Purchases and Sales Made in Q1 2024 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 08, 2024 Q1 2024
Atlas Brown,Inc.

BUY
 -
504
+ 9.34%
$237K - $265K
5.9K $3.49M
May 15, 2024 Q1 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
502
+ 166.78%
$236K - $264K
803 $475K
May 14, 2024 Q1 2024
Belmont Capital, LLC

BUY
 -
500
New
$235K - $263K
500 $296K
Apr 24, 2024 Q1 2024
Gordian Advisors LLC

Tucson, AZ
BUY
 -
499
New
$234K - $262K
499 $295K
Apr 18, 2024 Q1 2024
Quattro Financial Advisors LLC

BUY
 -
498
New
$234K - $262K
498 $295K
May 09, 2024 Q1 2024
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
498
+ 3.87%
$234K - $262K
13.4K $7.92M
Apr 11, 2024 Q1 2024
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
495
New
$232K - $260K
495 $293K
Apr 17, 2024 Q1 2024
Romano Brothers And Company

Evanston, IL
BUY
 -
495
+ 8.42%
$232K - $260K
6.37K $3.77M
Apr 24, 2024 Q1 2024
Summit Financial, LLC

Parsippany, NJ
BUY
 -
495
+ 1.21%
$232K - $260K
41.5K $24.6M
May 07, 2024 Q1 2024
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
494
+ 22.39%
$232K - $260K
2.7K $1.6M
May 09, 2024 Q1 2024
Associated Banc Corp

Green Bay, WI
BUY
 -
493
+ 2.08%
$231K - $259K
24.2K $14.3M
Dec 19, 2024 Q1 2024
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
489
New
$230K - $257K
489 $289K
Apr 23, 2024 Q1 2024
Stablepoint Partners, LLC

Braintree, MA
BUY
 -
488
New
$229K - $257K
488 $289K
Jun 20, 2024 Q1 2024
Hm Payson & CO

Portland, ME
BUY
 -
484
+ 7.16%
$227K - $254K
7.24K $4.29M
Apr 26, 2024 Q1 2024
Slate Stone Wealth, LLC

BUY
 -
483
+ 27.07%
$227K - $254K
2.27K $1.34M
May 15, 2024 Q1 2024
Paradigm Financial Partners, LLC

BUY
 -
483
+ 51.27%
$227K - $254K
1.43K $844K
May 15, 2024 Q1 2024
Xml Financial, LLC

BUY
 -
483
+ 2.1%
$227K - $254K
23.5K $13.9M
May 29, 2024 Q1 2024
Alexander Labrunerie & Co., Inc.

Columbia, MO
BUY
 -
482
New
$226K - $253K
482 $285K
Apr 15, 2024 Q1 2024
Tru Wealth Advisors, LLC

BUY
 -
481
+ 53.03%
$226K - $253K
1.39K $822K
Apr 23, 2024 Q1 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
480
+ 4.37%
$225K - $252K
11.5K $6.78M
May 10, 2024 Q1 2024
Encompass More Asset Management

Danville, CA
BUY
 -
473
+ 34.33%
$222K - $249K
1.85K $1.1M
Apr 23, 2024 Q1 2024
Sugarloaf Wealth Management, LLC

BUY
 -
467
+ 18.15%
$219K - $246K
3.04K $1.8M
Apr 23, 2024 Q1 2024
Summit Trail Advisors, LLC

New York, NY
BUY
 -
467
+ 3.93%
$219K - $246K
12.4K $7.32M
May 13, 2024 Q1 2024
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
466
+ 1.9%
$219K - $245K
25K $14.8M
May 14, 2024 Q1 2024
One Charles Private Wealth Services, LLC

BUY
 -
465
New
$218K - $244K
465 $275K
Apr 18, 2024 Q1 2024
Claro Advisors LLC

Boston, MA
BUY
 -
463
+ 4.2%
$217K - $243K
11.5K $6.8M
Apr 12, 2024 Q1 2024
Traynor Capital Management, Inc.

BUY
 -
462
+ 7.43%
$217K - $243K
6.68K $3.95M
Apr 15, 2024 Q1 2024
Maltin Wealth Management, Inc.

BUY
 -
462
New
$217K - $243K
462 $273K
May 09, 2024 Q1 2024
Maple Capital Management, Inc.

BUY
 -
461
+ 20.41%
$216K - $242K
2.72K $1.61M
May 09, 2024 Q1 2024
Landaas & CO

Milwaukee, WI
BUY
 -
460
New
$216K - $242K
460 $272K
Apr 29, 2024 Q1 2024
Naples Global Advisors, LLC

Naples, FL
BUY
 -
459
+ 1.37%
$216K - $241K
33.9K $20.1M
May 09, 2024 Q1 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
458
+ 1.39%
$215K - $241K
33.4K $19.8M
May 13, 2024 Q1 2024
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
457
+ 46.44%
$215K - $240K
1.44K $853K
May 08, 2024 Q1 2024
Private Management Group Inc

BUY
 -
454
+ 85.5%
$213K - $239K
985 $583K
Apr 10, 2024 Q1 2024
Private Capital Management LLC

BUY
 -
452
+ 18.13%
$212K - $238K
2.95K $1.74M
Apr 11, 2024 Q1 2024
Royal Fund Management, LLC

BUY
 -
452
+ 90.58%
$212K - $238K
951 $563K
Apr 11, 2024 Q1 2024
Matthew Goff Investment Advisor, LLC

BUY
 -
449
New
$211K - $236K
449 $266K
Jun 13, 2024 Q1 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
449
New
$211K - $236K
449 $266K
May 03, 2024 Q1 2024
Hemington Wealth Management

BUY
 -
446
+ 8.69%
$209K - $234K
5.58K $3.3M
Apr 03, 2024 Q1 2024
Duncan Williams Asset Management, LLC

Memphis, TN
BUY
 -
442
New
$208K - $232K
442 $262K
Apr 04, 2024 Q1 2024
Cullen Investment Group, Ltd.

Lafayette, LA
BUY
 -
438
New
$206K - $230K
438 $259K
Apr 18, 2024 Q1 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
437
+ 19.04%
$205K - $230K
2.73K $1.62M
May 03, 2024 Q1 2024
Richardson Financial Services Inc.

Medway, MA
BUY
 -
436
+ 423.3%
$205K - $229K
539 $319K
May 07, 2024 Q1 2024
Klein Pavlis & Peasley Financial, Inc.

Irvine, CA
BUY
 -
436
New
$205K - $229K
436 $258K
May 13, 2024 Q1 2024
Beaumont Asset Management, L.L.C.

BUY
 -
436
+ 0.61%
$205K - $229K
72.1K $42.7M
May 14, 2024 Q1 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
435
+ 1.95%
$204K - $229K
22.8K $13.5M
Apr 10, 2024 Q1 2024
Praetorian Wealth Management, Inc.

BUY
 -
431
+ 1.49%
$202K - $227K
29.3K $17.4M
Apr 22, 2024 Q1 2024
Accurate Wealth Management, LLC

BUY
 -
431
+ 60.03%
$202K - $227K
1.15K $680K
Apr 23, 2024 Q1 2024
Washington Trust CO

BUY
 -
429
+ 3.76%
$201K - $226K
11.8K $7.01M

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