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 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-113- 0.41% |
$53.1K - $59.4K
|
27.6K
$17.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-114- 20.0% |
$53.5K - $59.9K
|
456
$288K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-114- 4.17% |
$53.5K - $59.9K
|
2.62K
$1.65M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-114- 0.81% |
$53.5K - $59.9K
|
14K
$8.83M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-115- 4.38% |
$54K - $60.5K
|
2.51K
$1.59M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-116- 7.43% |
$54.5K - $61K
|
1.45K
$913K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-116- 1.38% |
$54.5K - $61K
|
8.28K
$5.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-116- 2.06% |
$54.5K - $61K
|
5.52K
$3.48M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-116- 27.82% |
$54.5K - $61K
|
301
$190K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-116- 3.33% |
$54.5K - $61K
|
3.37K
$2.13M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-117- 0.58% |
$54.9K - $61.5K
|
20.1K
$12.7M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-119- 3.11% |
$55.9K - $62.6K
|
3.71K
$2.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-120- 3.08% |
$56.3K - $63.1K
|
3.77K
$2.38M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-120- 9.34% |
$56.3K - $63.1K
|
1.17K
$736K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-123- 2.66% |
$57.8K - $64.7K
|
4.5K
$2.84M
|
|
|
May 13, 2024
Q1 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-123- 7.52% |
$57.8K - $64.7K
|
1.51K
$956K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-123- 3.55% |
$57.8K - $64.7K
|
3.34K
$2.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-124- 4.0% |
$58.2K - $65.2K
|
2.97K
$1.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-124- 12.54% |
$58.2K - $65.2K
|
865
$546K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-124- 15.66% |
$58.2K - $65.2K
|
668
$422K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-125- 20.7% |
$58.7K - $65.7K
|
479
$303K
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-126- 7.83% |
$59.2K - $66.2K
|
1.48K
$937K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-127- 4.17% |
$59.6K - $66.8K
|
2.92K
$1.84M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-127- 0.04% |
$59.6K - $66.8K
|
355K
$224M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-128- 0.88% |
$60.1K - $67.3K
|
14.5K
$9.16M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-128- 6.1% |
$60.1K - $67.3K
|
1.97K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-129- 11.87% |
$60.6K - $67.8K
|
958
$605K
|
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-129- 1.62% |
$60.6K - $67.8K
|
7.84K
$4.95M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-129- 2.45% |
$60.6K - $67.8K
|
5.15K
$3.25M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-129- 4.18% |
$60.6K - $67.8K
|
2.96K
$1.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-130- 1.07% |
$61K - $68.3K
|
12.1K
$7.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-130- 0.72% |
$61K - $68.3K
|
17.8K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-130- 4.63% |
$61K - $68.3K
|
2.68K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-130- 2.98% |
$61K - $68.3K
|
4.24K
$2.68M
|
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-131- 1.52% |
$61.5K - $68.9K
|
8.51K
$5.38M
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-132- 22.34% |
$62K - $69.4K
|
459
$290K
|
|
|
May 08, 2024
Q1 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-134- 3.41% |
$62.9K - $70.4K
|
3.8K
$2.4M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-134- 17.07% |
$62.9K - $70.4K
|
651
$411K
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-135- 0.34% |
$63.4K - $71K
|
39.9K
$25.2M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-137- 0.34% |
$64.3K - $72K
|
40.1K
$25.3M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-137- 3.69% |
$64.3K - $72K
|
3.57K
$2.26M
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-139- 12.58% |
$65.3K - $73.1K
|
966
$610K
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-139- 17.38% |
$65.3K - $73.1K
|
661
$418K
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-140- 4.47% |
$65.7K - $73.6K
|
2.99K
$1.89M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-140- 12.95% |
$65.7K - $73.6K
|
941
$594K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-141- 3.53% |
$66.2K - $74.1K
|
3.85K
$2.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-141- 1.21% |
$66.2K - $74.1K
|
11.5K
$7.28M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-142- 19.4% |
$66.7K - $74.7K
|
590
$373K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-143- 9.61% |
$67.1K - $75.2K
|
1.35K
$850K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-144- 7.0% |
$67.6K - $75.7K
|
1.91K
$1.21M
|