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 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
55+ 0.06% |
$25.8K - $28.9K
|
98.6K
$62.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
54+ 1.2% |
$25.4K - $28.4K
|
4.55K
$2.9M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
54+ 0.09% |
$25.4K - $28.4K
|
58.5K
$37.2M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
54+ 0.41% |
$25.4K - $28.4K
|
13.3K
$8.48M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
54+ 15.61% |
$25.4K - $28.4K
|
400
$255K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
53+ 6.74% |
$24.9K - $27.9K
|
839
$534K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
53+ 0.8% |
$24.9K - $27.9K
|
6.68K
$4.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
51+ 5.03% |
$23.9K - $26.8K
|
1.06K
$677K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
51+ 0.27% |
$23.9K - $26.8K
|
19K
$12.1M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
51+ 4.7% |
$23.9K - $26.8K
|
1.14K
$724K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
51+ 2.43% |
$23.9K - $26.8K
|
2.15K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
50+ 9.67% |
$23.5K - $26.3K
|
567
$361K
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
50+ 625.0% |
$23.5K - $26.3K
|
58
$36.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
49+ 2.06% |
$23K - $25.8K
|
2.43K
$1.54M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
48+ 5.93% |
$22.5K - $25.2K
|
858
$546K
|
|
|
Apr 12, 2024
Q1 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
48+ 8.65% |
$22.5K - $25.2K
|
603
$384K
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
BUY
|
- |
48+ 0.35% |
$22.5K - $25.2K
|
13.9K
$8.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
48+ 7.03% |
$22.5K - $25.2K
|
731
$465K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
48+ 10.53% |
$22.5K - $25.2K
|
504
$321K
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
48+ 5.07% |
$22.5K - $25.2K
|
994
$633K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
47+ 1.61% |
$22.1K - $24.7K
|
2.97K
$1.89M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
47+ 5.16% |
$22.1K - $24.7K
|
957
$609K
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
47+ 1.24% |
$22.1K - $24.7K
|
3.84K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
BUY
|
- |
47+ 1.22% |
$22.1K - $24.7K
|
3.91K
$2.49M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
47+ 1.81% |
$22.1K - $24.7K
|
2.64K
$1.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
44New |
$20.7K - $23.1K
|
44
$28K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
43+ 1.1% |
$20.2K - $22.6K
|
3.97K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
43+ 8.22% |
$20.2K - $22.6K
|
566
$360K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
42+ 0.35% |
$19.7K - $22.1K
|
12.2K
$7.74M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
41+ 1.03% |
$19.3K - $21.6K
|
4.02K
$2.56M
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
40New |
$18.8K - $21K
|
40
$25.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
40+ 0.67% |
$18.8K - $21K
|
6.03K
$3.84M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
39+ 2.83% |
$18.3K - $20.5K
|
1.42K
$901K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
38+ 1.62% |
$17.8K - $20K
|
2.38K
$1.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
BUY
|
- |
37+ 7.91% |
$17.4K - $19.5K
|
505
$321K
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
37+ 1.57% |
$17.4K - $19.5K
|
2.4K
$1.53M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
37+ 0.08% |
$17.4K - $19.5K
|
44.3K
$28.2M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
36+ 3.96% |
$16.9K - $18.9K
|
946
$602K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
36+ 4.64% |
$16.9K - $18.9K
|
812
$517K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
35+ 0.61% |
$16.4K - $18.4K
|
5.74K
$3.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
34+ 0.49% |
$16K - $17.9K
|
6.92K
$4.4M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
33+ 1.19% |
$15.5K - $17.3K
|
2.8K
$1.78M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
33+ 4.38% |
$15.5K - $17.3K
|
786
$500K
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
33+ 6.61% |
$15.5K - $17.3K
|
532
$339K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
32+ 0.8% |
$15K - $16.8K
|
4.04K
$2.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
31+ 2.55% |
$14.6K - $16.3K
|
1.25K
$795K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
31+ 0.61% |
$14.6K - $16.3K
|
5.15K
$3.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
31+ 8.24% |
$14.6K - $16.3K
|
407
$259K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
31+ 0.2% |
$14.6K - $16.3K
|
15.9K
$10.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
30+ 0.64% |
$14.1K - $15.8K
|
4.74K
$3.02M
|