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 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4K+ 23.68% |
$1.65M - $1.92M
|
20.9K
$13M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.97K+ 10.4% |
$1.64M - $1.9M
|
42.1K
$26.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
3.96K+ 3.46% |
$1.63M - $1.89M
|
118K
$73.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.95K+ 31.85% |
$1.63M - $1.89M
|
16.3K
$10.1M
|
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3.94K+ 48.31% |
$1.63M - $1.89M
|
12.1K
$7.51M
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.94K+ 48.31% |
$1.63M - $1.89M
|
12.1K
$7.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.93K+ 13.54% |
$1.62M - $1.88M
|
32.9K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.9K+ 60.65% |
$1.61M - $1.87M
|
10.3K
$6.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.9K+ 7.27% |
$1.61M - $1.87M
|
57.5K
$35.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.86K+ 26.12% |
$1.59M - $1.85M
|
18.6K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
3.84K+ 7.64% |
$1.59M - $1.84M
|
54.1K
$33.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.81KNew |
$1.57M - $1.83M
|
3.81K
$2.37M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.81K+ 84.16% |
$1.57M - $1.82M
|
8.34K
$5.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
3.8K+ 3.21% |
$1.57M - $1.82M
|
122K
$75.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.79K+ 180.75% |
$1.56M - $1.81M
|
5.88K
$3.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.78K+ 5.41% |
$1.56M - $1.81M
|
73.6K
$45.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.76K+ 4.44% |
$1.55M - $1.8M
|
88.5K
$54.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.73KNew |
$1.54M - $1.79M
|
3.73K
$2.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3.72KNew |
$1.53M - $1.78M
|
3.72K
$2.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.72K+ 8.94% |
$1.53M - $1.78M
|
45.3K
$28.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.7K+ 0.75% |
$1.53M - $1.77M
|
495K
$307M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.7K+ 11.32% |
$1.52M - $1.77M
|
36.3K
$22.6M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.69KNew |
$1.52M - $1.77M
|
3.69K
$2.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
3.68K+ 6.84% |
$1.52M - $1.76M
|
57.4K
$35.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
3.67K+ 2.8% |
$1.52M - $1.76M
|
135K
$83.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.67K+ 4.2% |
$1.51M - $1.76M
|
91K
$56.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
3.64KNew |
$1.5M - $1.74M
|
3.64K
$2.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
BUY
|
- |
3.61K+ 35.2% |
$1.49M - $1.73M
|
13.9K
$8.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.61K+ 19.01% |
$1.49M - $1.73M
|
22.6K
$14M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
3.6KNew |
$1.49M - $1.73M
|
3.6K
$2.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.56K+ 50.88% |
$1.47M - $1.7M
|
10.6K
$6.55M
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.54K+ 5.07% |
$1.46M - $1.7M
|
73.4K
$45.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.53K+ 14.25% |
$1.46M - $1.69M
|
28.3K
$17.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
3.51K+ 15.37% |
$1.45M - $1.68M
|
26.3K
$16.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.49K+ 92.85% |
$1.44M - $1.67M
|
7.25K
$4.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.48KNew |
$1.43M - $1.67M
|
3.48K
$2.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
3.47K+ 4.08% |
$1.43M - $1.66M
|
88.5K
$54.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.44K+ 62.37% |
$1.42M - $1.65M
|
8.97K
$5.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.43K+ 3.88% |
$1.42M - $1.64M
|
91.9K
$57M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.43K+ 3.26% |
$1.42M - $1.64M
|
109K
$67.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.42K+ 13.9% |
$1.41M - $1.64M
|
28K
$17.4M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.39K+ 7.99% |
$1.4M - $1.62M
|
45.8K
$28.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
3.38K+ 5.01% |
$1.4M - $1.62M
|
71K
$44.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
3.34K+ 58.54% |
$1.38M - $1.6M
|
9.05K
$5.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.34K+ 2.16% |
$1.38M - $1.6M
|
158K
$98.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
3.34K+ 5.46% |
$1.38M - $1.6M
|
64.6K
$40.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.33KNew |
$1.37M - $1.59M
|
3.33K
$2.06M
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
3.32K+ 41.24% |
$1.37M - $1.59M
|
11.4K
$7.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
3.31K+ 7.22% |
$1.37M - $1.59M
|
49.2K
$30.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.31K+ 318.77% |
$1.37M - $1.59M
|
4.35K
$2.7M
|