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 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.16K- 24.71% |
$542K - $607K
|
3.52K
$2.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.16K- 26.3% |
$544K - $609K
|
3.25K
$1.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.16K- 28.35% |
$545K - $610K
|
2.93K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.16K- 1.04% |
$546K - $611K
|
111K
$66.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.17K- 5.68% |
$550K - $616K
|
19.5K
$11.6M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.18K- 1.61% |
$553K - $619K
|
71.7K
$42.9M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 25.31% |
$553K - $619K
|
3.48K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.19K- 20.53% |
$557K - $624K
|
4.59K
$2.75M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.2K- 2.65% |
$561K - $628K
|
43.9K
$26.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.2K- 52.13% |
$563K - $630K
|
1.1K
$657K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-1.2K- 19.69% |
$563K - $631K
|
4.89K
$2.92M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.21K- 0.95% |
$566K - $634K
|
126K
$75.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.22K- 3.93% |
$571K - $639K
|
29.7K
$17.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-1.22K- 3.18% |
$571K - $639K
|
37K
$22.1M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.22K- 2.95% |
$571K - $639K
|
40K
$23.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.22K- 16.65% |
$571K - $640K
|
6.09K
$3.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
SELL
|
- |
-1.22K- 57.77% |
$573K - $641K
|
892
$533K
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.23K- 35.46% |
$577K - $646K
|
2.24K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.23K- 3.54% |
$578K - $647K
|
33.6K
$20.1M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.24K- 3.97% |
$580K - $649K
|
29.9K
$17.9M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.24K- 4.78% |
$581K - $650K
|
24.7K
$14.7M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.24K- 5.04% |
$583K - $652K
|
23.4K
$14M
|
|
|
May 14, 2024
Q1 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.24K- 1.16% |
$583K - $653K
|
106K
$63.2M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.24K- 26.64% |
$583K - $653K
|
3.42K
$2.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.24K- 2.6% |
$584K - $654K
|
46.7K
$27.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.26K- 4.82% |
$589K - $660K
|
24.8K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.26K- 2.86% |
$590K - $660K
|
42.6K
$25.5M
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.26K- 25.0% |
$591K - $661K
|
3.78K
$2.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.26K- 17.23% |
$593K - $664K
|
6.07K
$3.63M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.27K- 11.68% |
$595K - $667K
|
9.59K
$5.73M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.27K- 1.85% |
$596K - $668K
|
67.5K
$40.3M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.27K- 30.23% |
$596K - $668K
|
2.93K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.3K- 1.88% |
$610K - $683K
|
67.9K
$40.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.31K- 70.12% |
$617K - $691K
|
560
$335K
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.32K- 48.69% |
$619K - $693K
|
1.39K
$830K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 3.79% |
$621K - $695K
|
33.6K
$20.1M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.34K- 1.66% |
$627K - $702K
|
79.3K
$47.4M
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-1.37K- 17.08% |
$644K - $721K
|
6.66K
$3.98M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.38K- 56.06% |
$649K - $727K
|
1.08K
$647K
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-1.39K- 14.22% |
$651K - $729K
|
8.37K
$5M
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
SELL
|
- |
-1.4K- 2.53% |
$656K - $734K
|
53.7K
$32.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.41K- 5.01% |
$662K - $741K
|
26.8K
$16M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.44K- 5.4% |
$674K - $755K
|
25.2K
$15M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.44K- 0.96% |
$675K - $755K
|
148K
$88.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.44K- 4.09% |
$675K - $756K
|
33.7K
$20.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-1.45K- 2.9% |
$681K - $762K
|
48.6K
$29.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.47K- 7.25% |
$690K - $772K
|
18.8K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.47K- 5.15% |
$690K - $772K
|
27K
$16.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.47K- 20.01% |
$691K - $774K
|
5.89K
$3.52M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.48K- 3.79% |
$694K - $777K
|
37.6K
$22.5M
|