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 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
9.97K+ 1.92% |
$4.11M - $4.78M
|
529K
$314M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
9.86K+ 10.57% |
$4.07M - $4.72M
|
103K
$61.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
9.68K+ 7.44% |
$3.99M - $4.64M
|
140K
$82.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
9.63K+ 47.94% |
$3.97M - $4.61M
|
29.7K
$17.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.59K+ 4.8% |
$3.96M - $4.59M
|
209K
$124M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9.58K+ 13.76% |
$3.95M - $4.59M
|
79.2K
$47M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
9.52K+ 395.14% |
$3.93M - $4.56M
|
11.9K
$7.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
9.5K+ 11.37% |
$3.92M - $4.55M
|
93.1K
$55.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.39K+ 13.6% |
$3.88M - $4.5M
|
78.4K
$46.5M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
9.39K+ 39.3% |
$3.87M - $4.5M
|
33.3K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
9.38K+ 5.35% |
$3.87M - $4.49M
|
185K
$110M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.35K+ 10.48% |
$3.86M - $4.48M
|
98.6K
$58.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
9.23K+ 10.01% |
$3.81M - $4.42M
|
101K
$60.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
9.23K+ 12.31% |
$3.81M - $4.42M
|
84.2K
$49.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
9.19K+ 492.49% |
$3.79M - $4.4M
|
11.1K
$6.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
9.06K+ 2.46% |
$3.74M - $4.34M
|
377K
$224M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.95KNew |
$3.69M - $4.29M
|
8.95K
$5.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
8.78K+ 2.03% |
$3.62M - $4.2M
|
441K
$262M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8.78KNew |
$3.62M - $4.2M
|
8.78K
$5.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.77K+ 9.38% |
$3.62M - $4.2M
|
102K
$60.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
8.72K+ 24.29% |
$3.6M - $4.18M
|
44.6K
$26.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
8.71K+ 2.51% |
$3.59M - $4.17M
|
355K
$211M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.69K+ 42.03% |
$3.59M - $4.16M
|
29.4K
$17.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.68K+ 181.35% |
$3.58M - $4.16M
|
13.5K
$7.99M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
8.56K+ 9.29% |
$3.53M - $4.1M
|
101K
$59.7M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
8.56K+ 125.96% |
$3.53M - $4.1M
|
15.3K
$9.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
8.54K+ 7.84% |
$3.52M - $4.09M
|
118K
$69.7M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
8.52K+ 7.67% |
$3.51M - $4.08M
|
120K
$70.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
8.47K+ 285.86% |
$3.5M - $4.06M
|
11.4K
$6.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.44K+ 8.74% |
$3.48M - $4.04M
|
105K
$62.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
8.43K+ 282.35% |
$3.48M - $4.04M
|
11.4K
$6.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
8.38K+ 59.67% |
$3.46M - $4.01M
|
22.4K
$13.3M
|
|
|
Mar 01, 2024
Q4 2023
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
8.35KNew |
$3.44M - $4M
|
8.35K
$4.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
8.18K+ 24.99% |
$3.37M - $3.92M
|
40.9K
$24.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
8.15KNew |
$3.36M - $3.91M
|
8.15K
$4.84M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.15K+ 31.02% |
$3.36M - $3.9M
|
34.4K
$20.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.14K+ 456.79% |
$3.36M - $3.9M
|
9.92K
$5.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.06KNew |
$3.33M - $3.86M
|
8.06K
$4.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8.06K+ 21.72% |
$3.32M - $3.86M
|
45.2K
$26.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.02K+ 6.7% |
$3.31M - $3.84M
|
128K
$75.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
BUY
|
- |
7.88K+ 349.45% |
$3.25M - $3.77M
|
10.1K
$6.01M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.88K+ 21.55% |
$3.25M - $3.77M
|
44.4K
$26.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
7.84K+ 13.99% |
$3.23M - $3.75M
|
63.9K
$37.9M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.81KNew |
$3.22M - $3.74M
|
7.81K
$4.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7.73K+ 3.69% |
$3.19M - $3.7M
|
217K
$129M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.63K+ 35.16% |
$3.15M - $3.65M
|
29.3K
$17.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7.58K+ 6.34% |
$3.13M - $3.63M
|
127K
$75.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
7.57K+ 8.81% |
$3.12M - $3.63M
|
93.5K
$55.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
7.54K+ 22.21% |
$3.11M - $3.61M
|
41.5K
$24.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.52K+ 2.67% |
$3.1M - $3.6M
|
290K
$172M
|