Purchases and Sales Made in Q4 2023 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 14, 2024 Q4 2023
Sei Investments CO

Oaks, PA
BUY
 -
5.67K
+ 86.04%
$2.34M - $2.72M
12.3K $7.26M
Feb 08, 2024 Q4 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
5.65K
+ 2.72%
$2.33M - $2.7M
213K $126M
Feb 13, 2024 Q4 2023
Jones Financial Companies Lllp

BUY
 -
5.62K
+ 2.6%
$2.32M - $2.69M
222K $131M
Aug 06, 2024 Q4 2023
American Financial & Tax Strategies Inc

New York, NY
BUY
 -
5.56K
New
$2.29M - $2.66M
5.56K $3.29M
Jan 18, 2024 Q4 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
5.55K
New
$2.29M - $2.66M
5.55K $3.29M
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
5.49K
New
$2.27M - $2.63M
5.49K $3.25M
Jan 12, 2024 Q4 2023
Lantz Financial LLC

BUY
 -
5.49K
+ 9.29%
$2.26M - $2.63M
64.5K $38.2M
Jan 29, 2024 Q4 2023
Morris Financial Concepts, Inc.

BUY
 -
5.48K
+ 13.29%
$2.26M - $2.63M
46.7K $27.7M
Jan 23, 2024 Q4 2023
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
5.44K
New
$2.24M - $2.6M
5.44K $3.22M
Feb 07, 2024 Q4 2023
Mb Generational Wealth, LLC

Spokane, WA
BUY
 -
5.39K
New
$2.22M - $2.58M
5.39K $3.19M
Feb 08, 2024 Q4 2023
My Wealth Management Inc.

BUY
 -
5.36K
+ 41.26%
$2.21M - $2.57M
18.4K $10.9M
Jan 29, 2024 Q4 2023
Bay Colony Advisory Group, Inc D

BUY
 -
5.35K
+ 24.91%
$2.21M - $2.56M
26.8K $15.9M
May 16, 2024 Q4 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
5.34K
+ 16.88%
$2.2M - $2.56M
36.9K $21.9M
Jan 19, 2024 Q4 2023
Signature Securities Group Corporation

BUY
 -
5.32K
+ 9.27%
$2.19M - $2.55M
62.7K $37.1M
Jan 22, 2024 Q4 2023
Stone Crest Wealth Management, Inc.

Chandler, AZ
BUY
 -
5.31K
New
$2.19M - $2.54M
5.31K $3.14M
Feb 05, 2024 Q4 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
5.3K
+ 49.33%
$2.19M - $2.54M
16K $9.49M
Jan 05, 2024 Q4 2023
Capital Investment Advisors, LLC

BUY
 -
5.29K
+ 9.83%
$2.18M - $2.53M
59.1K $35M
Feb 05, 2024 Q4 2023
Brighton Jones LLC

BUY
 -
5.26K
+ 15.61%
$2.17M - $2.52M
39K $23.1M
Feb 09, 2024 Q4 2023
Valley Forge Investment Consultants Inc Adv

BUY
 -
5.21K
+ 3.33%
$2.15M - $2.49M
162K $95.8M
Feb 05, 2024 Q4 2023
One Day In July LLC

BUY
 -
5.2K
+ 34.78%
$2.15M - $2.49M
20.1K $11.9M
Feb 08, 2024 Q4 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
5.18K
+ 6.18%
$2.14M - $2.48M
89.1K $52.7M
Feb 09, 2024 Q4 2023
Sachetta, LLC

Lynnfield, MA
BUY
 -
5.15K
New
$2.12M - $2.47M
5.15K $3.05M
Jan 18, 2024 Q4 2023
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
5.12K
+ 235.43%
$2.11M - $2.45M
7.3K $4.32M
Jan 31, 2024 Q4 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
5.11K
+ 31.73%
$2.11M - $2.45M
21.2K $12.6M
Jan 11, 2024 Q4 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
5.1K
+ 17.99%
$2.1M - $2.44M
33.4K $19.8M
Jan 30, 2024 Q4 2023
Act Advisors, Llc.

