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 24, 2024 Q1 2024
Central Trust CO

Jefferson City, MO
BUY
 -
391
+ 1.6%
$184K - $206K
24.9K $15.4M
Apr 29, 2024 Q1 2024
Horizon Advisory Services, Inc.

West Henrietta, NY
BUY
 -
391
New
$184K - $206K
391 $243K
Apr 10, 2024 Q1 2024
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
390
New
$183K - $205K
390 $242K
May 03, 2024 Q1 2024
Dopkins Wealth Management, LLC

BUY
 -
390
New
$183K - $205K
390 $242K
May 06, 2024 Q1 2024
Schiavi & CO LLC

Wilmington, DE
BUY
 -
390
New
$183K - $205K
390 $242K
May 14, 2024 Q1 2024
Empire Financial Management Company, LLC

New York, NY
BUY
 -
389
New
$183K - $205K
389 $241K
Apr 17, 2024 Q1 2024
Omega Financial Group, LLC

BUY
 -
388
+ 2.0%
$182K - $204K
19.8K $12.3M
May 03, 2024 Q1 2024
Noesis Capital Mangement Corp

BUY
 -
388
New
$182K - $204K
388 $241K
May 03, 2024 Q1 2024
Coulter & Justus Financial Services, LLC

BUY
 -
388
New
$182K - $204K
388 $241K
May 14, 2024 Q1 2024
Kirtland Hills Capital Management, LLC

Bratenahl, OH
BUY
 -
387
New
$182K - $203K
387 $240K
May 08, 2024 Q1 2024
J. W. Coons Advisors, LLC

BUY
 -
386
New
$181K - $203K
386 $240K
May 13, 2024 Q1 2024
Paragon Private Wealth Management, LLC

BUY
 -
386
New
$181K - $203K
386 $240K
May 14, 2024 Q1 2024
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
386
+ 0.85%
$181K - $203K
45.5K $28.3M
May 15, 2024 Q1 2024
Beck Capital Management, LLC

Austin, TX
BUY
 -
383
+ 23.85%
$180K - $201K
1.99K $1.23M
May 14, 2024 Q1 2024
Solidarilty Wealth, LLC

Lehi, UT
BUY
 -
381
New
$179K - $200K
381 $236K
Apr 16, 2024 Q1 2024
Clifford Swan Investment Counsel LLC

BUY
 -
380
+ 6.43%
$178K - $200K
6.29K $3.9M
Apr 23, 2024 Q1 2024
Fortune Financial Advisors, LLC

Overland Park, KS
BUY
 -
376
+ 61.04%
$177K - $198K
992 $616K
May 09, 2024 Q1 2024
Gratus Wealth Advisors, LLC

Virginia Beach, VA
BUY
 -
375
+ 8.29%
$176K - $197K
4.9K $3.04M
Apr 11, 2024 Q1 2024
Forbes J M & CO LLP

BUY
 -
370
+ 13.96%
$174K - $195K
3.02K $1.87M
Apr 10, 2024 Q1 2024
Inscription Capital, LLC

Houston, TX
BUY
 -
367
+ 46.34%
$172K - $193K
1.16K $719K
Apr 18, 2024 Q1 2024
Foster & Motley Inc

Cincinnati, OH
BUY
 -
363
+ 32.3%
$170K - $191K
1.49K $923K
May 14, 2024 Q1 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
361
+ 30.36%
$170K - $190K
1.55K $962K
May 06, 2024 Q1 2024
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
356
+ 23.36%
$167K - $187K
1.88K $1.17M
May 09, 2024 Q1 2024
Drake & Associates, LLC

Waukesha, WI
BUY
 -
355
+ 28.22%
$167K - $187K
1.61K $1M
May 10, 2024 Q1 2024
Peak Asset Management, LLC

Louisville, CO
BUY
 -
352
+ 4.0%
$165K - $185K
9.15K $5.68M
May 14, 2024 Q1 2024
Fogel Capital Management, Inc.

Stuart, FL
BUY
 -
352
+ 64.35%
$165K - $185K
899 $558K
May 14, 2024 Q1 2024
First County Bank /Ct/

Stamford, CT
BUY
 -
351
+ 4.3%
$165K - $185K
8.51K $5.28M
May 14, 2024 Q1 2024
Ceera Investments, LLC

Bellaire, TX
BUY
 -
347
+ 27.83%
$163K - $182K
1.59K $989K
May 15, 2024 Q1 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
346
+ 1.42%
$162K - $182K
24.6K $15.3M
Apr 25, 2024 Q1 2024
First Merchants Corp

BUY
 -
344
+ 11.94%
$162K - $181K
3.23K $2M
Apr 09, 2024 Q1 2024
Safeguard Financial, LLC

BUY
 -
339
+ 50.6%
$159K - $178K
1.01K $626K
Apr 15, 2024 Q1 2024
Ayalon Insurance Comp Ltd.

BUY
 -
339
+ 5.13%
$159K - $178K
6.95K $4.31M
May 01, 2024 Q1 2024
Gimbal Financial

Carmel, IN
BUY
 -
339
+ 0.82%
$159K - $178K
41.7K $25.9M
May 14, 2024 Q1 2024
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
339
+ 66.73%
$159K - $178K
847 $526K
May 15, 2024 Q1 2024
Ascent Group, LLC

BUY
 -
337
+ 1.48%
$158K - $177K
23.1K $14.3M
May 15, 2024 Q1 2024
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
334
+ 206.17%
$157K - $176K
496 $308K
May 08, 2024 Q1 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
333
+ 2.29%
$156K - $175K
14.8K $9.22M
Apr 22, 2024 Q1 2024
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
332
+ 3.03%
$156K - $175K
11.3K $7M
May 07, 2024 Q1 2024
Astoria Strategic Wealth, Inc.

BUY
 -
331
+ 3.14%
$155K - $174K
10.9K $6.76M
May 10, 2024 Q1 2024
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
331
+ 41.38%
$155K - $174K
1.13K $702K
Apr 16, 2024 Q1 2024
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
328
+ 14.42%
$154K - $172K
2.6K $1.62M
May 14, 2024 Q1 2024
Vantage Financial Partners Ltd., Inc.

BUY
 -
328
+ 22.18%
$154K - $172K
1.81K $1.12M
Apr 11, 2024 Q1 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
324
+ 0.08%
$152K - $170K
402K $249M
Apr 16, 2024 Q1 2024
Bnc Wealth Management, LLC

BUY
 -
323
+ 28.99%
$152K - $170K
1.44K $892K
Apr 22, 2024 Q1 2024
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
323
+ 3.1%
$152K - $170K
10.8K $6.68M
May 14, 2024 Q1 2024
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
323
+ 40.78%
$152K - $170K
1.12K $692K
May 02, 2024 Q1 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
318
+ 7.45%
$149K - $167K
4.59K $2.85M
May 13, 2024 Q1 2024
Theory Financial LLC

Fort Collins, CO
BUY
 -
318
+ 21.89%
$149K - $167K
1.77K $1.1M
May 15, 2024 Q1 2024
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
318
+ 3.86%
$149K - $167K
8.57K $5.32M

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