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 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
16+ 2.37% |
$7.51K - $8.41K
|
691
$440K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
15+ 3.2% |
$7.04K - $7.89K
|
484
$308K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
15+ 1.17% |
$7.04K - $7.89K
|
1.29K
$822K
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
15+ 2.68% |
$7.04K - $7.89K
|
575
$366K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
15New |
$7.04K - $7.89K
|
15
$9.55K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
14+ 0.65% |
$6.57K - $7.36K
|
2.16K
$1.38M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
14+ 0.89% |
$6.57K - $7.36K
|
1.59K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
14+ 0.06% |
$6.57K - $7.36K
|
24.9K
$15.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
14+ 0.08% |
$6.57K - $7.36K
|
17.3K
$11M
|
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
14+ 0.09% |
$6.57K - $7.36K
|
16.1K
$10.3M
|
|
|
May 06, 2024
Q1 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
14+ 0.31% |
$6.57K - $7.36K
|
4.5K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
14+ 1.26% |
$6.57K - $7.36K
|
1.12K
$715K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
14+ 0.69% |
$6.57K - $7.36K
|
2.04K
$1.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
13+ 0.67% |
$6.1K - $6.83K
|
1.95K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
13+ 1.26% |
$6.1K - $6.83K
|
1.04K
$663K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
13+ 9.49% |
$6.1K - $6.83K
|
150
$95.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
12+ 1.41% |
$5.63K - $6.31K
|
863
$549K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
12+ 0.22% |
$5.63K - $6.31K
|
5.53K
$3.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12+ 0.75% |
$5.63K - $6.31K
|
1.6K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
12+ 0.31% |
$5.63K - $6.31K
|
3.87K
$2.46M
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
12+ 0.03% |
$5.63K - $6.31K
|
34.3K
$21.9M
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
12+ 57.14% |
$5.63K - $6.31K
|
33
$21K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
11+ 0.69% |
$5.17K - $5.78K
|
1.6K
$1.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
11+ 5.64% |
$5.17K - $5.78K
|
206
$131K
|
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
10+ 0.33% |
$4.7K - $5.26K
|
3K
$1.91M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
10+ 0.77% |
$4.7K - $5.26K
|
1.31K
$832K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
10+ 0.31% |
$4.7K - $5.26K
|
3.27K
$2.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
10+ 2.36% |
$4.7K - $5.26K
|
434
$276K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10+ 0.24% |
$4.7K - $5.26K
|
4.17K
$2.65M
|
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
10+ 0.59% |
$4.7K - $5.26K
|
1.7K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
10+ 1.2% |
$4.7K - $5.26K
|
843
$536K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
10+ 0.1% |
$4.7K - $5.26K
|
10K
$6.39M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
10+ 0.67% |
$4.7K - $5.26K
|
1.51K
$960K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
9+ 0.3% |
$4.23K - $4.73K
|
3.04K
$1.94M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
9+ 1.7% |
$4.23K - $4.73K
|
539
$343K
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
8+ 0.38% |
$3.76K - $4.21K
|
2.11K
$1.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
8+ 0.26% |
$3.76K - $4.21K
|
3.03K
$1.93M
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
8+ 0.29% |
$3.76K - $4.21K
|
2.74K
$1.75M
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.88% |
$3.76K - $4.21K
|
918
$584K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
8+ 0.42% |
$3.76K - $4.21K
|
1.91K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.11% |
$3.76K - $4.21K
|
7.09K
$4.51M
|
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
7+ 0.37% |
$3.29K - $3.68K
|
1.88K
$1.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
7+ 0.04% |
$3.29K - $3.68K
|
19.4K
$12.3M
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
7+ 0.25% |
$3.29K - $3.68K
|
2.8K
$1.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
7+ 0.47% |
$3.29K - $3.68K
|
1.49K
$946K
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
BUY
|
- |
7+ 0.09% |
$3.29K - $3.68K
|
8.18K
$5.21M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
7+ 0.01% |
$3.29K - $3.68K
|
131K
$83.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6+ 0.19% |
$2.82K - $3.15K
|
3.11K
$1.98M
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
6+ 1.3% |
$2.82K - $3.15K
|
468
$298K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
6+ 0.23% |
$2.82K - $3.15K
|
2.63K
$1.67M
|