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
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-181- 4.13% |
$85K - $95.2K
|
4.2K
$2.53M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-181- 1.9% |
$85K - $95.2K
|
9.36K
$5.65M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-181- 3.18% |
$85K - $95.2K
|
5.52K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-181- 18.39% |
$85K - $95.2K
|
803
$485K
|
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
SELL
|
- |
-182- 1.35% |
$85.5K - $95.7K
|
13.3K
$8.01M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-182- 8.99% |
$85.5K - $95.7K
|
1.84K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-182- 2.9% |
$85.5K - $95.7K
|
6.09K
$3.68M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
SELL
|
- |
-183- 1.16% |
$85.9K - $96.2K
|
15.5K
$9.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-184- 9.38% |
$86.4K - $96.7K
|
1.78K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-184- 5.9% |
$86.4K - $96.7K
|
2.93K
$1.77M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-184- 9.83% |
$86.4K - $96.7K
|
1.69K
$1.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
SELL
|
- |
-185- 30.83% |
$86.9K - $97.3K
|
415
$251K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-188- 3.62% |
$88.3K - $98.8K
|
5.01K
$3.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-189- 0.17% |
$88.7K - $99.4K
|
109K
$65.5M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-190- 9.96% |
$89.2K - $99.9K
|
1.72K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-191- 0.53% |
$89.7K - $100K
|
35.8K
$21.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-192- 2.2% |
$90.2K - $101K
|
8.55K
$5.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-193- 1.17% |
$90.6K - $101K
|
16.4K
$9.87M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-196- 0.74% |
$92K - $103K
|
26.4K
$16M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-196- 1.93% |
$92K - $103K
|
9.97K
$6.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-197- 1.93% |
$92.5K - $104K
|
10K
$6.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-198- 14.77% |
$93K - $104K
|
1.14K
$690K
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-199- 2.48% |
$93.4K - $105K
|
7.83K
$4.72M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-199- 0.75% |
$93.4K - $105K
|
26.2K
$15.8M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-200- 22.6% |
$93.9K - $105K
|
685
$414K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-202- 4.35% |
$94.9K - $106K
|
4.44K
$2.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-202- 3.81% |
$94.9K - $106K
|
5.11K
$3.08M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-205- 20.64% |
$96.3K - $108K
|
788
$476K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-206- 16.69% |
$96.7K - $108K
|
1.03K
$621K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-207- 5.2% |
$97.2K - $109K
|
3.78K
$2.28M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-207- 1.06% |
$97.2K - $109K
|
19.2K
$11.6M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-208- 3.97% |
$97.7K - $109K
|
5.04K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-208- 21.33% |
$97.7K - $109K
|
767
$463K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-211- 9.81% |
$99.1K - $111K
|
1.94K
$1.17M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-211- 21.16% |
$99.1K - $111K
|
786
$475K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-214- 4.33% |
$100K - $113K
|
4.73K
$2.86M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-215- 2.71% |
$101K - $113K
|
7.73K
$4.67M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-218- 13.31% |
$102K - $115K
|
1.42K
$857K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-221- 4.56% |
$104K - $116K
|
4.62K
$2.79M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-222- 2.07% |
$104K - $117K
|
10.5K
$6.35M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-222- 8.57% |
$104K - $117K
|
2.37K
$1.43M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-224- 3.14% |
$105K - $118K
|
6.91K
$4.17M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-224- 1.53% |
$105K - $118K
|
14.5K
$8.73M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-225- 14.45% |
$106K - $118K
|
1.33K
$804K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-225- 0.21% |
$106K - $118K
|
105K
$63.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-227- 1.41% |
$107K - $119K
|
15.9K
$9.6M
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-229- 3.0% |
$108K - $120K
|
7.41K
$4.47M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-234- 7.88% |
$110K - $123K
|
2.73K
$1.65M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-235- 19.63% |
$110K - $124K
|
962
$581K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-236- 9.29% |
$111K - $124K
|
2.31K
$1.39M
|