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
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.84K+ 67.47% |
$864K - $967K
|
4.57K
$2.83M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.81K+ 2.47% |
$851K - $953K
|
75.2K
$46.7M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.81K+ 13.53% |
$848K - $950K
|
15.2K
$9.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.79K+ 6.95% |
$839K - $939K
|
27.5K
$17.1M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.79K+ 0.82% |
$839K - $939K
|
220K
$136M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.78K+ 4.85% |
$834K - $934K
|
38.4K
$23.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.77K+ 12.61% |
$832K - $932K
|
15.8K
$9.82M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.77K+ 3.01% |
$831K - $930K
|
60.5K
$37.6M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
1.77KNew |
$830K - $929K
|
1.77K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.76K+ 36.89% |
$828K - $927K
|
6.55K
$4.06M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.76K+ 5.73% |
$827K - $926K
|
32.5K
$20.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.76K+ 7.13% |
$824K - $923K
|
26.4K
$16.4M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.75K+ 13.75% |
$821K - $920K
|
14.5K
$8.98M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.74K+ 47.77% |
$816K - $914K
|
5.38K
$3.34M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.72K+ 90.42% |
$807K - $903K
|
3.62K
$2.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.72K+ 6.9% |
$806K - $903K
|
26.6K
$16.5M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.71K+ 1.9% |
$804K - $901K
|
91.8K
$57M
|
|
|
Jan 03, 2025
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.71K+ 43.73% |
$801K - $897K
|
5.61K
$3.48M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.69K+ 15.3% |
$792K - $886K
|
12.7K
$7.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.66K+ 5.48% |
$780K - $873K
|
32K
$19.8M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.61K+ 10.65% |
$754K - $844K
|
16.7K
$10.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.58K+ 4.54% |
$743K - $832K
|
36.5K
$22.6M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.58K+ 4.27% |
$743K - $832K
|
38.7K
$24M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 5.08% |
$742K - $831K
|
32.7K
$20.3M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.57KNew |
$736K - $824K
|
1.57K
$973K
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.57K+ 5.28% |
$735K - $823K
|
31.3K
$19.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.56K+ 65.13% |
$734K - $822K
|
3.96K
$2.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.55K+ 124.8% |
$728K - $815K
|
2.79K
$1.73M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.54K+ 718.14% |
$725K - $812K
|
1.76K
$1.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
1.53K+ 13.1% |
$720K - $806K
|
13.2K
$8.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.53K+ 2.67% |
$719K - $805K
|
59K
$36.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.53K+ 5.23% |
$717K - $802K
|
30.7K
$19M
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
1.53K+ 9.47% |
$716K - $802K
|
17.6K
$10.9M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
1.51K+ 2.43% |
$710K - $795K
|
63.8K
$39.6M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.5K+ 13.27% |
$706K - $791K
|
12.8K
$7.97M
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 16.21% |
$689K - $772K
|
10.5K
$6.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.47K+ 20.27% |
$688K - $771K
|
8.7K
$5.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.45KNew |
$683K - $764K
|
1.45K
$902K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.45K+ 0.68% |
$679K - $760K
|
213K
$132M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.43K+ 6.85% |
$672K - $752K
|
22.3K
$13.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.42K+ 13.3% |
$667K - $747K
|
12.1K
$7.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.42K+ 10.23% |
$664K - $744K
|
15.2K
$9.46M
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1.41K+ 180.15% |
$661K - $740K
|
2.19K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
1.39K+ 2.8% |
$654K - $732K
|
51.2K
$31.8M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.39K+ 28.85% |
$651K - $729K
|
6.19K
$3.84M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.37K+ 9.4% |
$644K - $721K
|
16K
$9.9M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.37K+ 13.76% |
$643K - $720K
|
11.3K
$7.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.36K+ 3.0% |
$639K - $715K
|
46.7K
$29M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.35K+ 23.09% |
$634K - $710K
|
7.2K
$4.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.35KNew |
$633K - $709K
|
1.35K
$837K
|