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 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-62- 0.09% |
$29.1K - $32.6K
|
66.3K
$41.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-63- 9.43% |
$29.6K - $33.1K
|
605
$382K
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-63- 7.09% |
$29.6K - $33.1K
|
825
$521K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-64- 10.31% |
$30.1K - $33.6K
|
557
$352K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-66- 0.73% |
$31K - $34.7K
|
8.92K
$5.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-67- 0.65% |
$31.5K - $35.2K
|
10.3K
$6.48M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-67- 0.97% |
$31.5K - $35.2K
|
6.83K
$4.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-68- 8.23% |
$31.9K - $35.7K
|
758
$479K
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-68- 1.17% |
$31.9K - $35.7K
|
5.73K
$3.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
SELL
|
- |
-68- 7.14% |
$31.9K - $35.7K
|
884
$558K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-69- 7.36% |
$32.4K - $36.3K
|
868
$548K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-69- 2.51% |
$32.4K - $36.3K
|
2.68K
$1.69M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-70- 0.61% |
$32.9K - $36.8K
|
11.3K
$7.17M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-70- 0.21% |
$32.9K - $36.8K
|
33.5K
$21.2M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-70- 3.47% |
$32.9K - $36.8K
|
1.95K
$1.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-71- 1.48% |
$33.3K - $37.3K
|
4.73K
$2.99M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-71- 6.06% |
$33.3K - $37.3K
|
1.1K
$696K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-73- 1.94% |
$34.3K - $38.4K
|
3.69K
$2.33M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-73- 5.21% |
$34.3K - $38.4K
|
1.33K
$838K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-74- 7.05% |
$34.7K - $38.9K
|
976
$617K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-74- 2.33% |
$34.7K - $38.9K
|
3.11K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-74- 13.7% |
$34.7K - $38.9K
|
466
$294K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
SELL
|
- |
-75- 9.49% |
$35.2K - $39.4K
|
715
$452K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-75- 0.48% |
$35.2K - $39.4K
|
15.5K
$9.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-75- 2.74% |
$35.2K - $39.4K
|
2.66K
$1.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-75- 1.09% |
$35.2K - $39.4K
|
6.82K
$4.31M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-75- 0.1% |
$35.2K - $39.4K
|
77K
$48.6M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-75- 11.4% |
$35.2K - $39.4K
|
583
$368K
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
SELL
|
- |
-76- 3.4% |
$35.7K - $40K
|
2.16K
$1.36M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-76- 1.04% |
$35.7K - $40K
|
7.25K
$4.58M
|
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-76- 4.43% |
$35.7K - $40K
|
1.64K
$1.03M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-77- 5.85% |
$36.2K - $40.5K
|
1.24K
$783K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-77- 3.47% |
$36.2K - $40.5K
|
2.14K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-78- 1.39% |
$36.6K - $41K
|
5.55K
$3.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-78- 0.61% |
$36.6K - $41K
|
12.7K
$8.04M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-78- 7.73% |
$36.6K - $41K
|
931
$588K
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-78- 2.8% |
$36.6K - $41K
|
2.71K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-79- 3.53% |
$37.1K - $41.5K
|
2.16K
$1.37M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-80- 1.08% |
$37.6K - $42.1K
|
7.34K
$4.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-81- 0.84% |
$38K - $42.6K
|
9.51K
$6M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-81- 3.75% |
$38K - $42.6K
|
2.08K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-81- 0.22% |
$38K - $42.6K
|
37.5K
$23.7M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-81- 0.88% |
$38K - $42.6K
|
9.18K
$5.8M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-81- 8.63% |
$38K - $42.6K
|
858
$542K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-82- 1.27% |
$38.5K - $43.1K
|
6.35K
$4.01M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-82- 1.49% |
$38.5K - $43.1K
|
5.43K
$3.43M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-82- 6.53% |
$38.5K - $43.1K
|
1.17K
$742K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-85- 20.09% |
$39.9K - $44.7K
|
338
$214K
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-85- 1.89% |
$39.9K - $44.7K
|
4.4K
$2.78M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-85- 18.2% |
$39.9K - $44.7K
|
382
$241K
|