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
|
Harvest Investment Services, LLC
|
BUY
|
- |
204+ 12.01% |
$84.2K - $97.7K
|
1.9K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
203+ 0.59% |
$83.7K - $97.2K
|
34.3K
$20.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
202+ 2.07% |
$83.3K - $96.8K
|
9.97K
$6.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
198+ 12.37% |
$81.7K - $94.8K
|
1.8K
$1.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
197+ 3.48% |
$81.3K - $94.4K
|
5.86K
$3.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
197+ 21.94% |
$81.3K - $94.4K
|
1.1K
$661K
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
197+ 3.48% |
$81.3K - $94.4K
|
5.86K
$3.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
195New |
$80.4K - $93.4K
|
195
$118K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
194+ 28.96% |
$80K - $92.9K
|
864
$522K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
194+ 5.97% |
$80K - $92.9K
|
3.44K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
194+ 3.42% |
$80K - $92.9K
|
5.87K
$3.54M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
194+ 11.56% |
$80K - $92.9K
|
1.87K
$1.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
190+ 29.78% |
$78.4K - $91K
|
828
$500K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
190+ 0.44% |
$78.4K - $91K
|
43.3K
$26.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
188+ 1.18% |
$77.6K - $90.1K
|
16.1K
$9.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
188+ 2.42% |
$77.6K - $90.1K
|
7.94K
$4.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
185+ 0.08% |
$76.3K - $88.6K
|
232K
$140M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
185+ 0.44% |
$76.3K - $88.6K
|
42.1K
$25.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
184+ 3.34% |
$75.9K - $88.1K
|
5.7K
$3.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
184+ 22.41% |
$75.9K - $88.1K
|
1.01K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
183New |
$75.5K - $87.7K
|
183
$110K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
182+ 0.45% |
$75.1K - $87.2K
|
41K
$24.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
180+ 2.43% |
$74.3K - $86.2K
|
7.59K
$4.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
171New |
$70.5K - $81.9K
|
171
$103K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
170+ 7.35% |
$70.1K - $81.4K
|
2.48K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
170+ 1.35% |
$70.1K - $81.4K
|
12.8K
$7.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
169+ 13.52% |
$69.7K - $81K
|
1.42K
$857K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
169+ 2.57% |
$69.7K - $81K
|
6.75K
$4.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
167+ 23.07% |
$68.9K - $80K
|
891
$538K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
166+ 10.02% |
$68.5K - $79.5K
|
1.82K
$1.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
165+ 15.43% |
$68.1K - $79K
|
1.23K
$745K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
165+ 3.99% |
$68.1K - $79K
|
4.3K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
165+ 2.38% |
$68.1K - $79K
|
7.09K
$4.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
164+ 7.08% |
$67.7K - $78.6K
|
2.48K
$1.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
164+ 3.13% |
$67.7K - $78.6K
|
5.4K
$3.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
162New |
$66.8K - $77.6K
|
162
$97.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
161+ 16.21% |
$66.4K - $77.1K
|
1.15K
$697K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
160+ 2.38% |
$66K - $76.6K
|
6.88K
$4.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
160+ 16.03% |
$66K - $76.6K
|
1.16K
$699K
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
159+ 6.38% |
$65.6K - $76.2K
|
2.65K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
159+ 2.92% |
$65.6K - $76.2K
|
5.61K
$3.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
158+ 3.64% |
$65.2K - $75.7K
|
4.5K
$2.72M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
156+ 25.2% |
$64.4K - $74.7K
|
775
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
155+ 5.77% |
$63.9K - $74.2K
|
2.84K
$1.71M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
155+ 5.82% |
$63.9K - $74.2K
|
2.82K
$1.7M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
153+ 25.5% |
$63.1K - $73.3K
|
753
$455K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
151+ 9.21% |
$62.3K - $72.3K
|
1.79K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
151+ 30.88% |
$62.3K - $72.3K
|
640
$386K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
149+ 0.9% |
$61.5K - $71.4K
|
16.7K
$10.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
149+ 0.86% |
$61.5K - $71.4K
|
17.4K
$10.5M
|