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
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-423- 3.0% |
$199K - $222K
|
13.7K
$8.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-424- 4.75% |
$199K - $223K
|
8.5K
$5.37M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-425- 6.46% |
$200K - $223K
|
6.16K
$3.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-428- 4.99% |
$201K - $225K
|
8.15K
$5.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-431- 2.64% |
$202K - $227K
|
15.9K
$10M
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-432- 1.42% |
$203K - $227K
|
30.1K
$19M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-436- 35.97% |
$205K - $229K
|
776
$490K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-442- 8.57% |
$208K - $232K
|
4.71K
$2.98M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-442- 2.18% |
$208K - $232K
|
19.8K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-448- 1.93% |
$210K - $236K
|
22.7K
$14.3M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-449- 0.13% |
$211K - $236K
|
348K
$220M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-451- 21.86% |
$212K - $237K
|
1.61K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-458- 17.37% |
$215K - $241K
|
2.18K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-459- 4.35% |
$216K - $241K
|
10.1K
$6.38M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-462- 3.66% |
$217K - $243K
|
12.2K
$7.68M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-462- 3.05% |
$217K - $243K
|
14.7K
$9.27M
|
|
|
Jan 08, 2025
Q1 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-463- 7.62% |
$217K - $243K
|
5.61K
$3.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-465- 13.2% |
$218K - $244K
|
3.06K
$1.93M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-465- 11.68% |
$218K - $244K
|
3.52K
$2.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-468- 2.28% |
$220K - $246K
|
20.1K
$12.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-475- 1.72% |
$223K - $250K
|
27.1K
$17.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-477- 36.05% |
$224K - $251K
|
846
$534K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-477- 21.12% |
$224K - $251K
|
1.78K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-480- 27.48% |
$225K - $252K
|
1.27K
$800K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-480- 0.5% |
$225K - $252K
|
95.9K
$60.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-481- 0.21% |
$226K - $253K
|
225K
$142M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-483- 3.4% |
$227K - $254K
|
13.7K
$8.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-488- 17.93% |
$229K - $257K
|
2.23K
$1.41M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-491- 5.49% |
$231K - $258K
|
8.45K
$5.34M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-492- 4.95% |
$231K - $259K
|
9.45K
$5.97M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-492- 0.52% |
$231K - $259K
|
94.9K
$59.9M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-498- 4.45% |
$234K - $262K
|
10.7K
$6.75M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-498- 17.03% |
$234K - $262K
|
2.43K
$1.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-501- 53.13% |
$235K - $263K
|
442
$279K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-503- 0.68% |
$236K - $264K
|
73.7K
$46.5M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-503- 2.56% |
$236K - $264K
|
19.2K
$12.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-505- 1.07% |
$237K - $265K
|
46.8K
$29.6M
|
|
|
Apr 17, 2025
Q1 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-506- 5.29% |
$238K - $266K
|
9.06K
$5.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-507- 4.54% |
$238K - $267K
|
10.7K
$6.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-510- 24.11% |
$239K - $268K
|
1.61K
$1.01M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-510- 15.79% |
$239K - $268K
|
2.72K
$1.72M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-514- 14.99% |
$241K - $270K
|
2.91K
$1.84M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-518- 0.91% |
$243K - $272K
|
56.6K
$35.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-518- 32.58% |
$243K - $272K
|
1.07K
$677K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-526- 2.24% |
$247K - $277K
|
22.9K
$14.5M
|
|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-526- 56.74% |
$247K - $277K
|
401
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-528- 4.83% |
$248K - $278K
|
10.4K
$6.58M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-530- 53.27% |
$249K - $279K
|
465
$294K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-531- 0.82% |
$249K - $279K
|
64K
$40.5M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-532- 52.26% |
$250K - $280K
|
486
$307K
|