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 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
6+ 0.33% |
$2.82K - $3.15K
|
1.83K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6+ 0.19% |
$2.82K - $3.15K
|
3.24K
$2.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5+ 0.31% |
$2.35K - $2.63K
|
1.61K
$1.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
5+ 0.31% |
$2.35K - $2.63K
|
1.61K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
5+ 0.2% |
$2.35K - $2.63K
|
2.49K
$1.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
5+ 0.2% |
$2.35K - $2.63K
|
2.52K
$1.61M
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
5+ 0.09% |
$2.35K - $2.63K
|
5.78K
$3.68M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.07% |
$2.35K - $2.63K
|
7.33K
$4.67M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
5+ 0.12% |
$2.35K - $2.63K
|
4.16K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5+ 0.04% |
$2.35K - $2.63K
|
11.2K
$7.11M
|
|
|
Aug 12, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
5+ 0.69% |
$2.35K - $2.63K
|
726
$462K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.16% |
$1.88K - $2.1K
|
2.45K
$1.56M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4+ 0.02% |
$1.88K - $2.1K
|
16.8K
$10.7M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
4+ 0.29% |
$1.88K - $2.1K
|
1.41K
$895K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.18% |
$1.88K - $2.1K
|
2.2K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4+ 0.25% |
$1.88K - $2.1K
|
1.58K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4+ 0.11% |
$1.88K - $2.1K
|
3.56K
$2.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.3% |
$1.41K - $1.58K
|
995
$633K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3+ 0.57% |
$1.41K - $1.58K
|
528
$336K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
3+ 0.12% |
$1.41K - $1.58K
|
2.46K
$1.56M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3+ 0.39% |
$1.41K - $1.58K
|
773
$492K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
3+ 0.36% |
$1.41K - $1.58K
|
842
$536K
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.2% |
$1.41K - $1.58K
|
1.48K
$944K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3New |
$1.41K - $1.58K
|
3
$1.91K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3+ 0.48% |
$1.41K - $1.58K
|
632
$402K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3+ 0.22% |
$1.41K - $1.58K
|
1.4K
$890K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$1.41K - $1.58K
|
5.25K
$3.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3+ 0.04% |
$1.41K - $1.58K
|
8.09K
$5.15M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
3+ 0.1% |
$1.41K - $1.58K
|
3.11K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
3+ 0.44% |
$1.41K - $1.58K
|
687
$437K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
3+ 0.11% |
$1.41K - $1.58K
|
2.83K
$1.8M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3New |
$1.41K - $1.58K
|
3
$1.91K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.22% |
$1.41K - $1.58K
|
1.36K
$866K
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3+ 0.09% |
$1.41K - $1.58K
|
3.24K
$2.06M
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3+ 0.05% |
$1.41K - $1.58K
|
5.52K
$3.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.37% |
$939 - $1.05K
|
542
$345K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2+ 0.29% |
$939 - $1.05K
|
681
$433K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
2+ 0.26% |
$939 - $1.05K
|
780
$496K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.12% |
$939 - $1.05K
|
1.61K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.03% |
$939 - $1.05K
|
5.98K
$3.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2+ 0.27% |
$939 - $1.05K
|
747
$475K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2+ 0.36% |
$939 - $1.05K
|
556
$354K
|
|
|
May 01, 2024
Q1 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 0.04% |
$939 - $1.05K
|
5.15K
$3.28M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2+ 0.14% |
$939 - $1.05K
|
1.48K
$941K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
2+ 0.01% |
$939 - $1.05K
|
15.8K
$10M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$939 - $1.05K
|
7.22K
$4.59M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
2+ 0.03% |
$939 - $1.05K
|
6.4K
$4.08M
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
2+ 0.4% |
$939 - $1.05K
|
508
$323K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.39% |
$939 - $1.05K
|
511
$325K
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2+ 0.39% |
$939 - $1.05K
|
515
$328K
|