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
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
49.5KNew |
$23.2M - $26M
|
49.5K
$32.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
46.4K+ 62.19% |
$21.8M - $24.4M
|
121K
$80.3M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
45.8K+ 49.11% |
$21.5M - $24.1M
|
139K
$92.3M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
45.6K+ 24.24% |
$21.4M - $24M
|
234K
$155M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
45.4K+ 7.88% |
$21.3M - $23.8M
|
621K
$413M
|
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
44.9K+ 3.5% |
$21.1M - $23.6M
|
1.33M
$883M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.1K+ 7.84% |
$20.2M - $22.7M
|
593K
$394M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
41.2K+ 11.56% |
$19.3M - $21.6M
|
397K
$264M
|
|
|
May 15, 2024
Q1 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
41.1K+ 16.05% |
$19.3M - $21.6M
|
297K
$197M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
40.4KNew |
$19M - $21.2M
|
40.4K
$26.8M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
40.3K+ 77.67% |
$18.9M - $21.2M
|
92.2K
$61.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
40KNew |
$18.8M - $21M
|
40K
$26.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
39.9K+ 43.39% |
$18.7M - $21M
|
132K
$87.5M
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
39.8K+ 793.63% |
$18.7M - $20.9M
|
44.9K
$29.8M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
39K+ 16.7% |
$18.3M - $20.5M
|
273K
$181M
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
38.5KNew |
$18.1M - $20.2M
|
38.5K
$25.6M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.4K+ 535.04% |
$18.1M - $20.2M
|
45.6K
$30.3M
|
|
|
May 15, 2024
Q1 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
38.1KNew |
$17.9M - $20M
|
38.1K
$25.3M
|
|
|
May 13, 2024
Q1 2024
|
Passaic Partners LLC
|
BUY
|
- |
36.1KNew |
$16.9M - $19M
|
36.1K
$23.9M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
35.6K+ 257.3% |
$16.7M - $18.7M
|
49.5K
$32.9M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
35.3K+ 495.61% |
$16.6M - $18.5M
|
42.4K
$28.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.2K+ 1.35% |
$16.5M - $18.5M
|
2.64M
$1.75B
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
35.2K+ 19.68% |
$16.5M - $18.5M
|
214K
$142M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
34.8K+ 26.64% |
$16.3M - $18.3M
|
165K
$110M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
33.5K+ 31.92% |
$15.7M - $17.6M
|
139K
$92M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
33.1K+ 82.98% |
$15.5M - $17.4M
|
73K
$48.5M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
32.2K+ 45.45% |
$15.1M - $16.9M
|
103K
$68.4M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.9K+ 1.92% |
$15M - $16.8M
|
1.69M
$1.12B
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
31.3K+ 180.38% |
$14.7M - $16.5M
|
48.7K
$32.3M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
31.2KNew |
$14.6M - $16.4M
|
31.2K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
30.8KNew |
$14.4M - $16.2M
|
30.8K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
30.6K+ 70.85% |
$14.3M - $16.1M
|
73.7K
$48.9M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
30.5K+ 2.19% |
$14.3M - $16M
|
1.42M
$944M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
30.5K+ 3875.83% |
$14.3M - $16M
|
31.3K
$20.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
30.3K+ 7354.37% |
$14.2M - $15.9M
|
30.7K
$20.4M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
30.3K+ 1.88% |
$14.2M - $15.9M
|
1.64M
$1.09B
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
29.9K+ 7.66% |
$14.1M - $15.7M
|
421K
$279M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
29.7K+ 29.48% |
$13.9M - $15.6M
|
130K
$86.6M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
29K+ 47.94% |
$13.6M - $15.2M
|
89.4K
$59.4M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
28.9K+ 48.24% |
$13.6M - $15.2M
|
88.9K
$59M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
28.9K+ 3.71% |
$13.5M - $15.2M
|
807K
$536M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
28.5K+ 61.05% |
$13.4M - $15M
|
75.3K
$50M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
28.1K+ 36.8% |
$13.2M - $14.7M
|
104K
$69.2M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
27.7K+ 52.88% |
$13M - $14.5M
|
80K
$53.1M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27.2K+ 105.43% |
$12.8M - $14.3M
|
53K
$35.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
27.1KNew |
$12.7M - $14.2M
|
27.1K
$18M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
26.9KNew |
$12.6M - $14.1M
|
26.9K
$17.8M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
26.5K+ 5.44% |
$12.4M - $13.9M
|
513K
$341M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
26.2KNew |
$12.3M - $13.8M
|
26.2K
$17.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
26.1K+ 36.88% |
$12.2M - $13.7M
|
96.7K
$64.2M
|