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 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-190- 9.96% |
$89.2K - $99.9K
|
1.72K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-191- 0.53% |
$89.7K - $100K
|
35.8K
$22.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-192- 2.2% |
$90.2K - $101K
|
8.55K
$5.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-193- 1.17% |
$90.6K - $101K
|
16.4K
$10.3M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-196- 0.74% |
$92K - $103K
|
26.4K
$16.7M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-196- 1.93% |
$92K - $103K
|
9.97K
$6.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-197- 1.93% |
$92.5K - $104K
|
10K
$6.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-198- 14.77% |
$93K - $104K
|
1.14K
$722K
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-199- 2.48% |
$93.4K - $105K
|
7.83K
$4.94M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-199- 0.75% |
$93.4K - $105K
|
26.2K
$16.5M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-200- 22.6% |
$93.9K - $105K
|
685
$433K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-202- 4.35% |
$94.9K - $106K
|
4.44K
$2.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-202- 3.81% |
$94.9K - $106K
|
5.11K
$3.23M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-205- 20.64% |
$96.3K - $108K
|
788
$498K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-206- 16.69% |
$96.7K - $108K
|
1.03K
$649K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-207- 5.2% |
$97.2K - $109K
|
3.78K
$2.39M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-207- 1.06% |
$97.2K - $109K
|
19.2K
$12.2M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-208- 3.97% |
$97.7K - $109K
|
5.04K
$3.18M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-208- 21.33% |
$97.7K - $109K
|
767
$485K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-211- 9.81% |
$99.1K - $111K
|
1.94K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-211- 21.16% |
$99.1K - $111K
|
786
$497K
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-213- 1.38% |
$100K - $112K
|
15.3K
$9.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-214- 4.33% |
$100K - $113K
|
4.73K
$2.99M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-215- 2.71% |
$101K - $113K
|
7.73K
$4.88M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-218- 13.31% |
$102K - $115K
|
1.42K
$897K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-221- 4.56% |
$104K - $116K
|
4.62K
$2.92M
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-221- 10.79% |
$104K - $116K
|
1.83K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-222- 2.07% |
$104K - $117K
|
10.5K
$6.64M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-222- 8.57% |
$104K - $117K
|
2.37K
$1.5M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-224- 3.14% |
$105K - $118K
|
6.91K
$4.36M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-224- 1.53% |
$105K - $118K
|
14.5K
$9.13M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-225- 14.45% |
$106K - $118K
|
1.33K
$841K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-225- 0.21% |
$106K - $118K
|
105K
$66.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-227- 1.41% |
$107K - $119K
|
15.9K
$10M
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-229- 3.0% |
$108K - $120K
|
7.41K
$4.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-234- 7.88% |
$110K - $123K
|
2.73K
$1.73M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-235- 19.63% |
$110K - $124K
|
962
$608K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-236- 9.29% |
$111K - $124K
|
2.31K
$1.46M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-237- 4.05% |
$111K - $125K
|
5.61K
$3.54M
|
|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-238- 6.04% |
$112K - $125K
|
3.7K
$2.34M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-239- 2.11% |
$112K - $126K
|
11.1K
$7M
|
|
|
Apr 12, 2024
Q1 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-240- 0.83% |
$113K - $126K
|
28.5K
$18M
|
|
|
Apr 08, 2025
Q1 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-240- 7.09% |
$113K - $126K
|
3.14K
$1.99M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-241- 1.82% |
$113K - $127K
|
13K
$8.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-242- 14.34% |
$114K - $127K
|
1.45K
$913K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-243- 30.45% |
$114K - $128K
|
555
$351K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-244- 3.59% |
$115K - $128K
|
6.56K
$4.14M
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-245- 34.75% |
$115K - $129K
|
460
$291K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-245- 41.88% |
$115K - $129K
|
340
$215K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-247- 3.75% |
$116K - $130K
|
6.34K
$4.01M
|