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 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
386+ 0.85% |
$181K - $203K
|
45.5K
$27M
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
383+ 23.85% |
$180K - $201K
|
1.99K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
381New |
$179K - $200K
|
381
$226K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
380+ 6.43% |
$178K - $200K
|
6.29K
$3.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
376+ 61.04% |
$177K - $198K
|
992
$587K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
375+ 8.29% |
$176K - $197K
|
4.9K
$2.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
370+ 13.96% |
$174K - $195K
|
3.02K
$1.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
367+ 46.34% |
$172K - $193K
|
1.16K
$686K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
363+ 32.3% |
$170K - $191K
|
1.49K
$880K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
361+ 30.36% |
$170K - $190K
|
1.55K
$917K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
356+ 23.36% |
$167K - $187K
|
1.88K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
355+ 28.22% |
$167K - $187K
|
1.61K
$955K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
352+ 4.0% |
$165K - $185K
|
9.15K
$5.41M
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
352+ 64.35% |
$165K - $185K
|
899
$532K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
351+ 4.3% |
$165K - $185K
|
8.51K
$5.04M
|
|
|
May 14, 2024
Q1 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
347+ 27.83% |
$163K - $182K
|
1.59K
$944K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
346+ 1.42% |
$162K - $182K
|
24.6K
$14.6M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
344+ 11.94% |
$162K - $181K
|
3.23K
$1.91M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
339+ 50.6% |
$159K - $178K
|
1.01K
$597K
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
339+ 5.13% |
$159K - $178K
|
6.95K
$4.11M
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
339+ 0.82% |
$159K - $178K
|
41.7K
$24.7M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
339+ 66.73% |
$159K - $178K
|
847
$501K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
337+ 1.48% |
$158K - $177K
|
23.1K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
334+ 206.17% |
$157K - $176K
|
496
$294K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
333+ 2.29% |
$156K - $175K
|
14.8K
$8.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
332+ 3.03% |
$156K - $175K
|
11.3K
$6.68M
|
|
|
May 07, 2024
Q1 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
331+ 3.14% |
$155K - $174K
|
10.9K
$6.44M
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
331+ 41.38% |
$155K - $174K
|
1.13K
$669K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
328+ 14.42% |
$154K - $172K
|
2.6K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
328+ 22.18% |
$154K - $172K
|
1.81K
$1.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
324+ 0.08% |
$152K - $170K
|
402K
$238M
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
323+ 28.99% |
$152K - $170K
|
1.44K
$851K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
323+ 3.1% |
$152K - $170K
|
10.8K
$6.37M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
323+ 40.78% |
$152K - $170K
|
1.12K
$660K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
318+ 7.45% |
$149K - $167K
|
4.59K
$2.71M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
318+ 21.89% |
$149K - $167K
|
1.77K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
318+ 3.86% |
$149K - $167K
|
8.57K
$5.07M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
317+ 2.47% |
$149K - $167K
|
13.1K
$7.77M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
309+ 4.11% |
$145K - $162K
|
7.82K
$4.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
305+ 11.5% |
$143K - $160K
|
2.96K
$1.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
304+ 14.18% |
$143K - $160K
|
2.45K
$1.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
304+ 28.79% |
$143K - $160K
|
1.36K
$805K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
303+ 3.83% |
$142K - $159K
|
8.21K
$4.86M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
302+ 0.38% |
$142K - $159K
|
79.6K
$47.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
301+ 3.0% |
$141K - $158K
|
10.3K
$6.11M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
301+ 59.84% |
$141K - $158K
|
804
$476K
|
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
BUY
|
- |
298+ 15.94% |
$140K - $157K
|
2.17K
$1.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
296+ 5.03% |
$139K - $156K
|
6.18K
$3.66M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
296+ 17.2% |
$139K - $156K
|
2.02K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
295+ 5.03% |
$139K - $155K
|
6.16K
$3.65M
|