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 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-33- 0.36% |
$15.5K - $17.3K
|
9.26K
$5.48M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-33- 0.5% |
$15.5K - $17.3K
|
6.53K
$3.87M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-33- 0.78% |
$15.5K - $17.3K
|
4.22K
$2.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-34- 2.61% |
$16K - $17.9K
|
1.27K
$752K
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-34- 2.95% |
$16K - $17.9K
|
1.12K
$662K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-35- 6.03% |
$16.4K - $18.4K
|
545
$323K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-35- 0.71% |
$16.4K - $18.4K
|
4.87K
$2.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-35- 0.03% |
$16.4K - $18.4K
|
136K
$80.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
SELL
|
- |
-36- 7.07% |
$16.9K - $18.9K
|
473
$280K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-36- 0.37% |
$16.9K - $18.9K
|
9.58K
$5.67M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-36- 7.16% |
$16.9K - $18.9K
|
467
$276K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-37- 5.56% |
$17.4K - $19.5K
|
628
$372K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-38- 1.7% |
$17.8K - $20K
|
2.2K
$1.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-38- 1.63% |
$17.8K - $20K
|
2.3K
$1.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-39- 2.19% |
$18.3K - $20.5K
|
1.74K
$1.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-40- 9.48% |
$18.8K - $21K
|
382
$226K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-40- 0.44% |
$18.8K - $21K
|
9.03K
$5.34M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-41- 0.05% |
$19.3K - $21.6K
|
77.6K
$45.9M
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
SELL
|
- |
-41- 0.26% |
$19.3K - $21.6K
|
15.9K
$9.43M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-41- 2.63% |
$19.3K - $21.6K
|
1.52K
$897K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-42- 0.19% |
$19.7K - $22.1K
|
22.2K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-42- 3.43% |
$19.7K - $22.1K
|
1.18K
$699K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-43- 3.8% |
$20.2K - $22.6K
|
1.09K
$645K
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-43- 4.83% |
$20.2K - $22.6K
|
848
$502K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-43- 1.2% |
$20.2K - $22.6K
|
3.54K
$2.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-44- 2.62% |
$20.7K - $23.1K
|
1.64K
$969K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-44- 5.09% |
$20.7K - $23.1K
|
820
$485K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-44- 2.62% |
$20.7K - $23.1K
|
1.64K
$969K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-45- 1.12% |
$21.1K - $23.7K
|
3.96K
$2.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-45- 2.81% |
$21.1K - $23.7K
|
1.56K
$923K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-45- 1.51% |
$21.1K - $23.7K
|
2.94K
$1.74M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-46- 2.68% |
$21.6K - $24.2K
|
1.67K
$989K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-46- 5.58% |
$21.6K - $24.2K
|
779
$461K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-47- 0.59% |
$22.1K - $24.7K
|
7.98K
$4.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-47- 1.98% |
$22.1K - $24.7K
|
2.33K
$1.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-47- 3.8% |
$22.1K - $24.7K
|
1.19K
$704K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-48- 1.16% |
$22.5K - $25.2K
|
4.1K
$2.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-48- 0.62% |
$22.5K - $25.2K
|
7.71K
$4.57M
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-48- 1.81% |
$22.5K - $25.2K
|
2.6K
$1.54M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-49- 3.11% |
$23K - $25.8K
|
1.53K
$903K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-49- 10.58% |
$23K - $25.8K
|
414
$245K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-49- 0.44% |
$23K - $25.8K
|
11.2K
$6.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-50- 3.51% |
$23.5K - $26.3K
|
1.37K
$813K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-50- 3.05% |
$23.5K - $26.3K
|
1.59K
$942K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 16.67% |
$23.5K - $26.3K
|
250
$148K
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-50- 1.84% |
$23.5K - $26.3K
|
2.67K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-50- 0.04% |
$23.5K - $26.3K
|
118K
$69.6M
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-51- 3.49% |
$23.9K - $26.8K
|
1.41K
$834K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-51- 0.89% |
$23.9K - $26.8K
|
5.7K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-51- 0.37% |
$23.9K - $26.8K
|
13.8K
$8.16M
|