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 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-4- 0.08% |
$1.88K - $2.1K
|
5.24K
$3.33M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4- 0.13% |
$1.88K - $2.1K
|
3.04K
$1.93M
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-4- 0.42% |
$1.88K - $2.1K
|
956
$608K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5- 0.11% |
$2.35K - $2.63K
|
4.57K
$2.91M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-5- 0.97% |
$2.35K - $2.63K
|
509
$324K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-5- 0.48% |
$2.35K - $2.63K
|
1.03K
$655K
|
|
|
Apr 04, 2024
Q1 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-6- 0.41% |
$2.82K - $3.15K
|
1.44K
$918K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-6- 6.25% |
$2.82K - $3.15K
|
90
$57.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-6- 0.27% |
$2.82K - $3.15K
|
2.22K
$1.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-6- 0.18% |
$2.82K - $3.15K
|
3.32K
$2.11M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-6- 0.33% |
$2.82K - $3.15K
|
1.81K
$1.15M
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-6- 0.33% |
$2.82K - $3.15K
|
1.81K
$1.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-7- 0.27% |
$3.29K - $3.68K
|
2.58K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-7- 0.23% |
$3.29K - $3.68K
|
3.05K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-7- 0.06% |
$3.29K - $3.68K
|
12.6K
$8.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-8- 1.73% |
$3.76K - $4.21K
|
455
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-8- 0.45% |
$3.76K - $4.21K
|
1.76K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-8- 0.13% |
$3.76K - $4.21K
|
6.34K
$4.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-8- 0.22% |
$3.76K - $4.21K
|
3.71K
$2.36M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-8- 0.56% |
$3.76K - $4.21K
|
1.41K
$898K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-9- 1.18% |
$4.23K - $4.73K
|
752
$479K
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-9- 0.08% |
$4.23K - $4.73K
|
10.6K
$6.76M
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
SELL
|
- |
-10- 0.87% |
$4.7K - $5.26K
|
1.14K
$727K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-10- 0.74% |
$4.7K - $5.26K
|
1.34K
$855K
|
|
|
Apr 16, 2024
Q1 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-10- 0.13% |
$4.7K - $5.26K
|
7.94K
$5.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-10- 0.92% |
$4.7K - $5.26K
|
1.08K
$685K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-10- 0.95% |
$4.7K - $5.26K
|
1.04K
$661K
|
|
|
May 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-10- 0.2% |
$4.7K - $5.26K
|
4.89K
$3.11M
|
|
|
May 09, 2024
Q1 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-11- 1.2% |
$5.17K - $5.78K
|
908
$578K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-11- 0.17% |
$5.17K - $5.78K
|
6.39K
$4.06M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.35% |
$5.17K - $5.78K
|
3.14K
$2M
|
|
|
Apr 15, 2024
Q1 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-12- 0.41% |
$5.63K - $6.31K
|
2.91K
$1.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-12- 19.67% |
$5.63K - $6.31K
|
49
$31.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-12- 5.33% |
$5.63K - $6.31K
|
213
$136K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-12- 2.08% |
$5.63K - $6.31K
|
564
$359K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-12- 0.13% |
$5.63K - $6.31K
|
8.9K
$5.67M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-12- 0.17% |
$5.63K - $6.31K
|
7.23K
$4.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-13- 0.2% |
$6.1K - $6.83K
|
6.61K
$4.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-13- 0.14% |
$6.1K - $6.83K
|
9.44K
$6.01M
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-13- 0.27% |
$6.1K - $6.83K
|
4.78K
$3.04M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-13- 0.11% |
$6.1K - $6.83K
|
11.9K
$7.58M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-14- 4.24% |
$6.57K - $7.36K
|
316
$201K
|
|
|
Apr 10, 2024
Q1 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-14- 2.5% |
$6.57K - $7.36K
|
545
$347K
|
|
|
May 10, 2024
Q1 2024
|
Vista Finance, LLC
|
SELL
|
- |
-14- 0.51% |
$6.57K - $7.36K
|
2.76K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-14- 1.77% |
$6.57K - $7.36K
|
779
$496K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-14- 2.39% |
$6.57K - $7.36K
|
572
$364K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-15- 0.69% |
$7.04K - $7.89K
|
2.17K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-15- 0.16% |
$7.04K - $7.89K
|
9.32K
$5.93M
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-15- 0.48% |
$7.04K - $7.89K
|
3.13K
$1.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-16- 1.94% |
$7.51K - $8.41K
|
810
$515K
|