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 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
155+ 5.77% |
$63.9K - $74.2K
|
2.84K
$1.58M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
155+ 5.82% |
$63.9K - $74.2K
|
2.82K
$1.57M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
153+ 25.5% |
$63.1K - $73.3K
|
753
$420K
|
|
|
Apr 01, 2025
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
152+ 14.09% |
$62.7K - $72.8K
|
1.23K
$687K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
151+ 9.21% |
$62.3K - $72.3K
|
1.79K
$999K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
151+ 30.88% |
$62.3K - $72.3K
|
640
$357K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
149+ 0.9% |
$61.5K - $71.4K
|
16.7K
$9.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
149+ 0.86% |
$61.5K - $71.4K
|
17.4K
$9.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
149+ 1.82% |
$61.5K - $71.4K
|
8.33K
$4.65M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
149+ 0.94% |
$61.5K - $71.4K
|
16K
$8.92M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
148+ 0.43% |
$61.1K - $70.9K
|
35K
$19.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
148+ 0.33% |
$61.1K - $70.9K
|
44.7K
$25M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
147+ 0.78% |
$60.6K - $70.4K
|
18.9K
$10.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
142+ 1.68% |
$58.6K - $68K
|
8.57K
$4.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
141+ 0.24% |
$58.2K - $67.5K
|
58.9K
$32.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
140+ 3.23% |
$57.8K - $67.1K
|
4.47K
$2.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
140+ 6.11% |
$57.8K - $67.1K
|
2.43K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
140+ 5.48% |
$57.8K - $67.1K
|
2.7K
$1.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
139+ 8.48% |
$57.3K - $66.6K
|
1.78K
$992K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
139+ 3.75% |
$57.3K - $66.6K
|
3.85K
$2.15M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
139New |
$57.3K - $66.6K
|
139
$77.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
137+ 4.63% |
$56.5K - $65.6K
|
3.09K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
137New |
$56.5K - $65.6K
|
137
$76.5K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
136+ 18.16% |
$56.1K - $65.1K
|
885
$494K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
134+ 1.74% |
$55.3K - $64.2K
|
7.82K
$4.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
134+ 1.02% |
$55.3K - $64.2K
|
13.2K
$7.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
132+ 23.04% |
$54.5K - $63.2K
|
705
$393K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
131+ 1.27% |
$54K - $62.7K
|
10.4K
$5.82M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
130+ 2.54% |
$53.6K - $62.3K
|
5.25K
$2.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
125+ 4.6% |
$51.6K - $59.9K
|
2.84K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
124+ 5.81% |
$51.2K - $59.4K
|
2.26K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
124+ 2.3% |
$51.2K - $59.4K
|
5.51K
$3.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
123+ 0.19% |
$50.7K - $58.9K
|
65.6K
$36.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
122+ 4.36% |
$50.3K - $58.4K
|
2.92K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
121+ 0.67% |
$49.9K - $58K
|
18.1K
$10.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
120+ 1.04% |
$49.5K - $57.5K
|
11.7K
$6.51M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
119+ 2.15% |
$49.1K - $57K
|
5.64K
$3.15M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
117+ 2.46% |
$48.3K - $56K
|
4.87K
$2.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
116+ 6.6% |
$47.9K - $55.6K
|
1.87K
$1.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
115+ 1.7% |
$47.4K - $55.1K
|
6.89K
$3.84M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
113+ 5.23% |
$46.6K - $54.1K
|
2.28K
$1.27M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
113+ 32.94% |
$46.6K - $54.1K
|
456
$255K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
113+ 14.87% |
$46.6K - $54.1K
|
873
$487K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
113+ 3.63% |
$46.6K - $54.1K
|
3.23K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
113+ 0.31% |
$46.6K - $54.1K
|
36K
$20.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
111+ 5.8% |
$45.8K - $53.2K
|
2.03K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
109+ 1.74% |
$45K - $52.2K
|
6.39K
$3.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
108+ 2.23% |
$44.6K - $51.7K
|
4.96K
$2.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
108+ 4.06% |
$44.6K - $51.7K
|
2.77K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
107+ 10.91% |
$44.1K - $51.3K
|
1.09K
$607K
|