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
|
Gds Wealth Management
|
SELL
|
- |
-686- 1.16% |
$322K - $361K
|
58.2K
$34.8M
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-687- 48.21% |
$323K - $361K
|
738
$441K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-692- 15.64% |
$325K - $364K
|
3.73K
$2.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-694- 2.9% |
$326K - $365K
|
23.2K
$13.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-700- 38.91% |
$329K - $368K
|
1.1K
$657K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-701- 9.27% |
$329K - $369K
|
6.86K
$4.1M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-701- 31.29% |
$329K - $369K
|
1.54K
$920K
|
|
|
May 14, 2024
Q1 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-708- 13.11% |
$332K - $372K
|
4.69K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-710- 3.88% |
$333K - $373K
|
17.6K
$10.5M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-714- 22.3% |
$335K - $375K
|
2.49K
$1.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-716- 4.45% |
$336K - $376K
|
15.4K
$9.19M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-716- 5.74% |
$336K - $376K
|
11.8K
$7.03M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-717- 1.48% |
$337K - $377K
|
47.8K
$28.6M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-733- 7.35% |
$344K - $385K
|
9.24K
$5.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-736- 66.67% |
$346K - $387K
|
368
$220K
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-742- 2.22% |
$348K - $390K
|
32.7K
$19.6M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-747- 44.41% |
$351K - $393K
|
935
$559K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-749- 14.28% |
$352K - $394K
|
4.5K
$2.69M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-749- 2.86% |
$352K - $394K
|
25.5K
$15.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-755- 2.99% |
$355K - $397K
|
24.5K
$14.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-768- 2.45% |
$361K - $404K
|
30.6K
$18.3M
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-773- 2.98% |
$363K - $406K
|
25.2K
$15M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-778- 0.78% |
$365K - $409K
|
99.1K
$59.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-785- 41.27% |
$369K - $413K
|
1.12K
$668K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-785- 1.81% |
$369K - $413K
|
42.5K
$25.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-787- 1.47% |
$370K - $414K
|
52.8K
$31.6M
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-796- 11.32% |
$374K - $418K
|
6.24K
$3.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-801- 3.41% |
$376K - $421K
|
22.7K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-801- 3.49% |
$376K - $421K
|
22.2K
$13.3M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-803- 3.81% |
$377K - $422K
|
20.3K
$12.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-809- 11.1% |
$380K - $425K
|
6.48K
$3.87M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-814- 0.9% |
$382K - $428K
|
89.5K
$53.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-815- 1.15% |
$383K - $428K
|
69.8K
$41.7M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-819- 4.06% |
$385K - $431K
|
19.4K
$11.6M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-819- 3.02% |
$385K - $431K
|
26.3K
$15.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
SELL
|
- |
-820- 29.58% |
$385K - $431K
|
1.95K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-823- 0.67% |
$386K - $433K
|
123K
$73.4M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-829- 1.61% |
$389K - $436K
|
50.6K
$30.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-837- 11.04% |
$393K - $440K
|
6.75K
$4.03M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-843- 4.27% |
$396K - $443K
|
18.9K
$11.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-846- 5.86% |
$397K - $445K
|
13.6K
$8.12M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-848- 3.99% |
$398K - $446K
|
20.4K
$12.2M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-853- 4.6% |
$401K - $448K
|
17.7K
$10.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-857- 28.81% |
$402K - $451K
|
2.12K
$1.27M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-870- 16.14% |
$409K - $457K
|
4.52K
$2.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-871- 3.17% |
$409K - $458K
|
26.6K
$15.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-871- 6.32% |
$409K - $458K
|
12.9K
$7.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-875- 27.16% |
$411K - $460K
|
2.35K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-877- 0.47% |
$412K - $461K
|
184K
$110M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-884- 12.11% |
$415K - $465K
|
6.42K
$3.83M
|