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 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.98K+ 5.93% |
$2.46M - $2.86M
|
107K
$67.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
5.92K+ 13.91% |
$2.44M - $2.84M
|
48.5K
$30.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.9K+ 323.37% |
$2.43M - $2.82M
|
7.72K
$4.91M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5.86K+ 393.29% |
$2.42M - $2.81M
|
7.35K
$4.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.85KNew |
$2.41M - $2.8M
|
5.85K
$3.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
5.76K+ 316.43% |
$2.38M - $2.76M
|
7.58K
$4.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
5.75KNew |
$2.37M - $2.76M
|
5.75K
$3.66M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
5.74K+ 67.42% |
$2.37M - $2.75M
|
14.3K
$9.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
5.68K+ 12.21% |
$2.34M - $2.72M
|
52.2K
$33.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.67K+ 86.04% |
$2.34M - $2.72M
|
12.3K
$7.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.65K+ 2.72% |
$2.33M - $2.7M
|
213K
$136M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.62K+ 2.6% |
$2.32M - $2.69M
|
222K
$141M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
5.56KNew |
$2.29M - $2.66M
|
5.56K
$3.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.55KNew |
$2.29M - $2.66M
|
5.55K
$3.53M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
5.49KNew |
$2.27M - $2.63M
|
5.49K
$3.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
5.49K+ 9.29% |
$2.26M - $2.63M
|
64.5K
$41.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.48K+ 13.29% |
$2.26M - $2.63M
|
46.7K
$29.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.44KNew |
$2.24M - $2.6M
|
5.44K
$3.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.39KNew |
$2.22M - $2.58M
|
5.39K
$3.43M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5.38K+ 1131.58% |
$2.22M - $2.57M
|
5.85K
$3.72M
|
|
|
Feb 08, 2024
Q4 2023
|
My Wealth Management Inc.
|
BUY
|
- |
5.36K+ 41.26% |
$2.21M - $2.57M
|
18.4K
$11.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.35K+ 24.91% |
$2.21M - $2.56M
|
26.8K
$17.1M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
5.34K+ 16.88% |
$2.2M - $2.56M
|
36.9K
$23.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
5.32K+ 9.27% |
$2.19M - $2.55M
|
62.7K
$39.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
5.31KNew |
$2.19M - $2.54M
|
5.31K
$3.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.3K+ 49.33% |
$2.19M - $2.54M
|
16K
$10.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.29K+ 9.83% |
$2.18M - $2.53M
|
59.1K
$37.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
5.26K+ 15.61% |
$2.17M - $2.52M
|
39K
$24.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
5.21K+ 3.33% |
$2.15M - $2.49M
|
162K
$103M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
5.2K+ 34.78% |
$2.15M - $2.49M
|
20.1K
$12.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.18K+ 6.18% |
$2.14M - $2.48M
|
89.1K
$56.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5.15KNew |
$2.12M - $2.47M
|
5.15K
$3.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
5.12K+ 235.43% |
$2.11M - $2.45M
|
7.3K
$4.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5.11K+ 31.73% |
$2.11M - $2.45M
|
21.2K
$13.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.1K+ 17.99% |
$2.1M - $2.44M
|
33.4K
$21.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
5.09K+ 14.34% |
$2.1M - $2.44M
|
40.6K
$25.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
5.09K+ 2176.07% |
$2.1M - $2.44M
|
5.33K
$3.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
5.06KNew |
$2.09M - $2.42M
|
5.06K
$3.22M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5K+ 10.84% |
$2.06M - $2.4M
|
51.2K
$32.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
5KNew |
$2.06M - $2.39M
|
5K
$3.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.99K+ 11.86% |
$2.06M - $2.39M
|
47K
$29.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.96K+ 185.26% |
$2.05M - $2.38M
|
7.64K
$4.86M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
4.94K+ 24.74% |
$2.04M - $2.37M
|
24.9K
$15.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
4.92K+ 3.79% |
$2.03M - $2.36M
|
135K
$85.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
4.91KNew |
$2.02M - $2.35M
|
4.91K
$3.12M
|
|
|
Apr 30, 2024
Q4 2023
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
4.9KNew |
$2.02M - $2.35M
|
4.9K
$3.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
4.86K+ 237.86% |
$2M - $2.33M
|
6.9K
$4.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
4.85K+ 5.21% |
$2M - $2.33M
|
98.1K
$62.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.85KNew |
$2M - $2.32M
|
4.85K
$3.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.85K+ 8.16% |
$2M - $2.32M
|
64.3K
$40.9M
|