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
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.39KNew |
$575K - $667K
|
1.39K
$841K
|
|
|
Jan 29, 2025
Q4 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1.39KNew |
$573K - $665K
|
1.39K
$839K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.38K+ 1.07% |
$571K - $662K
|
131K
$78.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.38KNew |
$568K - $660K
|
1.38K
$832K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.36K+ 14.14% |
$563K - $653K
|
11K
$6.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.36K+ 3.2% |
$562K - $652K
|
43.9K
$26.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
1.36K+ 9.45% |
$561K - $652K
|
15.8K
$9.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Rptc Inc.
Jackson, WY |
BUY
|
- |
1.36K+ 0.56% |
$561K - $651K
|
246K
$148M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.36K+ 15.51% |
$561K - $651K
|
10.1K
$6.11M
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1.36KNew |
$560K - $650K
|
1.36K
$820K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.35K+ 119.47% |
$557K - $647K
|
2.48K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
1.34K+ 5.14% |
$554K - $643K
|
27.5K
$16.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.33K+ 1.72% |
$547K - $636K
|
78.3K
$47.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.33K+ 2.42% |
$547K - $635K
|
56.1K
$33.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.32K+ 1.08% |
$546K - $634K
|
124K
$75M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.32KNew |
$546K - $634K
|
1.32K
$799K
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
1.32K+ 42.58% |
$543K - $630K
|
4.41K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.32K+ 0.78% |
$543K - $630K
|
170K
$103M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
1.31K+ 34.06% |
$541K - $628K
|
5.16K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.31K+ 6.47% |
$539K - $626K
|
21.5K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.3K+ 16.25% |
$536K - $623K
|
9.3K
$5.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.3K+ 4.56% |
$535K - $622K
|
29.8K
$18M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.29K+ 84.21% |
$533K - $618K
|
2.82K
$1.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.29K+ 10.59% |
$531K - $616K
|
13.4K
$8.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 5.48% |
$528K - $613K
|
24.6K
$14.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.28K+ 175.55% |
$527K - $612K
|
2.01K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.27K+ 20.64% |
$524K - $608K
|
7.42K
$4.48M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.27K+ 93.52% |
$524K - $608K
|
2.63K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.26K+ 5.81% |
$521K - $605K
|
23K
$13.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.26K+ 3.0% |
$521K - $604K
|
43.3K
$26.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
1.26K+ 0.27% |
$520K - $604K
|
467K
$282M
|
|
|
Jan 22, 2024
Q4 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.26KNew |
$519K - $603K
|
1.26K
$760K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.26KNew |
$518K - $602K
|
1.26K
$758K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.25K+ 20.43% |
$515K - $598K
|
7.36K
$4.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.23K+ 0.83% |
$507K - $589K
|
150K
$90.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.23K+ 4.64% |
$507K - $589K
|
27.7K
$16.7M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.23KNew |
$506K - $587K
|
1.23K
$740K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.23K+ 9.27% |
$505K - $587K
|
14.4K
$8.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.22K+ 12.33% |
$503K - $584K
|
11.1K
$6.71M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.21KNew |
$500K - $581K
|
1.21K
$732K
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
1.21K+ 3.11% |
$498K - $579K
|
40.1K
$24.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
1.21K+ 14.88% |
$498K - $578K
|
9.32K
$5.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.21K+ 9.55% |
$498K - $578K
|
13.8K
$8.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.19K+ 1.08% |
$493K - $572K
|
112K
$67.8M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.19K+ 24.57% |
$489K - $568K
|
6.01K
$3.63M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 3.49% |
$485K - $563K
|
34.9K
$21.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.17K+ 86.93% |
$483K - $561K
|
2.52K
$1.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.17KNew |
$482K - $560K
|
1.17K
$706K
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
BUY
|
- |
1.17KNew |
$481K - $559K
|
1.17K
$704K
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
1.17K+ 4.58% |
$481K - $558K
|
26.6K
$16.1M
|