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 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.1K- 14.12% |
$984K - $1.1M
|
12.8K
$7.62M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.1K- 0.61% |
$985K - $1.1M
|
344K
$205M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.12K- 11.07% |
$994K - $1.11M
|
17K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.12K- 20.78% |
$995K - $1.11M
|
8.08K
$4.83M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-2.14K- 60.82% |
$1.01M - $1.13M
|
1.38K
$825K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.15K- 4.9% |
$1.01M - $1.13M
|
41.8K
$25M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-2.16K- 18.32% |
$1.01M - $1.13M
|
9.62K
$5.75M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.17K- 4.07% |
$1.02M - $1.14M
|
51K
$30.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.21K- 5.48% |
$1.04M - $1.16M
|
38.1K
$22.8M
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
SELL
|
- |
-2.22K- 0.13% |
$1.04M - $1.17M
|
1.73M
$1.03B
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-2.24K- 15.49% |
$1.05M - $1.18M
|
12.2K
$7.29M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.26K- 1.93% |
$1.06M - $1.19M
|
115K
$68.7M
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-2.27K- 2.96% |
$1.06M - $1.19M
|
74.3K
$44.4M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.28K- 18.77% |
$1.07M - $1.2M
|
9.84K
$5.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.3K- 4.98% |
$1.08M - $1.21M
|
43.8K
$26.2M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.3K- 50.36% |
$1.08M - $1.21M
|
2.27K
$1.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.32K- 6.86% |
$1.09M - $1.22M
|
31.4K
$18.8M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-2.35K- 5.44% |
$1.1M - $1.23M
|
40.8K
$24.4M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.36K- 37.33% |
$1.11M - $1.24M
|
3.96K
$2.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-2.36K- 18.16% |
$1.11M - $1.24M
|
10.6K
$6.36M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-2.37K- 3.65% |
$1.11M - $1.24M
|
62.5K
$37.4M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.39K- 22.8% |
$1.12M - $1.26M
|
8.1K
$4.84M
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-2.44K- 5.85% |
$1.15M - $1.28M
|
39.3K
$23.5M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.47K- 2.09% |
$1.16M - $1.3M
|
116K
$69.2M
|
|
|
Apr 24, 2024
Q1 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-2.5K- 0.07% |
$1.17M - $1.31M
|
3.59M
$2.15B
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-2.52K- 41.13% |
$1.18M - $1.32M
|
3.6K
$2.15M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.54K- 14.03% |
$1.19M - $1.33M
|
15.5K
$9.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.55K- 8.09% |
$1.2M - $1.34M
|
29K
$17.3M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-2.55K- 19.9% |
$1.2M - $1.34M
|
10.3K
$6.14M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.56K- 2.0% |
$1.2M - $1.34M
|
125K
$74.9M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.56K- 7.72% |
$1.2M - $1.35M
|
30.6K
$18.3M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.57K- 8.75% |
$1.2M - $1.35M
|
26.8K
$16M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.58K- 2.24% |
$1.21M - $1.35M
|
112K
$67.2M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.59K- 32.37% |
$1.21M - $1.36M
|
5.41K
$3.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.6K- 8.78% |
$1.22M - $1.36M
|
27K
$16.1M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-2.6K- 27.96% |
$1.22M - $1.37M
|
6.7K
$4M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.62K- 3.07% |
$1.23M - $1.38M
|
82.9K
$49.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.63K- 8.66% |
$1.24M - $1.38M
|
27.8K
$16.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.67K- 0.62% |
$1.26M - $1.41M
|
428K
$256M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.67K- 14.31% |
$1.26M - $1.41M
|
16K
$9.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.69K- 13.06% |
$1.26M - $1.41M
|
17.9K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.7K- 14.86% |
$1.27M - $1.42M
|
15.5K
$9.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2.72K- 4.2% |
$1.28M - $1.43M
|
62K
$37.1M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.73K- 14.72% |
$1.28M - $1.43M
|
15.8K
$9.45M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.73K- 15.45% |
$1.28M - $1.43M
|
14.9K
$8.93M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-2.76K- 29.54% |
$1.29M - $1.45M
|
6.57K
$3.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-2.83K- 1.57% |
$1.33M - $1.49M
|
177K
$106M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.88K- 1.65% |
$1.35M - $1.52M
|
172K
$103M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.89K- 61.84% |
$1.36M - $1.52M
|
1.78K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.89K- 35.0% |
$1.36M - $1.52M
|
5.37K
$3.21M
|