.76K - $4.21K
|
3.71K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-8- 0.56% |
$3.76K - $4.21K
|
1.41K
$864K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-9- 1.18% |
$4.23K - $4.73K
|
752
$461K
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-9- 0.08% |
$4.23K - $4.73K
|
10.6K
$6.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
SELL
|
- |
-10- 0.87% |
$4.7K - $5.26K
|
1.14K
$700K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-10- 0.74% |
$4.7K - $5.26K
|
1.34K
$823K
|
|
|
Apr 16, 2024
Q1 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-10- 0.13% |
$4.7K - $5.26K
|
7.94K
$4.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-10- 0.92% |
$4.7K - $5.26K
|
1.08K
$659K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-10- 0.95% |
$4.7K - $5.26K
|
1.04K
$637K
|
|
|
May 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-10- 0.2% |
$4.7K - $5.26K
|
4.89K
$3M
|
|
|
May 09, 2024
Q1 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-11- 1.2% |
$5.17K - $5.78K
|
908
$556K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-11- 0.17% |
$5.17K - $5.78K
|
6.39K
$3.91M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.35% |
$5.17K - $5.78K
|
3.14K
$1.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-12- 0.41% |
$5.63K - $6.31K
|
2.91K
$1.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-12- 19.67% |
$5.63K - $6.31K
|
49
$30K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-12- 5.33% |
$5.63K - $6.31K
|
213
$131K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-12- 2.08% |
$5.63K - $6.31K
|
564
$346K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-12- 0.13% |
$5.63K - $6.31K
|
8.9K
$5.46M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-12- 0.17% |
$5.63K - $6.31K
|
7.23K
$4.43M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-13- 0.2% |
$6.1K - $6.83K
|
6.61K
$4.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-13- 0.14% |
$6.1K - $6.83K
|
9.44K
$5.78M
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-13- 0.27% |
$6.1K - $6.83K
|
4.78K
$2.93M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-13- 0.11% |
$6.1K - $6.83K
|
11.9K
$7.3M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-14- 4.24% |
$6.57K - $7.36K
|
316
$194K
|
|
|
Apr 10, 2024
Q1 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-14- 2.5% |
$6.57K - $7.36K
|
545
$334K
|
|
|
May 10, 2024
Q1 2024
|
Vista Finance, LLC
|
SELL
|
- |
-14- 0.51% |
$6.57K - $7.36K
|
2.76K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-14- 1.77% |
$6.57K - $7.36K
|
779
$477K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-14- 2.39% |
$6.57K - $7.36K
|
572
$350K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-15- 0.69% |
$7.04K - $7.89K
|
2.17K
$1.33M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-15- 0.16% |
$7.04K - $7.89K
|
9.32K
$5.71M
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-15- 0.48% |
$7.04K - $7.89K
|
3.13K
$1.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-16- 1.94% |
$7.51K - $8.41K
|
810
$496K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-16- 2.47% |
$7.51K - $8.41K
|
633
$388K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-16- 15.84% |
$7.51K - $8.41K
|
85
$52.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-17- 0.18% |
$7.98K - $8.94K
|
9.38K
$5.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-17- 0.3% |
$7.98K - $8.94K
|
5.61K
$3.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-17- 0.33% |
$7.98K - $8.94K
|
5.1K
$3.13M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-17- 0.17% |
$7.98K - $8.94K
|
9.8K
$6M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-17- 1.49% |
$7.98K - $8.94K
|
1.13K
$689K
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-18- 2.7% |
$8.45K - $9.46K
|
648
$397K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-19- 1.33% |
$8.92K - $9.99K
|
1.41K
$866K
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-20- 4.82% |
$9.39K - $10.5K
|
395
$242K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-20- 1.34% |
$9.39K - $10.5K
|
1.47K
$900K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-20- 1.23% |
$9.39K - $10.5K
|
1.6K
$982K
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-20- 2.22% |
$9.39K - $10.5K
|
879
$539K
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-20- 2.61% |
$9.39K - $10.5K
|
745
$456K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-20- 1.11% |
$9.39K - $10.5K
|
1.79K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-20- 4.23% |
$9.39K - $10.5K
|
453
$278K
|