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 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-49- 3.11% |
$23K - $25.8K
|
1.53K
$851K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-49- 10.58% |
$23K - $25.8K
|
414
$231K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-49- 0.44% |
$23K - $25.8K
|
11.2K
$6.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-50- 3.51% |
$23.5K - $26.3K
|
1.37K
$767K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-50- 3.05% |
$23.5K - $26.3K
|
1.59K
$888K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 16.67% |
$23.5K - $26.3K
|
250
$140K
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-50- 1.84% |
$23.5K - $26.3K
|
2.67K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-50- 0.04% |
$23.5K - $26.3K
|
118K
$65.6M
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-51- 3.49% |
$23.9K - $26.8K
|
1.41K
$786K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-51- 0.89% |
$23.9K - $26.8K
|
5.7K
$3.18M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-51- 0.37% |
$23.9K - $26.8K
|
13.8K
$7.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-52- 0.62% |
$24.4K - $27.3K
|
8.29K
$4.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-52- 0.77% |
$24.4K - $27.3K
|
6.71K
$3.74M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-52- 0.89% |
$24.4K - $27.3K
|
5.81K
$3.24M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-53- 19.7% |
$24.9K - $27.9K
|
216
$121K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-54- 4.76% |
$25.4K - $28.4K
|
1.08K
$603K
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-54- 9.69% |
$25.4K - $28.4K
|
503
$281K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-54- 6.1% |
$25.4K - $28.4K
|
831
$464K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-55- 1.1% |
$25.8K - $28.9K
|
4.93K
$2.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-56- 0.08% |
$26.3K - $29.4K
|
72.5K
$40.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-56- 8.18% |
$26.3K - $29.4K
|
629
$351K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-56- 1.21% |
$26.3K - $29.4K
|
4.57K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-57- 10.73% |
$26.8K - $30K
|
474
$265K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-57- 0.33% |
$26.8K - $30K
|
17.5K
$9.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-58- 1.96% |
$27.2K - $30.5K
|
2.91K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-58- 16.57% |
$27.2K - $30.5K
|
292
$163K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-58- 5.06% |
$27.2K - $30.5K
|
1.09K
$607K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-59- 0.15% |
$27.7K - $31K
|
38K
$21.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-59- 12.04% |
$27.7K - $31K
|
431
$241K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-59- 4.38% |
$27.7K - $31K
|
1.29K
$718K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-59- 1.58% |
$27.7K - $31K
|
3.68K
$2.05M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-59- 0.26% |
$27.7K - $31K
|
22.4K
$12.5M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-60- 0.9% |
$28.2K - $31.5K
|
6.59K
$3.68M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-60- 0.52% |
$28.2K - $31.5K
|
11.5K
$6.44M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-60- 0.19% |
$28.2K - $31.5K
|
31.5K
$17.6M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-60- 10.91% |
$28.2K - $31.5K
|
490
$273K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-62- 0.09% |
$29.1K - $32.6K
|
66.3K
$37M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-63- 9.43% |
$29.6K - $33.1K
|
605
$338K
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-63- 7.09% |
$29.6K - $33.1K
|
825
$460K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-64- 10.31% |
$30.1K - $33.6K
|
557
$311K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-66- 0.73% |
$31K - $34.7K
|
8.92K
$4.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-67- 0.65% |
$31.5K - $35.2K
|
10.3K
$5.73M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-67- 0.97% |
$31.5K - $35.2K
|
6.83K
$3.81M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-68- 8.23% |
$31.9K - $35.7K
|
758
$423K
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-68- 1.17% |
$31.9K - $35.7K
|
5.73K
$3.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
SELL
|
- |
-68- 7.14% |
$31.9K - $35.7K
|
884
$493K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-69- 7.36% |
$32.4K - $36.3K
|
868
$484K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-69- 2.51% |
$32.4K - $36.3K
|
2.68K
$1.49M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-70- 0.61% |
$32.9K - $36.8K
|
11.3K
$6.33M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-70- 0.21% |
$32.9K - $36.8K
|
33.5K
$18.7M
|