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 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.17K- 2.67% |
$2.9M - $3.24M
|
225K
$133M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-6.17K- 14.88% |
$2.9M - $3.24M
|
35.3K
$20.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-6.2K- 0.97% |
$2.91M - $3.26M
|
631K
$373M
|
|
|
May 15, 2024
Q1 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-6.29K- 4.28% |
$2.95M - $3.31M
|
141K
$83.3M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-6.41K- 11.85% |
$3.01M - $3.37M
|
47.7K
$28.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-6.42K- 1.52% |
$3.02M - $3.38M
|
417K
$247M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.46K- 9.76% |
$3.03M - $3.4M
|
59.7K
$35.4M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.52K- 17.73% |
$3.06M - $3.43M
|
30.3K
$17.9M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-6.52K- 24.93% |
$3.06M - $3.43M
|
19.6K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-6.58K- 3.47% |
$3.09M - $3.46M
|
183K
$108M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.62K- 1.17% |
$3.11M - $3.48M
|
559K
$331M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-6.72K- 50.79% |
$3.16M - $3.53M
|
6.51K
$3.86M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.91K- 3.36% |
$3.24M - $3.63M
|
198K
$117M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-7.04K- 12.69% |
$3.31M - $3.7M
|
48.5K
$28.7M
|
|
|
May 09, 2024
Q1 2024
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
SELL
|
- |
-7.06K- 7.37% |
$3.32M - $3.71M
|
88.7K
$52.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.15K- 8.87% |
$3.36M - $3.76M
|
73.4K
$43.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-7.19K- 71.06% |
$3.38M - $3.78M
|
2.93K
$1.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-7.2K- 22.45% |
$3.38M - $3.78M
|
24.9K
$14.7M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-7.25K- 6.86% |
$3.41M - $3.81M
|
98.5K
$58.3M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-7.34K- 46.52% |
$3.44M - $3.86M
|
8.43K
$4.99M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-7.35K- 29.46% |
$3.45M - $3.86M
|
17.6K
$10.4M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.58K- 5.61% |
$3.56M - $3.99M
|
128K
$75.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-7.6K- 6.83% |
$3.57M - $4M
|
104K
$61.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.62K- 12.91% |
$3.58M - $4.01M
|
51.4K
$30.4M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-7.65K- 9.87% |
$3.59M - $4.02M
|
69.8K
$41.3M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-7.76K- 11.1% |
$3.64M - $4.08M
|
62.2K
$36.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.84K- 23.4% |
$3.68M - $4.12M
|
25.7K
$15.2M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.85K- 7.63% |
$3.69M - $4.13M
|
95.1K
$56.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.92K- 6.9% |
$3.72M - $4.17M
|
107K
$63.3M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-8.06K- 48.95% |
$3.78M - $4.24M
|
8.4K
$4.97M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.14K- 2.27% |
$3.82M - $4.28M
|
350K
$207M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-8.17K- 18.87% |
$3.83M - $4.29M
|
35.1K
$20.8M
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8.37K- 4.53% |
$3.93M - $4.4M
|
176K
$104M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.43K- 27.36% |
$3.96M - $4.43M
|
22.4K
$13.2M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.44K- 21.2% |
$3.96M - $4.44M
|
31.4K
$18.6M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-8.53K- 10.73% |
$4M - $4.48M
|
70.9K
$42M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.55K- 8.16% |
$4.02M - $4.5M
|
96.3K
$57M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-8.73K- 9.53% |
$4.1M - $4.59M
|
82.8K
$49M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-8.9K- 14.11% |
$4.18M - $4.68M
|
54.2K
$32.1M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-9.03K- 14.49% |
$4.24M - $4.74M
|
53.3K
$31.5M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.08K- 1.87% |
$4.26M - $4.77M
|
477K
$282M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-9.2K- 2.01% |
$4.32M - $4.84M
|
450K
$266M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-9.21K- 21.88% |
$4.33M - $4.84M
|
32.9K
$19.5M
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-9.39K- 45.83% |
$4.41M - $4.94M
|
11.1K
$6.57M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-9.5K- 90.26% |
$4.46M - $5M
|
1.03K
$607K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-9.76K- 5.91% |
$4.58M - $5.13M
|
155K
$92M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-9.91K- 8.29% |
$4.65M - $5.21M
|
110K
$64.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-9.92K- 8.8% |
$4.66M - $5.21M
|
103K
$60.8M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-9.99K- 16.03% |
$4.69M - $5.25M
|
52.3K
$31M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-10K- 16.75% |
$4.69M - $5.25M
|
49.7K
$29.4M
|