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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
886New |
$366K - $424K
|
886
$533K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
884New |
$365K - $423K
|
884
$532K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
880+ 21.71% |
$363K - $422K
|
4.93K
$2.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
878+ 9.68% |
$362K - $421K
|
9.95K
$5.99M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
877+ 20.02% |
$362K - $420K
|
5.26K
$3.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
872+ 0.92% |
$360K - $418K
|
95.7K
$57.6M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
866+ 5.81% |
$357K - $415K
|
15.8K
$9.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
863New |
$356K - $413K
|
863
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
861+ 4.72% |
$355K - $412K
|
19.1K
$11.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
860+ 18.47% |
$355K - $412K
|
5.52K
$3.32M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
858New |
$354K - $411K
|
858
$516K
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
856+ 1.22% |
$353K - $410K
|
71.2K
$42.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
855New |
$353K - $410K
|
855
$515K
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
850+ 0.89% |
$351K - $407K
|
96.4K
$58M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
849+ 4.45% |
$350K - $407K
|
19.9K
$12M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
844+ 170.85% |
$348K - $404K
|
1.34K
$805K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
841+ 6.94% |
$347K - $403K
|
13K
$7.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
839+ 0.88% |
$346K - $402K
|
96.3K
$58M
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
835+ 4.6% |
$344K - $400K
|
19K
$11.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
835+ 3.6% |
$344K - $400K
|
24K
$14.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
832+ 9.34% |
$343K - $399K
|
9.74K
$5.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
832New |
$343K - $399K
|
832
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
828+ 1380.0% |
$342K - $397K
|
888
$534K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
807New |
$333K - $387K
|
807
$486K
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
805+ 2.36% |
$332K - $386K
|
34.9K
$21M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
802+ 11.08% |
$331K - $384K
|
8.04K
$4.84M
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
799+ 4.71% |
$330K - $383K
|
17.8K
$10.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
792New |
$327K - $379K
|
792
$477K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
792+ 3.19% |
$327K - $379K
|
25.6K
$15.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
792+ 32.5% |
$327K - $379K
|
3.23K
$1.94M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
791+ 32.81% |
$326K - $379K
|
3.2K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
788+ 5.24% |
$325K - $377K
|
15.8K
$9.52M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
787+ 4.55% |
$325K - $377K
|
18.1K
$10.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
779New |
$321K - $373K
|
779
$469K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
777+ 7.58% |
$321K - $372K
|
11K
$6.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
774+ 1.96% |
$319K - $371K
|
40.3K
$24.3M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
773New |
$319K - $370K
|
773
$465K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
757+ 3.14% |
$312K - $363K
|
24.9K
$15M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
757+ 5.26% |
$312K - $363K
|
15.1K
$9.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
756+ 2.97% |
$312K - $362K
|
26.2K
$15.8M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
756New |
$312K - $362K
|
756
$455K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
754+ 4.99% |
$311K - $361K
|
15.9K
$9.56M
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
752+ 1.92% |
$310K - $360K
|
39.8K
$24M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
750+ 40.74% |
$309K - $359K
|
2.59K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
745+ 1817.07% |
$307K - $357K
|
786
$473K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
744+ 64.64% |
$307K - $356K
|
1.9K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
739+ 3.3% |
$305K - $354K
|
23.1K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
739New |
$305K - $354K
|
739
$445K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
737+ 4.53% |
$304K - $353K
|
17K
$10.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
736+ 53.41% |
$304K - $353K
|
2.11K
$1.27M
|