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 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.33K+ 1.61% |
$1.1M - $1.23M
|
147K
$97.8M
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2.33KNew |
$1.09M - $1.22M
|
2.33K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.32K+ 17.84% |
$1.09M - $1.22M
|
15.3K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 3.02% |
$1.09M - $1.22M
|
78.9K
$52.4M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
2.31K+ 4.38% |
$1.09M - $1.22M
|
55.1K
$36.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
2.3KNew |
$1.08M - $1.21M
|
2.3K
$1.53M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.29K+ 15.96% |
$1.08M - $1.21M
|
16.7K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.26K+ 431.17% |
$1.06M - $1.19M
|
2.78K
$1.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.25K+ 51.8% |
$1.06M - $1.18M
|
6.61K
$4.39M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.25K+ 10.03% |
$1.06M - $1.18M
|
24.7K
$16.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.23K+ 3.53% |
$1.05M - $1.17M
|
65.4K
$43.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.22K+ 134.12% |
$1.04M - $1.17M
|
3.88K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2.2K+ 60.03% |
$1.03M - $1.16M
|
5.87K
$3.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
2.18KNew |
$1.02M - $1.14M
|
2.18K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
2.17KNew |
$1.02M - $1.14M
|
2.17K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.16K+ 24.61% |
$1.01M - $1.14M
|
10.9K
$7.26M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.15K+ 105.92% |
$1.01M - $1.13M
|
4.17K
$2.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.14KNew |
$1.01M - $1.13M
|
2.14K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.14KNew |
$1M - $1.13M
|
2.14K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.13K+ 20.58% |
$998K - $1.12M
|
12.5K
$8.27M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.11K+ 57.22% |
$992K - $1.11M
|
5.81K
$3.86M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.11K+ 4.87% |
$989K - $1.11M
|
45.4K
$30.1M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.1K+ 4.14% |
$986K - $1.1M
|
52.8K
$35M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.1K+ 3.38% |
$985K - $1.1M
|
64.2K
$42.6M
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.09K+ 2.22% |
$982K - $1.1M
|
96.4K
$64M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.08K+ 41.04% |
$974K - $1.09M
|
7.13K
$4.73M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.06K+ 6.13% |
$969K - $1.08M
|
35.7K
$23.7M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.06KNew |
$968K - $1.08M
|
2.06K
$1.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.06K+ 5.67% |
$967K - $1.08M
|
38.4K
$25.5M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
2.05KNew |
$962K - $1.08M
|
2.05K
$1.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.04K+ 8.51% |
$959K - $1.07M
|
26K
$17.3M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
2.03K+ 15.71% |
$955K - $1.07M
|
15K
$9.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.03K+ 23.69% |
$952K - $1.07M
|
10.6K
$7.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.02K+ 2.76% |
$950K - $1.06M
|
75.3K
$50M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.97K+ 1.52% |
$924K - $1.03M
|
132K
$87.5M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.96K+ 6.67% |
$919K - $1.03M
|
31.3K
$20.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.96K+ 2.32% |
$918K - $1.03M
|
86.1K
$57.2M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.95K+ 1.5% |
$916K - $1.03M
|
132K
$87.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1.94K+ 1.93% |
$911K - $1.02M
|
103K
$68.2M
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
1.94K+ 2.07% |
$910K - $1.02M
|
95.4K
$63.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.92KNew |
$903K - $1.01M
|
1.92K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.92K+ 14.44% |
$899K - $1.01M
|
15.2K
$10.1M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.91K+ 134.62% |
$898K - $1.01M
|
3.33K
$2.21M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.91K+ 210.25% |
$895K - $1M
|
2.81K
$1.87M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.88K+ 77.15% |
$883K - $989K
|
4.32K
$2.87M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.87K+ 4.57% |
$879K - $984K
|
42.9K
$28.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.87K+ 2.78% |
$877K - $982K
|
69K
$45.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.87K+ 2.57% |
$877K - $982K
|
74.5K
$49.4M
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.86KNew |
$874K - $978K
|
1.86K
$1.24M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.85K+ 326.23% |
$870K - $974K
|
2.42K
$1.61M
|