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 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.19K- 4.52% |
$1.97M - $2.2M
|
88.5K
$53.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.22K- 18.84% |
$1.98M - $2.22M
|
18.2K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.25K- 2.59% |
$1.99M - $2.23M
|
160K
$96.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-4.28K- 10.76% |
$2.01M - $2.25M
|
35.5K
$21.5M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-4.3K- 2.17% |
$2.02M - $2.26M
|
194K
$117M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-4.38K- 7.32% |
$2.05M - $2.3M
|
55.4K
$33.5M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.38K- 1.39% |
$2.06M - $2.3M
|
312K
$188M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.39K- 60.55% |
$2.06M - $2.31M
|
2.86K
$1.73M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.54K- 2.78% |
$2.13M - $2.39M
|
158K
$95.7M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-4.59K- 1.32% |
$2.16M - $2.41M
|
344K
$207M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.6K- 41.34% |
$2.16M - $2.42M
|
6.52K
$3.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.66K- 6.42% |
$2.19M - $2.45M
|
67.9K
$41M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-4.69K- 87.22% |
$2.2M - $2.46M
|
687
$415K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.73K- 64.92% |
$2.22M - $2.48M
|
2.55K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.73K- 6.74% |
$2.22M - $2.49M
|
65.5K
$39.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-4.74K- 17.38% |
$2.22M - $2.49M
|
22.5K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-4.84K- 1.2% |
$2.27M - $2.55M
|
397K
$240M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-4.93K- 36.68% |
$2.31M - $2.59M
|
8.51K
$5.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-4.93K- 1.96% |
$2.32M - $2.59M
|
246K
$149M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-4.94K- 61.3% |
$2.32M - $2.6M
|
3.12K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.98K- 11.22% |
$2.34M - $2.62M
|
39.4K
$23.8M
|
|
|
May 15, 2024
Q1 2024
|
Ironclad Investments LLC
Maitland, FL |
SELL
|
- |
-5K- 3.36% |
$2.35M - $2.63M
|
144K
$86.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.02K- 3.01% |
$2.35M - $2.64M
|
162K
$97.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-5.07K- 11.12% |
$2.38M - $2.67M
|
40.5K
$24.5M
|
|
|
May 13, 2024
Q1 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-5.07K- 27.62% |
$2.38M - $2.67M
|
13.3K
$8.02M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-5.12K- 10.0% |
$2.4M - $2.69M
|
46K
$27.8M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.13K- 41.84% |
$2.41M - $2.7M
|
7.13K
$4.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-5.17K- 8.01% |
$2.43M - $2.72M
|
59.4K
$35.8M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.26K- 7.84% |
$2.47M - $2.77M
|
61.9K
$37.4M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-5.33K- 16.71% |
$2.5M - $2.8M
|
26.5K
$16M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-5.34K- 14.44% |
$2.51M - $2.8M
|
31.6K
$19.1M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.4K- 2.62% |
$2.54M - $2.84M
|
201K
$121M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.45K- 0.49% |
$2.56M - $2.87M
|
1.1M
$667M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-5.48K- 74.61% |
$2.58M - $2.88M
|
1.87K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.55K- 3.19% |
$2.61M - $2.92M
|
168K
$102M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.58K- 10.95% |
$2.62M - $2.93M
|
45.4K
$27.4M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5.61K- 3.49% |
$2.63M - $2.95M
|
155K
$93.6M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-5.62K- 14.38% |
$2.64M - $2.95M
|
33.4K
$20.2M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.69K- 5.45% |
$2.67M - $2.99M
|
98.7K
$59.6M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.82K- 1.4% |
$2.73M - $3.06M
|
410K
$248M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-6.1K- 1.69% |
$2.86M - $3.21M
|
354K
$214M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-6.12K- 2.04% |
$2.87M - $3.22M
|
294K
$177M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.17K- 2.67% |
$2.9M - $3.24M
|
225K
$136M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-6.17K- 14.88% |
$2.9M - $3.24M
|
35.3K
$21.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-6.2K- 0.97% |
$2.91M - $3.26M
|
631K
$381M
|
|
|
May 15, 2024
Q1 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-6.29K- 4.28% |
$2.95M - $3.31M
|
141K
$84.9M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-6.41K- 11.85% |
$3.01M - $3.37M
|
47.7K
$28.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-6.42K- 1.52% |
$3.02M - $3.38M
|
417K
$251M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.46K- 9.76% |
$3.03M - $3.4M
|
59.7K
$36.1M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.52K- 17.73% |
$3.06M - $3.43M
|
30.3K
$18.3M
|