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 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
190+ 29.78% |
$78.4K - $91K
|
828
$495K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
190+ 0.44% |
$78.4K - $91K
|
43.3K
$25.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
188+ 1.18% |
$77.6K - $90.1K
|
16.1K
$9.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
188+ 2.42% |
$77.6K - $90.1K
|
7.94K
$4.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
185+ 0.08% |
$76.3K - $88.6K
|
232K
$138M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
185+ 0.44% |
$76.3K - $88.6K
|
42.1K
$25.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
184+ 3.34% |
$75.9K - $88.1K
|
5.7K
$3.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
184+ 22.41% |
$75.9K - $88.1K
|
1.01K
$601K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
183New |
$75.5K - $87.7K
|
183
$109K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
182+ 0.45% |
$75.1K - $87.2K
|
41K
$24.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
180+ 2.43% |
$74.3K - $86.2K
|
7.59K
$4.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
171New |
$70.5K - $81.9K
|
171
$102K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
170+ 7.35% |
$70.1K - $81.4K
|
2.48K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
170+ 1.35% |
$70.1K - $81.4K
|
12.8K
$7.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
169+ 13.52% |
$69.7K - $81K
|
1.42K
$848K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
169+ 2.57% |
$69.7K - $81K
|
6.75K
$4.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
167+ 23.07% |
$68.9K - $80K
|
891
$533K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
166+ 10.02% |
$68.5K - $79.5K
|
1.82K
$1.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
165+ 15.43% |
$68.1K - $79K
|
1.23K
$738K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
165+ 3.99% |
$68.1K - $79K
|
4.3K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
165+ 2.38% |
$68.1K - $79K
|
7.09K
$4.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
164+ 7.08% |
$67.7K - $78.6K
|
2.48K
$1.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
164+ 3.13% |
$67.7K - $78.6K
|
5.4K
$3.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
162New |
$66.8K - $77.6K
|
162
$96.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
161+ 16.21% |
$66.4K - $77.1K
|
1.15K
$690K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
160+ 2.38% |
$66K - $76.6K
|
6.88K
$4.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
160+ 16.03% |
$66K - $76.6K
|
1.16K
$692K
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
159+ 6.38% |
$65.6K - $76.2K
|
2.65K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
159+ 2.92% |
$65.6K - $76.2K
|
5.61K
$3.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
158+ 3.64% |
$65.2K - $75.7K
|
4.5K
$2.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
156+ 25.2% |
$64.4K - $74.7K
|
775
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
155+ 5.77% |
$63.9K - $74.2K
|
2.84K
$1.7M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
155+ 5.82% |
$63.9K - $74.2K
|
2.82K
$1.69M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
153+ 25.5% |
$63.1K - $73.3K
|
753
$450K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
151+ 9.21% |
$62.3K - $72.3K
|
1.79K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
151+ 30.88% |
$62.3K - $72.3K
|
640
$382K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
149+ 0.9% |
$61.5K - $71.4K
|
16.7K
$9.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
149+ 0.86% |
$61.5K - $71.4K
|
17.4K
$10.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
149+ 1.82% |
$61.5K - $71.4K
|
8.33K
$4.98M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
149+ 0.94% |
$61.5K - $71.4K
|
16K
$9.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
148+ 0.43% |
$61.1K - $70.9K
|
35K
$20.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
148+ 0.33% |
$61.1K - $70.9K
|
44.7K
$26.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
147+ 0.78% |
$60.6K - $70.4K
|
18.9K
$11.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
142+ 1.68% |
$58.6K - $68K
|
8.57K
$5.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
141+ 0.24% |
$58.2K - $67.5K
|
58.9K
$35.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
140+ 3.23% |
$57.8K - $67.1K
|
4.47K
$2.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
140+ 6.11% |
$57.8K - $67.1K
|
2.43K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
140+ 5.48% |
$57.8K - $67.1K
|
2.7K
$1.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
139+ 8.48% |
$57.3K - $66.6K
|
1.78K
$1.06M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
139+ 3.75% |
$57.3K - $66.6K
|
3.85K
$2.3M
|