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 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
11+ 5.64% |
$5.17K - $5.78K
|
206
$122K
|
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
10+ 0.33% |
$4.7K - $5.26K
|
3K
$1.78M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
10+ 0.77% |
$4.7K - $5.26K
|
1.31K
$774K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
10+ 0.31% |
$4.7K - $5.26K
|
3.27K
$1.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
10+ 2.36% |
$4.7K - $5.26K
|
434
$257K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10+ 0.24% |
$4.7K - $5.26K
|
4.17K
$2.47M
|
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
10+ 0.59% |
$4.7K - $5.26K
|
1.7K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
10+ 1.2% |
$4.7K - $5.26K
|
843
$499K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
10+ 0.1% |
$4.7K - $5.26K
|
10K
$5.94M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
10+ 0.67% |
$4.7K - $5.26K
|
1.51K
$893K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
9+ 0.3% |
$4.23K - $4.73K
|
3.04K
$1.8M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
9+ 1.7% |
$4.23K - $4.73K
|
539
$319K
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
8+ 0.38% |
$3.76K - $4.21K
|
2.11K
$1.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
8+ 0.26% |
$3.76K - $4.21K
|
3.03K
$1.79M
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
8+ 0.29% |
$3.76K - $4.21K
|
2.74K
$1.62M
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.88% |
$3.76K - $4.21K
|
918
$543K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
8+ 0.42% |
$3.76K - $4.21K
|
1.91K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.11% |
$3.76K - $4.21K
|
7.09K
$4.2M
|
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
7+ 0.37% |
$3.29K - $3.68K
|
1.88K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
7+ 0.04% |
$3.29K - $3.68K
|
19.4K
$11.5M
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
7+ 0.25% |
$3.29K - $3.68K
|
2.8K
$1.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
7+ 0.47% |
$3.29K - $3.68K
|
1.49K
$880K
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
BUY
|
- |
7+ 0.09% |
$3.29K - $3.68K
|
8.18K
$4.84M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
7+ 0.01% |
$3.29K - $3.68K
|
131K
$77.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6+ 0.19% |
$2.82K - $3.15K
|
3.11K
$1.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
6+ 1.3% |
$2.82K - $3.15K
|
468
$277K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
6+ 0.23% |
$2.82K - $3.15K
|
2.63K
$1.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
6+ 0.33% |
$2.82K - $3.15K
|
1.83K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6+ 0.19% |
$2.82K - $3.15K
|
3.24K
$1.92M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5+ 0.31% |
$2.35K - $2.63K
|
1.61K
$951K
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
5+ 0.31% |
$2.35K - $2.63K
|
1.61K
$954K
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
5+ 0.2% |
$2.35K - $2.63K
|
2.49K
$1.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
5+ 0.2% |
$2.35K - $2.63K
|
2.52K
$1.49M
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
5+ 0.09% |
$2.35K - $2.63K
|
5.78K
$3.42M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.07% |
$2.35K - $2.63K
|
7.33K
$4.34M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
5+ 0.12% |
$2.35K - $2.63K
|
4.16K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5+ 0.04% |
$2.35K - $2.63K
|
11.2K
$6.61M
|
|
|
Aug 12, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
5+ 0.69% |
$2.35K - $2.63K
|
726
$430K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.16% |
$1.88K - $2.1K
|
2.45K
$1.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4+ 0.02% |
$1.88K - $2.1K
|
16.8K
$9.97M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
4+ 0.29% |
$1.88K - $2.1K
|
1.41K
$833K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.18% |
$1.88K - $2.1K
|
2.2K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4+ 0.25% |
$1.88K - $2.1K
|
1.58K
$937K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4+ 0.11% |
$1.88K - $2.1K
|
3.56K
$2.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.3% |
$1.41K - $1.58K
|
995
$589K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3+ 0.57% |
$1.41K - $1.58K
|
528
$313K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
3+ 0.12% |
$1.41K - $1.58K
|
2.46K
$1.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3+ 0.39% |
$1.41K - $1.58K
|
773
$458K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
3+ 0.36% |
$1.41K - $1.58K
|
842
$498K
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.2% |
$1.41K - $1.58K
|
1.48K
$878K
|