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 10, 2024
Q1 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-14- 2.5% |
$6.57K - $7.36K
|
545
$370K
|
|
|
May 10, 2024
Q1 2024
|
Vista Finance, LLC
|
SELL
|
- |
-14- 0.51% |
$6.57K - $7.36K
|
2.76K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-14- 1.77% |
$6.57K - $7.36K
|
779
$529K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-14- 2.39% |
$6.57K - $7.36K
|
572
$388K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-15- 0.69% |
$7.04K - $7.89K
|
2.17K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-15- 0.16% |
$7.04K - $7.89K
|
9.32K
$6.33M
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-15- 0.48% |
$7.04K - $7.89K
|
3.13K
$2.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-16- 1.94% |
$7.51K - $8.41K
|
810
$550K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-16- 2.47% |
$7.51K - $8.41K
|
633
$430K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-16- 15.84% |
$7.51K - $8.41K
|
85
$57.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-17- 0.18% |
$7.98K - $8.94K
|
9.38K
$6.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-17- 0.3% |
$7.98K - $8.94K
|
5.61K
$3.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-17- 0.33% |
$7.98K - $8.94K
|
5.1K
$3.46M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-17- 0.17% |
$7.98K - $8.94K
|
9.8K
$6.65M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-17- 1.49% |
$7.98K - $8.94K
|
1.13K
$764K
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-18- 2.7% |
$8.45K - $9.46K
|
648
$440K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-19- 1.33% |
$8.92K - $9.99K
|
1.41K
$959K
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-20- 4.82% |
$9.39K - $10.5K
|
395
$268K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-20- 1.34% |
$9.39K - $10.5K
|
1.47K
$997K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-20- 1.23% |
$9.39K - $10.5K
|
1.6K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-20- 2.22% |
$9.39K - $10.5K
|
879
$597K
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-20- 2.61% |
$9.39K - $10.5K
|
745
$506K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-20- 1.11% |
$9.39K - $10.5K
|
1.79K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-20- 4.23% |
$9.39K - $10.5K
|
453
$308K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-20- 0.96% |
$9.39K - $10.5K
|
2.06K
$1.4M
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-20- 2.22% |
$9.39K - $10.5K
|
879
$597K
|
|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-20- 1.25% |
$9.39K - $10.5K
|
1.58K
$1.08M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-21- 0.56% |
$9.86K - $11K
|
3.73K
$2.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-21- 0.38% |
$9.86K - $11K
|
5.47K
$3.72M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-21- 0.26% |
$9.86K - $11K
|
8.13K
$5.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-21- 0.7% |
$9.86K - $11K
|
2.99K
$2.03M
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-22- 3.63% |
$10.3K - $11.6K
|
584
$396K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-22- 3.63% |
$10.3K - $11.6K
|
584
$396K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-22- 3.24% |
$10.3K - $11.6K
|
657
$446K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-23- 3.07% |
$10.8K - $12.1K
|
727
$493K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-23- 25.84% |
$10.8K - $12.1K
|
66
$44.8K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-23- 0.22% |
$10.8K - $12.1K
|
10.7K
$7.24M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-23- 0.33% |
$10.8K - $12.1K
|
6.85K
$4.65M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-23- 0.19% |
$10.8K - $12.1K
|
12K
$8.12M
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-23- 0.48% |
$10.8K - $12.1K
|
4.78K
$3.24M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-23- 1.91% |
$10.8K - $12.1K
|
1.18K
$804K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-24- 3.86% |
$11.3K - $12.6K
|
598
$406K
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-24- 1.81% |
$11.3K - $12.6K
|
1.3K
$884K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-24- 4.07% |
$11.3K - $12.6K
|
565
$384K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-24- 3.63% |
$11.3K - $12.6K
|
638
$433K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-24- 0.84% |
$11.3K - $12.6K
|
2.82K
$1.91M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-24- 4.97% |
$11.3K - $12.6K
|
459
$312K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-24- 0.62% |
$11.3K - $12.6K
|
3.82K
$2.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-25- 4.3% |
$11.7K - $13.1K
|
557
$378K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-25- 0.16% |
$11.7K - $13.1K
|
15.3K
$10.4M
|