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 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-1.48K- 2.06% |
$696K - $779K
|
70.3K
$42.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.5K- 2.28% |
$702K - $786K
|
64.1K
$38.7M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-1.5K- 0.6% |
$702K - $786K
|
247K
$149M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.51K- 18.44% |
$707K - $791K
|
6.66K
$4.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-1.52K- 7.94% |
$712K - $797K
|
17.6K
$10.6M
|
|
|
May 13, 2024
Q1 2024
|
Verger Capital Management LLC
|
SELL
|
- |
-1.52K- 2.59% |
$712K - $797K
|
57.1K
$34.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.52K- 1.98% |
$713K - $799K
|
75.1K
$45.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.53K- 2.4% |
$717K - $802K
|
62K
$37.4M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.54K- 1.24% |
$721K - $808K
|
123K
$74M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.54K- 7.6% |
$722K - $808K
|
18.7K
$11.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.56K- 1.75% |
$732K - $819K
|
87.4K
$52.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.56K- 19.44% |
$734K - $822K
|
6.48K
$3.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-1.58K- 58.4% |
$741K - $830K
|
1.12K
$679K
|
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-1.6K- 0.64% |
$751K - $841K
|
247K
$149M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.61K- 0.57% |
$757K - $847K
|
283K
$171M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.62K- 1.67% |
$758K - $849K
|
95.2K
$57.5M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.62K- 17.15% |
$759K - $850K
|
7.8K
$4.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.64K- 2.87% |
$769K - $861K
|
55.4K
$33.4M
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.64K- 1.32% |
$772K - $864K
|
123K
$74.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.65K- 7.76% |
$776K - $869K
|
19.6K
$11.8M
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.66K- 2.09% |
$778K - $871K
|
77.7K
$46.9M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1.66K- 35.45% |
$780K - $874K
|
3.03K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.69K- 7.54% |
$794K - $888K
|
20.7K
$12.5M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.72K- 12.76% |
$810K - $906K
|
11.8K
$7.12M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.73K- 7.87% |
$812K - $909K
|
20.2K
$12.2M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.73K- 3.16% |
$812K - $909K
|
52.9K
$32M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.73K- 1.63% |
$814K - $912K
|
105K
$63.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.75K- 11.73% |
$821K - $920K
|
13.2K
$7.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.75K- 6.34% |
$823K - $921K
|
25.9K
$15.6M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.77K- 18.12% |
$830K - $929K
|
7.99K
$4.82M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-1.77K- 52.09% |
$830K - $929K
|
1.63K
$981K
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-1.78K- 15.04% |
$835K - $935K
|
10K
$6.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.79K- 50.87% |
$842K - $943K
|
1.73K
$1.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.8K- 1.24% |
$844K - $945K
|
143K
$86.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
SELL
|
- |
-1.82K- 4.54% |
$854K - $956K
|
38.2K
$23.1M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.83K- 23.89% |
$857K - $960K
|
5.82K
$3.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.84K- 5.3% |
$862K - $965K
|
32.8K
$19.8M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.84K- 6.53% |
$862K - $965K
|
26.2K
$15.8M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.85K- 1.91% |
$867K - $971K
|
95K
$57.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 50.61% |
$870K - $974K
|
1.81K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-1.85K- 1.36% |
$870K - $974K
|
134K
$80.9M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.87K- 1.76% |
$877K - $982K
|
104K
$62.8M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.88K- 0.7% |
$885K - $990K
|
267K
$161M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.89K- 40.58% |
$887K - $993K
|
2.77K
$1.67M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.89K- 3.07% |
$889K - $996K
|
59.8K
$36.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1.91K- 3.01% |
$898K - $1.01M
|
61.7K
$37.2M
|
|
|
May 06, 2024
Q1 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-1.94K- 0.26% |
$911K - $1.02M
|
758K
$457M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.99K- 7.61% |
$936K - $1.05M
|
24.2K
$14.6M
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-2.03K- 5.26% |
$953K - $1.07M
|
36.5K
$22.1M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-2.06K- 10.84% |
$966K - $1.08M
|
16.9K
$10.2M
|