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 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
148+ 17.15% |
$69.5K - $77.8K
|
1.01K
$639K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
148+ 2.32% |
$69.5K - $77.8K
|
6.54K
$4.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
147+ 0.54% |
$69K - $77.3K
|
27.6K
$17.4M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
147+ 2.79% |
$69K - $77.3K
|
5.41K
$3.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
146+ 20.03% |
$68.6K - $76.8K
|
875
$553K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
146+ 12.63% |
$68.6K - $76.8K
|
1.3K
$823K
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
BUY
|
- |
145+ 8.76% |
$68.1K - $76.2K
|
1.8K
$1.14M
|
|
|
Apr 28, 2025
Q1 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
145+ 5.74% |
$68.1K - $76.2K
|
2.67K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
143+ 2.91% |
$67.1K - $75.2K
|
5.06K
$3.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
141+ 6.0% |
$66.2K - $74.1K
|
2.49K
$1.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
141New |
$66.2K - $74.1K
|
141
$89.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
141+ 2.61% |
$66.2K - $74.1K
|
5.54K
$3.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
141+ 23.04% |
$66.2K - $74.1K
|
753
$476K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
140+ 2.74% |
$65.7K - $73.6K
|
5.24K
$3.31M
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
140+ 24.26% |
$65.7K - $73.6K
|
717
$453K
|
|
|
May 29, 2025
Q1 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
139+ 1.94% |
$65.3K - $73.1K
|
7.29K
$4.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
138+ 1.87% |
$64.8K - $72.6K
|
7.51K
$4.74M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
137+ 0.48% |
$64.3K - $72K
|
28.8K
$18.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
134+ 5.4% |
$62.9K - $70.4K
|
2.62K
$1.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
134+ 4.55% |
$62.9K - $70.4K
|
3.08K
$1.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
134+ 0.9% |
$62.9K - $70.4K
|
15.1K
$9.51M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
134+ 23.97% |
$62.9K - $70.4K
|
693
$438K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
133+ 3.84% |
$62.5K - $69.9K
|
3.6K
$2.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
133+ 4.84% |
$62.5K - $69.9K
|
2.88K
$1.82M
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
132+ 0.23% |
$62K - $69.4K
|
57.6K
$36.4M
|
|
|
May 07, 2024
Q1 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
132+ 0.1% |
$62K - $69.4K
|
135K
$85.2M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
131+ 12.04% |
$61.5K - $68.9K
|
1.22K
$770K
|
|
|
May 14, 2024
Q1 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
130+ 22.69% |
$61K - $68.3K
|
703
$444K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
129+ 2.51% |
$60.6K - $67.8K
|
5.27K
$3.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
129+ 36.34% |
$60.6K - $67.8K
|
484
$306K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
129+ 12.44% |
$60.6K - $67.8K
|
1.17K
$737K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
128+ 4.12% |
$60.1K - $67.3K
|
3.24K
$2.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
128+ 5.14% |
$60.1K - $67.3K
|
2.62K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
128+ 23.49% |
$60.1K - $67.3K
|
673
$425K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
128+ 0.84% |
$60.1K - $67.3K
|
15.4K
$9.75M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
127+ 1.21% |
$59.6K - $66.8K
|
10.6K
$6.73M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
126+ 3.21% |
$59.2K - $66.2K
|
4.06K
$2.56M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
125+ 8.77% |
$58.7K - $65.7K
|
1.55K
$980K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
125+ 0.74% |
$58.7K - $65.7K
|
17.1K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
121+ 7.1% |
$56.8K - $63.6K
|
1.83K
$1.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
120+ 10.53% |
$56.3K - $63.1K
|
1.26K
$796K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
120+ 0.93% |
$56.3K - $63.1K
|
13.1K
$8.27M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
120+ 9.18% |
$56.3K - $63.1K
|
1.43K
$901K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
120+ 1.23% |
$56.3K - $63.1K
|
9.86K
$6.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
119+ 0.33% |
$55.9K - $62.6K
|
35.9K
$22.7M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
119+ 2.29% |
$55.9K - $62.6K
|
5.32K
$3.36M
|
|
|
May 02, 2024
Q1 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
116+ 8.07% |
$54.5K - $61K
|
1.55K
$982K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
116+ 39.86% |
$54.5K - $61K
|
407
$257K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
114+ 3.5% |
$53.5K - $59.9K
|
3.37K
$2.13M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
114+ 4.12% |
$53.5K - $59.9K
|
2.88K
$1.82M
|