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
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
10.6M+ 97932.6% |
$4.38B - $5.09B
|
10.6M
$6.31B
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.61M+ 42439.05% |
$3.55B - $4.12B
|
8.63M
$5.12B
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.23M+ 191.28% |
$3.39B - $3.94B
|
12.5M
$7.43B
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.67M+ 85.02% |
$3.16B - $3.67B
|
16.7M
$9.9B
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.13M+ 51.58% |
$2.53B - $2.94B
|
18M
$10.7B
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.62M+ 104.58% |
$1.08B - $1.26B
|
5.13M
$3.04B
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
2.36MNew |
$975M - $1.13B
|
2.36M
$1.4B
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.27MNew |
$937M - $1.09B
|
2.27M
$1.35B
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.69M+ 5.7% |
$696M - $808M
|
31.3M
$18.6B
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.52M+ 8.64% |
$627M - $728M
|
19.1M
$11.3B
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1.17M+ 4197.51% |
$481M - $558M
|
1.19M
$708M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.12M+ 3.43% |
$462M - $536M
|
33.7M
$20B
|
|
|
May 30, 2024
Q4 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
976KNew |
$403M - $468M
|
976K
$579M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
835K+ 9.32% |
$345M - $400M
|
9.8M
$5.81B
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
613K+ 9.9% |
$253M - $294M
|
6.8M
$4.04B
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
572K+ 8.83% |
$236M - $274M
|
7.05M
$4.18B
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
550KNew |
$227M - $263M
|
550K
$326M
|
|
|
Feb 06, 2024
Q4 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
491K+ 15.78% |
$203M - $235M
|
3.61M
$2.14B
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
487KNew |
$201M - $233M
|
487K
$289M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
478K+ 46.5% |
$197M - $229M
|
1.51M
$894M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
451K+ 11.03% |
$186M - $216M
|
4.53M
$2.69B
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
440KNew |
$182M - $211M
|
440K
$261M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
425K+ 6.8% |
$175M - $204M
|
6.67M
$3.96B
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
424K+ 21.2% |
$175M - $203M
|
2.42M
$1.44B
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
395K+ 43.17% |
$163M - $189M
|
1.31M
$777M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
393K+ 2.49% |
$162M - $188M
|
16.2M
$9.6B
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
390K+ 481.85% |
$161M - $187M
|
471K
$279M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
389K+ 7.15% |
$160M - $186M
|
5.83M
$3.46B
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
377KNew |
$156M - $181M
|
377K
$224M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
376KNew |
$155M - $180M
|
376K
$223M
|
|
|
Feb 13, 2024
Q4 2023
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
330KNew |
$136M - $158M
|
330K
$196M
|
|
|
Jan 18, 2024
Q4 2023
|
Ams Capital Ltda
|
BUY
|
- |
323KNew |
$133M - $155M
|
323K
$191M
|
|
|
Feb 14, 2024
Q4 2023
|
Endurance Services LTD
Purchase, NY |
BUY
|
- |
307KNew |
$127M - $147M
|
307K
$182M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
306KNew |
$126M - $146M
|
306K
$181M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
281K+ 85.17% |
$116M - $134M
|
610K
$362M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
279K+ 24.03% |
$115M - $134M
|
1.44M
$854M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
270K+ 27.24% |
$111M - $129M
|
1.26M
$747M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
261K+ 11.06% |
$108M - $125M
|
2.63M
$1.56B
|
|
|
Feb 12, 2024
Q4 2023
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
249KNew |
$103M - $119M
|
249K
$148M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
240K+ 16.26% |
$98.8M - $115M
|
1.71M
$1.02B
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
237K+ 4.9% |
$97.9M - $114M
|
5.08M
$3.01B
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
230K+ 152.36% |
$94.7M - $110M
|
380K
$226M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
229K+ 3.17% |
$94.4M - $110M
|
7.45M
$4.42B
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
226KNew |
$93.1M - $108M
|
226K
$134M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
213K+ 83.16% |
$88M - $102M
|
470K
$279M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
203K+ 9.1% |
$83.6M - $97.1M
|
2.43M
$1.44B
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
201K+ 6.81% |
$83.1M - $96.5M
|
3.16M
$1.87B
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
201K+ 9.27% |
$82.8M - $96.1M
|
2.37M
$1.4B
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
195K+ 1.35% |
$80.5M - $93.4M
|
14.6M
$8.67B
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
192K+ 8.33% |
$79.3M - $92.1M
|
2.5M
$1.48B
|