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 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-103- 0.13% |
$48.4K - $54.2K
|
80.9K
$48.3M
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-103- 0.16% |
$48.4K - $54.2K
|
63.2K
$37.8M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-103- 6.6% |
$48.4K - $54.2K
|
1.46K
$871K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-104- 18.71% |
$48.8K - $54.7K
|
452
$270K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-104- 0.23% |
$48.8K - $54.7K
|
45.6K
$27.3M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-105- 6.58% |
$49.3K - $55.2K
|
1.49K
$891K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-105- 0.92% |
$49.3K - $55.2K
|
11.3K
$6.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-107- 5.98% |
$50.2K - $56.3K
|
1.68K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-107- 4.85% |
$50.2K - $56.3K
|
2.1K
$1.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-108- 19.57% |
$50.7K - $56.8K
|
444
$265K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-108- 21.73% |
$50.7K - $56.8K
|
389
$232K
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-109- 0.22% |
$51.2K - $57.3K
|
50.2K
$30M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-109- 0.42% |
$51.2K - $57.3K
|
25.7K
$15.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-111- 11.07% |
$52.1K - $58.4K
|
892
$533K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-111- 1.67% |
$52.1K - $58.4K
|
6.55K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-111- 2.77% |
$52.1K - $58.4K
|
3.9K
$2.33M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-112- 2.87% |
$52.6K - $58.9K
|
3.8K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-113- 4.05% |
$53.1K - $59.4K
|
2.68K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-113- 0.41% |
$53.1K - $59.4K
|
27.6K
$16.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-114- 20.0% |
$53.5K - $59.9K
|
456
$273K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-114- 4.17% |
$53.5K - $59.9K
|
2.62K
$1.57M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-114- 0.81% |
$53.5K - $59.9K
|
14K
$8.36M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-115- 4.38% |
$54K - $60.5K
|
2.51K
$1.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-116- 7.43% |
$54.5K - $61K
|
1.45K
$864K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-116- 1.38% |
$54.5K - $61K
|
8.28K
$4.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-116- 2.06% |
$54.5K - $61K
|
5.52K
$3.3M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-116- 27.82% |
$54.5K - $61K
|
301
$180K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-116- 3.33% |
$54.5K - $61K
|
3.37K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-117- 0.58% |
$54.9K - $61.5K
|
20.1K
$12M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-119- 3.11% |
$55.9K - $62.6K
|
3.71K
$2.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-120- 3.08% |
$56.3K - $63.1K
|
3.77K
$2.26M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-120- 9.34% |
$56.3K - $63.1K
|
1.17K
$696K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-123- 2.66% |
$57.8K - $64.7K
|
4.5K
$2.69M
|
|
|
May 13, 2024
Q1 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-123- 7.52% |
$57.8K - $64.7K
|
1.51K
$904K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-123- 3.55% |
$57.8K - $64.7K
|
3.34K
$1.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-124- 4.0% |
$58.2K - $65.2K
|
2.97K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-124- 12.54% |
$58.2K - $65.2K
|
865
$517K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-124- 15.66% |
$58.2K - $65.2K
|
668
$399K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-125- 20.7% |
$58.7K - $65.7K
|
479
$286K
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-126- 7.83% |
$59.2K - $66.2K
|
1.48K
$886K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-127- 4.17% |
$59.6K - $66.8K
|
2.92K
$1.74M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-127- 0.04% |
$59.6K - $66.8K
|
355K
$212M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-128- 0.88% |
$60.1K - $67.3K
|
14.5K
$8.67M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-128- 6.1% |
$60.1K - $67.3K
|
1.97K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-129- 11.87% |
$60.6K - $67.8K
|
958
$573K
|
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-129- 1.62% |
$60.6K - $67.8K
|
7.84K
$4.68M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-129- 2.45% |
$60.6K - $67.8K
|
5.15K
$3.08M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-129- 4.18% |
$60.6K - $67.8K
|
2.96K
$1.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-130- 1.07% |
$61K - $68.3K
|
12.1K
$7.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-130- 0.72% |
$61K - $68.3K
|
17.8K
$10.7M
|