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 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.47K+ 54.12% |
$1.02M - $1.19M
|
7.05K
$4.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.47K+ 11.1% |
$1.02M - $1.18M
|
24.8K
$14.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2.47KNew |
$1.02M - $1.18M
|
2.47K
$1.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.44K+ 3.24% |
$1.01M - $1.17M
|
78K
$46.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.44K+ 1.08% |
$1.01M - $1.17M
|
228K
$135M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.43K+ 10.21% |
$1M - $1.16M
|
26.2K
$15.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.43K+ 9.63% |
$1M - $1.16M
|
27.7K
$16.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
2.41K+ 3.17% |
$996K - $1.16M
|
78.6K
$46.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.41K+ 11.4% |
$995K - $1.16M
|
23.6K
$14M
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
2.41K+ 3.25% |
$995K - $1.15M
|
76.6K
$45.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.4K+ 7.67% |
$992K - $1.15M
|
33.7K
$20M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.4KNew |
$992K - $1.15M
|
2.4K
$1.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.4K+ 2.34% |
$991K - $1.15M
|
105K
$62.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.39K+ 11.49% |
$985K - $1.14M
|
23.2K
$13.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2.36KNew |
$974K - $1.13M
|
2.36K
$1.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.35K+ 11.48% |
$967K - $1.12M
|
22.8K
$13.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2.34KNew |
$966K - $1.12M
|
2.34K
$1.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.32K+ 1.74% |
$955K - $1.11M
|
136K
$80.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
2.3K+ 20.78% |
$948K - $1.1M
|
13.4K
$7.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.29K+ 1.01% |
$943K - $1.09M
|
229K
$136M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
2.25K+ 9.78% |
$930K - $1.08M
|
25.3K
$15M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.25K+ 1.16% |
$929K - $1.08M
|
196K
$116M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.25K+ 9.24% |
$929K - $1.08M
|
26.6K
$15.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.25K+ 49.66% |
$928K - $1.08M
|
6.78K
$4.01M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.24K+ 34.51% |
$925K - $1.07M
|
8.74K
$5.17M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.24KNew |
$924K - $1.07M
|
2.24K
$1.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
2.23KNew |
$919K - $1.07M
|
2.23K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.22K+ 55.82% |
$916K - $1.06M
|
6.2K
$3.67M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.22KNew |
$915K - $1.06M
|
2.22K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.21K+ 12.45% |
$910K - $1.06M
|
19.9K
$11.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.2K+ 16.13% |
$907K - $1.05M
|
15.8K
$9.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.16K+ 37.31% |
$891K - $1.03M
|
7.95K
$4.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2.15K+ 9.17% |
$888K - $1.03M
|
25.6K
$15.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2.15K+ 59.12% |
$886K - $1.03M
|
5.78K
$3.42M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.14K+ 10.57% |
$881K - $1.02M
|
22.3K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.13KNew |
$880K - $1.02M
|
2.13K
$1.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
2.13K+ 9.21% |
$878K - $1.02M
|
25.3K
$14.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.12K+ 2.95% |
$875K - $1.02M
|
74.2K
$43.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.1KNew |
$868K - $1.01M
|
2.1K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.1K+ 30.74% |
$866K - $1M
|
8.92K
$5.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
2.08K+ 1.76% |
$860K - $998K
|
120K
$71.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.08K+ 9.29% |
$859K - $997K
|
24.5K
$14.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.06KNew |
$851K - $988K
|
2.06K
$1.22M
|
|
|
Feb 29, 2024
Q4 2023
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
BUY
|
- |
2.06K+ 3.92% |
$849K - $985K
|
54.5K
$32.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.06K+ 2.08% |
$848K - $985K
|
101K
$59.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2.06K+ 1.09% |
$848K - $984K
|
190K
$112M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2.05K+ 11.16% |
$847K - $983K
|
20.5K
$12.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.05K+ 1.6% |
$847K - $983K
|
130K
$77M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.05K+ 9.27% |
$845K - $981K
|
24.1K
$14.3M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
2.04KNew |
$840K - $976K
|
2.04K
$1.21M
|