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 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
4.68K+ 27.73% |
$1.93M - $2.24M
|
21.6K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
4.67KNew |
$1.93M - $2.24M
|
4.67K
$2.82M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.66K+ 3.21% |
$1.92M - $2.23M
|
150K
$90.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
4.66K+ 14.16% |
$1.92M - $2.23M
|
37.6K
$22.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.62K+ 3.88% |
$1.91M - $2.21M
|
124K
$74.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
4.61K+ 9.77% |
$1.9M - $2.21M
|
51.8K
$31.3M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
4.6K+ 13.08% |
$1.9M - $2.2M
|
39.7K
$24M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.59K+ 30.39% |
$1.89M - $2.2M
|
19.7K
$11.9M
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
4.57K+ 17.21% |
$1.89M - $2.19M
|
31.1K
$18.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.54K+ 62.88% |
$1.87M - $2.18M
|
11.8K
$7.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4.52K+ 8.19% |
$1.87M - $2.17M
|
59.7K
$36.1M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
4.52KNew |
$1.87M - $2.17M
|
4.52K
$2.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
4.5K+ 16.04% |
$1.86M - $2.16M
|
32.6K
$19.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.5K+ 3.88% |
$1.86M - $2.16M
|
120K
$72.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.5K+ 0.63% |
$1.86M - $2.16M
|
721K
$435M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
4.49K+ 67.09% |
$1.85M - $2.15M
|
11.2K
$6.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.45K+ 1.68% |
$1.83M - $2.13M
|
269K
$162M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4.4K+ 14.0% |
$1.81M - $2.11M
|
35.8K
$21.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
4.4K+ 36.96% |
$1.81M - $2.11M
|
16.3K
$9.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
4.39K+ 1.97% |
$1.81M - $2.1M
|
227K
$137M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.38KNew |
$1.81M - $2.1M
|
4.38K
$2.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
4.36K+ 2.61% |
$1.8M - $2.09M
|
171K
$103M
|
|
|
Jan 25, 2024
Q4 2023
|
Deere & CO
Moline, IL |
BUY
|
- |
4.35K+ 2.07% |
$1.79M - $2.08M
|
214K
$129M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4.34K+ 3.61% |
$1.79M - $2.08M
|
125K
$75.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
4.31K+ 11.89% |
$1.78M - $2.07M
|
40.6K
$24.5M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.31K+ 2.87% |
$1.78M - $2.06M
|
155K
$93.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
4.3K+ 22.94% |
$1.77M - $2.06M
|
23K
$13.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.28K+ 6.55% |
$1.77M - $2.05M
|
69.6K
$42M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
4.25K+ 21.56% |
$1.75M - $2.04M
|
24K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
4.25K+ 888.28% |
$1.75M - $2.03M
|
4.72K
$2.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.21K+ 12.8% |
$1.73M - $2.01M
|
37.1K
$22.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
4.2KNew |
$1.73M - $2.01M
|
4.2K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.19K+ 29.18% |
$1.73M - $2.01M
|
18.5K
$11.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
4.16K+ 10.69% |
$1.72M - $1.99M
|
43.1K
$26M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.16KNew |
$1.72M - $1.99M
|
4.16K
$2.51M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.13KNew |
$1.71M - $1.98M
|
4.13K
$2.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.11K+ 26.28% |
$1.7M - $1.97M
|
19.8K
$11.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.08K+ 133.45% |
$1.68M - $1.95M
|
7.13K
$4.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.07K+ 2394.71% |
$1.68M - $1.95M
|
4.24K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.03K+ 8.31% |
$1.66M - $1.93M
|
52.5K
$31.7M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.03KNew |
$1.66M - $1.93M
|
4.03K
$2.43M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4.01K+ 2949.26% |
$1.65M - $1.92M
|
4.15K
$2.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4K+ 23.68% |
$1.65M - $1.92M
|
20.9K
$12.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.97K+ 10.4% |
$1.64M - $1.9M
|
42.1K
$25.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
3.96K+ 3.46% |
$1.63M - $1.89M
|
118K
$71.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.95K+ 31.85% |
$1.63M - $1.89M
|
16.3K
$9.87M
|
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3.94K+ 48.31% |
$1.63M - $1.89M
|
12.1K
$7.31M
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.94K+ 48.31% |
$1.63M - $1.89M
|
12.1K
$7.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.93K+ 13.54% |
$1.62M - $1.88M
|
32.9K
$19.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.9K+ 60.65% |
$1.61M - $1.87M
|
10.3K
$6.24M
|