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
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-378- 1.35% |
$177K - $199K
|
27.7K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-388- 6.72% |
$182K - $204K
|
5.39K
$3.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-389- 2.76% |
$183K - $205K
|
13.7K
$8.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-390- 15.58% |
$183K - $205K
|
2.11K
$1.25M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-391- 15.56% |
$184K - $206K
|
2.12K
$1.26M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-393- 3.27% |
$185K - $207K
|
11.6K
$6.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-396- 10.87% |
$186K - $208K
|
3.25K
$1.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-399- 37.12% |
$187K - $210K
|
676
$400K
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-401- 1.19% |
$188K - $211K
|
33.4K
$19.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-402- 15.18% |
$189K - $211K
|
2.25K
$1.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-407- 0.7% |
$191K - $214K
|
57.4K
$34M
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-408- 0.94% |
$192K - $214K
|
43K
$25.5M
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-408- 0.78% |
$192K - $214K
|
51.8K
$30.7M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-412- 2.1% |
$193K - $217K
|
19.2K
$11.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-413- 14.6% |
$194K - $217K
|
2.42K
$1.43M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-416- 2.32% |
$195K - $219K
|
17.5K
$10.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-417- 3.23% |
$196K - $219K
|
12.5K
$7.39M
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-419- 6.77% |
$197K - $220K
|
5.77K
$3.42M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-423- 3.0% |
$199K - $222K
|
13.7K
$8.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-424- 4.75% |
$199K - $223K
|
8.5K
$5.03M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-425- 6.46% |
$200K - $223K
|
6.16K
$3.64M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-428- 4.99% |
$201K - $225K
|
8.15K
$4.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-431- 2.64% |
$202K - $227K
|
15.9K
$9.42M
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-432- 1.42% |
$203K - $227K
|
30.1K
$17.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-436- 35.97% |
$205K - $229K
|
776
$459K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-442- 8.57% |
$208K - $232K
|
4.71K
$2.79M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-442- 2.18% |
$208K - $232K
|
19.8K
$11.7M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-448- 1.93% |
$210K - $236K
|
22.7K
$13.4M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-449- 0.13% |
$211K - $236K
|
348K
$206M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-451- 21.86% |
$212K - $237K
|
1.61K
$954K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-458- 17.37% |
$215K - $241K
|
2.18K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-459- 4.35% |
$216K - $241K
|
10.1K
$5.98M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-462- 3.66% |
$217K - $243K
|
12.2K
$7.2M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-462- 3.05% |
$217K - $243K
|
14.7K
$8.69M
|
|
|
Jan 08, 2025
Q1 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-463- 7.62% |
$217K - $243K
|
5.61K
$3.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-465- 13.2% |
$218K - $244K
|
3.06K
$1.81M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-465- 11.68% |
$218K - $244K
|
3.52K
$2.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-468- 2.28% |
$220K - $246K
|
20.1K
$11.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-475- 1.72% |
$223K - $250K
|
27.1K
$16M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-477- 36.05% |
$224K - $251K
|
846
$501K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-477- 21.12% |
$224K - $251K
|
1.78K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-480- 27.48% |
$225K - $252K
|
1.27K
$750K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-480- 0.5% |
$225K - $252K
|
95.9K
$56.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-481- 0.21% |
$226K - $253K
|
225K
$133M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-483- 3.4% |
$227K - $254K
|
13.7K
$8.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-488- 17.93% |
$229K - $257K
|
2.23K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-491- 5.49% |
$231K - $258K
|
8.45K
$5M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-492- 4.95% |
$231K - $259K
|
9.45K
$5.59M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-492- 0.52% |
$231K - $259K
|
94.9K
$56.1M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-498- 4.45% |
$234K - $262K
|
10.7K
$6.32M
|