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
Jan 09, 2024 Q4 2023
Wbh Advisory Inc

BUY
 -
757
+ 3.14%
$312K - $363K
24.9K $13.9M
Feb 06, 2024 Q4 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
757
+ 5.26%
$312K - $363K
15.1K $8.45M
Feb 06, 2024 Q4 2023
Founders Financial Securities LLC

BUY
 -
756
+ 2.97%
$312K - $362K
26.2K $14.6M
Oct 03, 2024 Q4 2023
Keeler & Nadler Financial Planning & Wealth Management

Dublin, OH
BUY
 -
756
New
$312K - $362K
756 $422K
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
754
+ 4.99%
$311K - $361K
15.9K $8.86M
Jan 17, 2024 Q4 2023
Hilltop Wealth Advisors, LLC

BUY
 -
752
+ 1.92%
$310K - $360K
39.8K $22.2M
Feb 06, 2024 Q4 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
750
+ 40.74%
$309K - $359K
2.59K $1.45M
Feb 14, 2024 Q4 2023
Davis Capital Management

Jacksonville, FL
BUY
 -
745
+ 1817.07%
$307K - $357K
786 $439K
Jan 24, 2024 Q4 2023
Sabal Trust CO

BUY
 -
744
+ 64.64%
$307K - $356K
1.9K $1.06M
Feb 05, 2024 Q4 2023
Orion Capital Management LLC

BUY
 -
739
+ 3.3%
$305K - $354K
23.1K $12.9M
Feb 08, 2024 Q4 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
737
+ 4.53%
$304K - $353K
17K $9.49M
Jan 23, 2024 Q4 2023
Independence Bank Of Kentucky

BUY
 -
736
+ 53.41%
$304K - $353K
2.11K $1.18M
Feb 27, 2024 Q4 2023
Counterweight Ventures, LLC

Wilmington, NC
BUY
 -
734
New
$303K - $352K
734 $410K
Jan 30, 2024 Q4 2023
Cortland Associates Inc

BUY
 -
733
+ 35.95%
$302K - $351K
2.77K $1.55M
Feb 09, 2024 Q4 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
726
+ 0.06%
$300K - $348K
1.32M $737M
Jan 12, 2024 Q4 2023
Keating Wealth Management LLC

Greenwood Village, CO
BUY
 -
725
New
$299K - $347K
725 $405K
Feb 14, 2024 Q4 2023
Greenline Partners, LLC

New York, NY
BUY
 -
722
+ 2005.56%
$298K - $346K
758 $423K
Jan 19, 2024 Q4 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
720
New
$297K - $345K
720 $402K
Feb 14, 2024 Q4 2023
Jackson Thornton Asset Management, LLC

BUY
 -
719
New
$297K - $344K
719 $401K
Feb 06, 2024 Q4 2023
Everpar Advisors LLC

Tulsa, OK
BUY
 -
715
New
$295K - $342K
715 $399K
Feb 12, 2024 Q4 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
707
+ 23.56%
$292K - $339K
3.71K $2.07M
Feb 12, 2024 Q4 2023
Ballentine Capital Advisors, Inc

Greenville, SC
BUY
 -
706
New
$291K - $338K
706 $394K
Jan 10, 2024 Q4 2023
Kesler, Norman & Wride, LLC

BUY
 -
705
New
$291K - $338K
705 $393K
Feb 06, 2024 Q4 2023
National Bank Of Canada

BUY
 -
700
+ 1.55%
$289K - $335K
45.8K $25.5M
Feb 05, 2024 Q4 2023
Plante Moran Financial Advisors, LLC

BUY
 -
697
+ 5.55%
$288K - $334K
13.3K $7.4M
Feb 14, 2024 Q4 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
697
+ 29.99%
$288K - $334K
3.02K $1.69M
Feb 16, 2024 Q4 2023
Secured Retirement Advisors, LLC

St Louis Park, MN
BUY
 -
692
New
$285K - $331K
692 $386K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
689
New
$284K - $330K
689 $385K
Jan 29, 2024 Q4 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
688
+ 36.12%
$284K - $330K
2.59K $1.45M
Feb 05, 2024 Q4 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
685
New
$283K - $328K
685 $382K
Jan 10, 2025 Q4 2023
Florida Financial Advisors, LLC

Tampa, FL
BUY
 -
679
New
$280K - $325K
679 $379K
Feb 06, 2024 Q4 2023
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
675
+ 16.85%
$278K - $323K
4.68K $2.61M
Feb 08, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
675
New
$278K - $323K
675 $377K
Jan 05, 2024 Q4 2023
Montecito Bank & Trust

BUY
 -
673
+ 2.81%
$278K - $322K
24.6K $13.7M
Feb 13, 2024 Q4 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
667
+ 3.81%
$275K - $319K
18.2K $10.2M
Feb 08, 2024 Q4 2023
Asset Dedication, LLC

BUY
 -
666
+ 11.27%
$275K - $319K
6.58K $3.67M
May 22, 2024 Q4 2023
Fsa Advisors, Inc.

Troy, MI
BUY
 -
665
New
$274K - $319K
665 $371K
Feb 26, 2024 Q4 2023
Great Oak Capital Partners, LLC

South Easton, MA
BUY
 -
664
New
$274K - $318K
664 $371K
Feb 08, 2024 Q4 2023
Tortoise Investment Management, LLC

BUY
 -
661
+ 0.44%
$273K - $317K
150K $83.5M
Feb 02, 2024 Q4 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
658
+ 5.49%
$271K - $315K
12.6K $7.06M
Feb 13, 2024 Q4 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
658
+ 3.23%
$271K - $315K
21K $11.7M
Jan 30, 2024 Q4 2023
Telos Capital Management, Inc.

BUY
 -
655
+ 3.62%
$270K - $314K
18.7K $10.5M
Jan 30, 2024 Q4 2023
Sfmg, LLC

BUY
 -
653
+ 0.26%
$269K - $313K
248K $138M
Feb 05, 2024 Q4 2023
Triumph Capital Management

BUY
 -
641
+ 38.43%
$264K - $307K
2.31K $1.29M
Feb 09, 2024 Q4 2023
Thoroughbred Financial Services, LLC

BUY
 -
641
+ 4.96%
$264K - $307K
13.6K $7.56M
Jan 16, 2024 Q4 2023
Steigerwald, Gordon & Koch Inc.

BUY
 -
634
+ 4.73%
$262K - $304K
14K $7.84M
Jan 18, 2024 Q4 2023
Lauterbach Financial Advisors, LLC

BUY
 -
633
New
$261K - $303K
633 $353K
Jan 18, 2024 Q4 2023
Traynor Capital Management, Inc.

BUY
 -
633
+ 11.33%
$261K - $303K
6.22K $3.47M
Feb 14, 2024 Q4 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
625
+ 0.33%
$258K - $299K
190K $106M

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