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 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3New |
$1.41K - $1.58K
|
3
$1.78K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3+ 0.48% |
$1.41K - $1.58K
|
632
$374K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3+ 0.22% |
$1.41K - $1.58K
|
1.4K
$828K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$1.41K - $1.58K
|
5.25K
$3.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3+ 0.04% |
$1.41K - $1.58K
|
8.09K
$4.79M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
3+ 0.1% |
$1.41K - $1.58K
|
3.11K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
3+ 0.44% |
$1.41K - $1.58K
|
687
$407K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
3+ 0.11% |
$1.41K - $1.58K
|
2.83K
$1.68M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3New |
$1.41K - $1.58K
|
3
$1.78K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.22% |
$1.41K - $1.58K
|
1.36K
$806K
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3+ 0.09% |
$1.41K - $1.58K
|
3.24K
$1.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.37% |
$939 - $1.05K
|
542
$321K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2+ 0.29% |
$939 - $1.05K
|
681
$403K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
2+ 0.26% |
$939 - $1.05K
|
780
$462K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.12% |
$939 - $1.05K
|
1.61K
$951K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.03% |
$939 - $1.05K
|
5.98K
$3.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2+ 0.27% |
$939 - $1.05K
|
747
$442K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2+ 0.36% |
$939 - $1.05K
|
556
$329K
|
|
|
May 01, 2024
Q1 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 0.04% |
$939 - $1.05K
|
5.15K
$3.05M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2+ 0.14% |
$939 - $1.05K
|
1.48K
$875K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
2+ 0.01% |
$939 - $1.05K
|
15.8K
$9.33M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$939 - $1.05K
|
7.22K
$4.27M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
2+ 0.03% |
$939 - $1.05K
|
6.4K
$3.79M
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
2+ 0.4% |
$939 - $1.05K
|
508
$301K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.39% |
$939 - $1.05K
|
511
$302K
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2+ 0.39% |
$939 - $1.05K
|
515
$305K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.02% |
$470 - $526
|
4.61K
$2.73M
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1+ 0.08% |
$470 - $526
|
1.32K
$784K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1+ 0.12% |
$470 - $526
|
855
$506K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$470 - $526
|
3.31K
$1.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
1New |
$470 - $526
|
1
$592
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1+ 0.02% |
$470 - $526
|
5.14K
$3.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.13% |
$470 - $526
|
755
$447K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.47% |
$470 - $526
|
214
$127K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$470 - $526
|
3.17K
$1.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1+ 0.18% |
$470 - $526
|
565
$334K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1+ 0.31% |
$470 - $526
|
322
$191K
|
|
|
Apr 26, 2024
Q1 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
1+ 0.0% |
$470 - $526
|
55.5K
$32.9M
|
|
|
May 01, 2024
Q1 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
1+ 0.11% |
$470 - $526
|
944
$559K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$470 - $526
|
2.04K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1+ 0.08% |
$470 - $526
|
1.26K
$746K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1+ 0.13% |
$470 - $526
|
763
$452K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$470 - $526
|
3.44K
$2.04M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.11% |
$470 - $526
|
874
$517K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1+ 0.12% |
$470 - $526
|
833
$493K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.21% |
$470 - $526
|
488
$289K
|
|
|
May 14, 2024
Q1 2024
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
1+ 0.08% |
$470 - $526
|
1.18K
$700K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$470 - $526
|
620
$367K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.69% |
$470 - $526
|
146
$86.4K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.09% |
$470 - $526
|
1.15K
$679K
|