Purchases and Sales Made in Q4 2023 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 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 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
68+ 11.53% |
$28.1K - $32.6K
|
658
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
68+ 0.45% |
$28.1K - $32.6K
|
15.3K
$9.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
67+ 5.77% |
$27.6K - $32.1K
|
1.23K
$740K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
67+ 2.05% |
$27.6K - $32.1K
|
3.33K
$2.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
67+ 0.16% |
$27.6K - $32.1K
|
41.4K
$24.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
67New |
$27.6K - $32.1K
|
67
$40.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
65+ 33.51% |
$26.8K - $31.1K
|
259
$156K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
65New |
$26.8K - $31.1K
|
65
$39.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
64+ 4.38% |
$26.4K - $30.7K
|
1.52K
$919K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
64+ 1.79% |
$26.4K - $30.7K
|
3.64K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
64+ 0.1% |
$26.4K - $30.7K
|
61.7K
$37.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
64+ 1.33% |
$26.4K - $30.7K
|
4.87K
$2.94M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
64+ 5.91% |
$26.4K - $30.7K
|
1.15K
$691K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
63+ 4.93% |
$26K - $30.2K
|
1.34K
$808K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
63+ 3.28% |
$26K - $30.2K
|
1.98K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
63+ 43.75% |
$26K - $30.2K
|
207
$125K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
63+ 0.34% |
$26K - $30.2K
|
18.6K
$11.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
62+ 12.53% |
$25.6K - $29.7K
|
557
$336K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
62+ 3.79% |
$25.6K - $29.7K
|
1.7K
$1.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
60+ 1.97% |
$24.8K - $28.7K
|
3.11K
$1.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
60+ 4.54% |
$24.8K - $28.7K
|
1.38K
$833K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
60+ 2.95% |
$24.8K - $28.7K
|
2.1K
$1.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
60+ 0.54% |
$24.8K - $28.7K
|
11.2K
$6.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
60+ 3.48% |
$24.8K - $28.7K
|
1.78K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
59+ 1.99% |
$24.3K - $28.3K
|
3.02K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
59+ 1.49% |
$24.3K - $28.3K
|
4.01K
$2.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
58+ 0.12% |
$23.9K - $27.8K
|
50.3K
$30.3M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
58+ 0.13% |
$23.9K - $27.8K
|
45.7K
$27.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
57+ 3.21% |
$23.5K - $27.3K
|
1.83K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
57+ 11.68% |
$23.5K - $27.3K
|
545
$329K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
56New |
$23.1K - $26.8K
|
56
$33.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
56+ 0.06% |
$23.1K - $26.8K
|
92.7K
$55.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
56+ 5.14% |
$23.1K - $26.8K
|
1.15K
$691K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
BUY
|
- |
55+ 6.74% |
$22.7K - $26.3K
|
871
$525K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
55+ 5.89% |
$22.7K - $26.3K
|
989
$596K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
55New |
$22.7K - $26.3K
|
55
$33.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
54+ 5.0% |
$22.3K - $25.9K
|
1.14K
$684K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
54+ 1.65% |
$22.3K - $25.9K
|
3.32K
$2M
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
53+ 2.26% |
$21.9K - $25.4K
|
2.4K
$1.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
51+ 2.13% |
$21K - $24.4K
|
2.45K
$1.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
50+ 0.74% |
$20.6K - $24K
|
6.84K
$4.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
50+ 0.96% |
$20.6K - $24K
|
5.28K
$3.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
49+ 0.32% |
$20.2K - $23.5K
|
15.4K
$9.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
49+ 6.0% |
$20.2K - $23.5K
|
866
$522K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
49New |
$20.2K - $23.5K
|
49
$29.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
47+ 7.1% |
$19.4K - $22.5K
|
709
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
47+ 5.56% |
$19.4K - $22.5K
|
893
$538K
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
46+ 5.91% |
$19K - $22K
|
825
$497K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
46+ 3.39% |
$19K - $22K
|
1.4K
$846K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
46+ 0.87% |
$19K - $22K
|
5.32K
$3.21M
|