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 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.51K+ 1.05% |
$1.65M - $1.85M
|
339K
$201M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.5K+ 4.64% |
$1.64M - $1.84M
|
79K
$46.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3.49K+ 1.2% |
$1.64M - $1.84M
|
294K
$174M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.47K+ 616.9% |
$1.63M - $1.82M
|
4.03K
$2.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
BUY
|
- |
3.45KNew |
$1.62M - $1.81M
|
3.45K
$2.04M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.45K+ 114.07% |
$1.62M - $1.81M
|
6.47K
$3.83M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.45K+ 147.16% |
$1.62M - $1.81M
|
5.79K
$3.42M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.44K+ 142.98% |
$1.62M - $1.81M
|
5.85K
$3.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.43K+ 57.88% |
$1.61M - $1.8M
|
9.36K
$5.54M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
3.33KNew |
$1.57M - $1.75M
|
3.33K
$1.97M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
3.32K+ 29.23% |
$1.56M - $1.75M
|
14.7K
$8.7M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.32K+ 0.99% |
$1.56M - $1.74M
|
337K
$200M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
3.29K+ 6.58% |
$1.54M - $1.73M
|
53.2K
$31.5M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.28K+ 3.21% |
$1.54M - $1.73M
|
105K
$62.4M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.27K+ 1.43% |
$1.53M - $1.72M
|
232K
$138M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.21K+ 339.89% |
$1.51M - $1.69M
|
4.16K
$2.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3.21K+ 2.68% |
$1.51M - $1.69M
|
123K
$72.7M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.19K+ 1.83% |
$1.5M - $1.68M
|
177K
$105M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.18K+ 10.51% |
$1.49M - $1.67M
|
33.4K
$19.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.16K+ 3.84% |
$1.49M - $1.66M
|
85.5K
$50.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.16K+ 14.11% |
$1.48M - $1.66M
|
25.5K
$15.1M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.15K+ 40.81% |
$1.48M - $1.65M
|
10.9K
$6.43M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.1KNew |
$1.45M - $1.63M
|
3.1K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.08K+ 16.45% |
$1.45M - $1.62M
|
21.8K
$12.9M
|
|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
3.07K+ 5.62% |
$1.44M - $1.62M
|
57.7K
$34.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
3.06K+ 6.13% |
$1.44M - $1.61M
|
52.9K
$31.3M
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
3.06K+ 8.9% |
$1.43M - $1.61M
|
37.4K
$22.1M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.04K+ 5.93% |
$1.43M - $1.6M
|
54.2K
$32.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
3.02K+ 5.83% |
$1.42M - $1.59M
|
54.8K
$32.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
3.01K+ 8.4% |
$1.41M - $1.58M
|
38.8K
$23M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3K+ 4.78% |
$1.41M - $1.58M
|
65.8K
$38.9M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.97K+ 44.86% |
$1.39M - $1.56M
|
9.59K
$5.68M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.96K+ 2.04% |
$1.39M - $1.56M
|
148K
$87.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.95K+ 3.96% |
$1.39M - $1.55M
|
77.6K
$45.9M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.93K+ 2.97% |
$1.38M - $1.54M
|
101K
$60M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.91KNew |
$1.37M - $1.53M
|
2.91K
$1.72M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2.9KNew |
$1.36M - $1.52M
|
2.9K
$1.72M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.89K+ 195.08% |
$1.36M - $1.52M
|
4.38K
$2.59M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.88K+ 32.17% |
$1.35M - $1.51M
|
11.8K
$7M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.85K+ 2.55% |
$1.34M - $1.5M
|
115K
$68M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.82K+ 35.96% |
$1.33M - $1.48M
|
10.7K
$6.32M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.82K+ 177.14% |
$1.32M - $1.48M
|
4.41K
$2.61M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.82K+ 1.55% |
$1.32M - $1.48M
|
184K
$109M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.79K+ 34.57% |
$1.31M - $1.46M
|
10.8K
$6.42M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.75K+ 93.57% |
$1.29M - $1.45M
|
5.69K
$3.37M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.73K+ 1.66% |
$1.28M - $1.43M
|
167K
$99.1M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.71K+ 7.69% |
$1.27M - $1.43M
|
38K
$22.5M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
2.7KNew |
$1.27M - $1.42M
|
2.7K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.69KNew |
$1.26M - $1.42M
|
2.69K
$1.59M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.68K+ 2.79% |
$1.26M - $1.41M
|
98.6K
$58.4M
|