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 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.1KNew |
$868K - $1.01M
|
2.1K
$1.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.1K+ 30.74% |
$866K - $1M
|
8.92K
$5.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
2.08K+ 1.76% |
$860K - $998K
|
120K
$76.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.08K+ 9.29% |
$859K - $997K
|
24.5K
$15.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.06KNew |
$851K - $988K
|
2.06K
$1.3M
|
|
|
Feb 29, 2024
Q4 2023
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
BUY
|
- |
2.06K+ 3.92% |
$849K - $985K
|
54.5K
$34.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.06K+ 2.08% |
$848K - $985K
|
101K
$63.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2.06K+ 1.09% |
$848K - $984K
|
190K
$120M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2.05K+ 11.16% |
$847K - $983K
|
20.5K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.05K+ 1.6% |
$847K - $983K
|
130K
$82.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.05K+ 9.27% |
$845K - $981K
|
24.1K
$15.2M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
2.04KNew |
$840K - $976K
|
2.04K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.03K+ 20.43% |
$839K - $974K
|
12K
$7.57M
|
|
|
Mar 21, 2025
Q4 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.03K+ 72.02% |
$838K - $973K
|
4.85K
$3.06M
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
2.03KNew |
$837K - $972K
|
2.03K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.02KNew |
$834K - $968K
|
2.02K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.02K+ 32.78% |
$831K - $965K
|
8.16K
$5.16M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.01K+ 20.1% |
$831K - $965K
|
12K
$7.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2K+ 2.69% |
$824K - $957K
|
76.2K
$48.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
2K+ 163.07% |
$823K - $956K
|
3.22K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.99KNew |
$822K - $955K
|
1.99K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.99K+ 0.68% |
$822K - $954K
|
297K
$188M
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.98K+ 4.01% |
$817K - $948K
|
51.4K
$32.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.98K+ 2.41% |
$816K - $947K
|
84.1K
$53.1M
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
1.98K+ 77.41% |
$816K - $947K
|
4.53K
$2.86M
|
|
|
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
$42.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.96K+ 1.08% |
$807K - $937K
|
184K
$116M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.95K+ 49.48% |
$803K - $933K
|
5.88K
$3.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.94KNew |
$799K - $928K
|
1.94K
$1.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.92K+ 7.55% |
$793K - $921K
|
27.4K
$17.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.91K+ 1.58% |
$788K - $915K
|
123K
$77.4M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.91KNew |
$787K - $913K
|
1.91K
$1.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.9K+ 25.32% |
$785K - $912K
|
9.42K
$5.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.89K+ 7.9% |
$779K - $905K
|
25.8K
$16.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.89KNew |
$779K - $904K
|
1.89K
$1.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.89K+ 33.53% |
$778K - $904K
|
7.52K
$4.75M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.89K+ 3.58% |
$778K - $903K
|
54.6K
$34.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
1.89K+ 7.3% |
$778K - $903K
|
27.7K
$17.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.88K+ 10.68% |
$777K - $902K
|
19.5K
$12.3M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.88K+ 48.45% |
$774K - $899K
|
5.75K
$3.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.86KNew |
$766K - $890K
|
1.86K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
1.85K+ 1.59% |
$763K - $886K
|
118K
$74.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.84KNew |
$759K - $881K
|
1.84K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.83K+ 1.79% |
$756K - $878K
|
105K
$66M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.82KNew |
$749K - $870K
|
1.82K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.82KNew |
$749K - $869K
|
1.82K
$1.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.8K+ 27.15% |
$743K - $863K
|
8.44K
$5.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.8K+ 97.67% |
$743K - $863K
|
3.65K
$2.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.8K+ 44.36% |
$741K - $860K
|
5.85K
$3.69M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.8KNew |
$741K - $860K
|
1.8K
$1.13M
|