Purchases and Sales Made in Q4 2023 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q4 2023. 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
Feb 07, 2024 Q4 2023
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
151
+ 30.88%
$62.3K - $72.3K
640 $386K
Jan 23, 2024 Q4 2023
Integrated Investment Consultants, LLC

BUY
 -
149
+ 0.9%
$61.5K - $71.4K
16.7K $10.1M
Jan 29, 2024 Q4 2023
Yhb Investment Advisors, Inc.

BUY
 -
149
+ 0.86%
$61.5K - $71.4K
17.4K $10.5M
Feb 07, 2024 Q4 2023
Kovitz Investment Group Partners, LLC

BUY
 -
149
+ 1.82%
$61.5K - $71.4K
8.33K $5.02M
May 28, 2024 Q4 2023
Integrated Investment Consultants, LLC

BUY
 -
149
+ 0.94%
$61.5K - $71.4K
16K $9.63M
Jan 25, 2024 Q4 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
148
+ 0.43%
$61.1K - $70.9K
35K $21.1M
Jan 29, 2024 Q4 2023
Birch Hill Investment Advisors LLC

BUY
 -
148
+ 0.33%
$61.1K - $70.9K
44.7K $27M
Jan 12, 2024 Q4 2023
Greenhouse Wealth Management, LLC

BUY
 -
147
+ 0.78%
$60.6K - $70.4K
18.9K $11.4M
Feb 05, 2024 Q4 2023
Paces Ferry Wealth Advisors, LLC

BUY
 -
142
+ 1.68%
$58.6K - $68K
8.57K $5.17M
Feb 06, 2024 Q4 2023
Gds Wealth Management

BUY
 -
141
+ 0.24%
$58.2K - $67.5K
58.9K $35.5M
Jan 18, 2024 Q4 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
140
+ 6.11%
$57.8K - $67.1K
2.43K $1.46M
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
140
+ 5.48%
$57.8K - $67.1K
2.7K $1.63M
Jan 18, 2024 Q4 2023
Bouchey Financial Group LTD

BUY
 -
139
+ 8.48%
$57.3K - $66.6K
1.78K $1.07M
Apr 01, 2024 Q4 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
139
+ 3.75%
$57.3K - $66.6K
3.85K $2.32M
Apr 12, 2024 Q4 2023
Game Plan Financial Advisors, LLC

BUY
 -
139
New
$57.3K - $66.6K
139 $83.8K
Feb 05, 2024 Q4 2023
Prosperity Planning, Inc.

BUY
 -
137
+ 4.63%
$56.5K - $65.6K
3.09K $1.86M
Feb 13, 2024 Q4 2023
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
137
New
$56.5K - $65.6K
137 $82.6K
Jul 31, 2024 Q4 2023
Rothschild Investment LLC

Chicago, IL
BUY
 -
136
+ 18.16%
$56.1K - $65.1K
885 $534K
Jan 18, 2024 Q4 2023
Successful Portfolios LLC

BUY
 -
134
+ 1.74%
$55.3K - $64.2K
7.82K $4.71M
Jan 31, 2024 Q4 2023
Sterling Financial Planning, Inc.

BUY
 -
134
+ 1.02%
$55.3K - $64.2K
13.2K $7.96M
Jan 12, 2024 Q4 2023
Sterling Group Wealth Management, LLC

Pasadena, CA
BUY
 -
132
+ 23.04%
$54.5K - $63.2K
705 $425K
Jan 24, 2024 Q4 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
131
+ 1.27%
$54K - $62.7K
10.4K $6.29M
Jan 25, 2024 Q4 2023
Segment Wealth Management, LLC

BUY
 -
130
+ 2.54%
$53.6K - $62.3K
5.25K $3.16M
Jan 30, 2024 Q4 2023
Archer Investment Corp

BUY
 -
125
+ 4.6%
$51.6K - $59.9K
2.84K $1.71M
Feb 12, 2024 Q4 2023
Alaethes Wealth LLC

Glenbrook, NV
BUY
 -
124
+ 5.81%
$51.2K - $59.4K
2.26K $1.36M
Feb 12, 2024 Q4 2023
Tfo Tdc, LLC

BUY
 -
124
+ 2.3%
$51.2K - $59.4K
5.51K $3.32M
Jan 22, 2024 Q4 2023
Norris Perne & French LLP

Grand Rapids, MI
BUY
 -
123
+ 0.19%
$50.7K - $58.9K
65.6K $39.5M
Jan 19, 2024 Q4 2023
Griffin Asset Management, Inc.

BUY
 -
122
+ 4.36%
$50.3K - $58.4K
2.92K $1.76M
Feb 08, 2024 Q4 2023
Main Street Financial Solutions, LLC

BUY
 -
121
+ 0.67%
$49.9K - $58K
18.1K $10.9M
Jan 23, 2024 Q4 2023
Emerald Advisors, LLC

BUY
 -
120
+ 1.04%
$49.5K - $57.5K
11.7K $7.03M
Jan 26, 2024 Q4 2023
Stone Point Wealth LLC

BUY
 -
119
+ 2.15%
$49.1K - $57K
5.64K $3.4M
Aug 28, 2024 Q4 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
117
+ 2.46%
$48.3K - $56K
4.87K $2.93M
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
116
+ 6.6%
$47.9K - $55.6K
1.87K $1.13M
Jan 23, 2024 Q4 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
115
+ 1.7%
$47.4K - $55.1K
6.89K $4.15M
Jan 09, 2024 Q4 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
113
+ 5.23%
$46.6K - $54.1K
2.28K $1.37M
Jan 17, 2024 Q4 2023
First Pacific Financial

BUY
 -
113
+ 32.94%
$46.6K - $54.1K
456 $275K
Jan 31, 2024 Q4 2023
Planning Directions Inc

BUY
 -
113
+ 14.87%
$46.6K - $54.1K
873 $526K
Feb 13, 2024 Q4 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
113
+ 3.63%
$46.6K - $54.1K
3.23K $1.95M
Feb 14, 2024 Q4 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
113
+ 0.31%
$46.6K - $54.1K
36K $21.7M
Feb 14, 2024 Q4 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
111
+ 5.8%
$45.8K - $53.2K
2.03K $1.22M
Feb 12, 2024 Q4 2023
Madison Asset Management, LLC

Madison, WI
BUY
 -
109
+ 1.74%
$45K - $52.2K
6.39K $3.85M
Jan 16, 2024 Q4 2023
Archvest Wealth Advisors, Inc.

BUY
 -
108
+ 2.23%
$44.6K - $51.7K
4.96K $2.99M
Jan 22, 2024 Q4 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
108
+ 4.06%
$44.6K - $51.7K
2.77K $1.67M
Feb 13, 2024 Q4 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
107
+ 10.91%
$44.1K - $51.3K
1.09K $656K
Mar 04, 2024 Q4 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
107
+ 2.1%
$44.1K - $51.3K
5.2K $3.13M
Jan 10, 2024 Q4 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
105
+ 3.57%
$43.3K - $50.3K
3.04K $1.84M
Jan 23, 2024 Q4 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
105
+ 3.33%
$43.3K - $50.3K
3.26K $1.96M
Feb 13, 2024 Q4 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
105
+ 4.1%
$43.3K - $50.3K
2.67K $1.61M
Jan 19, 2024 Q4 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
103
+ 20.56%
$42.5K - $49.3K
604 $364K

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