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 13, 2024 Q4 2023
Up Strategic Wealth Investment Advisors LLC

Pittsburgh, PA
BUY
 -
946
New
$390K - $453K
946 $500K
Feb 02, 2024 Q4 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
945
New
$390K - $453K
945 $500K
Jan 25, 2024 Q4 2023
New Harbor Financial Group, LLC

Leominster, MA
BUY
 -
943
New
$389K - $452K
943 $499K
Feb 12, 2024 Q4 2023
Robinson Smith Wealth Advisors LLC

Portland, ME
BUY
 -
943
New
$389K - $452K
943 $499K
Feb 12, 2024 Q4 2023
Vectors Research Management, LLC

New York, NY
BUY
 -
943
New
$389K - $452K
943 $499K
Feb 01, 2024 Q4 2023
Telemus Capital, LLC

BUY
 -
935
+ 1.94%
$386K - $448K
49.2K $26M
Feb 02, 2024 Q4 2023
Absolute Capital Management, LLC

BUY
 -
934
+ 9.77%
$385K - $447K
10.5K $5.55M
Feb 14, 2024 Q4 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
933
+ 7.14%
$385K - $447K
14K $7.4M
Jan 09, 2024 Q4 2023
Interchange Capital Partners, LLC

BUY
 -
930
+ 5.56%
$384K - $445K
17.7K $9.34M
Jan 23, 2024 Q4 2023
Schwab Charitable Fund

BUY
 -
930
+ 30.95%
$384K - $445K
3.94K $2.08M
Feb 20, 2025 Q4 2023
Clare Market Investments LLC

Dallas, TX
BUY
 -
927
New
$382K - $444K
927 $490K
Jan 22, 2024 Q4 2023
Osborne Partners Capital Management, LLC

BUY
 -
912
+ 136.12%
$376K - $437K
1.58K $836K
Feb 09, 2024 Q4 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
906
+ 0.86%
$374K - $434K
106K $56.1M
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
897
+ 2.94%
$370K - $430K
31.4K $16.6M
Feb 06, 2024 Q4 2023
Sapient Capital LLC

Indianapolis, IN
BUY
 -
886
+ 7.33%
$366K - $424K
13K $6.86M
Jul 24, 2024 Q4 2023
Farrell Financial LLC

Orchard Park, NY
BUY
 -
886
New
$366K - $424K
886 $468K
Mar 05, 2024 Q4 2023
Gerber, LLC

Columbus, OH
BUY
 -
884
New
$365K - $423K
884 $467K
Feb 06, 2024 Q4 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
880
+ 21.71%
$363K - $422K
4.93K $2.61M
Feb 08, 2024 Q4 2023
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
878
+ 9.68%
$362K - $421K
9.95K $5.26M
Jan 19, 2024 Q4 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
877
+ 20.02%
$362K - $420K
5.26K $2.78M
Jan 30, 2024 Q4 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
872
+ 0.92%
$360K - $418K
95.7K $50.6M
Feb 12, 2024 Q4 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
866
+ 5.81%
$357K - $415K
15.8K $8.34M
Feb 05, 2024 Q4 2023
Stonebrook Private Inc.

Northville, MI
BUY
 -
863
New
$356K - $413K
863 $456K
Feb 14, 2024 Q4 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
861
+ 4.72%
$355K - $412K
19.1K $10.1M
Jan 19, 2024 Q4 2023
Ackerman Capital Advisors, LLC

BUY
 -
860
+ 18.47%
$355K - $412K
5.52K $2.92M
Feb 16, 2024 Q4 2023
Taylor Financial Group, Inc.

Roanoke, VA
BUY
 -
858
New
$354K - $411K
858 $454K
Feb 12, 2024 Q4 2023
Meridian Management CO

BUY
 -
856
+ 1.22%
$353K - $410K
71.2K $37.7M
Feb 14, 2024 Q4 2023
Scientech Research LLC

Jersey City, NJ
BUY
 -
855
New
$353K - $410K
855 $452K
Feb 07, 2024 Q4 2023
Wharton Business Group, LLC

Malvern, PA
BUY
 -
850
+ 0.89%
$351K - $407K
96.4K $51M
Jan 31, 2024 Q4 2023
Zhang Financial LLC

BUY
 -
849
+ 4.45%
$350K - $407K
19.9K $10.5M
Jan 10, 2024 Q4 2023
Long Run Wealth Advisors, LLC

BUY
 -
844
+ 170.85%
$348K - $404K
1.34K $707K
Jan 23, 2024 Q4 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
841
+ 6.94%
$347K - $403K
13K $6.85M
Jan 23, 2024 Q4 2023
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
839
+ 0.88%
$346K - $402K
96.3K $50.9M
Jan 24, 2024 Q4 2023
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
835
+ 4.6%
$344K - $400K
19K $10M
Jan 25, 2024 Q4 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
835
+ 3.6%
$344K - $400K
24K $12.7M
Feb 07, 2024 Q4 2023
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
832
+ 9.34%
$343K - $399K
9.74K $5.15M
Feb 09, 2024 Q4 2023
Jpl Wealth Management, LLC

Highlands Ranch, CO
BUY
 -
832
New
$343K - $399K
832 $440K
Feb 14, 2024 Q4 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
828
+ 1380.0%
$342K - $397K
888 $469K
Feb 05, 2024 Q4 2023
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
807
New
$333K - $387K
807 $427K
Feb 08, 2024 Q4 2023
Pennsylvania Capital Management Inc

BUY
 -
805
+ 2.36%
$332K - $386K
34.9K $18.4M
Feb 01, 2024 Q4 2023
Aspire Private Capital, LLC

BUY
 -
802
+ 11.08%
$331K - $384K
8.04K $4.25M
Jan 29, 2024 Q4 2023
New World Advisors LLC

Hingham, MA
BUY
 -
799
+ 4.71%
$330K - $383K
17.8K $9.39M
Jan 18, 2024 Q4 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
792
New
$327K - $379K
792 $419K
Feb 02, 2024 Q4 2023
Jackson Hole Capital Partners, LLC

BUY
 -
792
+ 3.19%
$327K - $379K
25.6K $13.5M
Feb 08, 2024 Q4 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
792
+ 32.5%
$327K - $379K
3.23K $1.71M
Jan 25, 2024 Q4 2023
Redw Wealth LLC

BUY
 -
791
+ 32.81%
$326K - $379K
3.2K $1.69M
Feb 14, 2024 Q4 2023
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
788
+ 5.24%
$325K - $377K
15.8K $8.36M
Feb 08, 2024 Q4 2023
American National Bank

BUY
 -
787
+ 4.55%
$325K - $377K
18.1K $9.56M
Jan 26, 2024 Q4 2023
Harbour Trust & Investment Management CO

Michigan City, IN
BUY
 -
779
New
$321K - $373K
779 $412K

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