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 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-2.16K- 18.32% |
$1.01M - $1.13M
|
9.62K
$5.97M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.17K- 4.07% |
$1.02M - $1.14M
|
51K
$31.7M
|
|
|
Feb 11, 2025
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-2.2K- 23.76% |
$1.03M - $1.16M
|
7.05K
$4.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.21K- 5.48% |
$1.04M - $1.16M
|
38.1K
$23.7M
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
SELL
|
- |
-2.22K- 0.13% |
$1.04M - $1.17M
|
1.73M
$1.07B
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-2.24K- 15.49% |
$1.05M - $1.18M
|
12.2K
$7.57M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.26K- 1.93% |
$1.06M - $1.19M
|
115K
$71.4M
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-2.27K- 2.96% |
$1.06M - $1.19M
|
74.3K
$46.1M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.28K- 18.77% |
$1.07M - $1.2M
|
9.84K
$6.11M
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-2.28K- 16.71% |
$1.07M - $1.2M
|
11.3K
$7.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.3K- 4.98% |
$1.08M - $1.21M
|
43.8K
$27.2M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.3K- 50.36% |
$1.08M - $1.21M
|
2.27K
$1.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.32K- 6.86% |
$1.09M - $1.22M
|
31.4K
$19.5M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-2.35K- 5.44% |
$1.1M - $1.23M
|
40.8K
$25.4M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.36K- 37.33% |
$1.11M - $1.24M
|
3.96K
$2.46M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-2.36K- 18.16% |
$1.11M - $1.24M
|
10.6K
$6.6M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-2.37K- 3.65% |
$1.11M - $1.24M
|
62.5K
$38.8M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.39K- 22.8% |
$1.12M - $1.26M
|
8.1K
$5.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-2.44K- 5.85% |
$1.15M - $1.28M
|
39.3K
$24.4M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.47K- 2.09% |
$1.16M - $1.3M
|
116K
$71.9M
|
|
|
Apr 24, 2024
Q1 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-2.5K- 0.07% |
$1.17M - $1.31M
|
3.59M
$2.23B
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-2.52K- 41.13% |
$1.18M - $1.32M
|
3.6K
$2.24M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.54K- 14.03% |
$1.19M - $1.33M
|
15.5K
$9.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.55K- 8.09% |
$1.2M - $1.34M
|
29K
$18M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-2.55K- 19.9% |
$1.2M - $1.34M
|
10.3K
$6.38M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.56K- 2.0% |
$1.2M - $1.34M
|
125K
$77.8M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.56K- 7.72% |
$1.2M - $1.35M
|
30.6K
$19M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.57K- 8.75% |
$1.2M - $1.35M
|
26.8K
$16.6M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.58K- 2.24% |
$1.21M - $1.35M
|
112K
$69.8M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.59K- 32.37% |
$1.21M - $1.36M
|
5.41K
$3.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.6K- 8.78% |
$1.22M - $1.36M
|
27K
$16.7M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-2.6K- 27.96% |
$1.22M - $1.37M
|
6.7K
$4.16M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.62K- 3.07% |
$1.23M - $1.38M
|
82.9K
$51.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.63K- 8.66% |
$1.24M - $1.38M
|
27.8K
$17.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.67K- 0.62% |
$1.26M - $1.41M
|
428K
$265M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.67K- 14.31% |
$1.26M - $1.41M
|
16K
$9.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.69K- 13.06% |
$1.26M - $1.41M
|
17.9K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.7K- 14.86% |
$1.27M - $1.42M
|
15.5K
$9.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2.72K- 4.2% |
$1.28M - $1.43M
|
62K
$38.5M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.73K- 14.72% |
$1.28M - $1.43M
|
15.8K
$9.81M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.73K- 15.45% |
$1.28M - $1.43M
|
14.9K
$9.27M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-2.76K- 29.54% |
$1.29M - $1.45M
|
6.57K
$4.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-2.83K- 1.57% |
$1.33M - $1.49M
|
177K
$110M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.88K- 1.65% |
$1.35M - $1.52M
|
172K
$107M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.89K- 61.84% |
$1.36M - $1.52M
|
1.78K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.89K- 35.0% |
$1.36M - $1.52M
|
5.37K
$3.33M
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-2.91K- 4.08% |
$1.37M - $1.53M
|
68.3K
$42.4M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.93K- 5.34% |
$1.38M - $1.54M
|
52K
$32.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.94K- 2.06% |
$1.38M - $1.55M
|
140K
$86.9M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.97K- 2.14% |
$1.4M - $1.56M
|
136K
$84.1M
|