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 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-142K- 30.17% |
$66.6M - $74.5M
|
328K
$198M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-172K- 22.2% |
$80.5M - $90.2M
|
601K
$362M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-176K- 6.72% |
$82.9M - $92.8M
|
2.45M
$1.48B
|
|
|
May 01, 2024
Q1 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-191K- 40.16% |
$89.7M - $100M
|
285K
$172M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-193K- 98.95% |
$90.7M - $102M
|
2.05K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-198K- 6.28% |
$93.2M - $104M
|
2.96M
$1.79B
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-236K- 21.85% |
$111M - $124M
|
846K
$510M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-310K- 20.56% |
$145M - $163M
|
1.2M
$722M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-350K- 49.58% |
$165M - $184M
|
356K
$215M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-353K- 5.19% |
$166M - $186M
|
6.45M
$3.89B
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-389K- 2.4% |
$182M - $204M
|
15.8M
$9.53B
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-405K- 56.24% |
$190M - $213M
|
315K
$190M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-437K- 18.46% |
$205M - $230M
|
1.93M
$1.16B
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-530K- 97.56% |
$249M - $279M
|
13.2K
$7.98M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-551K- 22.03% |
$259M - $290M
|
1.95M
$1.18B
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-633K- 43.96% |
$297M - $333M
|
806K
$486M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-699K- 21.1% |
$328M - $368M
|
2.62M
$1.58B
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-719K- 7.33% |
$337M - $378M
|
9.08M
$5.47B
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-764K- 3.65% |
$359M - $401M
|
20.2M
$12.2B
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-769K- 13.2% |
$361M - $405M
|
5.06M
$3.05B
|
|
|
Apr 17, 2024
Q1 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-779K- 28.82% |
$366M - $410M
|
1.92M
$1.16B
|
|
|
May 14, 2024
Q1 2024
|
Japan Science & Technology Agency
Tokyo, M0 |
SELL
|
- |
-823K- 77.56% |
$386M - $433M
|
238K
$144M
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-984K- 41.64% |
$462M - $517M
|
1.38M
$832M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.41M- 60.47% |
$1.13B - $1.27B
|
1.58M
$951M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.59M- 11.88% |
$1.22B - $1.36B
|
19.2M
$11.6B
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.64M- 51.35% |
$1.24B - $1.39B
|
2.5M
$1.51B
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.82M- 57.21% |
$1.79B - $2.01B
|
2.85M
$1.72B
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.01M- 11.88% |
$1.88B - $2.11B
|
29.7M
$17.9B
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.43M- 33.98% |
$2.08B - $2.33B
|
8.6M
$5.19B
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5.05M- 7.35% |
$2.37B - $2.66B
|
63.6M
$38.4B
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-8.64M- 69.0% |
$4.06B - $4.54B
|
3.88M
$2.34B
|