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 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
24.6K+ 18.09% |
$11.5M - $12.9M
|
160K
$95.9M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
24.2K+ 7.35% |
$11.4M - $12.7M
|
353K
$211M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
24.2K+ 35.28% |
$11.4M - $12.7M
|
92.9K
$55.5M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
23.2KNew |
$10.9M - $12.2M
|
23.2K
$13.9M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
23.1K+ 19.89% |
$10.8M - $12.1M
|
139K
$83.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
23K+ 32.53% |
$10.8M - $12.1M
|
93.7K
$56M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
22.8K+ 46.43% |
$10.7M - $12M
|
72K
$43M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
22.8K+ 38.2% |
$10.7M - $12M
|
82.5K
$49.3M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
22.8KNew |
$10.7M - $12M
|
22.8K
$13.6M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
22.7K+ 344.71% |
$10.7M - $11.9M
|
29.3K
$17.5M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
22.2K+ 14.84% |
$10.4M - $11.7M
|
172K
$103M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
22.1KNew |
$10.4M - $11.6M
|
22.1K
$13.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
22.1K+ 26.28% |
$10.4M - $11.6M
|
106K
$63.4M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22KNew |
$10.3M - $11.6M
|
22K
$13.1M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
22K+ 9.01% |
$10.3M - $11.6M
|
266K
$159M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
21.9K+ 59.84% |
$10.3M - $11.5M
|
58.4K
$34.9M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
21.7K+ 876.44% |
$10.2M - $11.4M
|
24.2K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
21.6KNew |
$10.1M - $11.4M
|
21.6K
$12.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
21.6K+ 57.49% |
$10.1M - $11.3M
|
59K
$35.3M
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
21.4K+ 4211.59% |
$10.1M - $11.3M
|
21.9K
$13.1M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
21.3K+ 755.77% |
$10M - $11.2M
|
24.2K
$14.4M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.3KNew |
$10M - $11.2M
|
21.3K
$12.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
20.7K+ 6.76% |
$9.7M - $10.9M
|
326K
$195M
|
|
|
May 14, 2024
Q1 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
20.5K+ 13.97% |
$9.63M - $10.8M
|
167K
$100M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
20.2K+ 16.25% |
$9.46M - $10.6M
|
144K
$86.1M
|
|
|
May 14, 2024
Q1 2024
|
University Of Wisconsin Foundation
Madison, WI |
BUY
|
- |
19.7K+ 55.05% |
$9.24M - $10.3M
|
55.4K
$33.1M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
19.6K+ 29207.46% |
$9.19M - $10.3M
|
19.6K
$11.7M
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
19.5KNew |
$9.18M - $10.3M
|
19.5K
$11.7M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
19.4K+ 24.39% |
$9.12M - $10.2M
|
99K
$59.2M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
19.4K+ 22.27% |
$9.11M - $10.2M
|
107K
$63.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
19.4K+ 25.33% |
$9.11M - $10.2M
|
96K
$57.4M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.4K+ 29.36% |
$9.11M - $10.2M
|
85.4K
$51.1M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
19.3KNew |
$9.08M - $10.2M
|
19.3K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
19.3K+ 15.32% |
$9.07M - $10.2M
|
145K
$86.9M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.3K+ 7.86% |
$9.06M - $10.1M
|
265K
$158M
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
19.2K+ 23.04% |
$9.02M - $10.1M
|
103K
$61.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.1K+ 6.6% |
$8.97M - $10M
|
309K
$184M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
19K+ 10.36% |
$8.93M - $10M
|
203K
$121M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
19KNew |
$8.92M - $9.99M
|
19K
$11.4M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
18.9K+ 12.62% |
$8.89M - $9.95M
|
169K
$101M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
18.8KNew |
$8.83M - $9.88M
|
18.8K
$11.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
18.7K+ 25.74% |
$8.79M - $9.84M
|
91.4K
$54.6M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
18.6K+ 46.7% |
$8.73M - $9.78M
|
58.4K
$34.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
18.3K+ 9.57% |
$8.57M - $9.6M
|
209K
$125M
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
18.3K+ 18.18% |
$8.57M - $9.6M
|
119K
$70.9M
|
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
18.2K+ 59.23% |
$8.57M - $9.59M
|
49K
$29.3M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
18.2KNew |
$8.56M - $9.59M
|
18.2K
$10.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
17.5K+ 2.97% |
$8.21M - $9.2M
|
606K
$362M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
17.3K+ 22.53% |
$8.12M - $9.09M
|
94.1K
$56.2M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.2K+ 1.0% |
$8.06M - $9.03M
|
1.73M
$1.03B
|