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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
139New |
$57.3K - $66.6K
|
139
$83.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
137+ 4.63% |
$56.5K - $65.6K
|
3.09K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
137New |
$56.5K - $65.6K
|
137
$81.9K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
136+ 18.16% |
$56.1K - $65.1K
|
885
$529K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
134+ 1.74% |
$55.3K - $64.2K
|
7.82K
$4.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
134+ 1.02% |
$55.3K - $64.2K
|
13.2K
$7.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
132+ 23.04% |
$54.5K - $63.2K
|
705
$421K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
131+ 1.27% |
$54K - $62.7K
|
10.4K
$6.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
130+ 2.54% |
$53.6K - $62.3K
|
5.25K
$3.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
125+ 4.6% |
$51.6K - $59.9K
|
2.84K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
124+ 5.81% |
$51.2K - $59.4K
|
2.26K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
124+ 2.3% |
$51.2K - $59.4K
|
5.51K
$3.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
123+ 0.19% |
$50.7K - $58.9K
|
65.6K
$39.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
122+ 4.36% |
$50.3K - $58.4K
|
2.92K
$1.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
121+ 0.67% |
$49.9K - $58K
|
18.1K
$10.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
120+ 1.04% |
$49.5K - $57.5K
|
11.7K
$6.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
119+ 2.15% |
$49.1K - $57K
|
5.64K
$3.37M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
117+ 2.46% |
$48.3K - $56K
|
4.87K
$2.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
116+ 6.6% |
$47.9K - $55.6K
|
1.87K
$1.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
115+ 1.7% |
$47.4K - $55.1K
|
6.89K
$4.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
113+ 5.23% |
$46.6K - $54.1K
|
2.28K
$1.36M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
113+ 32.94% |
$46.6K - $54.1K
|
456
$273K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
113+ 14.87% |
$46.6K - $54.1K
|
873
$522K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
113+ 3.63% |
$46.6K - $54.1K
|
3.23K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
113+ 0.31% |
$46.6K - $54.1K
|
36K
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
111+ 5.8% |
$45.8K - $53.2K
|
2.03K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
109+ 1.74% |
$45K - $52.2K
|
6.39K
$3.82M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
108+ 2.23% |
$44.6K - $51.7K
|
4.96K
$2.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
108+ 4.06% |
$44.6K - $51.7K
|
2.77K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
107+ 10.91% |
$44.1K - $51.3K
|
1.09K
$650K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
107+ 2.1% |
$44.1K - $51.3K
|
5.2K
$3.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
105+ 3.57% |
$43.3K - $50.3K
|
3.04K
$1.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
105+ 3.33% |
$43.3K - $50.3K
|
3.26K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
105+ 4.1% |
$43.3K - $50.3K
|
2.67K
$1.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
103+ 20.56% |
$42.5K - $49.3K
|
604
$361K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
103New |
$42.5K - $49.3K
|
103
$61.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
102+ 3.01% |
$42.1K - $48.9K
|
3.49K
$2.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
102+ 0.52% |
$42.1K - $48.9K
|
19.6K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
102+ 14.43% |
$42.1K - $48.9K
|
809
$483K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
100New |
$41.3K - $47.9K
|
100
$59.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
99+ 2.76% |
$40.8K - $47.4K
|
3.69K
$2.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
98+ 11.84% |
$40.4K - $46.9K
|
926
$553K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
97+ 7.12% |
$40K - $46.5K
|
1.46K
$873K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
97+ 26.65% |
$40K - $46.5K
|
461
$276K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
96+ 0.08% |
$39.6K - $46K
|
117K
$70.1M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
95+ 5.39% |
$39.2K - $45.5K
|
1.86K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
92+ 6.59% |
$38K - $44.1K
|
1.49K
$890K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
92+ 9.51% |
$38K - $44.1K
|
1.06K
$633K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
92New |
$38K - $44.1K
|
92
$55K
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
91+ 2.17% |
$37.5K - $43.6K
|
4.28K
$2.56M
|