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 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-514- 14.99% |
$241K - $270K
|
2.91K
$1.76M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-518- 0.91% |
$243K - $272K
|
56.6K
$34.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-518- 32.58% |
$243K - $272K
|
1.07K
$647K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-526- 2.24% |
$247K - $277K
|
22.9K
$13.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-528- 4.83% |
$248K - $278K
|
10.4K
$6.29M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-530- 53.27% |
$249K - $279K
|
465
$281K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-531- 0.82% |
$249K - $279K
|
64K
$38.7M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-532- 52.26% |
$250K - $280K
|
486
$293K
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-534- 23.74% |
$251K - $281K
|
1.72K
$1.04M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-539- 39.75% |
$253K - $283K
|
817
$493K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-546- 2.91% |
$256K - $287K
|
18.2K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-547- 0.53% |
$257K - $288K
|
103K
$62M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-548- 19.0% |
$257K - $288K
|
2.34K
$1.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-550- 13.05% |
$258K - $289K
|
3.66K
$2.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-553- 5.26% |
$260K - $291K
|
9.95K
$6.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-559- 5.0% |
$262K - $294K
|
10.6K
$6.42M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-568- 17.21% |
$267K - $299K
|
2.73K
$1.65M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-574- 1.76% |
$270K - $302K
|
32.1K
$19.4M
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-575- 8.06% |
$270K - $302K
|
6.56K
$3.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-578- 2.71% |
$271K - $304K
|
20.7K
$12.5M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-580- 11.93% |
$272K - $305K
|
4.28K
$2.59M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-587- 1.87% |
$276K - $309K
|
30.8K
$18.6M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-587- 6.56% |
$276K - $309K
|
8.37K
$5.05M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-592- 3.04% |
$278K - $311K
|
18.9K
$11.4M
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-599- 9.66% |
$281K - $315K
|
5.6K
$3.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-601- 1.17% |
$282K - $316K
|
50.7K
$30.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-612- 7.46% |
$287K - $322K
|
7.59K
$4.58M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-613- 11.47% |
$288K - $322K
|
4.73K
$2.86M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-615- 32.45% |
$289K - $323K
|
1.28K
$773K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-617- 1.25% |
$290K - $324K
|
48.8K
$29.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-620- 21.92% |
$291K - $326K
|
2.21K
$1.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-625- 12.5% |
$293K - $329K
|
4.37K
$2.64M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-627- 6.23% |
$294K - $330K
|
9.44K
$5.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-629- 20.15% |
$295K - $331K
|
2.49K
$1.51M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-630Closed |
$296K - $331K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-632- 3.08% |
$297K - $332K
|
19.9K
$12M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-637- 40.63% |
$299K - $335K
|
931
$562K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-639- 1.14% |
$300K - $336K
|
55.2K
$33.3M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-644- 2.35% |
$302K - $339K
|
26.8K
$16.2M
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-662- 2.36% |
$311K - $348K
|
27.3K
$16.5M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-663- 11.44% |
$311K - $349K
|
5.13K
$3.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-664- 20.55% |
$312K - $349K
|
2.57K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-664- 47.67% |
$312K - $349K
|
729
$440K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-666- 2.15% |
$313K - $350K
|
30.3K
$18.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-667- 55.72% |
$313K - $351K
|
530
$320K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-668- 5.03% |
$314K - $351K
|
12.6K
$7.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-670- 5.24% |
$315K - $352K
|
12.1K
$7.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-673- 37.98% |
$316K - $354K
|
1.1K
$664K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-681- 3.25% |
$320K - $358K
|
20.3K
$12.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-682- 4.02% |
$320K - $359K
|
16.3K
$9.84M
|