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
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1.11KNew |
$456K - $529K
|
1.11K
$665K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1.1K+ 4.37% |
$455K - $528K
|
26.4K
$15.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
1.1K+ 18.97% |
$454K - $527K
|
6.9K
$4.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
1.1K+ 23.38% |
$452K - $525K
|
5.78K
$3.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.09K+ 4.83% |
$451K - $524K
|
23.7K
$14.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.09K+ 3.68% |
$450K - $522K
|
30.7K
$18.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.09K+ 107.21% |
$448K - $520K
|
2.1K
$1.26M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.09K+ 6.03% |
$448K - $520K
|
19.1K
$11.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.07K+ 8.06% |
$442K - $513K
|
14.4K
$8.65M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
1.07KNew |
$441K - $513K
|
1.07K
$644K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.07K+ 21.27% |
$441K - $512K
|
6.09K
$3.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.05K+ 10.61% |
$434K - $504K
|
11K
$6.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
1.04KNew |
$428K - $497K
|
1.04K
$624K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.03K+ 0.44% |
$424K - $492K
|
234K
$141M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.02K+ 31.2% |
$419K - $486K
|
4.27K
$2.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.01KNew |
$418K - $485K
|
1.01K
$610K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
1.01K+ 35.41% |
$415K - $482K
|
3.85K
$2.32M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 24.31% |
$415K - $481K
|
5.14K
$3.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1K+ 4.28% |
$414K - $481K
|
24.5K
$14.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1K+ 3.59% |
$413K - $479K
|
28.9K
$17.4M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
995+ 10.6% |
$410K - $477K
|
10.4K
$6.25M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
993New |
$410K - $476K
|
993
$598K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
984+ 2.62% |
$406K - $471K
|
38.5K
$23.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
983+ 3.66% |
$406K - $471K
|
27.9K
$16.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
983New |
$406K - $471K
|
983
$592K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
981+ 63.37% |
$405K - $470K
|
2.53K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
979+ 49.85% |
$404K - $469K
|
2.94K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
978New |
$403K - $468K
|
978
$589K
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
975+ 48.22% |
$402K - $467K
|
3K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
974New |
$402K - $467K
|
974
$586K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
972New |
$401K - $466K
|
972
$585K
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
960New |
$396K - $460K
|
960
$578K
|
|
|
Oct 18, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
960New |
$396K - $460K
|
960
$578K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
954New |
$394K - $457K
|
954
$574K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
949+ 12.74% |
$392K - $455K
|
8.4K
$5.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
946New |
$390K - $453K
|
946
$569K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
945New |
$390K - $453K
|
945
$569K
|
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
943New |
$389K - $452K
|
943
$568K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
943New |
$389K - $452K
|
943
$568K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
943New |
$389K - $452K
|
943
$568K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
935+ 1.94% |
$386K - $448K
|
49.2K
$29.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
934+ 9.77% |
$385K - $447K
|
10.5K
$6.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
933+ 7.14% |
$385K - $447K
|
14K
$8.43M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
930+ 5.56% |
$384K - $445K
|
17.7K
$10.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Schwab Charitable Fund
|
BUY
|
- |
930+ 30.95% |
$384K - $445K
|
3.94K
$2.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
928+ 5.01% |
$383K - $445K
|
19.4K
$11.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
912+ 136.12% |
$376K - $437K
|
1.58K
$952K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
906+ 0.86% |
$374K - $434K
|
106K
$63.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
897+ 2.94% |
$370K - $430K
|
31.4K
$18.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
886+ 7.33% |
$366K - $424K
|
13K
$7.8M
|