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 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-35- 0.71% |
$16.4K - $18.4K
|
4.87K
$2.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-35- 0.03% |
$16.4K - $18.4K
|
136K
$81.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
SELL
|
- |
-36- 7.07% |
$16.9K - $18.9K
|
473
$283K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-36- 0.37% |
$16.9K - $18.9K
|
9.58K
$5.73M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-36- 7.16% |
$16.9K - $18.9K
|
467
$279K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-37- 5.56% |
$17.4K - $19.5K
|
628
$375K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-38- 1.7% |
$17.8K - $20K
|
2.2K
$1.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-38- 1.63% |
$17.8K - $20K
|
2.3K
$1.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-39- 2.19% |
$18.3K - $20.5K
|
1.74K
$1.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-40- 9.48% |
$18.8K - $21K
|
382
$228K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-40- 0.44% |
$18.8K - $21K
|
9.03K
$5.39M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-41- 0.05% |
$19.3K - $21.6K
|
77.6K
$46.4M
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
SELL
|
- |
-41- 0.26% |
$19.3K - $21.6K
|
15.9K
$9.52M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-41- 2.63% |
$19.3K - $21.6K
|
1.52K
$905K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-42- 0.19% |
$19.7K - $22.1K
|
22.2K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-42- 3.43% |
$19.7K - $22.1K
|
1.18K
$706K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-43- 3.8% |
$20.2K - $22.6K
|
1.09K
$651K
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-43- 4.83% |
$20.2K - $22.6K
|
848
$507K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-43- 1.2% |
$20.2K - $22.6K
|
3.54K
$2.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-44- 2.62% |
$20.7K - $23.1K
|
1.64K
$978K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-44- 5.09% |
$20.7K - $23.1K
|
820
$490K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-44- 2.62% |
$20.7K - $23.1K
|
1.64K
$978K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-45- 1.12% |
$21.1K - $23.7K
|
3.96K
$2.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-45- 2.81% |
$21.1K - $23.7K
|
1.56K
$932K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-45- 1.51% |
$21.1K - $23.7K
|
2.94K
$1.76M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-46- 2.68% |
$21.6K - $24.2K
|
1.67K
$999K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-46- 5.58% |
$21.6K - $24.2K
|
779
$466K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-47- 0.59% |
$22.1K - $24.7K
|
7.98K
$4.77M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-47- 1.98% |
$22.1K - $24.7K
|
2.33K
$1.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-47- 3.8% |
$22.1K - $24.7K
|
1.19K
$711K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-48- 1.16% |
$22.5K - $25.2K
|
4.1K
$2.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-48- 0.62% |
$22.5K - $25.2K
|
7.71K
$4.61M
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-48- 1.81% |
$22.5K - $25.2K
|
2.6K
$1.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-49- 3.11% |
$23K - $25.8K
|
1.53K
$911K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-49- 10.58% |
$23K - $25.8K
|
414
$247K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-49- 0.44% |
$23K - $25.8K
|
11.2K
$6.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-50- 3.51% |
$23.5K - $26.3K
|
1.37K
$821K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-50- 3.05% |
$23.5K - $26.3K
|
1.59K
$951K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 16.67% |
$23.5K - $26.3K
|
250
$149K
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-50- 1.84% |
$23.5K - $26.3K
|
2.67K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-50- 0.04% |
$23.5K - $26.3K
|
118K
$70.3M
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-51- 3.49% |
$23.9K - $26.8K
|
1.41K
$842K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-51- 0.89% |
$23.9K - $26.8K
|
5.7K
$3.41M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-51- 0.37% |
$23.9K - $26.8K
|
13.8K
$8.24M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-52- 0.62% |
$24.4K - $27.3K
|
8.29K
$4.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-52- 0.77% |
$24.4K - $27.3K
|
6.71K
$4.01M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-52- 0.89% |
$24.4K - $27.3K
|
5.81K
$3.47M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-53- 19.7% |
$24.9K - $27.9K
|
216
$129K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-54- 4.76% |
$25.4K - $28.4K
|
1.08K
$646K
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-54- 9.69% |
$25.4K - $28.4K
|
503
$301K
|