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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
615+ 904.41% |
$254K - $295K
|
683
$412K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
615+ 30.42% |
$254K - $295K
|
2.64K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
615+ 0.87% |
$254K - $295K
|
71.2K
$43M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
611+ 62.54% |
$252K - $293K
|
1.59K
$959K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
607+ 72.87% |
$250K - $291K
|
1.44K
$869K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
607+ 0.42% |
$250K - $291K
|
145K
$87.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
606New |
$250K - $290K
|
606
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
605New |
$250K - $290K
|
605
$365K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
602+ 9.98% |
$248K - $288K
|
6.64K
$4.01M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
595+ 44.11% |
$245K - $285K
|
1.94K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
592New |
$244K - $284K
|
592
$357K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
591+ 5.85% |
$244K - $283K
|
10.7K
$6.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
590New |
$243K - $283K
|
590
$356K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
575+ 5.65% |
$237K - $275K
|
10.7K
$6.49M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
566+ 6.72% |
$234K - $271K
|
8.99K
$5.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
564New |
$233K - $270K
|
564
$341K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
560+ 2240.0% |
$231K - $268K
|
585
$353K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
560New |
$231K - $268K
|
560
$338K
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
559New |
$231K - $268K
|
559
$338K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
558+ 3.32% |
$230K - $267K
|
17.4K
$10.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
556New |
$229K - $266K
|
556
$336K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
549+ 68.03% |
$226K - $263K
|
1.36K
$819K
|
|
|
Feb 13, 2024
Q4 2023
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
547New |
$226K - $262K
|
547
$330K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
546+ 3.01% |
$225K - $262K
|
18.7K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
545+ 3.07% |
$225K - $261K
|
18.3K
$11.1M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
544+ 0.68% |
$224K - $261K
|
80.7K
$48.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
541+ 11.14% |
$223K - $259K
|
5.4K
$3.26M
|
|
|
Feb 10, 2025
Q4 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
541+ 0.85% |
$223K - $259K
|
64.5K
$39M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
540New |
$223K - $259K
|
540
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
537+ 8.25% |
$222K - $257K
|
7.05K
$4.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
536+ 0.85% |
$221K - $257K
|
63.7K
$38.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
536+ 20.92% |
$221K - $257K
|
3.1K
$1.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
535+ 18.99% |
$221K - $256K
|
3.35K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
533New |
$220K - $255K
|
533
$322K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
532+ 113.19% |
$219K - $255K
|
1K
$605K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
532+ 8.79% |
$219K - $255K
|
6.58K
$3.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
530+ 20.75% |
$219K - $254K
|
3.08K
$1.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
530New |
$219K - $254K
|
530
$320K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
527+ 2.37% |
$217K - $252K
|
22.8K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
26 North Partners LP
New York, NY |
BUY
|
- |
526+ 0.21% |
$217K - $252K
|
248K
$150M
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
525New |
$217K - $251K
|
525
$317K
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
523New |
$216K - $251K
|
523
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
521New |
$215K - $250K
|
521
$315K
|
|
|
Apr 02, 2024
Q4 2023
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
517New |
$213K - $248K
|
517
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
514New |
$212K - $246K
|
514
$310K
|
|
|
Jan 25, 2024
Q4 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
513New |
$212K - $246K
|
513
$310K
|
|
|
Dec 17, 2024
Q4 2023
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
513New |
$212K - $246K
|
513
$310K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
512+ 1.04% |
$211K - $245K
|
49.9K
$30.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
512+ 29.14% |
$211K - $245K
|
2.27K
$1.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
511+ 3.27% |
$211K - $245K
|
16.1K
$9.74M
|