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
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.03K+ 20.43% |
$839K - $974K
|
12K
$7.1M
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
2.03KNew |
$837K - $972K
|
2.03K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.02KNew |
$834K - $968K
|
2.02K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.02K+ 32.78% |
$831K - $965K
|
8.16K
$4.83M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.01K+ 20.1% |
$831K - $965K
|
12K
$7.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2K+ 2.69% |
$824K - $957K
|
76.2K
$45.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
2K+ 163.07% |
$823K - $956K
|
3.22K
$1.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.99KNew |
$822K - $955K
|
1.99K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.99K+ 0.68% |
$822K - $954K
|
297K
$176M
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.98K+ 4.01% |
$817K - $948K
|
51.4K
$30.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.98K+ 2.41% |
$816K - $947K
|
84.1K
$49.8M
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
1.98K+ 77.41% |
$816K - $947K
|
4.53K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.97K+ 3.04% |
$814K - $945K
|
66.9K
$39.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.96K+ 1.08% |
$807K - $937K
|
184K
$109M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.95K+ 49.48% |
$803K - $933K
|
5.88K
$3.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.94KNew |
$799K - $928K
|
1.94K
$1.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.92K+ 7.55% |
$793K - $921K
|
27.4K
$16.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.91K+ 1.58% |
$788K - $915K
|
123K
$72.5M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.91KNew |
$787K - $913K
|
1.91K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.9K+ 25.32% |
$785K - $912K
|
9.42K
$5.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.89K+ 7.9% |
$779K - $905K
|
25.8K
$15.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.89KNew |
$779K - $904K
|
1.89K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.89K+ 33.53% |
$778K - $904K
|
7.52K
$4.45M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.89K+ 3.58% |
$778K - $903K
|
54.6K
$32.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
1.89K+ 7.3% |
$778K - $903K
|
27.7K
$16.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.88K+ 10.68% |
$777K - $902K
|
19.5K
$11.6M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.88K+ 48.45% |
$774K - $899K
|
5.75K
$3.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.86KNew |
$766K - $890K
|
1.86K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
1.85K+ 1.59% |
$763K - $886K
|
118K
$69.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.84KNew |
$759K - $881K
|
1.84K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.83K+ 1.79% |
$756K - $878K
|
105K
$61.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.82KNew |
$749K - $870K
|
1.82K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.82KNew |
$749K - $869K
|
1.82K
$1.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.8K+ 27.15% |
$743K - $863K
|
8.44K
$5M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.8K+ 97.67% |
$743K - $863K
|
3.65K
$2.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.8K+ 44.36% |
$741K - $860K
|
5.85K
$3.46M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.8KNew |
$741K - $860K
|
1.8K
$1.06M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.75K+ 13.24% |
$724K - $840K
|
15K
$8.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
1.75K+ 174.6% |
$723K - $840K
|
2.76K
$1.63M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.75K+ 98.31% |
$720K - $836K
|
3.52K
$2.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
1.74K+ 23.48% |
$716K - $831K
|
9.12K
$5.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.74K+ 2.24% |
$716K - $831K
|
79.3K
$47M
|
|
|
Feb 14, 2024
Q4 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
1.73K+ 15.95% |
$713K - $828K
|
12.6K
$7.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.72K+ 46.67% |
$709K - $823K
|
5.4K
$3.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
1.71K+ 15.25% |
$706K - $820K
|
12.9K
$7.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.71K+ 114.02% |
$705K - $818K
|
3.21K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.71KNew |
$703K - $817K
|
1.71K
$1.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
1.7K+ 11.92% |
$702K - $815K
|
16K
$9.45M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.7KNew |
$700K - $813K
|
1.7K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
1.69KNew |
$695K - $807K
|
1.69K
$997K
|