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 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-26- 2.32% |
$12.2K - $13.7K
|
1.1K
$697K
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-27- 0.87% |
$12.7K - $14.2K
|
3.08K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-27- 6.0% |
$12.7K - $14.2K
|
423
$269K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-28- 3.21% |
$13.1K - $14.7K
|
845
$538K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-28- 2.05% |
$13.1K - $14.7K
|
1.34K
$851K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-28- 3.58% |
$13.1K - $14.7K
|
754
$480K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-28- 3.17% |
$13.1K - $14.7K
|
855
$544K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.67% |
$13.6K - $15.2K
|
4.27K
$2.72M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-30- 1.35% |
$14.1K - $15.8K
|
2.2K
$1.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-30- 0.99% |
$14.1K - $15.8K
|
3.01K
$1.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-30- 0.45% |
$14.1K - $15.8K
|
6.64K
$4.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-30- 2.41% |
$14.1K - $15.8K
|
1.21K
$773K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-30- 4.93% |
$14.1K - $15.8K
|
578
$368K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-30- 1.22% |
$14.1K - $15.8K
|
2.43K
$1.55M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-30- 0.62% |
$14.1K - $15.8K
|
4.84K
$3.08M
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-30- 6.21% |
$14.1K - $15.8K
|
453
$288K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-30- 4.43% |
$14.1K - $15.8K
|
647
$412K
|
|
|
May 15, 2024
Q1 2024
|
Battery Global Advisors, LLC
Boston, MA |
SELL
|
- |
-30- 8.06% |
$14.1K - $15.8K
|
342
$218K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-30- 3.39% |
$14.1K - $15.8K
|
856
$545K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-32- 1.67% |
$15K - $16.8K
|
1.88K
$1.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-32- 1.4% |
$15K - $16.8K
|
2.25K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-32- 0.02% |
$15K - $16.8K
|
163K
$104M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-33- 0.98% |
$15.5K - $17.3K
|
3.32K
$2.11M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-33- 1.05% |
$15.5K - $17.3K
|
3.1K
$1.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-33- 2.51% |
$15.5K - $17.3K
|
1.28K
$815K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-33- 0.36% |
$15.5K - $17.3K
|
9.26K
$5.89M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-33- 0.5% |
$15.5K - $17.3K
|
6.53K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-33- 0.78% |
$15.5K - $17.3K
|
4.22K
$2.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-34- 2.61% |
$16K - $17.9K
|
1.27K
$808K
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-34- 2.95% |
$16K - $17.9K
|
1.12K
$712K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-35- 6.03% |
$16.4K - $18.4K
|
545
$347K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-35- 0.71% |
$16.4K - $18.4K
|
4.87K
$3.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-35- 0.03% |
$16.4K - $18.4K
|
136K
$86.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
SELL
|
- |
-36- 7.07% |
$16.9K - $18.9K
|
473
$301K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-36- 0.37% |
$16.9K - $18.9K
|
9.58K
$6.1M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-36- 7.16% |
$16.9K - $18.9K
|
467
$297K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-37- 5.56% |
$17.4K - $19.5K
|
628
$400K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-38- 1.7% |
$17.8K - $20K
|
2.2K
$1.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-38- 1.63% |
$17.8K - $20K
|
2.3K
$1.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-39- 2.19% |
$18.3K - $20.5K
|
1.74K
$1.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-40- 9.48% |
$18.8K - $21K
|
382
$243K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-40- 0.44% |
$18.8K - $21K
|
9.03K
$5.74M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-41- 0.05% |
$19.3K - $21.6K
|
77.6K
$49.4M
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
SELL
|
- |
-41- 0.26% |
$19.3K - $21.6K
|
15.9K
$10.1M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-41- 2.63% |
$19.3K - $21.6K
|
1.52K
$964K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-42- 0.19% |
$19.7K - $22.1K
|
22.2K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-42- 3.43% |
$19.7K - $22.1K
|
1.18K
$752K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-43- 3.8% |
$20.2K - $22.6K
|
1.09K
$693K
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-43- 4.83% |
$20.2K - $22.6K
|
848
$540K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-43- 1.2% |
$20.2K - $22.6K
|
3.54K
$2.25M
|