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 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
8.29K+ 2.86% |
$3.89M - $4.36M
|
298K
$185M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
8.13K+ 163.26% |
$3.82M - $4.27M
|
13.1K
$8.13M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.11K+ 3.56% |
$3.81M - $4.27M
|
236K
$146M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
7.94K+ 541.1% |
$3.73M - $4.17M
|
9.41K
$5.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
7.93K+ 146.9% |
$3.72M - $4.17M
|
13.3K
$8.27M
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
7.88K+ 8.47% |
$3.7M - $4.14M
|
101K
$62.6M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.84K+ 16.36% |
$3.68M - $4.12M
|
55.8K
$34.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
BUY
|
- |
7.84KNew |
$3.68M - $4.12M
|
7.84K
$4.87M
|
|
|
May 15, 2025
Q1 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
7.75K+ 12.67% |
$3.64M - $4.07M
|
68.9K
$42.8M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
7.75KNew |
$3.64M - $4.07M
|
7.75K
$4.81M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
7.69K+ 15.13% |
$3.61M - $4.04M
|
58.5K
$36.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.65K+ 9.62% |
$3.59M - $4.02M
|
87.2K
$54.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
7.6K+ 8.58% |
$3.57M - $3.99M
|
96.1K
$59.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7.51K+ 0.42% |
$3.53M - $3.95M
|
1.81M
$1.12B
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
7.46K+ 6.63% |
$3.5M - $3.92M
|
120K
$74.4M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
7.24K+ 17.51% |
$3.4M - $3.81M
|
48.6K
$30.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
7.22K+ 9.48% |
$3.39M - $3.79M
|
83.3K
$51.7M
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
7.2K+ 57.29% |
$3.38M - $3.78M
|
19.8K
$12.3M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.09K+ 1.16% |
$3.33M - $3.73M
|
620K
$385M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.09K+ 1.16% |
$3.33M - $3.73M
|
620K
$385M
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
7.03K+ 27.44% |
$3.3M - $3.7M
|
32.7K
$20.3M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7K+ 3.56% |
$3.29M - $3.68M
|
204K
$126M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
6.94K+ 57.5% |
$3.26M - $3.65M
|
19K
$11.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.93K+ 3.64% |
$3.25M - $3.64M
|
197K
$123M
|
|
|
Apr 10, 2025
Q1 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
6.89K+ 3.75% |
$3.23M - $3.62M
|
190K
$118M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6.85K+ 9.65% |
$3.22M - $3.6M
|
77.8K
$48.3M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
6.78KNew |
$3.18M - $3.56M
|
6.78K
$4.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
6.77KNew |
$3.18M - $3.56M
|
6.77K
$4.2M
|
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
6.74K+ 20.95% |
$3.16M - $3.54M
|
38.9K
$24.1M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.68K+ 6.57% |
$3.14M - $3.51M
|
108K
$67.3M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.67K+ 5.22% |
$3.13M - $3.51M
|
135K
$83.5M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
6.56KNew |
$3.08M - $3.45M
|
6.56K
$4.07M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
6.56K+ 1.32% |
$3.08M - $3.45M
|
502K
$312M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.56K+ 3.92% |
$3.08M - $3.45M
|
174K
$108M
|
|
|
Apr 24, 2024
Q1 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
6.48K+ 53.55% |
$3.04M - $3.41M
|
18.6K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
6.48K+ 53.55% |
$3.04M - $3.41M
|
18.6K
$11.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
6.47K+ 4.0% |
$3.04M - $3.4M
|
168K
$104M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.45K+ 5.49% |
$3.03M - $3.39M
|
124K
$76.9M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6.42K+ 38.94% |
$3.01M - $3.37M
|
22.9K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.31K+ 1.17% |
$2.96M - $3.32M
|
543K
$337M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
6.3K+ 130.97% |
$2.96M - $3.31M
|
11.1K
$6.9M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
6.28K+ 15.62% |
$2.95M - $3.3M
|
46.5K
$28.8M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
6.12K+ 12.59% |
$2.88M - $3.22M
|
54.7K
$34M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
6.08K+ 20.64% |
$2.86M - $3.2M
|
35.6K
$22.1M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.04K+ 7.7% |
$2.84M - $3.17M
|
84.5K
$52.4M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
5.91K+ 14.03% |
$2.77M - $3.11M
|
48K
$29.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
5.9K+ 9.23% |
$2.77M - $3.1M
|
69.8K
$43.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.89K+ 1.59% |
$2.77M - $3.1M
|
376K
$233M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
5.89K+ 6.35% |
$2.77M - $3.1M
|
98.7K
$61.3M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.89K+ 16.32% |
$2.76M - $3.09M
|
41.9K
$26M
|