Purchases and Sales Made in Q4 2023 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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
Jan 26, 2024 Q4 2023
Priebe Wealth Holdings LLC

Maple Grove, MN
BUY
 -
1.21K
New
$500K - $581K
1.21K $766K
Jan 10, 2024 Q4 2023
Moller Financial Services

BUY
 -
1.21K
+ 3.11%
$498K - $579K
40.1K $25.3M
Jan 22, 2024 Q4 2023
Berkshire Bank

BUY
 -
1.21K
+ 14.88%
$498K - $578K
9.32K $5.89M
Feb 13, 2024 Q4 2023
Annex Advisory Services, LLC

BUY
 -
1.21K
+ 9.55%
$498K - $578K
13.8K $8.74M
Feb 14, 2024 Q4 2023
Bokf, Na

Tulsa, OK
BUY
 -
1.19K
+ 1.08%
$493K - $572K
112K $70.9M
Feb 21, 2024 Q4 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
1.19K
+ 24.57%
$489K - $568K
6.01K $3.79M
Feb 13, 2024 Q4 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
1.18K
+ 3.49%
$485K - $563K
34.9K $22M
Feb 12, 2024 Q4 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
1.17K
+ 86.93%
$483K - $561K
2.52K $1.59M
Feb 02, 2024 Q4 2023
Vci Wealth Management LLC

St Louis, MO
BUY
 -
1.17K
New
$482K - $560K
1.17K $739K
Jan 11, 2024 Q4 2023
Community Trust & Investment CO

BUY
 -
1.17K
New
$481K - $559K
1.17K $737K
Feb 06, 2024 Q4 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
1.16K
+ 3.13%
$479K - $557K
38.3K $24.2M
Feb 09, 2024 Q4 2023
Kraft Asset Management, LLC

BUY
 -
1.14K
New
$471K - $547K
1.14K $721K
Feb 09, 2024 Q4 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
1.13K
+ 10.99%
$466K - $541K
11.4K $7.2M
Jan 31, 2024 Q4 2023
Financial Symmetry Inc

Raleigh, NC
BUY
 -
1.13K
New
$464K - $539K
1.13K $711K
Jun 26, 2024 Q4 2023
Old Port Advisors

BUY
 -
1.12K
+ 11.16%
$461K - $535K
11.1K $7.03M
Feb 07, 2024 Q4 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
1.11K
+ 0.09%
$457K - $530K
1.27M $803M
Jan 10, 2024 Q4 2023
Aries Wealth Management

BUY
 -
1.11K
New
$456K - $529K
1.11K $698K
Feb 12, 2024 Q4 2023
Iron Bridge Private Wealth, LLC

BUY
 -
1.11K
New
$456K - $529K
1.11K $698K
Mar 07, 2024 Q4 2023
Objective Capital Management, LLC

BUY
 -
1.1K
+ 4.37%
$455K - $528K
26.4K $16.7M
Feb 09, 2024 Q4 2023
Security Benefit Life Insurance CO

Topeka, KS
BUY
 -
1.1K
+ 18.97%
$454K - $527K
6.9K $4.36M
Feb 13, 2024 Q4 2023
Platform Technology Partners

BUY
 -
1.1K
+ 23.38%
$452K - $525K
5.78K $3.65M
Feb 09, 2024 Q4 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
1.09K
+ 4.83%
$451K - $524K
23.7K $15M
Feb 06, 2024 Q4 2023
Peddock Capital Advisors, LLC

BUY
 -
1.09K
+ 3.68%
$450K - $522K
30.7K $19.4M
Jan 18, 2024 Q4 2023
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
1.09K
+ 107.21%
$448K - $520K
2.1K $1.32M
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
1.09K
+ 6.03%
$448K - $520K
19.1K $12.1M
Feb 12, 2024 Q4 2023
Eaton Financial Holdings Company, LLC

Coral Springs, FL
BUY
 -
1.07K
+ 8.06%
$442K - $513K
14.4K $9.08M
Jan 10, 2024 Q4 2023
First Community Trust Na

BUY
 -
1.07K
New
$441K - $513K
1.07K $676K
Feb 01, 2024 Q4 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
1.07K
+ 21.27%
$441K - $512K
6.09K $3.85M
Feb 09, 2024 Q4 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
1.05K
+ 10.61%
$434K - $504K
11K $6.94M
Feb 05, 2024 Q4 2023
Marco Investment Management LLC

BUY
 -
1.04K
New
$428K - $497K
1.04K $655K
Jan 31, 2024 Q4 2023
Calamos Wealth Management LLC

BUY
 -
1.03K
+ 0.44%
$424K - $492K
234K $148M
Feb 12, 2024 Q4 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1.02K
+ 31.2%
$419K - $486K
4.27K $2.7M
Jan 10, 2024 Q4 2023
Long View Wealth Management

Atlanta, GA
BUY
 -
1.01K
New
$418K - $485K
1.01K $640K
Feb 07, 2024 Q4 2023
Gratus Capital LLC

BUY
 -
1.01K
+ 35.41%
$415K - $482K
3.85K $2.43M
Jan 31, 2024 Q4 2023
American Financial Advisors, LLC

BUY
 -
1.01K
+ 24.31%
$415K - $481K
5.14K $3.25M
Jan 24, 2024 Q4 2023
Central Trust CO

Jefferson City, MO
BUY
 -
1K
+ 4.28%
$414K - $481K
24.5K $15.5M
Jan 11, 2024 Q4 2023
Praetorian Wealth Management, Inc.

BUY
 -
1K
+ 3.59%
$413K - $479K
28.9K $18.2M
Feb 08, 2024 Q4 2023
First Heartland Consultants, Inc.

BUY
 -
995
+ 10.6%
$410K - $477K
10.4K $6.56M
May 30, 2024 Q4 2023
Motiv8 Investments LLC

Port St. Lucie, FL
BUY
 -
993
New
$410K - $476K
993 $627K
Feb 05, 2024 Q4 2023
Mc Adam, LLC

BUY
 -
984
+ 2.62%
$406K - $471K
38.5K $24.3M
Jan 22, 2024 Q4 2023
Parsons Capital Management Inc

BUY
 -
983
+ 3.66%
$406K - $471K
27.9K $17.6M
Feb 05, 2024 Q4 2023
Veriti Management LLC

BUY
 -
983
New
$406K - $471K
983 $621K
Jan 17, 2024 Q4 2023
First Premier Bank

BUY
 -
981
+ 63.37%
$405K - $470K
2.53K $1.6M
Feb 09, 2024 Q4 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
979
+ 49.85%
$404K - $469K
2.94K $1.86M
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
978
New
$403K - $468K
978 $618K
Jan 10, 2024 Q4 2023
Sanders Morris Harris LLC

BUY
 -
975
+ 48.22%
$402K - $467K
3K $1.89M
Feb 14, 2024 Q4 2023
Sollinda Capital Management LLC

Hickory, NC
BUY
 -
974
New
$402K - $467K
974 $615K
Feb 14, 2024 Q4 2023
Kkm Financial LLC

Chicago, IL
BUY
 -
972
New
$401K - $466K
972 $614K
Aug 14, 2024 Q4 2023
Longview Financial Advisors, Inc.

Huntsville, AL
BUY
 -
960
New
$396K - $460K
960 $606K

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