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 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-237- 4.05% |
$111K - $125K
|
5.61K
$3.39M
|
|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-238- 6.04% |
$112K - $125K
|
3.7K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-239- 2.11% |
$112K - $126K
|
11.1K
$6.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-240- 0.83% |
$113K - $126K
|
28.5K
$17.2M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-241- 1.82% |
$113K - $127K
|
13K
$7.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-242- 14.34% |
$114K - $127K
|
1.45K
$872K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-243- 30.45% |
$114K - $128K
|
555
$335K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-244- 3.59% |
$115K - $128K
|
6.56K
$3.96M
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-245- 34.75% |
$115K - $129K
|
460
$278K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-245- 41.88% |
$115K - $129K
|
340
$205K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-247- 3.75% |
$116K - $130K
|
6.34K
$3.83M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-248- 0.81% |
$116K - $130K
|
30.4K
$18.4M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-249- 4.11% |
$117K - $131K
|
5.81K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-249- 91.54% |
$117K - $131K
|
23
$13.9K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-250- 2.53% |
$117K - $131K
|
9.61K
$5.8M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-250- 13.33% |
$117K - $131K
|
1.63K
$981K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-250- 3.82% |
$117K - $131K
|
6.29K
$3.8M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-251- 33.2% |
$118K - $132K
|
505
$305K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-252- 2.25% |
$118K - $132K
|
11K
$6.62M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-252- 0.98% |
$118K - $132K
|
25.4K
$15.3M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-253- 3.41% |
$119K - $133K
|
7.17K
$4.33M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-254- 8.2% |
$119K - $134K
|
2.84K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-254- 2.39% |
$119K - $134K
|
10.4K
$6.25M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-254- 1.5% |
$119K - $134K
|
16.7K
$10.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-255- 20.8% |
$120K - $134K
|
971
$586K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-255- 0.61% |
$120K - $134K
|
41.9K
$25.3M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-256- 24.04% |
$120K - $135K
|
809
$488K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-258- 12.76% |
$121K - $136K
|
1.76K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-259- 5.16% |
$122K - $136K
|
4.76K
$2.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-263- 2.49% |
$123K - $138K
|
10.3K
$6.21M
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-264- 6.39% |
$124K - $139K
|
3.87K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-269- 5.69% |
$126K - $141K
|
4.46K
$2.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-270- 9.34% |
$127K - $142K
|
2.62K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-270- 23.64% |
$127K - $142K
|
872
$526K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-272- 19.78% |
$128K - $143K
|
1.1K
$666K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-272- 4.95% |
$128K - $143K
|
5.22K
$3.15M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-272- 4.01% |
$128K - $143K
|
6.52K
$3.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-274- 5.24% |
$129K - $144K
|
4.95K
$2.99M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-277- 4.07% |
$130K - $146K
|
6.53K
$3.94M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-277- 0.79% |
$130K - $146K
|
34.7K
$20.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-279- 15.31% |
$131K - $147K
|
1.54K
$932K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-280- 13.89% |
$131K - $147K
|
1.74K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-283- 7.75% |
$133K - $149K
|
3.37K
$2.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-286- 10.34% |
$134K - $150K
|
2.48K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-290- 1.73% |
$136K - $152K
|
16.5K
$9.94M
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-291- 3.87% |
$137K - $153K
|
7.22K
$4.36M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-292- 4.2% |
$137K - $154K
|
6.67K
$4.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-292- 5.39% |
$137K - $154K
|
5.13K
$3.1M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-293- 3.4% |
$138K - $154K
|
8.33K
$5.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-295- 1.87% |
$139K - $155K
|
15.5K
$9.36M
|