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 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-498- 17.03% |
$234K - $262K
|
2.43K
$1.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-501- 53.13% |
$235K - $263K
|
442
$262K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-503- 0.68% |
$236K - $264K
|
73.7K
$43.6M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-503- 2.56% |
$236K - $264K
|
19.2K
$11.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-505- 1.07% |
$237K - $265K
|
46.8K
$27.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-507- 4.54% |
$238K - $267K
|
10.7K
$6.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-510- 24.11% |
$239K - $268K
|
1.61K
$950K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-510- 15.79% |
$239K - $268K
|
2.72K
$1.61M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-514- 14.99% |
$241K - $270K
|
2.91K
$1.72M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-518- 0.91% |
$243K - $272K
|
56.6K
$33.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-518- 32.58% |
$243K - $272K
|
1.07K
$635K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-526- 2.24% |
$247K - $277K
|
22.9K
$13.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-528- 4.83% |
$248K - $278K
|
10.4K
$6.16M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-530- 53.27% |
$249K - $279K
|
465
$275K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-531- 0.82% |
$249K - $279K
|
64K
$37.9M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-532- 52.26% |
$250K - $280K
|
486
$288K
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-534- 23.74% |
$251K - $281K
|
1.72K
$1.02M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-539- 39.75% |
$253K - $283K
|
817
$484K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-546- 2.91% |
$256K - $287K
|
18.2K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-547- 0.53% |
$257K - $288K
|
103K
$60.7M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-548- 19.0% |
$257K - $288K
|
2.34K
$1.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-550- 13.05% |
$258K - $289K
|
3.66K
$2.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-553- 5.26% |
$260K - $291K
|
9.95K
$5.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-559- 5.0% |
$262K - $294K
|
10.6K
$6.29M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-568- 17.21% |
$267K - $299K
|
2.73K
$1.62M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-574- 1.76% |
$270K - $302K
|
32.1K
$19M
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-575- 8.06% |
$270K - $302K
|
6.56K
$3.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-578- 2.71% |
$271K - $304K
|
20.7K
$12.3M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-580- 11.93% |
$272K - $305K
|
4.28K
$2.53M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-587- 1.87% |
$276K - $309K
|
30.8K
$18.2M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-587- 6.56% |
$276K - $309K
|
8.37K
$4.95M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-592- 3.04% |
$278K - $311K
|
18.9K
$11.2M
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-599- 9.66% |
$281K - $315K
|
5.6K
$3.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-601- 1.17% |
$282K - $316K
|
50.7K
$30M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-612- 7.46% |
$287K - $322K
|
7.59K
$4.49M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-613- 11.47% |
$288K - $322K
|
4.73K
$2.8M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-615- 32.45% |
$289K - $323K
|
1.28K
$758K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-617- 1.25% |
$290K - $324K
|
48.8K
$28.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-620- 21.92% |
$291K - $326K
|
2.21K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-625- 12.5% |
$293K - $329K
|
4.37K
$2.59M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-627- 6.23% |
$294K - $330K
|
9.44K
$5.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-629- 20.15% |
$295K - $331K
|
2.49K
$1.48M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-630Closed |
$296K - $331K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-632- 3.08% |
$297K - $332K
|
19.9K
$11.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-637- 40.63% |
$299K - $335K
|
931
$551K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-639- 1.14% |
$300K - $336K
|
55.2K
$32.7M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-644- 2.35% |
$302K - $339K
|
26.8K
$15.9M
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-662- 2.36% |
$311K - $348K
|
27.3K
$16.2M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-663- 11.44% |
$311K - $349K
|
5.13K
$3.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-664- 20.55% |
$312K - $349K
|
2.57K
$1.52M
|