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 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-86- 7.78% |
$40.4K - $45.2K
|
1.02K
$644K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-88- 11.99% |
$41.3K - $46.3K
|
646
$408K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-88- 6.97% |
$41.3K - $46.3K
|
1.18K
$742K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-89- 1.65% |
$41.8K - $46.8K
|
5.29K
$3.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-90- 1.37% |
$42.3K - $47.3K
|
6.49K
$4.1M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-90- 1.4% |
$42.3K - $47.3K
|
6.34K
$4.01M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-90- 0.23% |
$42.3K - $47.3K
|
39.4K
$24.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-91- 8.27% |
$42.7K - $47.8K
|
1.01K
$638K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-91- 3.38% |
$42.7K - $47.8K
|
2.61K
$1.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-92- 1.1% |
$43.2K - $48.4K
|
8.25K
$5.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-92- 7.31% |
$43.2K - $48.4K
|
1.17K
$737K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-92- 1.61% |
$43.2K - $48.4K
|
5.61K
$3.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-93- 11.37% |
$43.7K - $48.9K
|
725
$458K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-94- 4.69% |
$44.1K - $49.4K
|
1.91K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-94- 1.38% |
$44.1K - $49.4K
|
6.74K
$4.26M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-94- 18.61% |
$44.1K - $49.4K
|
411
$260K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-95- 8.23% |
$44.6K - $49.9K
|
1.06K
$669K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-95- 8.48% |
$44.6K - $49.9K
|
1.03K
$648K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-95- 1.35% |
$44.6K - $49.9K
|
6.95K
$4.39M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-96- 2.75% |
$45.1K - $50.5K
|
3.39K
$2.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-98- 1.58% |
$46K - $51.5K
|
6.11K
$3.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-98- 7.65% |
$46K - $51.5K
|
1.18K
$747K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-100- 0.53% |
$47K - $52.6K
|
18.8K
$11.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-100- 10.71% |
$47K - $52.6K
|
834
$527K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 3.85% |
$47K - $52.6K
|
2.5K
$1.58M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-100- 6.8% |
$47K - $52.6K
|
1.37K
$866K
|
|
|
May 07, 2024
Q1 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-100- 6.71% |
$47K - $52.6K
|
1.39K
$879K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-100- 0.02% |
$47K - $52.6K
|
428K
$270M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-101- 0.4% |
$47.4K - $53.1K
|
24.9K
$15.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-102- 4.86% |
$47.9K - $53.6K
|
2K
$1.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-102- 0.37% |
$47.9K - $53.6K
|
27.8K
$17.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-103- 0.13% |
$48.4K - $54.2K
|
80.9K
$51.1M
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-103- 0.16% |
$48.4K - $54.2K
|
63.2K
$39.9M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-103- 6.6% |
$48.4K - $54.2K
|
1.46K
$921K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-104- 18.71% |
$48.8K - $54.7K
|
452
$286K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-104- 0.23% |
$48.8K - $54.7K
|
45.6K
$28.8M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-105- 6.58% |
$49.3K - $55.2K
|
1.49K
$942K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-105- 0.92% |
$49.3K - $55.2K
|
11.3K
$7.12M
|
|
|
Apr 04, 2025
Q1 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-106- 1.02% |
$49.8K - $55.7K
|
10.3K
$6.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-107- 5.98% |
$50.2K - $56.3K
|
1.68K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-107- 4.85% |
$50.2K - $56.3K
|
2.1K
$1.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-108- 19.57% |
$50.7K - $56.8K
|
444
$280K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-108- 21.73% |
$50.7K - $56.8K
|
389
$246K
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-109- 0.22% |
$51.2K - $57.3K
|
50.2K
$31.7M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-109- 0.42% |
$51.2K - $57.3K
|
25.7K
$16.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-111- 11.07% |
$52.1K - $58.4K
|
892
$564K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-111- 1.67% |
$52.1K - $58.4K
|
6.55K
$4.14M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-111- 2.77% |
$52.1K - $58.4K
|
3.9K
$2.47M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-112- 2.87% |
$52.6K - $58.9K
|
3.8K
$2.4M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-113- 4.05% |
$53.1K - $59.4K
|
2.68K
$1.69M
|