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
Feb 14, 2024 Q4 2023
Battery Global Advisors, LLC

Boston, MA
BUY
 -
372
New
$153K - $178K
372 $208K
Jan 22, 2024 Q4 2023
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
366
+ 40.62%
$151K - $175K
1.27K $707K
Jan 18, 2024 Q4 2023
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
364
+ 5.9%
$150K - $174K
6.53K $3.65M
Feb 07, 2024 Q4 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
364
+ 32.53%
$150K - $174K
1.48K $828K
Jan 29, 2024 Q4 2023
Sutton Place Investors LLC

Katonah, NY
BUY
 -
360
+ 73.32%
$149K - $172K
851 $475K
Feb 06, 2024 Q4 2023
Mechanics Financial Corp

BUY
 -
360
+ 3.87%
$149K - $172K
9.66K $5.39M
Jan 10, 2024 Q4 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
357
+ 1.69%
$147K - $171K
21.5K $12M
Feb 02, 2024 Q4 2023
Heritage Financial Services, LLC

BUY
 -
353
+ 15.75%
$146K - $169K
2.59K $1.45M
Jan 22, 2024 Q4 2023
Chicago Capital, LLC

BUY
 -
352
+ 2.06%
$145K - $169K
17.4K $9.73M
Feb 07, 2024 Q4 2023
Aaf Wealth Management, LLC

BUY
 -
352
+ 0.53%
$145K - $169K
67.2K $37.5M
Feb 15, 2024 Q4 2023
Clarity Asset Management, Inc.

Ames, IA
BUY
 -
350
New
$144K - $168K
350 $195K
Jan 19, 2024 Q4 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
349
+ 6.61%
$144K - $167K
5.63K $3.14M
Jan 16, 2024 Q4 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
347
+ 0.98%
$143K - $166K
35.8K $20M
Feb 12, 2024 Q4 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
347
+ 0.27%
$143K - $166K
128K $71.4M
Jan 18, 2024 Q4 2023
Rhs Financial, LLC

BUY
 -
346
+ 5.16%
$143K - $166K
7.06K $3.94M
Feb 13, 2024 Q4 2023
Steward Partners Investment Solutions, LLC

Portland, OR
BUY
 -
346
New
$143K - $166K
346 $193K
Feb 14, 2024 Q4 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
346
+ 5.59%
$143K - $166K
6.54K $3.65M
Jan 16, 2024 Q4 2023
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
343
+ 15.67%
$142K - $164K
2.53K $1.41M
Jan 31, 2024 Q4 2023
Cra Financial Services, LLC

BUY
 -
343
+ 1.58%
$142K - $164K
22.1K $12.3M
Jan 22, 2024 Q4 2023
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
342
+ 42.86%
$141K - $164K
1.14K $636K
Feb 13, 2024 Q4 2023
First Manhattan CO

New York, NY
BUY
 -
341
+ 9.37%
$141K - $163K
3.98K $2.22M
Feb 09, 2024 Q4 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
339
+ 3.98%
$140K - $162K
8.85K $4.94M
Jan 09, 2024 Q4 2023
Howard Financial Services, Ltd.

BUY
 -
338
+ 7.22%
$139K - $162K
5.02K $2.8M
Feb 14, 2024 Q4 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
338
+ 0.32%
$139K - $162K
106K $59M
Feb 14, 2024 Q4 2023
Washington Trust Bank

BUY
 -
335
+ 0.53%
$138K - $160K
63K $35.2M
Jan 11, 2024 Q4 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
334
+ 2.43%
$138K - $160K
14.1K $7.84M
Feb 07, 2024 Q4 2023
Advisor Os, LLC

BUY
 -
334
+ 12.6%
$138K - $160K
2.99K $1.67M
Feb 08, 2024 Q4 2023
True Wealth Advisors, LLC

BUY
 -
334
+ 7.73%
$138K - $160K
4.66K $2.6M
Jan 19, 2024 Q4 2023
Armor Investment Advisors, LLC

BUY
 -
332
+ 2.85%
$137K - $159K
12K $6.69M
Jan 26, 2024 Q4 2023
Financial Connections Group, Inc.

BUY
 -
331
New
$137K - $159K
331 $185K
Feb 01, 2024 Q4 2023
Yousif Capital Management, LLC

BUY
 -
330
+ 27.5%
$136K - $158K
1.53K $854K
Feb 05, 2024 Q4 2023
Total Wealth Planning, LLC

BUY
 -
330
+ 22.09%
$136K - $158K
1.82K $1.02M
Feb 12, 2024 Q4 2023
Strategy Asset Managers LLC

BUY
 -
330
+ 3.73%
$136K - $158K
9.17K $5.12M
Feb 14, 2024 Q4 2023
Jsf Financial, LLC

BUY
 -
328
+ 0.27%
$135K - $157K
124K $69.2M
Jan 12, 2024 Q4 2023
Rda Financial Network

BUY
 -
318
+ 40.61%
$131K - $152K
1.1K $614K
Feb 06, 2024 Q4 2023
Pack Private Wealth, LLC

Wayzata, MN
BUY
 -
315
+ 0.59%
$130K - $151K
53.6K $29.9M
Mar 08, 2024 Q4 2023
Trust CO Of Vermont

BUY
 -
315
+ 2.79%
$130K - $151K
11.6K $6.48M
May 15, 2024 Q4 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
314
+ 5.75%
$130K - $150K
5.77K $3.22M
Jan 09, 2024 Q4 2023
Soundmark Wealth Management, LLC

BUY
 -
313
+ 12.09%
$129K - $150K
2.9K $1.62M
Feb 06, 2024 Q4 2023
Pacific Capital Wealth Advisors, Inc

BUY
 -
311
New
$128K - $149K
311 $174K
Jan 17, 2024 Q4 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
310
+ 5.38%
$128K - $148K
6.07K $3.39M
Jan 10, 2024 Q4 2023
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
307
New
$127K - $147K
307 $171K
Feb 09, 2024 Q4 2023
Heritage Trust CO

Oklahoma City, OK
BUY
 -
303
+ 2.8%
$125K - $145K
11.1K $6.2M
Feb 08, 2024 Q4 2023
Evergreen Private Wealth LLC

Greenwood Village, CO
BUY
 -
301
New
$124K - $144K
301 $168K
Dec 13, 2024 Q4 2023
Smart Wealth LLC

Omaha, NE
BUY
 -
301
+ 60.32%
$124K - $144K
800 $446K
Feb 09, 2024 Q4 2023
Motco

BUY
 -
300
+ 3.12%
$124K - $144K
9.93K $5.54M
Feb 12, 2024 Q4 2023
Richardson Capital Management LLC

Menomonee Falls, WI
BUY
 -
300
New
$124K - $144K
300 $167K
Jan 10, 2024 Q4 2023
Mc Naughton Wealth Management, LLC

BUY
 -
298
+ 1.23%
$123K - $143K
24.5K $13.7M
Jan 29, 2024 Q4 2023
Seascape Capital Management

Portsmouth, NH
BUY
 -
298
+ 14.62%
$123K - $143K
2.34K $1.3M

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