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 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
346New |
$143K - $166K
|
346
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
346+ 5.59% |
$143K - $166K
|
6.54K
$3.94M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
343+ 15.67% |
$142K - $164K
|
2.53K
$1.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
343+ 1.58% |
$142K - $164K
|
22.1K
$13.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
342+ 42.86% |
$141K - $164K
|
1.14K
$686K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
341+ 9.37% |
$141K - $163K
|
3.98K
$2.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
339+ 3.98% |
$140K - $162K
|
8.85K
$5.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
338+ 7.22% |
$139K - $162K
|
5.02K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
338+ 0.32% |
$139K - $162K
|
106K
$63.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
335+ 0.53% |
$138K - $160K
|
63K
$37.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
334+ 2.43% |
$138K - $160K
|
14.1K
$8.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
334+ 12.6% |
$138K - $160K
|
2.99K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
334+ 7.73% |
$138K - $160K
|
4.66K
$2.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
332+ 2.85% |
$137K - $159K
|
12K
$7.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
331New |
$137K - $159K
|
331
$199K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
330+ 27.5% |
$136K - $158K
|
1.53K
$921K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
330+ 22.09% |
$136K - $158K
|
1.82K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
330+ 3.73% |
$136K - $158K
|
9.17K
$5.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
328+ 0.27% |
$135K - $157K
|
124K
$74.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
318+ 40.61% |
$131K - $152K
|
1.1K
$663K
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
315+ 0.59% |
$130K - $151K
|
53.6K
$32.3M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
315+ 2.79% |
$130K - $151K
|
11.6K
$6.98M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
314+ 5.75% |
$130K - $150K
|
5.77K
$3.48M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
313+ 12.09% |
$129K - $150K
|
2.9K
$1.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
311New |
$128K - $149K
|
311
$187K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
310+ 5.38% |
$128K - $148K
|
6.07K
$3.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
307New |
$127K - $147K
|
307
$185K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
303+ 2.8% |
$125K - $145K
|
11.1K
$6.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
301New |
$124K - $144K
|
301
$181K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
300+ 3.12% |
$124K - $144K
|
9.93K
$5.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
300New |
$124K - $144K
|
300
$181K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
298+ 1.23% |
$123K - $143K
|
24.5K
$14.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
298+ 14.62% |
$123K - $143K
|
2.34K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
295+ 58.42% |
$122K - $141K
|
800
$481K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
294+ 7.23% |
$121K - $141K
|
4.36K
$2.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
292+ 18.14% |
$120K - $140K
|
1.9K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
292+ 9.76% |
$120K - $140K
|
3.28K
$1.98M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
287+ 2.64% |
$118K - $137K
|
11.2K
$6.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
281+ 3.69% |
$116K - $135K
|
7.91K
$4.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
278+ 58.9% |
$115K - $133K
|
750
$451K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
275+ 0.77% |
$113K - $132K
|
36.2K
$21.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
273+ 0.65% |
$113K - $131K
|
42.1K
$25.4M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
273+ 1.8% |
$113K - $131K
|
15.4K
$9.28M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
272+ 21.17% |
$112K - $130K
|
1.56K
$937K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
272New |
$112K - $130K
|
272
$164K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
269New |
$111K - $129K
|
269
$162K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
260+ 2.2% |
$107K - $125K
|
12.1K
$7.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
259+ 3.74% |
$107K - $124K
|
7.18K
$4.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
259+ 24.55% |
$107K - $124K
|
1.31K
$791K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
257+ 11.39% |
$106K - $123K
|
2.51K
$1.51M
|