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 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
17.5K+ 187.37% |
$7.22M - $8.38M
|
26.8K
$16M
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
17.4K+ 93.26% |
$7.18M - $8.34M
|
36.1K
$21.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17K+ 8.18% |
$7.03M - $8.16M
|
225K
$135M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
16.9K+ 17.1% |
$6.98M - $8.11M
|
116K
$69.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
16.8K+ 9.64% |
$6.95M - $8.07M
|
192K
$114M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.8K+ 14.92% |
$6.93M - $8.05M
|
129K
$77.3M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16.6K+ 8.23% |
$6.86M - $7.96M
|
219K
$131M
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
16.5K+ 23.4% |
$6.82M - $7.92M
|
87.2K
$52.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
16.5KNew |
$6.8M - $7.89M
|
16.5K
$9.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
16.4K+ 23.82% |
$6.76M - $7.85M
|
85.2K
$50.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
16.3K+ 2.86% |
$6.74M - $7.83M
|
589K
$352M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16.2K+ 9.28% |
$6.68M - $7.76M
|
191K
$114M
|
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
15.8KNew |
$6.51M - $7.56M
|
15.8K
$9.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
15.6K+ 2051.84% |
$6.45M - $7.49M
|
16.4K
$9.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
15.6K+ 32.14% |
$6.45M - $7.49M
|
64.3K
$38.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.6K+ 35.42% |
$6.43M - $7.46M
|
59.6K
$35.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
15.6K+ 13.53% |
$6.42M - $7.45M
|
131K
$78.1M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
15.5KNew |
$6.41M - $7.44M
|
15.5K
$9.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
15.3K+ 1289.2% |
$6.3M - $7.32M
|
16.5K
$9.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
15.3K+ 35.14% |
$6.3M - $7.32M
|
58.7K
$35.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.3K+ 13.33% |
$6.3M - $7.31M
|
130K
$77.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
15.2K+ 11.22% |
$6.26M - $7.27M
|
150K
$89.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
14.9K+ 68.23% |
$6.16M - $7.15M
|
36.8K
$22M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.8K+ 68.33% |
$6.11M - $7.1M
|
36.5K
$21.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.8K+ 9.18% |
$6.1M - $7.08M
|
176K
$105M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14.8K+ 12.06% |
$6.1M - $7.08M
|
137K
$82.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.7K+ 22.75% |
$6.08M - $7.06M
|
79.5K
$47.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.6K+ 4.23% |
$6.03M - $7.01M
|
361K
$216M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
14.5KNew |
$5.99M - $6.95M
|
14.5K
$8.67M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
14.5K+ 67.2% |
$5.97M - $6.93M
|
36K
$21.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
14.4K+ 7.49% |
$5.93M - $6.89M
|
206K
$123M
|
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
14.3KNew |
$5.92M - $6.87M
|
14.3K
$8.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
14.2K+ 25.4% |
$5.88M - $6.82M
|
70.3K
$42M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
14.2KNew |
$5.85M - $6.79M
|
14.2K
$8.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
14K+ 4.19% |
$5.8M - $6.73M
|
350K
$209M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.8K+ 361.7% |
$5.71M - $6.63M
|
17.7K
$10.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
13.8KNew |
$5.71M - $6.62M
|
13.8K
$8.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
13.8K+ 11.17% |
$5.68M - $6.6M
|
137K
$82M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
13.8KNew |
$5.68M - $6.6M
|
13.8K
$8.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
13.7KNew |
$5.66M - $6.57M
|
13.7K
$8.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13.7K+ 21.57% |
$5.64M - $6.55M
|
77.1K
$46.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
13.5K+ 23.98% |
$5.58M - $6.48M
|
69.9K
$41.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
13.5KNew |
$5.57M - $6.47M
|
13.5K
$8.07M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
13.2KNew |
$5.46M - $6.34M
|
13.2K
$7.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
12.8KNew |
$5.29M - $6.15M
|
12.8K
$7.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.8K+ 15.97% |
$5.27M - $6.12M
|
92.7K
$55.4M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
12.8K+ 12.55% |
$5.26M - $6.11M
|
114K
$68.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
12.7K+ 19.87% |
$5.24M - $6.08M
|
76.6K
$45.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.7K+ 66.99% |
$5.24M - $6.08M
|
31.7K
$18.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
12.6K+ 294.93% |
$5.21M - $6.04M
|
16.9K
$10.1M
|