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 12, 2024
Q1 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
11.6K+ 14.71% |
$5.43M - $6.08M
|
90.2K
$53.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
11.5K+ 3.08% |
$5.42M - $6.07M
|
387K
$231M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
11.5KNew |
$5.41M - $6.05M
|
11.5K
$6.88M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
11.4KNew |
$5.34M - $5.97M
|
11.4K
$6.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11.3K+ 7.16% |
$5.32M - $5.95M
|
169K
$101M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
11.1K+ 52.42% |
$5.23M - $5.85M
|
32.4K
$19.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
11.1K+ 51.91% |
$5.22M - $5.85M
|
32.5K
$19.4M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.1K+ 224.79% |
$5.21M - $5.83M
|
16K
$9.58M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11.1K+ 5.66% |
$5.2M - $5.82M
|
207K
$124M
|
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
11K+ 6.44% |
$5.18M - $5.8M
|
182K
$109M
|
|
|
Apr 18, 2024
Q1 2024
|
Toews Corp
|
BUY
|
- |
11KNew |
$5.17M - $5.78M
|
11K
$6.57M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
10.9K+ 333.17% |
$5.13M - $5.74M
|
14.2K
$8.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.9K+ 11.37% |
$5.11M - $5.72M
|
107K
$63.7M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
10.9KNew |
$5.1M - $5.71M
|
10.9K
$6.5M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.8K+ 2.87% |
$5.07M - $5.68M
|
387K
$231M
|
|
|
May 13, 2024
Q1 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
10.8K+ 33.09% |
$5.06M - $5.67M
|
43.4K
$25.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
10.6K+ 21.85% |
$4.98M - $5.57M
|
59.1K
$35.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
10.5K+ 138.18% |
$4.92M - $5.51M
|
18.1K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
10.5K+ 56.0% |
$4.91M - $5.5M
|
29.2K
$17.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10.3K+ 22.09% |
$4.85M - $5.43M
|
57.1K
$34.1M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.3K+ 90.4% |
$4.85M - $5.43M
|
21.7K
$13M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
10.1K+ 35.15% |
$4.73M - $5.3M
|
38.8K
$23.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
10K+ 27.78% |
$4.69M - $5.26M
|
46K
$27.5M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
9.97K+ 5.15% |
$4.68M - $5.24M
|
204K
$122M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
9.93K+ 27.5% |
$4.66M - $5.22M
|
46K
$27.5M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
9.74K+ 25.79% |
$4.57M - $5.12M
|
47.5K
$28.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
9.67K+ 21.97% |
$4.54M - $5.09M
|
53.7K
$32.1M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
9.66K+ 22.62% |
$4.53M - $5.08M
|
52.3K
$31.3M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.65K+ 12.46% |
$4.53M - $5.07M
|
87K
$52M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
9.64K+ 1.95% |
$4.53M - $5.07M
|
505K
$302M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.62K+ 173.28% |
$4.52M - $5.06M
|
15.2K
$9.06M
|
|
|
May 09, 2024
Q1 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
9.47K+ 190.78% |
$4.45M - $4.98M
|
14.4K
$8.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
9.35K+ 102.43% |
$4.39M - $4.91M
|
18.5K
$11M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
9.34KNew |
$4.39M - $4.91M
|
9.34K
$5.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
9.33K+ 11.91% |
$4.38M - $4.91M
|
87.7K
$52.4M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.29K+ 49.34% |
$4.36M - $4.88M
|
28.1K
$16.8M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
9.12KNew |
$4.28M - $4.8M
|
9.12K
$5.45M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
8.88K+ 62.28% |
$4.17M - $4.67M
|
23.1K
$13.8M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
8.88K+ 20.65% |
$4.17M - $4.67M
|
51.9K
$31M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
8.75K+ 3.09% |
$4.11M - $4.6M
|
292K
$174M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.65K+ 12.08% |
$4.06M - $4.55M
|
80.2K
$47.9M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
8.57K+ 50.9% |
$4.02M - $4.5M
|
25.4K
$15.2M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.54K+ 289.92% |
$4.01M - $4.49M
|
11.5K
$6.87M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
8.43K+ 11.0% |
$3.96M - $4.43M
|
85.1K
$50.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
8.29K+ 2.86% |
$3.89M - $4.36M
|
298K
$178M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
8.13K+ 163.26% |
$3.82M - $4.27M
|
13.1K
$7.83M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.11K+ 3.56% |
$3.81M - $4.27M
|
236K
$141M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
7.94K+ 541.1% |
$3.73M - $4.17M
|
9.41K
$5.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
7.93K+ 146.9% |
$3.72M - $4.17M
|
13.3K
$7.97M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.84K+ 16.36% |
$3.68M - $4.12M
|
55.8K
$33.3M
|