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 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-130- 4.63% |
$61K - $68.3K
|
2.68K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-130- 2.98% |
$61K - $68.3K
|
4.24K
$2.53M
|
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-131- 1.52% |
$61.5K - $68.9K
|
8.51K
$5.09M
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-132- 22.34% |
$62K - $69.4K
|
459
$274K
|
|
|
May 08, 2024
Q1 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-134- 3.41% |
$62.9K - $70.4K
|
3.8K
$2.27M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-134- 17.07% |
$62.9K - $70.4K
|
651
$389K
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-135- 0.34% |
$63.4K - $71K
|
39.9K
$23.9M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-137- 0.34% |
$64.3K - $72K
|
40.1K
$24M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-137- 3.69% |
$64.3K - $72K
|
3.57K
$2.13M
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-139- 12.58% |
$65.3K - $73.1K
|
966
$577K
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-140- 4.47% |
$65.7K - $73.6K
|
2.99K
$1.79M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-140- 12.95% |
$65.7K - $73.6K
|
941
$562K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-141- 3.53% |
$66.2K - $74.1K
|
3.85K
$2.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-141- 1.21% |
$66.2K - $74.1K
|
11.5K
$6.88M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-143- 9.61% |
$67.1K - $75.2K
|
1.35K
$804K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-144- 7.0% |
$67.6K - $75.7K
|
1.91K
$1.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-145- 18.01% |
$68.1K - $76.2K
|
660
$394K
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-149- 10.73% |
$70K - $78.3K
|
1.24K
$740K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-152- 4.77% |
$71.4K - $79.9K
|
3.04K
$1.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-153- 2.91% |
$71.8K - $80.4K
|
5.11K
$3.05M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-156- 3.21% |
$73.3K - $82K
|
4.71K
$2.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-157- 0.16% |
$73.7K - $82.5K
|
99.5K
$59.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-157- 5.42% |
$73.7K - $82.5K
|
2.74K
$1.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-158- 0.93% |
$74.2K - $83.1K
|
16.8K
$10.1M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-160- 13.69% |
$75.1K - $84.1K
|
1.01K
$603K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-162- 5.5% |
$76.1K - $85.2K
|
2.78K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-162- 0.13% |
$76.1K - $85.2K
|
124K
$74.1M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-163- 3.68% |
$76.5K - $85.7K
|
4.27K
$2.55M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-165- 4.8% |
$77.5K - $86.7K
|
3.28K
$1.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-166- 0.98% |
$77.9K - $87.3K
|
16.7K
$10M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-166- 1.97% |
$77.9K - $87.3K
|
8.24K
$4.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-167- 10.77% |
$78.4K - $87.8K
|
1.38K
$827K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-167- 2.37% |
$78.4K - $87.8K
|
6.88K
$4.11M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-168- 17.41% |
$78.9K - $88.3K
|
797
$476K
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-168- 20.29% |
$78.9K - $88.3K
|
660
$394K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-170- 15.68% |
$79.8K - $89.4K
|
914
$546K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-170- 4.37% |
$79.8K - $89.4K
|
3.72K
$2.22M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-170- 1.04% |
$79.8K - $89.4K
|
16.2K
$9.7M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-170- 12.47% |
$79.8K - $89.4K
|
1.19K
$713K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-171- 1.24% |
$80.3K - $89.9K
|
13.7K
$8.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-171- 2.18% |
$80.3K - $89.9K
|
7.68K
$4.59M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-171- 3.71% |
$80.3K - $89.9K
|
4.44K
$2.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-173- 10.94% |
$81.2K - $91K
|
1.41K
$842K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-174- 1.13% |
$81.7K - $91.5K
|
15.2K
$9.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-175- 3.07% |
$82.2K - $92K
|
5.52K
$3.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-176- 11.1% |
$82.6K - $92.5K
|
1.41K
$842K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-176- 2.84% |
$82.6K - $92.5K
|
6.02K
$3.6M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-177- 3.29% |
$83.1K - $93.1K
|
5.21K
$3.11M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-180- 3.22% |
$84.5K - $94.6K
|
5.41K
$3.23M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-180- 0.87% |
$84.5K - $94.6K
|
20.5K
$12.3M
|