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 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.66K+ 3.26% |
$2.66M - $2.98M
|
180K
$107M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
5.66KNew |
$2.66M - $2.98M
|
5.66K
$3.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5.65K+ 32.03% |
$2.65M - $2.97M
|
23.3K
$13.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
5.64K+ 1.74% |
$2.65M - $2.97M
|
331K
$198M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
5.59K+ 3.84% |
$2.62M - $2.94M
|
151K
$90.3M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5.53K+ 9.35% |
$2.6M - $2.91M
|
64.7K
$38.7M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.53K+ 8.5% |
$2.59M - $2.9M
|
70.5K
$42.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
5.46K+ 482.16% |
$2.56M - $2.87M
|
6.59K
$3.94M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.45K+ 153.71% |
$2.56M - $2.86M
|
8.99K
$5.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5.42K+ 45.26% |
$2.55M - $2.85M
|
17.4K
$10.4M
|
|
|
May 07, 2024
Q1 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
5.4K+ 78.26% |
$2.54M - $2.84M
|
12.3K
$7.35M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
5.37K+ 21.19% |
$2.52M - $2.82M
|
30.7K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
5.36K+ 1.34% |
$2.52M - $2.82M
|
406K
$242M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.32K+ 21.68% |
$2.5M - $2.79M
|
29.8K
$17.8M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.3K+ 75.81% |
$2.49M - $2.78M
|
12.3K
$7.34M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
5.28KNew |
$2.48M - $2.77M
|
5.28K
$3.15M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5.24K+ 23.15% |
$2.46M - $2.75M
|
27.8K
$16.6M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.2K+ 51.12% |
$2.44M - $2.73M
|
15.4K
$9.18M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.18K+ 42.82% |
$2.43M - $2.73M
|
17.3K
$10.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
5.17K+ 13.01% |
$2.43M - $2.72M
|
44.9K
$26.8M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
5.16KNew |
$2.42M - $2.71M
|
5.16K
$3.09M
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
5.15K+ 7.33% |
$2.42M - $2.71M
|
75.5K
$45.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.06K+ 72.32% |
$2.38M - $2.66M
|
12.1K
$7.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
5.05K+ 9.45% |
$2.37M - $2.65M
|
58.5K
$34.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5.04K+ 3.02% |
$2.37M - $2.65M
|
172K
$103M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.01K+ 452.35% |
$2.35M - $2.63M
|
6.12K
$3.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
BUY
|
- |
4.91K+ 185.56% |
$2.31M - $2.58M
|
7.56K
$4.52M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
4.82K+ 2.65% |
$2.26M - $2.53M
|
186K
$111M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.8KNew |
$2.25M - $2.52M
|
4.8K
$2.87M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
4.78K+ 24.01% |
$2.25M - $2.51M
|
24.7K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.78K+ 24.08% |
$2.24M - $2.51M
|
24.6K
$14.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.72K+ 4.8% |
$2.22M - $2.48M
|
103K
$61.6M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.72K+ 87.23% |
$2.22M - $2.48M
|
10.1K
$6.05M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.7K+ 18.41% |
$2.21M - $2.47M
|
30.2K
$18.1M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
4.63K+ 8.8% |
$2.17M - $2.43M
|
57.3K
$34.2M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.63K+ 85.11% |
$2.17M - $2.43M
|
10.1K
$6.01M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.61KNew |
$2.16M - $2.42M
|
4.61K
$2.75M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.53K+ 67.71% |
$2.13M - $2.38M
|
11.2K
$6.71M
|
|
|
May 15, 2024
Q1 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
4.53K+ 21.81% |
$2.13M - $2.38M
|
25.3K
$15.1M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.47K+ 3.04% |
$2.1M - $2.35M
|
152K
$90.7M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.47K+ 44.47% |
$2.1M - $2.35M
|
14.5K
$8.68M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.44K+ 52.21% |
$2.08M - $2.33M
|
12.9K
$7.73M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.43K+ 2.86% |
$2.08M - $2.33M
|
159K
$95.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.4K+ 126.54% |
$2.07M - $2.31M
|
7.88K
$4.71M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.38K+ 1.21% |
$2.06M - $2.3M
|
366K
$219M
|
|
|
May 02, 2024
Q1 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
4.38K+ 11.15% |
$2.05M - $2.3M
|
43.6K
$26.1M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.34K+ 127.25% |
$2.04M - $2.28M
|
7.75K
$4.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.32K+ 23.21% |
$2.03M - $2.27M
|
22.9K
$13.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
4.32KNew |
$2.03M - $2.27M
|
4.32K
$2.58M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
4.31K+ 10.63% |
$2.03M - $2.27M
|
44.9K
$26.8M
|