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 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-917- 29.65% |
$431K - $482K
|
2.18K
$1.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-917- 5.5% |
$431K - $482K
|
15.8K
$9.96M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-921- 9.33% |
$432K - $484K
|
8.95K
$5.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-922- 57.34% |
$433K - $485K
|
686
$433K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-923- 4.3% |
$433K - $485K
|
20.5K
$13M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-925- 20.87% |
$434K - $486K
|
3.51K
$2.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-927- 2.98% |
$435K - $487K
|
30.2K
$19.1M
|
|
|
May 08, 2024
Q1 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-939- 3.62% |
$441K - $494K
|
25K
$15.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-940- 3.4% |
$441K - $494K
|
26.7K
$16.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-947- 6.85% |
$445K - $498K
|
12.9K
$8.14M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-948- 2.43% |
$445K - $498K
|
38K
$24M
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-958- 0.71% |
$450K - $504K
|
133K
$84.2M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-958- 1.69% |
$450K - $504K
|
55.7K
$35.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-963- 3.24% |
$452K - $506K
|
28.7K
$18.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-966- 4.54% |
$454K - $508K
|
20.3K
$12.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-971- 22.63% |
$456K - $510K
|
3.32K
$2.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-976- 1.35% |
$458K - $513K
|
71.1K
$44.9M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-981- 1.64% |
$461K - $516K
|
58.9K
$37.2M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-985- 4.18% |
$463K - $518K
|
22.6K
$14.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-993- 0.34% |
$466K - $522K
|
292K
$184M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-994- 25.81% |
$467K - $523K
|
2.86K
$1.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1K- 56.15% |
$471K - $528K
|
784
$495K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.01K- 4.78% |
$472K - $528K
|
20K
$12.7M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.01K- 1.69% |
$474K - $530K
|
58.8K
$37.1M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.02K- 17.62% |
$478K - $535K
|
4.76K
$3.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.03K- 66.99% |
$481K - $539K
|
505
$319K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.03K- 4.34% |
$486K - $544K
|
22.8K
$14.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 18.44% |
$486K - $544K
|
4.58K
$2.89M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.04K- 41.2% |
$488K - $546K
|
1.48K
$937K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.04K- 6.14% |
$490K - $549K
|
16K
$10.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-1.05K- 18.67% |
$493K - $551K
|
4.57K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.06K- 17.78% |
$500K - $559K
|
4.92K
$3.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.07K- 0.51% |
$500K - $560K
|
208K
$131M
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-1.08K- 26.8% |
$506K - $566K
|
2.94K
$1.86M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 12.63% |
$509K - $569K
|
7.49K
$4.73M
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.09K- 1.09% |
$510K - $571K
|
98.8K
$62.4M
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.1K- 4.9% |
$516K - $578K
|
21.3K
$13.5M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.11K- 31.65% |
$523K - $585K
|
2.4K
$1.52M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-1.12K- 3.2% |
$527K - $590K
|
33.9K
$21.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.12K- 2.46% |
$527K - $590K
|
44.5K
$28.1M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.14K- 0.94% |
$536K - $600K
|
121K
$76.4M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.15K- 5.05% |
$540K - $605K
|
21.6K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.15K- 5.75% |
$540K - $605K
|
18.9K
$11.9M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.15K- 7.18% |
$540K - $605K
|
14.9K
$9.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.16K- 24.71% |
$542K - $607K
|
3.52K
$2.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.16K- 26.3% |
$544K - $609K
|
3.25K
$2.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.16K- 28.35% |
$545K - $610K
|
2.93K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.16K- 1.04% |
$546K - $611K
|
111K
$70.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.17K- 5.68% |
$550K - $616K
|
19.5K
$12.3M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.18K- 1.61% |
$553K - $619K
|
71.7K
$45.3M
|