BUY
 -
5.09K
+ 14.34%
$2.1M - $2.44M
40.6K $24M
Jan 10, 2024 Q4 2023
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
5.09K
+ 2176.07%
$2.1M - $2.44M
5.33K $3.15M
Feb 12, 2024 Q4 2023
Rinkey Investments

San Diego, CA
BUY
 -
5.06K
New
$2.09M - $2.42M
5.06K $2.99M
Feb 13, 2024 Q4 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
5K
+ 10.84%
$2.06M - $2.4M
51.2K $30.3M
Feb 14, 2024 Q4 2023
Ff Advisors,Llc

Manhattan Beach, CA
BUY
 -
5K
New
$2.06M - $2.39M
5K $2.96M
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

BUY
 -
4.99K
+ 11.86%
$2.06M - $2.39M
47K $27.8M
Feb 12, 2024 Q4 2023
Zions Bancorporation, N.A.

BUY
 -
4.96K
+ 185.26%
$2.05M - $2.38M
7.64K $4.52M
Jan 22, 2024 Q4 2023
4 J Wealth Management LLC

BUY
 -
4.94K
+ 24.74%
$2.04M - $2.37M
24.9K $14.7M
Feb 15, 2024 Q4 2023
Cim Investment Management Inc

Pittsburgh, PA
BUY
 -
4.92K
+ 3.79%
$2.03M - $2.36M
135K $79.8M
Feb 08, 2024 Q4 2023
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
4.91K
New
$2.02M - $2.35M
4.91K $2.91M
Apr 30, 2024 Q4 2023
Ridgepath Capital Management LLC

Knoxville, TN
BUY
 -
4.9K
New
$2.02M - $2.35M
4.9K $2.9M
Jan 25, 2024 Q4 2023
Wespac Advisors, LLC

BUY
 -
4.86K
+ 237.86%
$2M - $2.33M
6.9K $4.08M
Feb 05, 2024 Q4 2023
Ledyard National Bank

BUY
 -
4.85K
+ 5.21%
$2M - $2.33M
98.1K $58.1M
Feb 14, 2024 Q4 2023
Holistic Planning, LLC

Nacogdoches, TX
BUY
 -
4.85K
New
$2M - $2.32M
4.85K $2.87M
Feb 12, 2024 Q4 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
4.85K
+ 8.16%
$2M - $2.32M
64.3K $38M
Jan 11, 2024 Q4 2023
Ferguson Wellman Capital Management, Inc

BUY
 -
4.83K
+ 2.98%
$1.99M - $2.31M
167K $98.8M
Mar 26, 2024 Q4 2023
Napatree Capital LLC

Westerly, RI
BUY
 -
4.8K
New
$1.98M - $2.3M
4.8K $2.84M
Jan 17, 2024 Q4 2023
B & T Capital Management Dba Alpha Capital Management

BUY
 -
4.79K
+ 818.8%
$1.98M - $2.29M
5.38K $3.18M
Jan 29, 2024 Q4 2023
Mrp Capital Investments, LLC

Alpharetta, GA
BUY
 -
4.75K
+ 95.04%
$1.96M - $2.28M
9.76K $5.77M
Feb 05, 2024 Q4 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
4.71K
+ 10.25%
$1.94M - $2.26M
50.7K $30M
Feb 09, 2024 Q4 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
4.71K
+ 6.05%
$1.94M - $2.26M
82.5K $48.8M
Jan 17, 2024 Q4 2023
Highland Capital Management, LLC

BUY
 -
4.7K
+ 5.1%
$1.94M - $2.25M
96.8K $57.3M
Feb 14, 2024 Q4 2023
Canopy Partners, LLC

Terrace Park, OH
BUY
 -
4.69K
New
$1.93M - $2.25M
4.69K $2.77M
Feb 14, 2024 Q4 2023
Becker Capital Management Inc

BUY
 -
4.68K
+ 27.73%
$1.93M - $2.24M
21.6K $12.8M

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