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 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
80+ 11.85% |
$37.6K - $42.1K
|
755
$480K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
80+ 4.48% |
$37.6K - $42.1K
|
1.86K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
80New |
$37.6K - $42.1K
|
80
$50.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
79+ 1.08% |
$37.1K - $41.5K
|
7.38K
$4.7M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
79+ 0.21% |
$37.1K - $41.5K
|
37.7K
$24M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
79+ 0.38% |
$37.1K - $41.5K
|
20.8K
$13.2M
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
78+ 1.39% |
$36.6K - $41K
|
5.69K
$3.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
75+ 4.66% |
$35.2K - $39.4K
|
1.69K
$1.07M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
75+ 9.78% |
$35.2K - $39.4K
|
842
$536K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
75+ 4.23% |
$35.2K - $39.4K
|
1.85K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
75+ 1.09% |
$35.2K - $39.4K
|
6.96K
$4.43M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
75+ 10.71% |
$35.2K - $39.4K
|
775
$493K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
74+ 2.22% |
$34.7K - $38.9K
|
3.4K
$2.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
72+ 27.8% |
$33.8K - $37.9K
|
331
$211K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
71New |
$33.3K - $37.3K
|
71
$45.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
71+ 1.01% |
$33.3K - $37.3K
|
7.13K
$4.54M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
70+ 4.99% |
$32.9K - $36.8K
|
1.47K
$937K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
70+ 4.12% |
$32.9K - $36.8K
|
1.77K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
70+ 5.73% |
$32.9K - $36.8K
|
1.29K
$822K
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
70+ 2.17% |
$32.9K - $36.8K
|
3.3K
$2.1M
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
69+ 0.7% |
$32.4K - $36.3K
|
9.94K
$6.32M
|
|
|
May 03, 2024
Q1 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
68+ 0.13% |
$31.9K - $35.7K
|
53.7K
$34.2M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
67+ 0.52% |
$31.5K - $35.2K
|
13K
$8.25M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
66+ 0.04% |
$31K - $34.7K
|
151K
$96.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
66+ 1.51% |
$31K - $34.7K
|
4.43K
$2.82M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
66+ 0.65% |
$31K - $34.7K
|
10.2K
$6.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
65+ 0.88% |
$30.5K - $34.2K
|
7.43K
$4.73M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
65+ 0.58% |
$30.5K - $34.2K
|
11.2K
$7.14M
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
64+ 3.94% |
$30.1K - $33.6K
|
1.69K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
64+ 1.58% |
$30.1K - $33.6K
|
4.12K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
64+ 2.32% |
$30.1K - $33.6K
|
2.83K
$1.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
63+ 0.47% |
$29.6K - $33.1K
|
13.5K
$8.59M
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
63+ 0.15% |
$29.6K - $33.1K
|
40.8K
$26M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
63+ 0.56% |
$29.6K - $33.1K
|
11.3K
$7.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
62+ 10.84% |
$29.1K - $32.6K
|
634
$403K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
62+ 1.25% |
$29.1K - $32.6K
|
5.01K
$3.19M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
62+ 1.89% |
$29.1K - $32.6K
|
3.35K
$2.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
61+ 2.75% |
$28.6K - $32.1K
|
2.28K
$1.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
61+ 7.24% |
$28.6K - $32.1K
|
903
$575K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
60+ 1.18% |
$28.2K - $31.5K
|
5.14K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
60+ 8.0% |
$28.2K - $31.5K
|
810
$515K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
59+ 0.05% |
$27.7K - $31K
|
117K
$74.7M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
59+ 3.58% |
$27.7K - $31K
|
1.71K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
59+ 18.32% |
$27.7K - $31K
|
381
$242K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
58+ 0.03% |
$27.2K - $30.5K
|
180K
$114M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
58+ 2.93% |
$27.2K - $30.5K
|
2.04K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
57New |
$26.8K - $30K
|
57
$36.3K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
57+ 1.01% |
$26.8K - $30K
|
5.69K
$3.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
56+ 10.67% |
$26.3K - $29.4K
|
581
$370K
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
BUY
|
- |
56+ 1.48% |
$26.3K - $29.4K
|
3.84K
$2.44M
|