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 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
3.29K+ 4.82% |
$1.36M - $1.58M
|
71.7K
$44.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.29K+ 1.17% |
$1.36M - $1.57M
|
285K
$177M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.28K+ 28.22% |
$1.35M - $1.57M
|
14.9K
$9.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
3.26KNew |
$1.34M - $1.56M
|
3.26K
$2.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.25K+ 4.52% |
$1.34M - $1.55M
|
75K
$46.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.24K+ 16.38% |
$1.34M - $1.55M
|
23K
$14.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.22K+ 2.52% |
$1.33M - $1.54M
|
131K
$81.2M
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.21K+ 21.0% |
$1.32M - $1.54M
|
18.5K
$11.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.21KNew |
$1.32M - $1.54M
|
3.21K
$1.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
3.2K+ 49.81% |
$1.32M - $1.53M
|
9.62K
$5.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.19K+ 4.39% |
$1.32M - $1.53M
|
75.9K
$47.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
3.19KNew |
$1.32M - $1.53M
|
3.19K
$1.98M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.16K+ 19.61% |
$1.3M - $1.51M
|
19.3K
$12M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.13K+ 189.12% |
$1.29M - $1.5M
|
4.78K
$2.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3.11K+ 4.48% |
$1.28M - $1.49M
|
72.6K
$45M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.11K+ 1.89% |
$1.28M - $1.49M
|
167K
$104M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
3.1K+ 6.37% |
$1.28M - $1.48M
|
51.8K
$32.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.09K+ 3.94% |
$1.27M - $1.48M
|
81.4K
$50.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
3.06K+ 39.37% |
$1.26M - $1.46M
|
10.8K
$6.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.05KNew |
$1.26M - $1.46M
|
3.05K
$1.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
3K+ 10.97% |
$1.24M - $1.44M
|
30.3K
$18.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.99K+ 5.54% |
$1.23M - $1.43M
|
57K
$35.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2.99KNew |
$1.23M - $1.43M
|
2.99K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.96KNew |
$1.22M - $1.42M
|
2.96K
$1.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
2.95K+ 5.61% |
$1.22M - $1.41M
|
55.5K
$34.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.94KNew |
$1.21M - $1.41M
|
2.94K
$1.82M
|
|
|
Oct 22, 2024
Q4 2023
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
2.9KNew |
$1.2M - $1.39M
|
2.9K
$1.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.9K+ 294.12% |
$1.2M - $1.39M
|
3.89K
$2.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.83KNew |
$1.17M - $1.35M
|
2.83K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.81K+ 8.46% |
$1.16M - $1.35M
|
36.1K
$22.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.79K+ 3.12% |
$1.15M - $1.34M
|
92K
$57.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.78K+ 3.58% |
$1.15M - $1.33M
|
80.6K
$50M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.74K+ 4.85% |
$1.13M - $1.31M
|
59.2K
$36.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.74K+ 3.91% |
$1.13M - $1.31M
|
72.6K
$45.1M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.73KNew |
$1.13M - $1.31M
|
2.73K
$1.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
BUY
|
- |
2.73K+ 7.21% |
$1.12M - $1.31M
|
40.5K
$25.2M
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.69K+ 24.62% |
$1.11M - $1.29M
|
13.6K
$8.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.69K+ 6.1% |
$1.11M - $1.29M
|
46.7K
$29M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
2.69K+ 26.04% |
$1.11M - $1.29M
|
13K
$8.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.67K+ 7.21% |
$1.1M - $1.28M
|
39.8K
$24.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.65KNew |
$1.09M - $1.27M
|
2.65K
$1.64M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.64K+ 11.43% |
$1.09M - $1.26M
|
25.7K
$16M
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
BUY
|
- |
2.62K+ 79.02% |
$1.08M - $1.26M
|
5.94K
$3.69M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
2.62K+ 12.51% |
$1.08M - $1.25M
|
23.6K
$14.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.61K+ 9.65% |
$1.08M - $1.25M
|
29.7K
$18.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.6K+ 7.0% |
$1.07M - $1.25M
|
39.8K
$24.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
2.6KNew |
$1.07M - $1.25M
|
2.6K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.59K+ 5.52% |
$1.07M - $1.24M
|
49.6K
$30.8M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
2.59KNew |
$1.07M - $1.24M
|
2.59K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.58K+ 3.39% |
$1.06M - $1.24M
|
78.6K
$48.8M
|