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 05, 2024 Q4 2023
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
1.43K
+ 1.98%
$588K - $683K
73.3K $49.8M
Feb 12, 2024 Q4 2023
Mma Asset Management LLC

New York, NY
BUY
 -
1.42K
+ 14.75%
$587K - $682K
11.1K $7.52M
May 30, 2024 Q4 2023
Lake Street Advisors Group, LLC

BUY
 -
1.42K
+ 5.6%
$587K - $682K
26.8K $18.2M
Jan 23, 2024 Q4 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1.42K
+ 4.82%
$585K - $679K
30.8K $20.9M
Feb 08, 2024 Q4 2023
Tarbox Family Office, Inc.

BUY
 -
1.42K
+ 0.38%
$584K - $678K
375K $255M
Feb 08, 2024 Q4 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.41K
+ 4.48%
$583K - $677K
33K $22.4M
Jan 16, 2024 Q4 2023
Invera Wealth Advisors, LLC

Bend, OR
BUY
 -
1.41K
New
$582K - $675K
1.41K $957K
Apr 22, 2024 Q4 2023
Invera Wealth Advisors, LLC

Bend, OR
BUY
 -
1.41K
New
$582K - $675K
1.41K $957K
Feb 06, 2024 Q4 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
1.41K
+ 19.54%
$580K - $673K
8.6K $5.84M
Jan 30, 2024 Q4 2023
Marino, Stram & Associates LLC

BUY
 -
1.4K
+ 1.75%
$576K - $668K
81K $55M
Jan 29, 2025 Q4 2023
Sage Private Wealth Group, LLC

BUY
 -
1.39K
New
$573K - $665K
1.39K $943K
Feb 08, 2024 Q4 2023
Amg National Trust Bank

BUY
 -
1.38K
+ 1.07%
$571K - $662K
131K $88.6M
Feb 15, 2024 Q4 2023
Encompass More Asset Management

Danville, CA
BUY
 -
1.38K
New
$568K - $660K
1.38K $935K
Feb 13, 2024 Q4 2023
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
1.36K
+ 14.14%
$563K - $653K
11K $7.47M
Jan 11, 2024 Q4 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
1.36K
+ 3.2%
$562K - $652K
43.9K $29.8M
Feb 06, 2024 Q4 2023
Leuthold Group, LLC

BUY
 -
1.36K
+ 9.45%
$561K - $652K
15.8K $10.7M
Feb 14, 2024 Q4 2023
Rptc Inc.

Jackson, WY
BUY
 -
1.36K
+ 0.56%
$561K - $651K
246K $167M
Feb 01, 2024 Q4 2023
Efg Asset Management (Americas) Corp.

BUY
 -
1.36K
+ 15.51%
$561K - $651K
10.1K $6.87M
Feb 27, 2024 Q4 2023
Lazari Capital Management, Inc.

Woodland Hills, CA
BUY
 -
1.36K
New
$560K - $650K
1.36K $922K
Jan 10, 2024 Q4 2023
Mechanics Bank Trust Department

BUY
 -
1.35K
+ 119.47%
$557K - $647K
2.48K $1.68M
Feb 07, 2024 Q4 2023
Lutz Financial Services LLC

BUY
 -
1.34K
+ 5.14%
$554K - $643K
27.5K $18.6M
Jan 25, 2024 Q4 2023
Bristlecone Advisors, LLC

BUY
 -
1.33K
+ 1.72%
$547K - $636K
78.3K $53.2M
Feb 07, 2024 Q4 2023
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
1.33K
+ 2.42%
$547K - $635K
56.1K $38.1M
Jan 29, 2024 Q4 2023
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
1.32K
+ 1.08%
$546K - $634K
124K $84.3M
Mar 14, 2024 Q4 2023
Walden Wealth Partners LLC

Beachwood, OH
BUY
 -
1.32K
New
$546K - $634K
1.32K $898K
Jan 18, 2024 Q4 2023
Brookmont Capital Management

Dallas, TX
BUY
 -
1.32K
+ 42.58%
$543K - $630K
4.41K $2.99M
Feb 14, 2024 Q4 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.32K
+ 0.78%
$543K - $630K
170K $115M
Oct 01, 2025 Q4 2023
Caldwell Trust CO

Venice, FL
BUY
 -
1.31K
+ 8.37%
$542K - $629K
17K $11.5M
Jan 18, 2024 Q4 2023
First National Corp

BUY
 -
1.31K
+ 34.06%
$541K - $628K
5.16K $3.5M
Feb 14, 2024 Q4 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
1.31K
+ 6.47%
$539K - $626K
21.5K $14.6M
Feb 06, 2024 Q4 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
1.3K
+ 16.25%
$536K - $623K
9.3K $6.31M
Feb 12, 2024 Q4 2023
Madison Wealth Partners, Inc

BUY
 -
1.3K
+ 4.56%
$535K - $622K
29.8K $20.2M
Feb 06, 2024 Q4 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
1.29K
+ 84.21%
$533K - $618K
2.82K $1.92M
Jan 10, 2024 Q4 2023
Patten Group, Inc.

BUY
 -
1.29K
+ 10.59%
$531K - $616K
13.4K $9.12M
Jan 31, 2024 Q4 2023
Bigelow Investment Advisors, LLC

BUY
 -
1.28K
+ 5.48%
$528K - $613K
24.6K $16.7M
Jan 16, 2024 Q4 2023
Bill Few Associates, Inc.

BUY
 -
1.28K
+ 175.55%
$527K - $612K
2.01K $1.36M
Feb 05, 2024 Q4 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
1.27K
+ 20.64%
$524K - $608K
7.42K $5.04M
Feb 14, 2024 Q4 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
1.27K
+ 93.52%
$524K - $608K
2.63K $1.78M
Feb 14, 2024 Q4 2023
Xml Financial, LLC

BUY
 -
1.26K
+ 5.81%
$521K - $605K
23K $15.6M
Apr 04, 2025 Q4 2023
Three Seasons Wealth, LLC

Salt Lake City, UT
BUY
 -
1.26K
+ 13.82%
$521K - $605K
10.4K $7.07M
Feb 02, 2024 Q4 2023
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
1.26K
+ 3.0%
$521K - $604K
43.3K $29.4M
Feb 09, 2024 Q4 2023
Divergent Wealth Advisors

BUY
 -
1.26K
+ 0.27%
$520K - $604K
467K $317M
Jan 22, 2024 Q4 2023
Cpr Investments Inc.

Rochester, MI
BUY
 -
1.26K
New
$519K - $603K
1.26K $854K
Feb 14, 2024 Q4 2023
Family Wealth Group, LLC

Lexington, KY
BUY
 -
1.26K
New
$518K - $602K
1.26K $853K
Jan 09, 2024 Q4 2023
Thrive Wealth Management, LLC

BUY
 -
1.25K
+ 20.43%
$515K - $598K
7.36K $4.99M
Jan 17, 2024 Q4 2023
Smith Anglin Financial, LLC

BUY
 -
1.23K
+ 0.83%
$507K - $589K
150K $102M
Feb 06, 2024 Q4 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
1.23K
+ 4.64%
$507K - $589K
27.7K $18.8M
May 07, 2024 Q4 2023
Fiduciary Family Office, LLC

Boca Raton, FL
BUY
 -
1.23K
New
$506K - $587K
1.23K $832K
Jan 23, 2024 Q4 2023
Tempus Wealth Planning, LLC

BUY
 -
1.23K
+ 9.27%
$505K - $587K
14.4K $9.8M

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