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 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-853- 4.6% |
$401K - $448K
|
17.7K
$10.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-857- 28.81% |
$402K - $451K
|
2.12K
$1.25M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-870- 16.14% |
$409K - $457K
|
4.52K
$2.67M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-871- 3.17% |
$409K - $458K
|
26.6K
$15.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-871- 6.32% |
$409K - $458K
|
12.9K
$7.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-875- 27.16% |
$411K - $460K
|
2.35K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-877- 0.47% |
$412K - $461K
|
184K
$109M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-884- 12.11% |
$415K - $465K
|
6.42K
$3.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-885- 44.41% |
$416K - $465K
|
1.11K
$656K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-892- 21.33% |
$419K - $469K
|
3.29K
$1.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-903- 2.99% |
$424K - $475K
|
29.3K
$17.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-904- 57.36% |
$424K - $475K
|
672
$398K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-912- 2.29% |
$428K - $479K
|
38.8K
$23M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-914- 6.74% |
$429K - $481K
|
12.6K
$7.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-917- 29.65% |
$431K - $482K
|
2.18K
$1.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-917- 5.5% |
$431K - $482K
|
15.8K
$9.33M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-921- 9.33% |
$432K - $484K
|
8.95K
$5.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-922- 57.34% |
$433K - $485K
|
686
$406K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-923- 4.3% |
$433K - $485K
|
20.5K
$12.2M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-925- 20.87% |
$434K - $486K
|
3.51K
$2.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-927- 2.98% |
$435K - $487K
|
30.2K
$17.9M
|
|
|
May 08, 2024
Q1 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-939- 3.62% |
$441K - $494K
|
25K
$14.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-940- 3.4% |
$441K - $494K
|
26.7K
$15.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-947- 6.85% |
$445K - $498K
|
12.9K
$7.63M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-948- 2.43% |
$445K - $498K
|
38K
$22.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-958- 0.71% |
$450K - $504K
|
133K
$78.9M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-958- 1.69% |
$450K - $504K
|
55.7K
$33M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-963- 3.24% |
$452K - $506K
|
28.7K
$17M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-966- 4.54% |
$454K - $508K
|
20.3K
$12M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-971- 22.63% |
$456K - $510K
|
3.32K
$1.97M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-976- 1.35% |
$458K - $513K
|
71.1K
$42.1M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-981- 1.64% |
$461K - $516K
|
58.9K
$34.9M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-985- 4.18% |
$463K - $518K
|
22.6K
$13.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-993- 0.34% |
$466K - $522K
|
292K
$173M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-994- 25.81% |
$467K - $523K
|
2.86K
$1.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1K- 56.15% |
$471K - $528K
|
784
$464K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.01K- 4.78% |
$472K - $528K
|
20K
$11.9M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.01K- 1.69% |
$474K - $530K
|
58.8K
$34.8M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.02K- 17.62% |
$478K - $535K
|
4.76K
$2.82M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.03K- 66.99% |
$481K - $539K
|
505
$299K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.03K- 4.34% |
$486K - $544K
|
22.8K
$13.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 18.44% |
$486K - $544K
|
4.58K
$2.71M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.04K- 41.2% |
$488K - $546K
|
1.48K
$878K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.04K- 6.14% |
$490K - $549K
|
16K
$9.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-1.05K- 18.67% |
$493K - $551K
|
4.57K
$2.71M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.06K- 17.78% |
$500K - $559K
|
4.92K
$2.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.07K- 0.51% |
$500K - $560K
|
208K
$123M
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-1.08K- 26.8% |
$506K - $566K
|
2.94K
$1.74M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 12.63% |
$509K - $569K
|
7.49K
$4.43M
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.09K- 1.09% |
$510K - $571K
|
98.8K
$58.5M
|