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
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
16.7K+ 4.98% |
$7.85M - $8.78M
|
352K
$210M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
16.6K+ 223.66% |
$7.79M - $8.72M
|
24K
$14.3M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.3K+ 46.98% |
$7.64M - $8.56M
|
50.9K
$30.4M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
16.3K+ 11.05% |
$7.64M - $8.55M
|
163K
$97.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
16.3K+ 2.18% |
$7.63M - $8.54M
|
762K
$456M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
16.2KNew |
$7.63M - $8.54M
|
16.2K
$9.71M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
16.2K+ 7.48% |
$7.62M - $8.53M
|
233K
$139M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.1K+ 62.52% |
$7.57M - $8.48M
|
41.9K
$25.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Client First Capital LLC
|
BUY
|
- |
16.1K+ 107.94% |
$7.57M - $8.48M
|
31.1K
$18.6M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
16KNew |
$7.53M - $8.43M
|
16K
$9.59M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
15.9K+ 16.26% |
$7.49M - $8.38M
|
114K
$68.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
15.9K+ 3.0% |
$7.45M - $8.34M
|
545K
$326M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
15.9K+ 3.37% |
$7.45M - $8.34M
|
486K
$291M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
15.8K+ 13.35% |
$7.42M - $8.31M
|
134K
$80.2M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
15.7KNew |
$7.38M - $8.27M
|
15.7K
$9.4M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
15.7K+ 196.15% |
$7.38M - $8.26M
|
23.7K
$14.2M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
15.7KNew |
$7.38M - $8.26M
|
15.7K
$9.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
15.6K+ 27.16% |
$7.34M - $8.22M
|
73.2K
$43.8M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
15.4K+ 12.94% |
$7.23M - $8.1M
|
134K
$80.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
15.3K+ 63.39% |
$7.18M - $8.04M
|
39.4K
$23.6M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
15.2K+ 1.2% |
$7.14M - $7.99M
|
1.29M
$769M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15.1K+ 4.29% |
$7.09M - $7.94M
|
367K
$219M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.1K+ 127.6% |
$7.09M - $7.94M
|
26.9K
$16.1M
|
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
15K+ 19.19% |
$7.06M - $7.9M
|
93.4K
$55.8M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
15K+ 6.9% |
$7.04M - $7.88M
|
232K
$139M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
14.9K+ 146.42% |
$6.99M - $7.82M
|
25K
$15M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
14.8K+ 12.8% |
$6.96M - $7.8M
|
131K
$78.1M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
14.7K+ 21.09% |
$6.92M - $7.74M
|
84.6K
$50.5M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
14.7K+ 54.74% |
$6.9M - $7.73M
|
41.5K
$24.8M
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
14.6KNew |
$6.86M - $7.68M
|
14.6K
$8.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
14.6K+ 45.03% |
$6.83M - $7.65M
|
46.9K
$28M
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
14.5K+ 78.63% |
$6.83M - $7.65M
|
33K
$19.7M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14.5K+ 6.87% |
$6.83M - $7.65M
|
226K
$135M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
14.3K+ 2.37% |
$6.73M - $7.53M
|
620K
$370M
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
14.3K+ 16.41% |
$6.72M - $7.52M
|
101K
$60.6M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
14K+ 2.19% |
$6.59M - $7.38M
|
654K
$391M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
14K+ 14.19% |
$6.59M - $7.38M
|
113K
$67.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
14K+ 9.34% |
$6.56M - $7.34M
|
164K
$97.7M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
13.8K+ 1.04% |
$6.47M - $7.24M
|
1.33M
$797M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
13.4K+ 78.54% |
$6.29M - $7.04M
|
30.4K
$18.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
BUY
|
- |
13.4K+ 20.3% |
$6.29M - $7.04M
|
79.3K
$47.4M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
13K+ 15.91% |
$6.13M - $6.86M
|
95K
$56.8M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
13K+ 7.45% |
$6.1M - $6.83M
|
187K
$112M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
13K+ 50.01% |
$6.09M - $6.82M
|
38.9K
$23.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
12.9K+ 70.95% |
$6.06M - $6.79M
|
31.1K
$18.6M
|
|
|
Apr 02, 2024
Q1 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
12.7K+ 19.77% |
$5.97M - $6.69M
|
77K
$46M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
12.5KNew |
$5.85M - $6.55M
|
12.5K
$7.44M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
12.4K+ 87.81% |
$5.84M - $6.54M
|
26.6K
$15.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12.4K+ 73.8% |
$5.8M - $6.5M
|
29.1K
$17.4M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
12.2K+ 26.76% |
$5.75M - $6.44M
|
58K
$34.7M
|