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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
653+ 0.26% |
$269K - $313K
|
248K
$158M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
641+ 38.43% |
$264K - $307K
|
2.31K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
641+ 4.96% |
$264K - $307K
|
13.6K
$8.63M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
634+ 4.73% |
$262K - $304K
|
14K
$8.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
633New |
$261K - $303K
|
633
$403K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
633+ 11.33% |
$261K - $303K
|
6.22K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
625+ 0.33% |
$258K - $299K
|
190K
$121M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
624+ 1.01% |
$257K - $299K
|
62.3K
$39.6M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
622New |
$257K - $298K
|
622
$396K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
621+ 5.18% |
$256K - $297K
|
12.6K
$8.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
620+ 64.85% |
$256K - $297K
|
1.58K
$1M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
619New |
$255K - $297K
|
619
$394K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
616New |
$254K - $295K
|
616
$392K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
615+ 904.41% |
$254K - $295K
|
683
$435K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
615+ 30.42% |
$254K - $295K
|
2.64K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
615+ 0.87% |
$254K - $295K
|
71.2K
$45.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
611+ 62.54% |
$252K - $293K
|
1.59K
$1.01M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
607+ 72.87% |
$250K - $291K
|
1.44K
$916K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
607+ 0.42% |
$250K - $291K
|
145K
$92.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
606New |
$250K - $290K
|
606
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
605New |
$250K - $290K
|
605
$385K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
602+ 9.98% |
$248K - $288K
|
6.64K
$4.22M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
595+ 44.11% |
$245K - $285K
|
1.94K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
592New |
$244K - $284K
|
592
$377K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
591+ 5.85% |
$244K - $283K
|
10.7K
$6.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
590New |
$243K - $283K
|
590
$375K
|
|
|
Apr 08, 2025
Q4 2023
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
588+ 21.03% |
$243K - $282K
|
3.38K
$2.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
575+ 5.65% |
$237K - $275K
|
10.7K
$6.84M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
566+ 6.72% |
$234K - $271K
|
8.99K
$5.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
564New |
$233K - $270K
|
564
$359K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
560+ 2240.0% |
$231K - $268K
|
585
$372K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
560New |
$231K - $268K
|
560
$356K
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
559New |
$231K - $268K
|
559
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
558+ 3.32% |
$230K - $267K
|
17.4K
$11M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
556New |
$229K - $266K
|
556
$354K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
549+ 68.03% |
$226K - $263K
|
1.36K
$863K
|
|
|
Feb 13, 2024
Q4 2023
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
547New |
$226K - $262K
|
547
$348K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
546+ 3.01% |
$225K - $262K
|
18.7K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
545+ 3.07% |
$225K - $261K
|
18.3K
$11.6M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
544+ 0.68% |
$224K - $261K
|
80.7K
$51.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
541+ 11.14% |
$223K - $259K
|
5.4K
$3.43M
|
|
|
Feb 10, 2025
Q4 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
541+ 0.85% |
$223K - $259K
|
64.5K
$41.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
540New |
$223K - $259K
|
540
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
537+ 8.25% |
$222K - $257K
|
7.05K
$4.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
536+ 0.85% |
$221K - $257K
|
63.7K
$40.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
536+ 20.92% |
$221K - $257K
|
3.1K
$1.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
535+ 18.99% |
$221K - $256K
|
3.35K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
533New |
$220K - $255K
|
533
$339K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
532+ 113.19% |
$219K - $255K
|
1K
$638K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
532+ 8.79% |
$219K - $255K
|
6.58K
$4.19M
|