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 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-44- 5.09% |
$20.7K - $23.1K
|
820
$522K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-44- 2.62% |
$20.7K - $23.1K
|
1.64K
$1.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-45- 1.12% |
$21.1K - $23.7K
|
3.96K
$2.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-45- 2.81% |
$21.1K - $23.7K
|
1.56K
$992K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-45- 1.51% |
$21.1K - $23.7K
|
2.94K
$1.87M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-46- 2.68% |
$21.6K - $24.2K
|
1.67K
$1.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-46- 5.58% |
$21.6K - $24.2K
|
779
$496K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-47- 0.59% |
$22.1K - $24.7K
|
7.98K
$5.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-47- 1.98% |
$22.1K - $24.7K
|
2.33K
$1.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-47- 3.8% |
$22.1K - $24.7K
|
1.19K
$757K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-48- 1.16% |
$22.5K - $25.2K
|
4.1K
$2.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-48- 0.62% |
$22.5K - $25.2K
|
7.71K
$4.91M
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-48- 1.81% |
$22.5K - $25.2K
|
2.6K
$1.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-49- 3.11% |
$23K - $25.8K
|
1.53K
$971K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-49- 10.58% |
$23K - $25.8K
|
414
$263K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-49- 0.44% |
$23K - $25.8K
|
11.2K
$7.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-50- 3.51% |
$23.5K - $26.3K
|
1.37K
$874K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-50- 3.05% |
$23.5K - $26.3K
|
1.59K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 16.67% |
$23.5K - $26.3K
|
250
$159K
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-50- 1.84% |
$23.5K - $26.3K
|
2.67K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-50- 0.04% |
$23.5K - $26.3K
|
118K
$74.8M
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-51- 3.49% |
$23.9K - $26.8K
|
1.41K
$897K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-51- 0.89% |
$23.9K - $26.8K
|
5.7K
$3.63M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-51- 0.37% |
$23.9K - $26.8K
|
13.8K
$8.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-52- 0.62% |
$24.4K - $27.3K
|
8.29K
$5.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-52- 0.77% |
$24.4K - $27.3K
|
6.71K
$4.27M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-52- 0.89% |
$24.4K - $27.3K
|
5.81K
$3.7M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-53- 19.7% |
$24.9K - $27.9K
|
216
$137K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-54- 4.76% |
$25.4K - $28.4K
|
1.08K
$688K
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-54- 9.69% |
$25.4K - $28.4K
|
503
$320K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-54- 6.1% |
$25.4K - $28.4K
|
831
$529K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-55- 1.1% |
$25.8K - $28.9K
|
4.93K
$3.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-56- 0.08% |
$26.3K - $29.4K
|
72.5K
$46.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-56- 8.18% |
$26.3K - $29.4K
|
629
$400K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-56- 1.21% |
$26.3K - $29.4K
|
4.57K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-57- 10.73% |
$26.8K - $30K
|
474
$302K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-57- 0.33% |
$26.8K - $30K
|
17.5K
$11.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-58- 1.96% |
$27.2K - $30.5K
|
2.91K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-58- 16.57% |
$27.2K - $30.5K
|
292
$186K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-58- 5.06% |
$27.2K - $30.5K
|
1.09K
$692K
|
|
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-58- 4.71% |
$27.2K - $30.5K
|
1.17K
$747K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-59- 0.15% |
$27.7K - $31K
|
38K
$24.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-59- 12.04% |
$27.7K - $31K
|
431
$274K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-59- 4.38% |
$27.7K - $31K
|
1.29K
$819K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-59- 1.58% |
$27.7K - $31K
|
3.68K
$2.34M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-59- 0.26% |
$27.7K - $31K
|
22.4K
$14.2M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-60- 0.9% |
$28.2K - $31.5K
|
6.59K
$4.19M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-60- 0.52% |
$28.2K - $31.5K
|
11.5K
$7.35M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-60- 0.19% |
$28.2K - $31.5K
|
31.5K
$20.1M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-60- 10.91% |
$28.2K - $31.5K
|
490
$312K
|