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 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
747+ 68.22% |
$351K - $393K
|
1.84K
$1.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
742+ 1.51% |
$348K - $390K
|
49.9K
$29.6M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
742+ 1.32% |
$348K - $390K
|
56.8K
$33.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
741New |
$348K - $390K
|
741
$439K
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
739+ 2.24% |
$347K - $389K
|
33.7K
$19.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
738New |
$347K - $388K
|
738
$437K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
728New |
$342K - $383K
|
728
$431K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
727+ 31.75% |
$341K - $382K
|
3.02K
$1.79M
|
|
|
May 06, 2024
Q1 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
726+ 1.66% |
$341K - $382K
|
44.4K
$26.3M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
725+ 4.82% |
$340K - $381K
|
15.8K
$9.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
724+ 37.87% |
$340K - $381K
|
2.64K
$1.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
724+ 32.48% |
$340K - $381K
|
2.95K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
724+ 65.52% |
$340K - $381K
|
1.83K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
712+ 107.07% |
$334K - $374K
|
1.38K
$815K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
711New |
$334K - $374K
|
711
$421K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
706New |
$332K - $371K
|
706
$418K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
705New |
$331K - $371K
|
705
$417K
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
701New |
$329K - $369K
|
701
$415K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
700+ 5.32% |
$329K - $368K
|
13.9K
$8.2M
|
|
|
May 13, 2024
Q1 2024
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
700+ 20.59% |
$329K - $368K
|
4.1K
$2.43M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
698New |
$328K - $367K
|
698
$413K
|
|
|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
697New |
$327K - $366K
|
697
$413K
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
694New |
$326K - $365K
|
694
$411K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
692+ 2.86% |
$325K - $364K
|
24.9K
$14.7M
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
688+ 7.78% |
$323K - $362K
|
9.54K
$5.64M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
687+ 97.17% |
$323K - $361K
|
1.39K
$825K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
671New |
$315K - $353K
|
671
$397K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
663+ 6.17% |
$311K - $349K
|
11.4K
$6.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
658New |
$309K - $346K
|
658
$389K
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
BUY
|
- |
652+ 1.61% |
$306K - $343K
|
41.3K
$24.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
652+ 3.19% |
$306K - $343K
|
21.1K
$12.5M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
650+ 2.99% |
$305K - $342K
|
22.4K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
645+ 54.85% |
$303K - $339K
|
1.82K
$1.08M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
641+ 53.91% |
$301K - $337K
|
1.83K
$1.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
640+ 5.6% |
$301K - $336K
|
12.1K
$7.15M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
639+ 26.58% |
$300K - $336K
|
3.04K
$1.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
638+ 2.56% |
$300K - $335K
|
25.5K
$15.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
638+ 5.15% |
$300K - $335K
|
13K
$7.71M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
636+ 94.64% |
$299K - $334K
|
1.31K
$774K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
636+ 0.4% |
$299K - $334K
|
160K
$94.6M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
636+ 60.06% |
$299K - $334K
|
1.7K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
630+ 2.22% |
$296K - $331K
|
29K
$17.2M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
628New |
$295K - $330K
|
628
$372K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
628+ 14.81% |
$295K - $330K
|
4.87K
$2.88M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
626New |
$294K - $329K
|
626
$371K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
626+ 20.58% |
$294K - $329K
|
3.67K
$2.17M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
619+ 21.33% |
$291K - $325K
|
3.52K
$2.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
614+ 1.56% |
$288K - $323K
|
39.9K
$23.6M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
611New |
$287K - $321K
|
611
$362K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
605New |
$284K - $318K
|
605
$358K
|