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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-54- 6.1% |
$25.4K - $28.4K
|
831
$502K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-55- 1.1% |
$25.8K - $28.9K
|
4.93K
$2.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-56- 0.08% |
$26.3K - $29.4K
|
72.5K
$43.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-56- 8.18% |
$26.3K - $29.4K
|
629
$380K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-56- 1.21% |
$26.3K - $29.4K
|
4.57K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-57- 10.73% |
$26.8K - $30K
|
474
$286K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-57- 0.33% |
$26.8K - $30K
|
17.5K
$10.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-58- 1.96% |
$27.2K - $30.5K
|
2.91K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-58- 16.57% |
$27.2K - $30.5K
|
292
$176K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-58- 5.06% |
$27.2K - $30.5K
|
1.09K
$657K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-59- 0.15% |
$27.7K - $31K
|
38K
$23M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-59- 12.04% |
$27.7K - $31K
|
431
$260K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-59- 4.38% |
$27.7K - $31K
|
1.29K
$777K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-59- 1.58% |
$27.7K - $31K
|
3.68K
$2.22M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-59- 0.26% |
$27.7K - $31K
|
22.4K
$13.5M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-60- 0.9% |
$28.2K - $31.5K
|
6.59K
$3.98M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-60- 0.52% |
$28.2K - $31.5K
|
11.5K
$6.97M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-60- 0.19% |
$28.2K - $31.5K
|
31.5K
$19M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-60- 10.91% |
$28.2K - $31.5K
|
490
$296K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-62- 0.09% |
$29.1K - $32.6K
|
66.3K
$40M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-63- 9.43% |
$29.6K - $33.1K
|
605
$365K
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-63- 7.09% |
$29.6K - $33.1K
|
825
$498K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-64- 10.31% |
$30.1K - $33.6K
|
557
$336K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-66- 0.73% |
$31K - $34.7K
|
8.92K
$5.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-67- 0.65% |
$31.5K - $35.2K
|
10.3K
$6.19M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-67- 0.97% |
$31.5K - $35.2K
|
6.83K
$4.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-68- 8.23% |
$31.9K - $35.7K
|
758
$458K
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-68- 1.17% |
$31.9K - $35.7K
|
5.73K
$3.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
SELL
|
- |
-68- 7.14% |
$31.9K - $35.7K
|
884
$534K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-69- 7.36% |
$32.4K - $36.3K
|
868
$524K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-69- 2.51% |
$32.4K - $36.3K
|
2.68K
$1.62M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-70- 0.61% |
$32.9K - $36.8K
|
11.3K
$6.85M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-70- 0.21% |
$32.9K - $36.8K
|
33.5K
$20.2M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-70- 3.47% |
$32.9K - $36.8K
|
1.95K
$1.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-71- 1.48% |
$33.3K - $37.3K
|
4.73K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-71- 6.06% |
$33.3K - $37.3K
|
1.1K
$665K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-73- 1.94% |
$34.3K - $38.4K
|
3.69K
$2.22M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-73- 5.21% |
$34.3K - $38.4K
|
1.33K
$801K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-74- 7.05% |
$34.7K - $38.9K
|
976
$589K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-74- 2.33% |
$34.7K - $38.9K
|
3.11K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-74- 13.7% |
$34.7K - $38.9K
|
466
$281K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
SELL
|
- |
-75- 9.49% |
$35.2K - $39.4K
|
715
$432K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-75- 0.48% |
$35.2K - $39.4K
|
15.5K
$9.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-75- 2.74% |
$35.2K - $39.4K
|
2.66K
$1.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-75- 1.09% |
$35.2K - $39.4K
|
6.82K
$4.12M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-75- 0.1% |
$35.2K - $39.4K
|
77K
$46.5M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-75- 11.4% |
$35.2K - $39.4K
|
583
$352K
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
SELL
|
- |
-76- 3.4% |
$35.7K - $40K
|
2.16K
$1.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-76- 1.04% |
$35.7K - $40K
|
7.25K
$4.38M
|
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-76- 4.43% |
$35.7K - $40K
|
1.64K
$989K
|