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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-174- 1.13% |
$81.7K - $91.5K
|
15.2K
$9.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-175- 3.07% |
$82.2K - $92K
|
5.52K
$3.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-176- 11.1% |
$82.6K - $92.5K
|
1.41K
$834K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-176- 2.84% |
$82.6K - $92.5K
|
6.02K
$3.57M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-177- 3.29% |
$83.1K - $93.1K
|
5.21K
$3.08M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-180- 3.22% |
$84.5K - $94.6K
|
5.41K
$3.2M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-180- 0.87% |
$84.5K - $94.6K
|
20.5K
$12.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-181- 4.13% |
$85K - $95.2K
|
4.2K
$2.48M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-181- 1.9% |
$85K - $95.2K
|
9.36K
$5.54M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-181- 3.18% |
$85K - $95.2K
|
5.52K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-181- 18.39% |
$85K - $95.2K
|
803
$475K
|
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
SELL
|
- |
-182- 1.35% |
$85.5K - $95.7K
|
13.3K
$7.86M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-182- 8.99% |
$85.5K - $95.7K
|
1.84K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-182- 2.9% |
$85.5K - $95.7K
|
6.09K
$3.61M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
SELL
|
- |
-183- 1.16% |
$85.9K - $96.2K
|
15.5K
$9.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-184- 9.38% |
$86.4K - $96.7K
|
1.78K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-184- 5.9% |
$86.4K - $96.7K
|
2.93K
$1.74M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-184- 9.83% |
$86.4K - $96.7K
|
1.69K
$999K
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
SELL
|
- |
-185- 30.83% |
$86.9K - $97.3K
|
415
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-188- 3.62% |
$88.3K - $98.8K
|
5.01K
$2.97M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-189- 0.17% |
$88.7K - $99.4K
|
109K
$64.3M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-190- 9.96% |
$89.2K - $99.9K
|
1.72K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-191- 0.53% |
$89.7K - $100K
|
35.8K
$21.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-192- 2.2% |
$90.2K - $101K
|
8.55K
$5.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-193- 1.17% |
$90.6K - $101K
|
16.4K
$9.68M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-196- 0.74% |
$92K - $103K
|
26.4K
$15.6M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-196- 1.93% |
$92K - $103K
|
9.97K
$5.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-197- 1.93% |
$92.5K - $104K
|
10K
$5.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-198- 14.77% |
$93K - $104K
|
1.14K
$677K
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-199- 2.48% |
$93.4K - $105K
|
7.83K
$4.63M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-199- 0.75% |
$93.4K - $105K
|
26.2K
$15.5M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-200- 22.6% |
$93.9K - $105K
|
685
$405K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-202- 4.35% |
$94.9K - $106K
|
4.44K
$2.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-202- 3.81% |
$94.9K - $106K
|
5.11K
$3.02M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-205- 20.64% |
$96.3K - $108K
|
788
$466K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-206- 16.69% |
$96.7K - $108K
|
1.03K
$609K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-207- 5.2% |
$97.2K - $109K
|
3.78K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-207- 1.06% |
$97.2K - $109K
|
19.2K
$11.4M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-208- 3.97% |
$97.7K - $109K
|
5.04K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-208- 21.33% |
$97.7K - $109K
|
767
$454K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-211- 9.81% |
$99.1K - $111K
|
1.94K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-211- 21.16% |
$99.1K - $111K
|
786
$465K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-214- 4.33% |
$100K - $113K
|
4.73K
$2.8M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-215- 2.71% |
$101K - $113K
|
7.73K
$4.58M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-218- 13.31% |
$102K - $115K
|
1.42K
$841K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-221- 4.56% |
$104K - $116K
|
4.62K
$2.74M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-222- 2.07% |
$104K - $117K
|
10.5K
$6.22M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-222- 8.57% |
$104K - $117K
|
2.37K
$1.4M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-224- 3.14% |
$105K - $118K
|
6.91K
$4.09M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-224- 1.53% |
$105K - $118K
|
14.5K
$8.56M
|