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 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
65.5K+ 4.94% |
$27M - $31.4M
|
1.39M
$825M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
64.4K+ 116.16% |
$26.6M - $30.9M
|
120K
$71.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
63.5K+ 130.85% |
$26.2M - $30.4M
|
112K
$66.4M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
62.3KNew |
$25.7M - $29.8M
|
62.3K
$37M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
60.4K+ 46.33% |
$24.9M - $28.9M
|
191K
$113M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
59.9K+ 60.34% |
$24.7M - $28.7M
|
159K
$94.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
59.8KNew |
$24.7M - $28.6M
|
59.8K
$35.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
59.7K+ 7.49% |
$24.6M - $28.6M
|
856K
$508M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
56.3K+ 19.31% |
$23.2M - $27M
|
348K
$206M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
56.1K+ 28.75% |
$23.1M - $26.9M
|
251K
$149M
|
|
|
Feb 14, 2024
Q4 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
56K+ 5.12% |
$23.1M - $26.8M
|
1.15M
$682M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
54.6KNew |
$22.5M - $26.2M
|
54.6K
$32.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
54.1K+ 11.34% |
$22.3M - $25.9M
|
531K
$315M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.3K+ 5.18% |
$22M - $25.5M
|
1.08M
$642M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
52.8KNew |
$21.8M - $25.3M
|
52.8K
$31.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
52.8K+ 704.33% |
$21.8M - $25.3M
|
60.3K
$35.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
52.2K+ 12.02% |
$21.5M - $25M
|
486K
$288M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
51.9K+ 3.88% |
$21.4M - $24.9M
|
1.39M
$825M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
51.6K+ 26.03% |
$21.3M - $24.7M
|
250K
$148M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
51.5K+ 223.62% |
$21.3M - $24.7M
|
74.6K
$44.2M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51.1K+ 8.37% |
$21.1M - $24.5M
|
662K
$392M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
50.9K+ 39.78% |
$21M - $24.4M
|
179K
$106M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
50.5K+ 111.09% |
$20.8M - $24.2M
|
95.9K
$56.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
50.1K+ 5.05% |
$20.7M - $24M
|
1.04M
$618M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
50.1K+ 27.11% |
$20.7M - $24M
|
235K
$139M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50.1K+ 0.56% |
$20.7M - $24M
|
8.93M
$5.29B
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
48.6K+ 3.12% |
$20.1M - $23.3M
|
1.61M
$953M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
47.9K+ 3.92% |
$19.8M - $22.9M
|
1.27M
$753M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
47.9KNew |
$19.8M - $22.9M
|
47.9K
$28.4M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
47KNew |
$19.4M - $22.5M
|
47K
$27.9M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
46.8KNew |
$19.3M - $22.4M
|
46.8K
$27.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
46.7K+ 19.0% |
$19.3M - $22.4M
|
293K
$174M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
45.9K+ 170.71% |
$18.9M - $22M
|
72.7K
$43.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
45.6KNew |
$18.8M - $21.8M
|
45.6K
$27M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
45.2KNew |
$18.7M - $21.7M
|
45.2K
$26.8M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
45.2KNew |
$18.7M - $21.7M
|
45.2K
$26.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
45.1K+ 29.77% |
$18.6M - $21.6M
|
197K
$117M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
43.7K+ 28.87% |
$18M - $20.9M
|
195K
$116M
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
43.4KNew |
$17.9M - $20.8M
|
43.4K
$25.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.4K+ 7.99% |
$17.9M - $20.8M
|
586K
$348M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
43.3KNew |
$17.9M - $20.8M
|
43.3K
$25.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
43.2KNew |
$17.8M - $20.7M
|
43.2K
$25.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
42.1K+ 22.28% |
$17.4M - $20.2M
|
231K
$137M
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
41.3KNew |
$17M - $19.8M
|
41.3K
$24.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
40.7KNew |
$16.8M - $19.5M
|
40.7K
$24.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
40.1K+ 41.3% |
$16.6M - $19.2M
|
137K
$81.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
39K+ 222.66% |
$16.1M - $18.7M
|
56.6K
$33.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
38.9KNew |
$16.1M - $18.6M
|
38.9K
$23.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
38.6KNew |
$15.9M - $18.5M
|
38.6K
$22.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
37.7K+ 3.08% |
$15.6M - $18.1M
|
1.26M
$748M
|