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 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-20- 2.61% |
$9.39K - $10.5K
|
745
$416K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-20- 1.11% |
$9.39K - $10.5K
|
1.79K
$998K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-20- 4.23% |
$9.39K - $10.5K
|
453
$253K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-20- 0.96% |
$9.39K - $10.5K
|
2.06K
$1.15M
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-20- 2.22% |
$9.39K - $10.5K
|
879
$491K
|
|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-20- 1.25% |
$9.39K - $10.5K
|
1.58K
$884K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-21- 0.56% |
$9.86K - $11K
|
3.73K
$2.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-21- 0.38% |
$9.86K - $11K
|
5.47K
$3.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-21- 0.26% |
$9.86K - $11K
|
8.13K
$4.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-21- 0.7% |
$9.86K - $11K
|
2.99K
$1.67M
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-22- 3.63% |
$10.3K - $11.6K
|
584
$326K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-22- 3.63% |
$10.3K - $11.6K
|
584
$326K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-22- 3.24% |
$10.3K - $11.6K
|
657
$367K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-23- 3.07% |
$10.8K - $12.1K
|
727
$406K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-23- 25.84% |
$10.8K - $12.1K
|
66
$36.8K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-23- 0.22% |
$10.8K - $12.1K
|
10.7K
$5.95M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-23- 0.33% |
$10.8K - $12.1K
|
6.85K
$3.82M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-23- 0.19% |
$10.8K - $12.1K
|
12K
$6.68M
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-23- 0.48% |
$10.8K - $12.1K
|
4.78K
$2.67M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-23- 1.91% |
$10.8K - $12.1K
|
1.18K
$661K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-24- 3.86% |
$11.3K - $12.6K
|
598
$334K
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-24- 1.81% |
$11.3K - $12.6K
|
1.3K
$727K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-24- 4.07% |
$11.3K - $12.6K
|
565
$315K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-24- 3.63% |
$11.3K - $12.6K
|
638
$356K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-24- 0.84% |
$11.3K - $12.6K
|
2.82K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-24- 4.97% |
$11.3K - $12.6K
|
459
$256K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-24- 0.62% |
$11.3K - $12.6K
|
3.82K
$2.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-25- 4.3% |
$11.7K - $13.1K
|
557
$311K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-25- 0.16% |
$11.7K - $13.1K
|
15.3K
$8.57M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-25- 2.48% |
$11.7K - $13.1K
|
984
$549K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-25- 2.03% |
$11.7K - $13.1K
|
1.21K
$673K
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-25- 5.87% |
$11.7K - $13.1K
|
401
$224K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-25- 1.96% |
$11.7K - $13.1K
|
1.25K
$698K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-25- 0.66% |
$11.7K - $13.1K
|
3.77K
$2.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-26- 0.91% |
$12.2K - $13.7K
|
2.83K
$1.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-26- 0.72% |
$12.2K - $13.7K
|
3.58K
$2M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-26- 2.32% |
$12.2K - $13.7K
|
1.1K
$611K
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-27- 0.87% |
$12.7K - $14.2K
|
3.08K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-27- 6.0% |
$12.7K - $14.2K
|
423
$236K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-28- 3.21% |
$13.1K - $14.7K
|
845
$472K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-28- 2.05% |
$13.1K - $14.7K
|
1.34K
$746K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-28- 3.58% |
$13.1K - $14.7K
|
754
$421K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-28- 3.17% |
$13.1K - $14.7K
|
855
$477K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.67% |
$13.6K - $15.2K
|
4.27K
$2.38M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-30- 1.35% |
$14.1K - $15.8K
|
2.2K
$1.23M
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-30- 0.99% |
$14.1K - $15.8K
|
3.01K
$1.68M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-30- 0.45% |
$14.1K - $15.8K
|
6.64K
$3.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-30- 2.41% |
$14.1K - $15.8K
|
1.21K
$678K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-30- 4.93% |
$14.1K - $15.8K
|
578
$323K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-30- 1.22% |
$14.1K - $15.8K
|
2.43K
$1.36M
|