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 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
389+ 10.79% |
$160K - $186K
|
3.99K
$2.54M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
386+ 10.74% |
$159K - $185K
|
3.98K
$2.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
385+ 0.65% |
$159K - $184K
|
59.7K
$38M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
384+ 2.4% |
$158K - $184K
|
16.4K
$10.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
383+ 18.07% |
$158K - $183K
|
2.5K
$1.59M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
380+ 0.68% |
$157K - $182K
|
56.2K
$35.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
376New |
$155K - $180K
|
376
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
376+ 13.16% |
$155K - $180K
|
3.23K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
372New |
$153K - $178K
|
372
$237K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
366+ 40.62% |
$151K - $175K
|
1.27K
$806K
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
364+ 5.9% |
$150K - $174K
|
6.53K
$4.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
364+ 32.53% |
$150K - $174K
|
1.48K
$944K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
360+ 73.32% |
$149K - $172K
|
851
$542K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
360+ 3.87% |
$149K - $172K
|
9.66K
$6.15M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
357+ 1.69% |
$147K - $171K
|
21.5K
$13.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
353+ 15.75% |
$146K - $169K
|
2.59K
$1.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
352+ 2.06% |
$145K - $169K
|
17.4K
$11.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
352+ 0.53% |
$145K - $169K
|
67.2K
$42.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
350+ 5.17% |
$144K - $168K
|
7.12K
$4.53M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
350New |
$144K - $168K
|
350
$223K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
349+ 6.61% |
$144K - $167K
|
5.63K
$3.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
347+ 0.98% |
$143K - $166K
|
35.8K
$22.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
347+ 0.27% |
$143K - $166K
|
128K
$81.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
346+ 5.16% |
$143K - $166K
|
7.06K
$4.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
346New |
$143K - $166K
|
346
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
346+ 5.59% |
$143K - $166K
|
6.54K
$4.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
343+ 15.67% |
$142K - $164K
|
2.53K
$1.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
343+ 1.58% |
$142K - $164K
|
22.1K
$14.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
342+ 42.86% |
$141K - $164K
|
1.14K
$726K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
341+ 9.37% |
$141K - $163K
|
3.98K
$2.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
339+ 3.98% |
$140K - $162K
|
8.85K
$5.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
338+ 7.22% |
$139K - $162K
|
5.02K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
338+ 0.32% |
$139K - $162K
|
106K
$67.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
335+ 0.53% |
$138K - $160K
|
63K
$40.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
334+ 2.43% |
$138K - $160K
|
14.1K
$8.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
334+ 12.6% |
$138K - $160K
|
2.99K
$1.9M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
334+ 7.73% |
$138K - $160K
|
4.66K
$2.96M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
332+ 2.85% |
$137K - $159K
|
12K
$7.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
331New |
$137K - $159K
|
331
$211K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
330+ 27.5% |
$136K - $158K
|
1.53K
$974K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
330+ 22.09% |
$136K - $158K
|
1.82K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
330+ 3.73% |
$136K - $158K
|
9.17K
$5.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
328+ 0.27% |
$135K - $157K
|
124K
$78.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
318+ 40.61% |
$131K - $152K
|
1.1K
$701K
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
315+ 0.59% |
$130K - $151K
|
53.6K
$34.1M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
315+ 2.79% |
$130K - $151K
|
11.6K
$7.39M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
314+ 5.75% |
$130K - $150K
|
5.77K
$3.67M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
313+ 12.09% |
$129K - $150K
|
2.9K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
311New |
$128K - $149K
|
311
$198K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
310+ 5.38% |
$128K - $148K
|
6.07K
$3.86M
|