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 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.86K+ 26.12% |
$1.59M - $1.85M
|
18.6K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
3.84K+ 7.64% |
$1.59M - $1.84M
|
54.1K
$32.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.81KNew |
$1.57M - $1.83M
|
3.81K
$2.26M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.81K+ 84.16% |
$1.57M - $1.82M
|
8.34K
$4.95M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
3.8K+ 3.21% |
$1.57M - $1.82M
|
122K
$72.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.79K+ 180.75% |
$1.56M - $1.81M
|
5.88K
$3.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.78K+ 5.41% |
$1.56M - $1.81M
|
73.6K
$43.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.76K+ 4.44% |
$1.55M - $1.8M
|
88.5K
$52.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.73KNew |
$1.54M - $1.79M
|
3.73K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3.72KNew |
$1.53M - $1.78M
|
3.72K
$2.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.72K+ 8.94% |
$1.53M - $1.78M
|
45.3K
$26.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.7K+ 0.75% |
$1.53M - $1.77M
|
495K
$294M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.7K+ 11.32% |
$1.52M - $1.77M
|
36.3K
$21.6M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.69KNew |
$1.52M - $1.77M
|
3.69K
$2.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
3.68K+ 6.84% |
$1.52M - $1.76M
|
57.4K
$34.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
3.67K+ 2.8% |
$1.52M - $1.76M
|
135K
$80.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.67K+ 4.2% |
$1.51M - $1.76M
|
91K
$54M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
3.64KNew |
$1.5M - $1.74M
|
3.64K
$2.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
BUY
|
- |
3.61K+ 35.2% |
$1.49M - $1.73M
|
13.9K
$8.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.61K+ 19.01% |
$1.49M - $1.73M
|
22.6K
$13.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
3.6KNew |
$1.49M - $1.73M
|
3.6K
$2.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.56K+ 50.88% |
$1.47M - $1.7M
|
10.6K
$6.26M
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.54K+ 5.07% |
$1.46M - $1.7M
|
73.4K
$43.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.53K+ 14.25% |
$1.46M - $1.69M
|
28.3K
$16.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
3.51K+ 15.37% |
$1.45M - $1.68M
|
26.3K
$15.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.49K+ 92.85% |
$1.44M - $1.67M
|
7.25K
$4.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.48KNew |
$1.43M - $1.67M
|
3.48K
$2.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
3.47K+ 4.08% |
$1.43M - $1.66M
|
88.5K
$52.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.44K+ 62.37% |
$1.42M - $1.65M
|
8.97K
$5.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.43K+ 3.88% |
$1.42M - $1.64M
|
91.9K
$54.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.43K+ 3.26% |
$1.42M - $1.64M
|
109K
$64.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.42K+ 13.9% |
$1.41M - $1.64M
|
28K
$16.6M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.39K+ 7.99% |
$1.4M - $1.62M
|
45.8K
$27.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
3.38K+ 5.01% |
$1.4M - $1.62M
|
71K
$42.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
3.34K+ 58.54% |
$1.38M - $1.6M
|
9.05K
$5.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.34K+ 2.16% |
$1.38M - $1.6M
|
158K
$93.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
3.34K+ 5.46% |
$1.38M - $1.6M
|
64.6K
$38.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.33KNew |
$1.37M - $1.59M
|
3.33K
$1.97M
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
3.32K+ 41.24% |
$1.37M - $1.59M
|
11.4K
$6.74M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
3.31K+ 7.22% |
$1.37M - $1.59M
|
49.2K
$29.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.31K+ 318.77% |
$1.37M - $1.59M
|
4.35K
$2.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
3.29K+ 4.82% |
$1.36M - $1.58M
|
71.7K
$42.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.29K+ 1.17% |
$1.36M - $1.57M
|
285K
$169M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.28K+ 28.22% |
$1.35M - $1.57M
|
14.9K
$8.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
3.26KNew |
$1.34M - $1.56M
|
3.26K
$1.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.25K+ 4.52% |
$1.34M - $1.55M
|
75K
$44.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.24K+ 16.38% |
$1.34M - $1.55M
|
23K
$13.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.22K+ 2.52% |
$1.33M - $1.54M
|
131K
$77.6M
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.21K+ 21.0% |
$1.32M - $1.54M
|
18.5K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.21KNew |
$1.32M - $1.54M
|
3.21K
$1.9M
|