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 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
4.29K+ 9.5% |
$2.01M - $2.26M
|
49.4K
$29.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.28K+ 4.27% |
$2.01M - $2.25M
|
104K
$62.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
4.27K+ 184.84% |
$2M - $2.24M
|
6.58K
$3.93M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.25K+ 7.81% |
$2M - $2.23M
|
58.7K
$35.1M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
4.22K+ 1.86% |
$1.98M - $2.22M
|
232K
$138M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
4.21KNew |
$1.98M - $2.21M
|
4.21K
$2.52M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4.18K+ 2.98% |
$1.96M - $2.19M
|
144K
$86.3M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.14K+ 22.49% |
$1.94M - $2.18M
|
22.5K
$13.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
4.14K+ 22.05% |
$1.94M - $2.17M
|
22.9K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.12K+ 13.15% |
$1.93M - $2.16M
|
35.4K
$21.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
4.11K+ 6.55% |
$1.93M - $2.16M
|
66.8K
$39.9M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.1K+ 75.06% |
$1.92M - $2.15M
|
9.55K
$5.71M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
4.09K+ 37.43% |
$1.92M - $2.15M
|
15K
$8.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
4.08K+ 2.91% |
$1.92M - $2.15M
|
144K
$86.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.08K+ 23.1% |
$1.92M - $2.15M
|
21.8K
$13M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.07K+ 28.13% |
$1.91M - $2.14M
|
18.6K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.06K+ 3.37% |
$1.91M - $2.14M
|
125K
$74.4M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.05K+ 0.3% |
$1.9M - $2.13M
|
1.35M
$806M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
4.01K+ 6.72% |
$1.88M - $2.11M
|
63.7K
$38.1M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
4K+ 19.85% |
$1.88M - $2.1M
|
24.1K
$14.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.99K+ 3.89% |
$1.87M - $2.1M
|
107K
$63.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.97K+ 4.72% |
$1.87M - $2.09M
|
88.1K
$52.7M
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.95K+ 5.91% |
$1.86M - $2.08M
|
70.8K
$42.3M
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
3.95K+ 22.25% |
$1.86M - $2.08M
|
21.7K
$13M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.93K+ 6.12% |
$1.85M - $2.07M
|
68.2K
$40.8M
|
|
|
May 01, 2024
Q1 2024
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.9K+ 3.41% |
$1.83M - $2.05M
|
118K
$70.7M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.89K+ 7.95% |
$1.83M - $2.05M
|
52.8K
$31.6M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.87K+ 7.23% |
$1.82M - $2.04M
|
57.4K
$34.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
3.86K+ 1.02% |
$1.81M - $2.03M
|
381K
$228M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.85K+ 3.69% |
$1.81M - $2.03M
|
108K
$64.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.84K+ 2.53% |
$1.8M - $2.02M
|
156K
$93M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.8K+ 2.25% |
$1.78M - $2M
|
173K
$103M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
3.8K+ 2.6% |
$1.78M - $2M
|
150K
$89.6M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.79K+ 3.06% |
$1.78M - $1.99M
|
128K
$76.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.79K+ 48.14% |
$1.78M - $1.99M
|
11.6K
$6.96M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.76K+ 2.02% |
$1.77M - $1.98M
|
190K
$114M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.75K+ 1.82% |
$1.76M - $1.97M
|
210K
$126M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.75K+ 10.26% |
$1.76M - $1.97M
|
40.3K
$24.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.74K+ 40.0% |
$1.76M - $1.97M
|
13.1K
$7.82M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.73K+ 1.75% |
$1.75M - $1.96M
|
217K
$130M
|
|
|
Oct 31, 2024
Q1 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
3.73K+ 3.94% |
$1.75M - $1.96M
|
98.3K
$58.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.72K+ 1.39% |
$1.75M - $1.96M
|
271K
$162M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.7K+ 2.26% |
$1.74M - $1.94M
|
168K
$100M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.69K+ 4.84% |
$1.73M - $1.94M
|
79.8K
$47.7M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.67K+ 11.29% |
$1.72M - $1.93M
|
36.1K
$21.6M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.6K+ 39.99% |
$1.69M - $1.89M
|
12.6K
$7.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.59K+ 2.93% |
$1.69M - $1.89M
|
126K
$75.5M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.55K+ 0.16% |
$1.67M - $1.86M
|
2.27M
$1.36B
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.51K+ 1.05% |
$1.65M - $1.85M
|
339K
$203M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.5K+ 4.64% |
$1.64M - $1.84M
|
79K
$47.2M
|