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 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
181KNew |
$74.9M - $86.9M
|
181K
$110M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
175KNew |
$72.1M - $83.7M
|
175K
$106M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
172K+ 28.29% |
$70.8M - $82.2M
|
778K
$471M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
165KNew |
$67.9M - $78.9M
|
165K
$99.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
162K+ 60.65% |
$66.6M - $77.4M
|
428K
$259M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
153K+ 4.12% |
$63.3M - $73.5M
|
3.88M
$2.34B
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
153K+ 58.8% |
$63.2M - $73.4M
|
414K
$250M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
149K+ 109.87% |
$61.5M - $71.4M
|
285K
$172M
|
|
|
Feb 14, 2024
Q4 2023
|
Ironclad Investments LLC
Maitland, FL |
BUY
|
- |
149KNew |
$61.4M - $71.3M
|
149K
$90M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
146K+ 0.73% |
$60.3M - $70M
|
20.1M
$12.2B
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
143K+ 23.96% |
$59.2M - $68.7M
|
742K
$449M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
134K+ 6.73% |
$55.3M - $64.2M
|
2.13M
$1.29B
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
126KNew |
$51.8M - $60.1M
|
126K
$76M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
125K+ 0.18% |
$51.5M - $59.8M
|
68.7M
$41.6B
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
125K+ 20.05% |
$51.4M - $59.7M
|
746K
$452M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
122K+ 3.82% |
$50.3M - $58.4M
|
3.31M
$2.01B
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
119K+ 1.82% |
$49.1M - $57M
|
6.67M
$4.04B
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
108K+ 4.2% |
$44.7M - $51.9M
|
2.68M
$1.62B
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
104K+ 2.71% |
$43M - $49.9M
|
3.95M
$2.39B
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
104K+ 8.21% |
$42.8M - $49.6M
|
1.37M
$826M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
102K+ 3628.21% |
$41.9M - $48.7M
|
104K
$63.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
100K+ 14.93% |
$41.4M - $48.1M
|
773K
$468M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
97K+ 2046.12% |
$40M - $46.5M
|
102K
$61.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
95.6K+ 16.33% |
$39.5M - $45.8M
|
681K
$412M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
95.1K+ 31.21% |
$39.2M - $45.5M
|
400K
$242M
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
94.6KNew |
$39M - $45.3M
|
94.6K
$57.2M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
94.3KNew |
$38.9M - $45.2M
|
94.3K
$57M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
91.8K+ 11.67% |
$37.9M - $44M
|
878K
$531M
|
|
|
Feb 02, 2024
Q4 2023
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
90.8K+ 23.58% |
$37.4M - $43.5M
|
476K
$288M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
90.6K+ 26.24% |
$37.4M - $43.4M
|
436K
$264M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
90K+ 28.14% |
$37.1M - $43.1M
|
410K
$248M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
88.5K+ 14554.93% |
$36.5M - $42.4M
|
89.1K
$53.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
87.9K+ 45.65% |
$36.3M - $42.1M
|
280K
$170M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
87.6K+ 3.2% |
$36.1M - $41.9M
|
2.82M
$1.71B
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
85.2K+ 1867.29% |
$35.2M - $40.8M
|
89.8K
$54.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
78.8K+ 28.85% |
$32.5M - $37.7M
|
352K
$213M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
77.7K+ 3.8% |
$32M - $37.2M
|
2.12M
$1.28B
|
|
|
Feb 12, 2024
Q4 2023
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
77K+ 7.82% |
$31.8M - $36.9M
|
1.06M
$642M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
75.2K+ 8294.38% |
$31M - $36M
|
76.1K
$46.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
74.6K+ 54.39% |
$30.8M - $35.7M
|
212K
$128M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
71.6KNew |
$29.5M - $34.3M
|
71.6K
$43.3M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.4K+ 3.36% |
$29.4M - $34.2M
|
2.19M
$1.33B
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
70.8K+ 58.8% |
$29.2M - $33.9M
|
191K
$116M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
70.1K+ 8397.25% |
$28.9M - $33.6M
|
71K
$42.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
70K+ 5.03% |
$28.9M - $33.5M
|
1.46M
$883M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
69.9K+ 14.08% |
$28.8M - $33.5M
|
566K
$342M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
69.8KNew |
$28.8M - $33.5M
|
69.8K
$42.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
69.4K+ 4.36% |
$28.6M - $33.2M
|
1.66M
$1B
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
67.6K+ 23.41% |
$27.9M - $32.4M
|
356K
$215M
|
|
|
Feb 09, 2024
Q4 2023
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
67.2KNew |
$27.7M - $32.2M
|
67.2K
$40.6M
|