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 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
114+ 4.12% |
$53.5K - $59.9K
|
2.88K
$1.83M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
113+ 1.1% |
$53.1K - $59.4K
|
10.4K
$6.63M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
113+ 3.81% |
$53.1K - $59.4K
|
3.08K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
BUY
|
- |
112+ 8.48% |
$52.6K - $58.9K
|
1.43K
$911K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
110+ 1.53% |
$51.7K - $57.8K
|
7.29K
$4.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
110+ 0.29% |
$51.7K - $57.8K
|
38.6K
$24.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
110+ 4.04% |
$51.7K - $57.8K
|
2.84K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
110+ 1.02% |
$51.7K - $57.8K
|
10.9K
$6.95M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
109+ 0.46% |
$51.2K - $57.3K
|
23.7K
$15.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
108+ 7.14% |
$50.7K - $56.8K
|
1.62K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
108+ 4.64% |
$50.7K - $56.8K
|
2.44K
$1.55M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
107+ 2.92% |
$50.2K - $56.3K
|
3.77K
$2.4M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
106+ 6.8% |
$49.8K - $55.7K
|
1.66K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
105+ 0.75% |
$49.3K - $55.2K
|
14.1K
$9M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
105New |
$49.3K - $55.2K
|
105
$66.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
104+ 3.86% |
$48.8K - $54.7K
|
2.8K
$1.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
104+ 3.37% |
$48.8K - $54.7K
|
3.19K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
104+ 5.78% |
$48.8K - $54.7K
|
1.9K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
103+ 4.61% |
$48.4K - $54.2K
|
2.34K
$1.49M
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
102+ 0.44% |
$47.9K - $53.6K
|
23.2K
$14.8M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
102+ 21.94% |
$47.9K - $53.6K
|
567
$361K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
100New |
$47K - $52.6K
|
100
$63.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
100+ 3.03% |
$47K - $52.6K
|
3.4K
$2.16M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
100+ 5.25% |
$47K - $52.6K
|
2K
$1.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
99+ 1.17% |
$46.5K - $52K
|
8.54K
$5.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
97+ 1.62% |
$45.5K - $51K
|
6.09K
$3.87M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
96+ 13.54% |
$45.1K - $50.5K
|
805
$512K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
95+ 14.31% |
$44.6K - $49.9K
|
759
$483K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
95+ 1.91% |
$44.6K - $49.9K
|
5.06K
$3.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
94+ 0.15% |
$44.1K - $49.4K
|
63.8K
$40.6M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
93+ 2.56% |
$43.7K - $48.9K
|
3.73K
$2.38M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
91+ 2.76% |
$42.7K - $47.8K
|
3.39K
$2.16M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
90+ 1.52% |
$42.3K - $47.3K
|
6.02K
$3.83M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
90+ 0.88% |
$42.3K - $47.3K
|
10.3K
$6.54M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
90+ 2.23% |
$42.3K - $47.3K
|
4.12K
$2.62M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
90+ 7.23% |
$42.3K - $47.3K
|
1.34K
$850K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
90+ 0.57% |
$42.3K - $47.3K
|
15.9K
$10.1M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
89+ 0.18% |
$41.8K - $46.8K
|
50K
$31.8M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
88+ 1.23% |
$41.3K - $46.3K
|
7.27K
$4.62M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
87+ 1.17% |
$40.9K - $45.7K
|
7.54K
$4.8M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
86+ 0.53% |
$40.4K - $45.2K
|
16.4K
$10.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
85+ 3.47% |
$39.9K - $44.7K
|
2.53K
$1.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
85+ 3.26% |
$39.9K - $44.7K
|
2.69K
$1.71M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
85+ 20.09% |
$39.9K - $44.7K
|
508
$323K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
85+ 9.9% |
$39.9K - $44.7K
|
944
$601K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
83+ 3.24% |
$39K - $43.6K
|
2.65K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
83+ 4.66% |
$39K - $43.6K
|
1.86K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
81+ 1.73% |
$38K - $42.6K
|
4.75K
$3.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
80+ 28.57% |
$37.6K - $42.1K
|
360
$229K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
80+ 16.53% |
$37.6K - $42.1K
|
564
$359K
|