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 24, 2024
Q1 2024
|
Strid Group, LLC
|
BUY
|
- |
7.84KNew |
$3.68M - $4.12M
|
7.84K
$4.69M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
7.75KNew |
$3.64M - $4.07M
|
7.75K
$4.63M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
7.69K+ 15.13% |
$3.61M - $4.04M
|
58.5K
$35M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.65K+ 9.62% |
$3.59M - $4.02M
|
87.2K
$52.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
7.6K+ 8.58% |
$3.57M - $3.99M
|
96.1K
$57.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7.51K+ 0.42% |
$3.53M - $3.95M
|
1.81M
$1.08B
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
7.46K+ 6.63% |
$3.5M - $3.92M
|
120K
$71.6M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
7.24K+ 17.51% |
$3.4M - $3.81M
|
48.6K
$29.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
7.22K+ 9.48% |
$3.39M - $3.79M
|
83.3K
$49.8M
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
7.2K+ 57.29% |
$3.38M - $3.78M
|
19.8K
$11.8M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.09K+ 1.16% |
$3.33M - $3.73M
|
620K
$371M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.09K+ 1.16% |
$3.33M - $3.73M
|
620K
$371M
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
7.03K+ 27.44% |
$3.3M - $3.7M
|
32.7K
$19.5M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7K+ 3.56% |
$3.29M - $3.68M
|
204K
$122M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
6.94K+ 57.5% |
$3.26M - $3.65M
|
19K
$11.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.93K+ 3.64% |
$3.25M - $3.64M
|
197K
$118M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6.85K+ 9.65% |
$3.22M - $3.6M
|
77.8K
$46.5M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
6.78KNew |
$3.18M - $3.56M
|
6.78K
$4.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
6.77KNew |
$3.18M - $3.56M
|
6.77K
$4.05M
|
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
6.74K+ 20.95% |
$3.16M - $3.54M
|
38.9K
$23.3M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.68K+ 6.57% |
$3.14M - $3.51M
|
108K
$64.8M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.67K+ 5.22% |
$3.13M - $3.51M
|
135K
$80.4M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
6.56KNew |
$3.08M - $3.45M
|
6.56K
$3.92M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
6.56K+ 1.32% |
$3.08M - $3.45M
|
502K
$300M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.56K+ 3.92% |
$3.08M - $3.45M
|
174K
$104M
|
|
|
Apr 24, 2024
Q1 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
6.48K+ 53.55% |
$3.04M - $3.41M
|
18.6K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
6.48K+ 53.55% |
$3.04M - $3.41M
|
18.6K
$11.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
6.47K+ 4.0% |
$3.04M - $3.4M
|
168K
$101M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.45K+ 5.49% |
$3.03M - $3.39M
|
124K
$74.1M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6.42K+ 38.94% |
$3.01M - $3.37M
|
22.9K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.31K+ 1.17% |
$2.96M - $3.32M
|
543K
$325M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
6.3K+ 130.97% |
$2.96M - $3.31M
|
11.1K
$6.64M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
6.28K+ 15.62% |
$2.95M - $3.3M
|
46.5K
$27.8M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
6.12K+ 12.59% |
$2.88M - $3.22M
|
54.7K
$32.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
6.08K+ 20.64% |
$2.86M - $3.2M
|
35.6K
$21.2M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.04K+ 7.7% |
$2.84M - $3.17M
|
84.5K
$50.5M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
5.91K+ 14.03% |
$2.77M - $3.11M
|
48K
$28.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
5.9K+ 9.23% |
$2.77M - $3.1M
|
69.8K
$41.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.89K+ 1.59% |
$2.77M - $3.1M
|
376K
$225M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
5.89K+ 6.35% |
$2.77M - $3.1M
|
98.7K
$59M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.89K+ 16.32% |
$2.76M - $3.09M
|
41.9K
$25.1M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.88K+ 52.92% |
$2.76M - $3.09M
|
17K
$10.2M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.88K+ 44.75% |
$2.76M - $3.09M
|
19K
$11.4M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
5.85K+ 4.71% |
$2.75M - $3.07M
|
130K
$77.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.84K+ 5.78% |
$2.74M - $3.07M
|
107K
$63.8M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.79K+ 20.68% |
$2.72M - $3.04M
|
33.8K
$20.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.75K+ 19.73% |
$2.7M - $3.02M
|
34.9K
$20.9M
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.75K+ 98.19% |
$2.7M - $3.02M
|
11.6K
$6.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
5.7K+ 56.48% |
$2.68M - $3M
|
15.8K
$9.44M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.68K+ 0.18% |
$2.66M - $2.98M
|
3.18M
$1.9B
|