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 22, 2024 Q4 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
602
+ 9.98%
$248K - $288K
6.64K $3.97M
Jun 25, 2024 Q4 2023
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
595
+ 44.11%
$245K - $285K
1.94K $1.16M
Feb 13, 2024 Q4 2023
Morton Community Bank

East Peoria, IL
BUY
 -
592
New
$244K - $284K
592 $354K
Jan 24, 2024 Q4 2023
Joel Isaacson & Co., LLC

BUY
 -
591
+ 5.85%
$244K - $283K
10.7K $6.39M
Jan 25, 2024 Q4 2023
Williams & Novak, LLC

Westlake Village, CA
BUY
 -
590
New
$243K - $283K
590 $353K
Feb 07, 2024 Q4 2023
Ironwood Investment Counsel, LLC

BUY
 -
575
+ 5.65%
$237K - $275K
10.7K $6.42M
Jan 19, 2024 Q4 2023
West Branch Capital LLC

BUY
 -
566
+ 6.72%
$234K - $271K
8.99K $5.37M
Jan 29, 2024 Q4 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
564
New
$233K - $270K
564 $337K
Jan 24, 2024 Q4 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
560
+ 2240.0%
$231K - $268K
585 $350K
Jan 24, 2024 Q4 2023
Capital Management Associates, Inc

Minneapolis, MN
BUY
 -
560
New
$231K - $268K
560 $335K
Feb 09, 2024 Q4 2023
Betterment LLC

New York, NY
BUY
 -
558
+ 3.32%
$230K - $267K
17.4K $10.4M
Feb 08, 2024 Q4 2023
Oxbow Advisors, LLC

Corpus Christi, TX
BUY
 -
556
New
$229K - $266K
556 $332K
Feb 06, 2024 Q4 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
549
+ 68.03%
$226K - $263K
1.36K $810K
Feb 13, 2024 Q4 2023
Fogel Capital Management, Inc.

Stuart, FL
BUY
 -
547
New
$226K - $262K
547 $327K
Jan 17, 2024 Q4 2023
Sound Stewardship, LLC

Overland Park, KS
BUY
 -
546
+ 3.01%
$225K - $262K
18.7K $11.2M
Feb 14, 2024 Q4 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
545
+ 3.07%
$225K - $261K
18.3K $10.9M
Feb 28, 2024 Q4 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
544
+ 0.68%
$224K - $261K
80.7K $48.2M
Jan 18, 2024 Q4 2023
Atlas Brown,Inc.

BUY
 -
541
+ 11.14%
$223K - $259K
5.4K $3.22M
Feb 09, 2024 Q4 2023
Central Valley Advisors, LLC

Sacramento, CA
BUY
 -
540
New
$223K - $259K
540 $323K
Feb 13, 2024 Q4 2023
Personal Cfo Solutions, LLC

BUY
 -
537
+ 8.25%
$222K - $257K
7.05K $4.21M
Jan 29, 2024 Q4 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
536
+ 0.85%
$221K - $257K
63.7K $38.1M
Feb 05, 2024 Q4 2023
Parthenon LLC

BUY
 -
536
+ 20.92%
$221K - $257K
3.1K $1.85M
Jan 23, 2024 Q4 2023
Iowa State Bank

BUY
 -
535
+ 18.99%
$221K - $256K
3.35K $2M
Feb 09, 2024 Q4 2023
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
533
New
$220K - $255K
533 $319K
Jan 11, 2024 Q4 2023
Radnor Capital Management, LLC

BUY
 -
532
+ 113.19%
$219K - $255K
1K $599K
Jan 18, 2024 Q4 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
532
+ 8.79%
$219K - $255K
6.58K $3.93M
Jan 26, 2024 Q4 2023
Gw Henssler & Associates LTD

BUY
 -
530
+ 20.75%
$219K - $254K
3.08K $1.84M
Feb 06, 2024 Q4 2023
Shore Haven Wealth Partners, LLC

BUY
 -
530
New
$219K - $254K
530 $317K
Feb 13, 2024 Q4 2023
Ascent Group, LLC

BUY
 -
527
+ 2.37%
$217K - $252K
22.8K $13.6M
Feb 14, 2024 Q4 2023
26 North Partners LP

New York, NY
BUY
 -
526
+ 0.21%
$217K - $252K
248K $148M
Feb 06, 2024 Q4 2023
Barlow Wealth Partners, Inc.

Louisville, KY
BUY
 -
525
New
$217K - $251K
525 $314K
Feb 13, 2024 Q4 2023
Eaton Cambridge Inc.

Phoenix, AZ
BUY
 -
523
New
$216K - $251K
523 $313K
Feb 13, 2024 Q4 2023
Capital International Investors

Los Angeles, CA
BUY
 -
521
New
$215K - $250K
521 $311K
Apr 02, 2024 Q4 2023
Imz Advisory Inc

Boca Raton, FL
BUY
 -
517
New
$213K - $248K
517 $309K
Feb 13, 2024 Q4 2023
En Rich Financial Partners LLC

Madison, WI
BUY
 -
514
New
$212K - $246K
514 $307K
Jan 25, 2024 Q4 2023
Axim Planning & Wealth

Dayton, OH
BUY
 -
513
New
$212K - $246K
513 $307K
Jan 19, 2024 Q4 2023
Next Capital Management LLC

BUY
 -
512
+ 1.04%
$211K - $245K
49.9K $29.8M
Feb 13, 2024 Q4 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
512
+ 29.14%
$211K - $245K
2.27K $1.36M
Feb 01, 2024 Q4 2023
Kennicott Capital Management LLC

BUY
 -
511
+ 3.27%
$211K - $245K
16.1K $9.64M
Feb 06, 2024 Q4 2023
Rmr Wealth Builders

BUY
 -
511
New
$211K - $245K
511 $305K
Jan 04, 2024 Q4 2023
Compass Wealth Management LLC

Guilford, CT
BUY
 -
509
+ 89.3%
$210K - $244K
1.08K $645K
Jan 23, 2024 Q4 2023
Avid Wealth Partners LLC

San Antonio, TX
BUY
 -
509
New
$210K - $244K
509 $304K
Feb 06, 2024 Q4 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
509
+ 2.25%
$210K - $244K
23.1K $13.8M
May 15, 2024 Q4 2023
Clear Point Advisors Inc.

Melville, NY
BUY
 -
509
New
$210K - $244K
509 $304K
Feb 15, 2024 Q4 2023
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
508
New
$210K - $243K
508 $304K
Jan 10, 2024 Q4 2023
Arthur M. Cohen & Associates, LLC

BUY
 -
507
+ 29.58%
$209K - $243K
2.22K $1.33M
Feb 14, 2024 Q4 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
507
+ 13.55%
$209K - $243K
4.25K $2.54M
Jan 31, 2024 Q4 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
505
+ 3.15%
$208K - $242K
16.5K $9.89M
Feb 13, 2024 Q4 2023
Tmd Wealth Management, LLC

BUY
 -
505
New
$208K - $242K
505 $302K

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