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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
24.5K+ 11.18% |
$10.1M - $11.8M
|
244K
$146M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.4K+ 58.45% |
$10.1M - $11.7M
|
66K
$39.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
24.3K+ 2092.51% |
$10M - $11.6M
|
25.5K
$15.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
23.8K+ 19.27% |
$9.81M - $11.4M
|
147K
$88M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
23.7K+ 12.26% |
$9.78M - $11.4M
|
217K
$130M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
23.5KNew |
$9.7M - $11.3M
|
23.5K
$14.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
23.3K+ 11.91% |
$9.63M - $11.2M
|
219K
$131M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
23.1K+ 7.54% |
$9.52M - $11.1M
|
329K
$197M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
23.1K+ 11.76% |
$9.52M - $11.1M
|
219K
$131M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23K+ 197.11% |
$9.48M - $11M
|
34.6K
$20.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
22.6K+ 28.89% |
$9.32M - $10.8M
|
101K
$60.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
22.6K+ 13.64% |
$9.32M - $10.8M
|
188K
$112M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.5K+ 22.23% |
$9.28M - $10.8M
|
124K
$73.9M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
22K+ 139.27% |
$9.07M - $10.5M
|
37.8K
$22.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
21.8K+ 106.08% |
$9.01M - $10.5M
|
42.4K
$25.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
21.8K+ 804.98% |
$9M - $10.4M
|
24.5K
$14.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.5K+ 25.83% |
$8.88M - $10.3M
|
105K
$62.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
21.3K+ 535.36% |
$8.81M - $10.2M
|
25.3K
$15.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
21.3K+ 43.15% |
$8.8M - $10.2M
|
70.8K
$42.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
21.3KNew |
$8.78M - $10.2M
|
21.3K
$12.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
21.3KNew |
$8.78M - $10.2M
|
21.3K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
21K+ 4.08% |
$8.68M - $10.1M
|
537K
$321M
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
21K+ 33.19% |
$8.64M - $10M
|
84.1K
$50.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
20.8KNew |
$8.57M - $9.95M
|
20.8K
$12.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
20.4KNew |
$8.43M - $9.78M
|
20.4K
$12.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
20.4K+ 44.59% |
$8.42M - $9.78M
|
66.2K
$39.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.9KNew |
$8.22M - $9.55M
|
19.9K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
19.8KNew |
$8.16M - $9.47M
|
19.8K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
19.7K+ 149.24% |
$8.14M - $9.45M
|
33K
$19.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
19.4K+ 9.72% |
$8.02M - $9.31M
|
219K
$131M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
19.3K+ 34.46% |
$7.98M - $9.26M
|
75.5K
$45.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
19K+ 2.68% |
$7.83M - $9.1M
|
728K
$435M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
18.9K+ 6.98% |
$7.81M - $9.06M
|
290K
$173M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
18.9K+ 27.71% |
$7.8M - $9.06M
|
87.1K
$52.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.8K+ 51.58% |
$7.76M - $9.01M
|
55.3K
$33M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
18.8K+ 5.95% |
$7.74M - $8.98M
|
334K
$200M
|
|
|
Jan 31, 2024
Q4 2023
|
Matson Money. Inc.
|
BUY
|
- |
18.5K+ 3.08% |
$7.63M - $8.86M
|
620K
$371M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
18.5K+ 52.85% |
$7.62M - $8.85M
|
53.4K
$31.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
18.4K+ 59.51% |
$7.61M - $8.83M
|
49.4K
$29.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Investments LLC
Denver, CO |
BUY
|
- |
18.4KNew |
$7.59M - $8.81M
|
18.4K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
18.4K+ 4.81% |
$7.58M - $8.8M
|
400K
$239M
|
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
18.3KNew |
$7.56M - $8.78M
|
18.3K
$11M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
18.3K+ 28.54% |
$7.54M - $8.75M
|
82.3K
$49.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
18.2K+ 432.78% |
$7.52M - $8.73M
|
22.4K
$13.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.1K+ 2.23% |
$7.47M - $8.67M
|
831K
$497M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
18.1KNew |
$7.46M - $8.66M
|
18.1K
$10.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
18KNew |
$7.41M - $8.61M
|
18K
$10.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
17.9K+ 662.4% |
$7.37M - $8.56M
|
20.6K
$12.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
17.8K+ 65.1% |
$7.34M - $8.53M
|
45.1K
$27M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
17.6KNew |
$7.28M - $8.45M
|
17.6K
$10.5M
|