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 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-22- 3.63% |
$10.3K - $11.6K
|
584
$346K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-22- 3.63% |
$10.3K - $11.6K
|
584
$346K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-23- 3.07% |
$10.8K - $12.1K
|
727
$430K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-23- 25.84% |
$10.8K - $12.1K
|
66
$39.1K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-23- 0.22% |
$10.8K - $12.1K
|
10.7K
$6.31M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-23- 0.33% |
$10.8K - $12.1K
|
6.85K
$4.05M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-23- 0.19% |
$10.8K - $12.1K
|
12K
$7.08M
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-23- 0.48% |
$10.8K - $12.1K
|
4.78K
$2.83M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-23- 1.91% |
$10.8K - $12.1K
|
1.18K
$701K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-24- 3.86% |
$11.3K - $12.6K
|
598
$354K
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-24- 1.81% |
$11.3K - $12.6K
|
1.3K
$771K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-24- 4.07% |
$11.3K - $12.6K
|
565
$334K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-24- 3.63% |
$11.3K - $12.6K
|
638
$378K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-24- 0.84% |
$11.3K - $12.6K
|
2.82K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-24- 4.97% |
$11.3K - $12.6K
|
459
$272K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-24- 0.62% |
$11.3K - $12.6K
|
3.82K
$2.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-25- 4.3% |
$11.7K - $13.1K
|
557
$330K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-25- 0.16% |
$11.7K - $13.1K
|
15.3K
$9.09M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-25- 2.48% |
$11.7K - $13.1K
|
984
$582K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-25- 2.03% |
$11.7K - $13.1K
|
1.21K
$714K
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-25- 5.87% |
$11.7K - $13.1K
|
401
$237K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-25- 1.96% |
$11.7K - $13.1K
|
1.25K
$740K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-25- 0.66% |
$11.7K - $13.1K
|
3.77K
$2.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-26- 0.91% |
$12.2K - $13.7K
|
2.83K
$1.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-26- 0.72% |
$12.2K - $13.7K
|
3.58K
$2.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-26- 2.32% |
$12.2K - $13.7K
|
1.1K
$648K
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-27- 0.87% |
$12.7K - $14.2K
|
3.08K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-27- 6.0% |
$12.7K - $14.2K
|
423
$250K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-28- 3.21% |
$13.1K - $14.7K
|
845
$500K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-28- 2.05% |
$13.1K - $14.7K
|
1.34K
$791K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-28- 3.58% |
$13.1K - $14.7K
|
754
$446K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-28- 3.17% |
$13.1K - $14.7K
|
855
$506K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.67% |
$13.6K - $15.2K
|
4.27K
$2.53M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-30- 1.35% |
$14.1K - $15.8K
|
2.2K
$1.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-30- 0.99% |
$14.1K - $15.8K
|
3.01K
$1.78M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-30- 0.45% |
$14.1K - $15.8K
|
6.64K
$3.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-30- 2.41% |
$14.1K - $15.8K
|
1.21K
$719K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-30- 4.93% |
$14.1K - $15.8K
|
578
$342K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-30- 1.22% |
$14.1K - $15.8K
|
2.43K
$1.44M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-30- 0.62% |
$14.1K - $15.8K
|
4.84K
$2.86M
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-30- 6.21% |
$14.1K - $15.8K
|
453
$268K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-30- 4.43% |
$14.1K - $15.8K
|
647
$383K
|
|
|
May 15, 2024
Q1 2024
|
Battery Global Advisors, LLC
Boston, MA |
SELL
|
- |
-30- 8.06% |
$14.1K - $15.8K
|
342
$202K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-30- 3.39% |
$14.1K - $15.8K
|
856
$507K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-32- 1.67% |
$15K - $16.8K
|
1.88K
$1.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-32- 1.4% |
$15K - $16.8K
|
2.25K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-32- 0.02% |
$15K - $16.8K
|
163K
$96.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-33- 0.98% |
$15.5K - $17.3K
|
3.32K
$1.97M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-33- 1.05% |
$15.5K - $17.3K
|
3.1K
$1.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-33- 2.51% |
$15.5K - $17.3K
|
1.28K
$758K
|