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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
215+ 3.18% |
$88.7K - $103K
|
6.99K
$4.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
BUY
|
- |
214+ 29.0% |
$88.3K - $103K
|
952
$606K
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
214New |
$88.3K - $103K
|
214
$136K
|
|
|
Jan 31, 2024
Q4 2023
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
214+ 17.48% |
$88.3K - $103K
|
1.44K
$915K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
213+ 6.01% |
$87.9K - $102K
|
3.76K
$2.39M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
213+ 1.08% |
$87.9K - $102K
|
20K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
211+ 1.02% |
$87K - $101K
|
20.9K
$13.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
210New |
$86.6K - $101K
|
210
$134K
|
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
210+ 8.15% |
$86.6K - $101K
|
2.79K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
210+ 9.08% |
$86.6K - $101K
|
2.52K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Finance, LLC
|
BUY
|
- |
210+ 8.2% |
$86.6K - $101K
|
2.77K
$1.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
207+ 4.59% |
$85.4K - $99.2K
|
4.71K
$3M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
205+ 1.07% |
$84.6K - $98.2K
|
19.4K
$12.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
204+ 1.23% |
$84.2K - $97.7K
|
16.7K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
204+ 12.01% |
$84.2K - $97.7K
|
1.9K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
203+ 0.59% |
$83.7K - $97.2K
|
34.3K
$21.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
202+ 2.07% |
$83.3K - $96.8K
|
9.97K
$6.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
198+ 12.37% |
$81.7K - $94.8K
|
1.8K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
197+ 3.48% |
$81.3K - $94.4K
|
5.86K
$3.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
197+ 21.94% |
$81.3K - $94.4K
|
1.1K
$697K
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
197+ 3.48% |
$81.3K - $94.4K
|
5.86K
$3.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
195New |
$80.4K - $93.4K
|
195
$124K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
194+ 28.96% |
$80K - $92.9K
|
864
$550K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
194+ 5.97% |
$80K - $92.9K
|
3.44K
$2.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
194+ 3.42% |
$80K - $92.9K
|
5.87K
$3.73M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
194+ 11.56% |
$80K - $92.9K
|
1.87K
$1.19M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
190+ 29.78% |
$78.4K - $91K
|
828
$527K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
190+ 0.44% |
$78.4K - $91K
|
43.3K
$27.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
188+ 1.18% |
$77.6K - $90.1K
|
16.1K
$10.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
188+ 2.42% |
$77.6K - $90.1K
|
7.94K
$5.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
185+ 0.08% |
$76.3K - $88.6K
|
232K
$147M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
185+ 0.44% |
$76.3K - $88.6K
|
42.1K
$26.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
184+ 3.34% |
$75.9K - $88.1K
|
5.7K
$3.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
184+ 22.41% |
$75.9K - $88.1K
|
1.01K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
183New |
$75.5K - $87.7K
|
183
$116K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
182+ 0.45% |
$75.1K - $87.2K
|
41K
$26.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
180+ 2.43% |
$74.3K - $86.2K
|
7.59K
$4.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
171New |
$70.5K - $81.9K
|
171
$109K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
170+ 7.35% |
$70.1K - $81.4K
|
2.48K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
170+ 1.35% |
$70.1K - $81.4K
|
12.8K
$8.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
169+ 13.52% |
$69.7K - $81K
|
1.42K
$903K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
169+ 2.57% |
$69.7K - $81K
|
6.75K
$4.3M
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
169+ 3.02% |
$69.7K - $81K
|
5.76K
$3.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
167+ 23.07% |
$68.9K - $80K
|
891
$567K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
166+ 10.02% |
$68.5K - $79.5K
|
1.82K
$1.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
165+ 15.43% |
$68.1K - $79K
|
1.23K
$785K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
165+ 3.99% |
$68.1K - $79K
|
4.3K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
165+ 2.38% |
$68.1K - $79K
|
7.09K
$4.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
164+ 7.08% |
$67.7K - $78.6K
|
2.48K
$1.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
164+ 3.13% |
$67.7K - $78.6K
|
5.4K
$3.44M
|