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 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-16- 1.94% |
$7.51K - $8.41K
|
810
$515K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-16- 2.47% |
$7.51K - $8.41K
|
633
$403K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-16- 15.84% |
$7.51K - $8.41K
|
85
$54.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-17- 0.18% |
$7.98K - $8.94K
|
9.38K
$5.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-17- 0.3% |
$7.98K - $8.94K
|
5.61K
$3.57M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-17- 0.33% |
$7.98K - $8.94K
|
5.1K
$3.25M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-17- 0.17% |
$7.98K - $8.94K
|
9.8K
$6.23M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-17- 1.49% |
$7.98K - $8.94K
|
1.13K
$716K
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-18- 2.7% |
$8.45K - $9.46K
|
648
$412K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-19- 1.33% |
$8.92K - $9.99K
|
1.41K
$899K
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-20- 4.82% |
$9.39K - $10.5K
|
395
$251K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-20- 1.34% |
$9.39K - $10.5K
|
1.47K
$935K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-20- 1.23% |
$9.39K - $10.5K
|
1.6K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-20- 2.22% |
$9.39K - $10.5K
|
879
$559K
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-20- 2.61% |
$9.39K - $10.5K
|
745
$474K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-20- 1.11% |
$9.39K - $10.5K
|
1.79K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-20- 4.23% |
$9.39K - $10.5K
|
453
$288K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-20- 0.96% |
$9.39K - $10.5K
|
2.06K
$1.31M
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-20- 2.22% |
$9.39K - $10.5K
|
879
$559K
|
|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-20- 1.25% |
$9.39K - $10.5K
|
1.58K
$1.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-21- 0.56% |
$9.86K - $11K
|
3.73K
$2.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-21- 0.38% |
$9.86K - $11K
|
5.47K
$3.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-21- 0.26% |
$9.86K - $11K
|
8.13K
$5.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-21- 0.7% |
$9.86K - $11K
|
2.99K
$1.9M
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-22- 3.63% |
$10.3K - $11.6K
|
584
$372K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-22- 3.63% |
$10.3K - $11.6K
|
584
$372K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-22- 3.24% |
$10.3K - $11.6K
|
657
$418K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-23- 3.07% |
$10.8K - $12.1K
|
727
$463K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-23- 25.84% |
$10.8K - $12.1K
|
66
$42K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-23- 0.22% |
$10.8K - $12.1K
|
10.7K
$6.79M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-23- 0.33% |
$10.8K - $12.1K
|
6.85K
$4.36M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-23- 0.19% |
$10.8K - $12.1K
|
12K
$7.62M
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-23- 0.48% |
$10.8K - $12.1K
|
4.78K
$3.04M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-23- 1.91% |
$10.8K - $12.1K
|
1.18K
$754K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-24- 3.86% |
$11.3K - $12.6K
|
598
$381K
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-24- 1.81% |
$11.3K - $12.6K
|
1.3K
$829K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-24- 4.07% |
$11.3K - $12.6K
|
565
$360K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-24- 3.63% |
$11.3K - $12.6K
|
638
$406K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-24- 0.84% |
$11.3K - $12.6K
|
2.82K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-24- 4.97% |
$11.3K - $12.6K
|
459
$292K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-24- 0.62% |
$11.3K - $12.6K
|
3.82K
$2.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-25- 4.3% |
$11.7K - $13.1K
|
557
$354K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-25- 0.16% |
$11.7K - $13.1K
|
15.3K
$9.77M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-25- 2.48% |
$11.7K - $13.1K
|
984
$626K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-25- 2.03% |
$11.7K - $13.1K
|
1.21K
$768K
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-25- 5.87% |
$11.7K - $13.1K
|
401
$255K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-25- 1.96% |
$11.7K - $13.1K
|
1.25K
$796K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-25- 0.66% |
$11.7K - $13.1K
|
3.77K
$2.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-26- 0.91% |
$12.2K - $13.7K
|
2.83K
$1.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-26- 0.72% |
$12.2K - $13.7K
|
3.58K
$2.28M
|