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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
134+ 4.55% |
$62.9K - $70.4K
|
3.08K
$1.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
134+ 0.9% |
$62.9K - $70.4K
|
15.1K
$8.91M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
134+ 23.97% |
$62.9K - $70.4K
|
693
$410K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
133+ 3.84% |
$62.5K - $69.9K
|
3.6K
$2.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
133+ 4.84% |
$62.5K - $69.9K
|
2.88K
$1.71M
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
132+ 0.23% |
$62K - $69.4K
|
57.6K
$34.1M
|
|
|
May 07, 2024
Q1 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
132+ 0.1% |
$62K - $69.4K
|
135K
$79.9M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
131+ 12.04% |
$61.5K - $68.9K
|
1.22K
$722K
|
|
|
May 14, 2024
Q1 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
130+ 22.69% |
$61K - $68.3K
|
703
$416K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
129+ 2.51% |
$60.6K - $67.8K
|
5.27K
$3.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
129+ 36.34% |
$60.6K - $67.8K
|
484
$286K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
129+ 12.44% |
$60.6K - $67.8K
|
1.17K
$690K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
128+ 4.12% |
$60.1K - $67.3K
|
3.24K
$1.92M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
128+ 5.14% |
$60.1K - $67.3K
|
2.62K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
128+ 23.49% |
$60.1K - $67.3K
|
673
$398K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
128+ 0.84% |
$60.1K - $67.3K
|
15.4K
$9.13M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
127+ 1.21% |
$59.6K - $66.8K
|
10.6K
$6.3M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
126+ 3.21% |
$59.2K - $66.2K
|
4.06K
$2.4M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
125+ 8.77% |
$58.7K - $65.7K
|
1.55K
$918K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
125+ 0.74% |
$58.7K - $65.7K
|
17.1K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
121+ 7.1% |
$56.8K - $63.6K
|
1.83K
$1.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
120+ 10.53% |
$56.3K - $63.1K
|
1.26K
$746K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
120+ 0.93% |
$56.3K - $63.1K
|
13.1K
$7.75M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
120+ 9.18% |
$56.3K - $63.1K
|
1.43K
$845K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
120+ 1.23% |
$56.3K - $63.1K
|
9.86K
$5.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
119+ 0.33% |
$55.9K - $62.6K
|
35.9K
$21.3M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
119+ 2.29% |
$55.9K - $62.6K
|
5.32K
$3.15M
|
|
|
May 02, 2024
Q1 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
116+ 8.07% |
$54.5K - $61K
|
1.55K
$920K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
116+ 39.86% |
$54.5K - $61K
|
407
$241K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
114+ 3.5% |
$53.5K - $59.9K
|
3.37K
$1.99M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
114+ 4.12% |
$53.5K - $59.9K
|
2.88K
$1.71M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
113+ 1.1% |
$53.1K - $59.4K
|
10.4K
$6.17M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
113+ 3.81% |
$53.1K - $59.4K
|
3.08K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
BUY
|
- |
112+ 8.48% |
$52.6K - $58.9K
|
1.43K
$848K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
110+ 1.53% |
$51.7K - $57.8K
|
7.29K
$4.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
110+ 0.29% |
$51.7K - $57.8K
|
38.6K
$22.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
110+ 4.04% |
$51.7K - $57.8K
|
2.84K
$1.68M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
110+ 1.02% |
$51.7K - $57.8K
|
10.9K
$6.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
109+ 0.46% |
$51.2K - $57.3K
|
23.7K
$14M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
108+ 7.14% |
$50.7K - $56.8K
|
1.62K
$960K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
108+ 4.64% |
$50.7K - $56.8K
|
2.44K
$1.44M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
107+ 2.92% |
$50.2K - $56.3K
|
3.77K
$2.23M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
106+ 6.8% |
$49.8K - $55.7K
|
1.66K
$985K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
105+ 0.75% |
$49.3K - $55.2K
|
14.1K
$8.37M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
105New |
$49.3K - $55.2K
|
105
$62.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
104+ 3.86% |
$48.8K - $54.7K
|
2.8K
$1.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
104+ 3.37% |
$48.8K - $54.7K
|
3.19K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
104+ 5.78% |
$48.8K - $54.7K
|
1.9K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
103+ 4.61% |
$48.4K - $54.2K
|
2.34K
$1.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
102+ 0.44% |
$47.9K - $53.6K
|
23.2K
$13.7M
|