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 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-318- 1.19% |
$149K - $167K
|
26.4K
$16.7M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-318- 0.56% |
$149K - $167K
|
56.2K
$35.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-319- 3.5% |
$150K - $168K
|
8.79K
$5.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-321- 4.91% |
$151K - $169K
|
6.21K
$3.93M
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-325- 41.4% |
$153K - $171K
|
460
$291K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-325- 3.55% |
$153K - $171K
|
8.84K
$5.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-326- 0.8% |
$153K - $171K
|
40.4K
$25.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-328- 42.32% |
$154K - $172K
|
447
$282K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-329- 5.48% |
$154K - $173K
|
5.67K
$3.58M
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-331- 5.57% |
$155K - $174K
|
5.61K
$3.54M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-332- 4.09% |
$156K - $175K
|
7.79K
$4.92M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-335- 8.82% |
$157K - $176K
|
3.46K
$2.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-345- 1.12% |
$162K - $181K
|
30.5K
$19.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-346- 18.33% |
$162K - $182K
|
1.54K
$974K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-349- 5.03% |
$164K - $183K
|
6.59K
$4.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-350- 1.79% |
$164K - $184K
|
19.2K
$12.1M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-350- 2.15% |
$164K - $184K
|
15.9K
$10.1M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-351- 65.12% |
$165K - $185K
|
188
$119K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-353- 3.35% |
$166K - $186K
|
10.2K
$6.44M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-355- 11.36% |
$167K - $187K
|
2.77K
$1.75M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-356- 7.51% |
$167K - $187K
|
4.39K
$2.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-357- 1.65% |
$168K - $188K
|
21.3K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-357- 16.74% |
$168K - $188K
|
1.78K
$1.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-358- 6.42% |
$168K - $188K
|
5.22K
$3.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-358- 0.93% |
$168K - $188K
|
38.2K
$24.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-359- 9.6% |
$169K - $189K
|
3.38K
$2.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-360- 1.2% |
$169K - $189K
|
29.6K
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-364- 6.57% |
$171K - $191K
|
5.18K
$3.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-366- 28.89% |
$172K - $192K
|
901
$569K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-366- 7.11% |
$172K - $192K
|
4.78K
$3.02M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-371- 2.01% |
$174K - $195K
|
18.1K
$11.4M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-375- 20.27% |
$176K - $197K
|
1.48K
$932K
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-378- 1.35% |
$177K - $199K
|
27.7K
$17.5M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-388- 6.72% |
$182K - $204K
|
5.39K
$3.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-389- 2.76% |
$183K - $205K
|
13.7K
$8.64M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-390- 15.58% |
$183K - $205K
|
2.11K
$1.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-391- 15.56% |
$184K - $206K
|
2.12K
$1.34M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-393- 3.27% |
$185K - $207K
|
11.6K
$7.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-396- 10.87% |
$186K - $208K
|
3.25K
$2.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-399- 37.12% |
$187K - $210K
|
676
$427K
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-401- 1.19% |
$188K - $211K
|
33.4K
$21.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-402- 15.18% |
$189K - $211K
|
2.25K
$1.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-407- 0.7% |
$191K - $214K
|
57.4K
$36.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-408- 0.94% |
$192K - $214K
|
43K
$27.2M
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-408- 0.78% |
$192K - $214K
|
51.8K
$32.7M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-412- 2.1% |
$193K - $217K
|
19.2K
$12.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-413- 14.6% |
$194K - $217K
|
2.42K
$1.53M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-416- 2.32% |
$195K - $219K
|
17.5K
$11.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-417- 3.23% |
$196K - $219K
|
12.5K
$7.89M
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-419- 6.77% |
$197K - $220K
|
5.77K
$3.65M
|