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 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-145- 18.01% |
$68.1K - $76.2K
|
660
$417K
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-149- 10.73% |
$70K - $78.3K
|
1.24K
$783K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-152- 4.77% |
$71.4K - $79.9K
|
3.04K
$1.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-153- 2.91% |
$71.8K - $80.4K
|
5.11K
$3.23M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-156- 3.21% |
$73.3K - $82K
|
4.71K
$2.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-157- 0.16% |
$73.7K - $82.5K
|
99.5K
$62.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-157- 5.42% |
$73.7K - $82.5K
|
2.74K
$1.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-158- 0.93% |
$74.2K - $83.1K
|
16.8K
$10.6M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-160- 13.69% |
$75.1K - $84.1K
|
1.01K
$637K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-162- 5.5% |
$76.1K - $85.2K
|
2.78K
$1.76M
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-162- 0.13% |
$76.1K - $85.2K
|
124K
$78.4M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-163- 3.68% |
$76.5K - $85.7K
|
4.27K
$2.69M
|
|
|
Mar 05, 2025
Q1 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-163- 1.51% |
$76.5K - $85.7K
|
10.7K
$6.73M
|
|
|
Mar 28, 2025
Q1 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-163- 1.51% |
$76.5K - $85.7K
|
10.7K
$6.73M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-165- 4.8% |
$77.5K - $86.7K
|
3.28K
$2.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-166- 0.98% |
$77.9K - $87.3K
|
16.7K
$10.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-166- 1.97% |
$77.9K - $87.3K
|
8.24K
$5.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-167- 10.77% |
$78.4K - $87.8K
|
1.38K
$874K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-167- 2.37% |
$78.4K - $87.8K
|
6.88K
$4.35M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-168- 17.41% |
$78.9K - $88.3K
|
797
$503K
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-168- 20.29% |
$78.9K - $88.3K
|
660
$417K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-170- 15.68% |
$79.8K - $89.4K
|
914
$577K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-170- 4.37% |
$79.8K - $89.4K
|
3.72K
$2.35M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-170- 1.04% |
$79.8K - $89.4K
|
16.2K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-170- 12.47% |
$79.8K - $89.4K
|
1.19K
$754K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-171- 1.24% |
$80.3K - $89.9K
|
13.7K
$8.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-171- 2.18% |
$80.3K - $89.9K
|
7.68K
$4.85M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-171- 3.71% |
$80.3K - $89.9K
|
4.44K
$2.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-173- 10.94% |
$81.2K - $91K
|
1.41K
$890K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-174- 1.13% |
$81.7K - $91.5K
|
15.2K
$9.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-175- 3.07% |
$82.2K - $92K
|
5.52K
$3.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-176- 11.1% |
$82.6K - $92.5K
|
1.41K
$890K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-176- 2.84% |
$82.6K - $92.5K
|
6.02K
$3.81M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-177- 3.29% |
$83.1K - $93.1K
|
5.21K
$3.29M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-180- 3.22% |
$84.5K - $94.6K
|
5.41K
$3.41M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-180- 0.87% |
$84.5K - $94.6K
|
20.5K
$13M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-181- 4.13% |
$85K - $95.2K
|
4.2K
$2.65M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-181- 1.9% |
$85K - $95.2K
|
9.36K
$5.92M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-181- 3.18% |
$85K - $95.2K
|
5.52K
$3.49M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-181- 18.39% |
$85K - $95.2K
|
803
$507K
|
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
SELL
|
- |
-182- 1.35% |
$85.5K - $95.7K
|
13.3K
$8.39M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-182- 8.99% |
$85.5K - $95.7K
|
1.84K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-182- 2.9% |
$85.5K - $95.7K
|
6.09K
$3.85M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
SELL
|
- |
-183- 1.16% |
$85.9K - $96.2K
|
15.5K
$9.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-184- 9.38% |
$86.4K - $96.7K
|
1.78K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-184- 5.9% |
$86.4K - $96.7K
|
2.93K
$1.85M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-184- 9.83% |
$86.4K - $96.7K
|
1.69K
$1.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
SELL
|
- |
-185- 30.83% |
$86.9K - $97.3K
|
415
$262K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-188- 3.62% |
$88.3K - $98.8K
|
5.01K
$3.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-189- 0.17% |
$88.7K - $99.4K
|
109K
$68.6M
|