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 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.95M+ 51.07% |
$3.73B - $4.18B
|
23.5M
$14.1B
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
7.83M+ 1777.41% |
$3.68B - $4.12B
|
8.27M
$4.94B
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.62M+ 60.7% |
$3.58B - $4B
|
20.2M
$12B
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.18M+ 1436.05% |
$1.49B - $1.67B
|
3.4M
$2.03B
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.82M+ 10.11% |
$855M - $958M
|
19.8M
$11.9B
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.42M+ 167.93% |
$667M - $747M
|
2.27M
$1.35B
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.4M+ 254.55% |
$657M - $736M
|
1.95M
$1.17B
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.33MNew |
$626M - $701M
|
1.33M
$797M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.16M+ 15.52% |
$543M - $608M
|
8.6M
$5.14B
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
989K+ 3.16% |
$464M - $520M
|
32.3M
$19.3B
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
941K+ 64.43% |
$442M - $495M
|
2.4M
$1.43B
|
|
Aug 29, 2024
Q1 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
728KNew |
$342M - $383M
|
728K
$435M
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
620K+ 15.67% |
$291M - $326M
|
4.57M
$2.73B
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
590K+ 416.67% |
$277M - $310M
|
731K
$437M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
567KNew |
$266M - $298M
|
567K
$339M
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
555KNew |
$261M - $292M
|
555K
$332M
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
527K+ 40.23% |
$247M - $277M
|
1.84M
$1.1B
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
521KNew |
$245M - $274M
|
521K
$311M
|
|
May 07, 2024
Q1 2024
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
497K+ 911.37% |
$233M - $261M
|
551K
$329M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
493K+ 2.45% |
$231M - $259M
|
20.6M
$12.3B
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
486K+ 35155.9% |
$228M - $255M
|
487K
$291M
|
|
May 15, 2024
Q1 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
434K+ 37.75% |
$204M - $228M
|
1.58M
$947M
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
426KNew |
$200M - $224M
|
426K
$255M
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
416K+ 170.54% |
$195M - $218M
|
659K
$394M
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
403K+ 743.54% |
$189M - $212M
|
457K
$273M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
398KNew |
$187M - $209M
|
398K
$238M
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
398K+ 8.78% |
$187M - $209M
|
4.93M
$2.95B
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
391KNew |
$184M - $206M
|
391K
$234M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
387K+ 7.62% |
$182M - $203M
|
5.47M
$3.27B
|
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
385K+ 63.6% |
$181M - $202M
|
989K
$591M
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
380KNew |
$178M - $200M
|
380K
$227M
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
371KNew |
$174M - $195M
|
371K
$222M
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
365K+ 324.99% |
$171M - $192M
|
477K
$285M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
292K+ 22.33% |
$137M - $154M
|
1.6M
$957M
|
|
May 13, 2024
Q1 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
286K+ 7.92% |
$134M - $150M
|
3.89M
$2.33B
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
281KNew |
$132M - $148M
|
281K
$168M
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
266K+ 4062.9% |
$125M - $140M
|
273K
$163M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
248K+ 6.4% |
$116M - $130M
|
4.12M
$2.46B
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
240K+ 9.91% |
$113M - $126M
|
2.67M
$1.59B
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
237K+ 428.07% |
$111M - $124M
|
292K
$175M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
232K+ 1.58% |
$109M - $122M
|
14.9M
$8.88B
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
221K+ 53.49% |
$104M - $116M
|
635K
$380M
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
221KNew |
$104M - $116M
|
221K
$132M
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
203K+ 135.18% |
$95.5M - $107M
|
354K
$212M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
188K+ 125.31% |
$88.3M - $98.9M
|
338K
$202M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
185KNew |
$87M - $97.4M
|
185K
$111M
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
172K+ 1346.29% |
$81M - $90.6M
|
185K
$111M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
158K+ 257.14% |
$74.3M - $83.1M
|
220K
$131M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
152K+ 2.28% |
$71.3M - $79.8M
|
6.82M
$4.08B
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
151K+ 11.96% |
$70.7M - $79.2M
|
1.41M
$843M
|