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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.7KNew |
$700K - $813K
|
1.7K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
1.69KNew |
$695K - $807K
|
1.69K
$1.03M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.68KNew |
$694K - $806K
|
1.68K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.68K+ 5.88% |
$693K - $805K
|
30.3K
$18.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.67K+ 2.58% |
$690K - $801K
|
66.4K
$40.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.67K+ 10.58% |
$687K - $798K
|
17.4K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.66K+ 95.62% |
$684K - $794K
|
3.39K
$2.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.66K+ 1.68% |
$683K - $793K
|
100K
$61.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.63K+ 5.16% |
$672K - $780K
|
33.2K
$20.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.62KNew |
$670K - $778K
|
1.62K
$990K
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.61K+ 7.73% |
$664K - $771K
|
22.4K
$13.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.61KNew |
$663K - $770K
|
1.61K
$980K
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.61K+ 50.27% |
$663K - $770K
|
4.8K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1.61KNew |
$663K - $769K
|
1.61K
$979K
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.6KNew |
$662K - $768K
|
1.6K
$977K
|
|
|
Dec 26, 2024
Q4 2023
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.6KNew |
$662K - $768K
|
1.6K
$977K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.6KNew |
$660K - $767K
|
1.6K
$975K
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.58KNew |
$651K - $756K
|
1.58K
$962K
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
BUY
|
- |
1.58K+ 140.39% |
$651K - $756K
|
2.7K
$1.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.58K+ 1.67% |
$651K - $755K
|
96.2K
$58.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.58K+ 4.49% |
$650K - $754K
|
36.6K
$22.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.57K+ 13.76% |
$648K - $753K
|
13K
$7.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.57K+ 1.35% |
$646K - $751K
|
118K
$71.7M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.55K+ 7.43% |
$641K - $744K
|
22.4K
$13.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.52K+ 48.5% |
$628K - $730K
|
4.66K
$2.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.52K+ 11.85% |
$628K - $730K
|
14.4K
$8.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.52K+ 12.03% |
$626K - $727K
|
14.1K
$8.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.51K+ 2.18% |
$623K - $723K
|
70.7K
$43.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.5K+ 38.39% |
$617K - $716K
|
5.39K
$3.28M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.49KNew |
$614K - $713K
|
1.49K
$907K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.47K+ 5.85% |
$607K - $705K
|
26.6K
$16.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.47KNew |
$605K - $702K
|
1.47K
$893K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.46K+ 7.32% |
$604K - $701K
|
21.5K
$13.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.46K+ 115.69% |
$602K - $699K
|
2.72K
$1.66M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.44K+ 6.87% |
$594K - $690K
|
22.4K
$13.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.44K+ 5.5% |
$594K - $690K
|
27.6K
$16.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.44K+ 1.48% |
$594K - $690K
|
98.5K
$60M
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
1.43KNew |
$588K - $683K
|
1.43K
$868K
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.43K+ 1.98% |
$588K - $683K
|
73.3K
$44.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.42K+ 14.75% |
$587K - $682K
|
11.1K
$6.75M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.42K+ 5.6% |
$587K - $682K
|
26.8K
$16.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.42K+ 4.82% |
$585K - $679K
|
30.8K
$18.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.42K+ 0.38% |
$584K - $678K
|
375K
$229M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.41K+ 4.48% |
$583K - $677K
|
33K
$20.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.41KNew |
$582K - $675K
|
1.41K
$859K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.41KNew |
$582K - $675K
|
1.41K
$859K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.41K+ 19.54% |
$580K - $673K
|
8.6K
$5.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.4K+ 1.75% |
$576K - $668K
|
81K
$49.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.39KNew |
$575K - $667K
|
1.39K
$849K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.38K+ 1.07% |
$571K - $662K
|
131K
$79.6M
|