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 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
40+ 0.41% |
$16.5K - $19.2K
|
9.86K
$5.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
40New |
$16.5K - $19.2K
|
40
$24.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
39+ 4.95% |
$16.1K - $18.7K
|
827
$498K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
39+ 3.23% |
$16.1K - $18.7K
|
1.25K
$749K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
39+ 3.31% |
$16.1K - $18.7K
|
1.22K
$733K
|
|
|
Feb 07, 2024
Q4 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
38+ 0.85% |
$15.7K - $18.2K
|
4.49K
$2.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
37+ 3.38% |
$15.3K - $17.7K
|
1.13K
$681K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
37+ 3.01% |
$15.3K - $17.7K
|
1.27K
$761K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
35+ 0.48% |
$14.4K - $16.8K
|
7.37K
$4.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
35+ 1.21% |
$14.4K - $16.8K
|
2.92K
$1.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
35+ 0.61% |
$14.4K - $16.8K
|
5.8K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
34+ 1.95% |
$14K - $16.3K
|
1.78K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
34+ 0.89% |
$14K - $16.3K
|
3.85K
$2.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
33+ 126.92% |
$13.6K - $15.8K
|
59
$35.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
33+ 3.31% |
$13.6K - $15.8K
|
1.03K
$619K
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
33+ 3.08% |
$13.6K - $15.8K
|
1.11K
$665K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
32+ 0.47% |
$13.2K - $15.3K
|
6.89K
$4.15M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
32+ 0.45% |
$13.2K - $15.3K
|
7.08K
$4.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
31+ 6.0% |
$12.8K - $14.8K
|
548
$330K
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
30+ 5.61% |
$12.4K - $14.4K
|
565
$340K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
30+ 0.66% |
$12.4K - $14.4K
|
4.57K
$2.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
30+ 3.93% |
$12.4K - $14.4K
|
793
$477K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
29+ 0.46% |
$12K - $13.9K
|
6.4K
$3.85M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
28+ 2.08% |
$11.6K - $13.4K
|
1.38K
$828K
|
|
|
Feb 07, 2024
Q4 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
28+ 2.3% |
$11.6K - $13.4K
|
1.25K
$751K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
28+ 0.03% |
$11.6K - $13.4K
|
94K
$56.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
28+ 0.79% |
$11.6K - $13.4K
|
3.56K
$2.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
27+ 0.9% |
$11.1K - $12.9K
|
3.01K
$1.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
27+ 0.45% |
$11.1K - $12.9K
|
5.98K
$3.6M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
27+ 0.71% |
$11.1K - $12.9K
|
3.85K
$2.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
27+ 0.9% |
$11.1K - $12.9K
|
3.04K
$1.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
26+ 0.85% |
$10.7K - $12.5K
|
3.1K
$1.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
25+ 0.73% |
$10.3K - $12K
|
3.43K
$2.06M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
24New |
$9.9K - $11.5K
|
24
$14.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.85% |
$9.49K - $11K
|
2.72K
$1.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
23+ 0.94% |
$9.49K - $11K
|
2.46K
$1.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
23+ 3.99% |
$9.49K - $11K
|
600
$361K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
23+ 153.33% |
$9.49K - $11K
|
38
$22.9K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
23New |
$9.49K - $11K
|
23
$13.8K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
23+ 153.33% |
$9.49K - $11K
|
38
$22.9K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
23+ 2.75% |
$9.49K - $11K
|
858
$516K
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
23+ 1.94% |
$9.49K - $11K
|
1.21K
$726K
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
22+ 1.69% |
$9.08K - $10.5K
|
1.33K
$798K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
22+ 3.62% |
$9.08K - $10.5K
|
629
$379K
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
22+ 0.36% |
$9.08K - $10.5K
|
6.12K
$3.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
22+ 0.37% |
$9.08K - $10.5K
|
5.99K
$3.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
22+ 0.39% |
$9.08K - $10.5K
|
5.61K
$3.37M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
21+ 0.36% |
$8.66K - $10.1K
|
5.93K
$3.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
21+ 2.37% |
$8.66K - $10.1K
|
907
$546K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
20+ 0.66% |
$8.25K - $9.58K
|
3.03K
$1.83M
|