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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
462New |
$191K - $221K
|
462
$258K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
460New |
$190K - $220K
|
460
$257K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
458New |
$189K - $219K
|
458
$256K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
455+ 26.76% |
$188K - $218K
|
2.16K
$1.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
450+ 11.32% |
$186K - $216K
|
4.42K
$2.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
450New |
$186K - $216K
|
450
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
450+ 1.77% |
$186K - $216K
|
25.9K
$14.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
448+ 12.42% |
$185K - $215K
|
4.05K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
448New |
$185K - $215K
|
448
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
444New |
$183K - $213K
|
444
$248K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
443New |
$183K - $212K
|
443
$247K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
442+ 0.6% |
$182K - $212K
|
74.6K
$41.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
439+ 7.23% |
$181K - $210K
|
6.51K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
439New |
$181K - $210K
|
439
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
437+ 1.83% |
$180K - $209K
|
24.3K
$13.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
436New |
$180K - $209K
|
436
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
433+ 9.08% |
$179K - $207K
|
5.2K
$2.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
428New |
$177K - $205K
|
428
$239K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
427+ 13.21% |
$176K - $205K
|
3.66K
$2.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
427New |
$176K - $205K
|
427
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
426New |
$176K - $204K
|
426
$238K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
426New |
$176K - $204K
|
426
$238K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
426+ 6.49% |
$176K - $204K
|
7K
$3.9M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
425+ 1.01% |
$175K - $204K
|
42.7K
$23.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
425+ 15.07% |
$175K - $204K
|
3.25K
$1.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
424New |
$175K - $203K
|
424
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
423New |
$175K - $203K
|
423
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
422New |
$174K - $202K
|
422
$236K
|
|
|
Jan 10, 2024
Q4 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
421New |
$174K - $202K
|
421
$235K
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
421New |
$174K - $202K
|
421
$235K
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
421New |
$174K - $202K
|
421
$235K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
418+ 2.67% |
$172K - $200K
|
16.1K
$8.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
413+ 12.27% |
$170K - $198K
|
3.78K
$2.11M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
411New |
$170K - $197K
|
411
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
406+ 15.85% |
$167K - $194K
|
2.97K
$1.66M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
406+ 6.03% |
$167K - $194K
|
7.14K
$3.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
405+ 12.96% |
$167K - $194K
|
3.53K
$1.97M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
400+ 33.56% |
$165K - $192K
|
1.59K
$889K
|
|
|
Jan 10, 2024
Q4 2023
|
Divergent Planning, LLC
|
BUY
|
- |
398+ 0.31% |
$164K - $191K
|
130K
$72.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
398New |
$164K - $191K
|
398
$222K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
395+ 2.33% |
$163K - $189K
|
17.4K
$9.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
391+ 11.96% |
$161K - $187K
|
3.66K
$2.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
389+ 10.79% |
$160K - $186K
|
3.99K
$2.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
386+ 10.74% |
$159K - $185K
|
3.98K
$2.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
385+ 0.65% |
$159K - $184K
|
59.7K
$33.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
384+ 2.4% |
$158K - $184K
|
16.4K
$9.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
383+ 18.07% |
$158K - $183K
|
2.5K
$1.4M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
380+ 0.68% |
$157K - $182K
|
56.2K
$31.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
376New |
$155K - $180K
|
376
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
376+ 13.16% |
$155K - $180K
|
3.23K
$1.8M
|