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 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
37.3K+ 9.9% |
$15.4M - $17.9M
|
414K
$250M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
35.4K+ 54.72% |
$14.6M - $17M
|
100K
$60.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35.1K+ 90.56% |
$14.5M - $16.8M
|
73.8K
$44.6M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
35KNew |
$14.4M - $16.8M
|
35K
$21.2M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
34.3KNew |
$14.2M - $16.4M
|
34.3K
$20.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
32.5KNew |
$13.4M - $15.6M
|
32.5K
$19.6M
|
|
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
32.2KNew |
$13.3M - $15.4M
|
32.2K
$19.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
31.7K+ 10.0% |
$13.1M - $15.2M
|
348K
$211M
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
31.4K+ 68.27% |
$13M - $15.1M
|
77.5K
$46.9M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
31.3KNew |
$12.9M - $15M
|
31.3K
$18.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
31.1KNew |
$12.8M - $14.9M
|
31.1K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.9K+ 5.95% |
$12.7M - $14.8M
|
550K
$333M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
30.2K+ 31.45% |
$12.4M - $14.5M
|
126K
$76.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
30.1KNew |
$12.4M - $14.4M
|
30.1K
$18.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
30K+ 41.39% |
$12.4M - $14.4M
|
103K
$62M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
29.8K+ 7.9% |
$12.3M - $14.3M
|
407K
$246M
|
|
|
Feb 15, 2024
Q4 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
29.7KNew |
$12.2M - $14.2M
|
29.7K
$17.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
29.6K+ 313.62% |
$12.2M - $14.2M
|
39K
$23.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
29.2K+ 3.5% |
$12M - $14M
|
865K
$523M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
29.2KNew |
$12M - $14M
|
29.2K
$17.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
28.6K+ 17.68% |
$11.8M - $13.7M
|
191K
$115M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
28.5KNew |
$11.8M - $13.7M
|
28.5K
$17.2M
|
|
|
Feb 22, 2024
Q4 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
28.5K+ 109.37% |
$11.7M - $13.6M
|
54.5K
$33M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
28.4K+ 62.19% |
$11.7M - $13.6M
|
74.1K
$44.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
28.2KNew |
$11.6M - $13.5M
|
28.2K
$17.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
28.2K+ 36.32% |
$11.6M - $13.5M
|
106K
$64M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28.1KNew |
$11.6M - $13.4M
|
28.1K
$17M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28K+ 56.83% |
$11.6M - $13.4M
|
77.4K
$46.8M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
27.9KNew |
$11.5M - $13.4M
|
27.9K
$16.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
27.8K+ 107.31% |
$11.4M - $13.3M
|
53.6K
$32.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
27.7KNew |
$11.4M - $13.3M
|
27.7K
$16.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
27.6K+ 9.12% |
$11.4M - $13.2M
|
331K
$200M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
27.6K+ 2.25% |
$11.4M - $13.2M
|
1.26M
$759M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
27.6KNew |
$11.4M - $13.2M
|
27.6K
$16.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
27.6K+ 8.95% |
$11.4M - $13.2M
|
336K
$203M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27.4K+ 36.33% |
$11.3M - $13.1M
|
103K
$62.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
27.3K+ 4.05% |
$11.3M - $13.1M
|
702K
$425M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
27.3KNew |
$11.2M - $13.1M
|
27.3K
$16.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
26.6K+ 53.12% |
$11M - $12.8M
|
76.8K
$46.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
26.2K+ 35.41% |
$10.8M - $12.6M
|
100K
$60.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
26K+ 15.13% |
$10.7M - $12.5M
|
198K
$120M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
26K+ 14.87% |
$10.7M - $12.4M
|
201K
$121M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
25.8K+ 7.53% |
$10.7M - $12.4M
|
369K
$223M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
25.8K+ 18.7% |
$10.7M - $12.4M
|
164K
$99.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
25.6K+ 234.45% |
$10.6M - $12.3M
|
36.5K
$22.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
25.5K+ 28.48% |
$10.5M - $12.2M
|
115K
$69.5M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
25.4K+ 2984.12% |
$10.5M - $12.1M
|
26.2K
$15.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
25.3K+ 63.62% |
$10.4M - $12.1M
|
65K
$39.3M
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
25K+ 46.77% |
$10.3M - $12M
|
78.3K
$47.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
24.6K+ 229.66% |
$10.1M - $11.8M
|
35.2K
$21.3M
|