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 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
92+ 6.59% |
$38K - $44.1K
|
1.49K
$881K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
92+ 9.51% |
$38K - $44.1K
|
1.06K
$627K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
92New |
$38K - $44.1K
|
92
$54.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
91+ 2.17% |
$37.5K - $43.6K
|
4.28K
$2.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
90+ 1.25% |
$37.1K - $43.1K
|
7.3K
$4.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
90+ 11.92% |
$37.1K - $43.1K
|
845
$500K
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
BUY
|
- |
90+ 14.63% |
$37.1K - $43.1K
|
705
$417K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
90+ 2.43% |
$37.1K - $43.1K
|
3.8K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
90+ 2.07% |
$37.1K - $43.1K
|
4.43K
$2.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
89+ 1.03% |
$36.7K - $42.6K
|
8.74K
$5.17M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
89+ 0.26% |
$36.7K - $42.6K
|
33.9K
$20.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
88+ 2.8% |
$36.3K - $42.2K
|
3.23K
$1.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
87+ 4.85% |
$35.9K - $41.7K
|
1.88K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
87+ 12.63% |
$35.9K - $41.7K
|
776
$459K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
85+ 0.15% |
$35.1K - $40.7K
|
55.1K
$32.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
85+ 5.31% |
$35.1K - $40.7K
|
1.69K
$999K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
84+ 1.33% |
$34.7K - $40.2K
|
6.4K
$3.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
84+ 3.03% |
$34.7K - $40.2K
|
2.86K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
84+ 3.74% |
$34.7K - $40.2K
|
2.33K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
83+ 1.02% |
$34.2K - $39.8K
|
8.2K
$4.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
79+ 3.08% |
$32.6K - $37.8K
|
2.65K
$1.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
79+ 2.59% |
$32.6K - $37.8K
|
3.13K
$1.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
79+ 0.75% |
$32.6K - $37.8K
|
10.6K
$6.25M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
78+ 5.28% |
$32.2K - $37.4K
|
1.56K
$921K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
76+ 0.77% |
$31.4K - $36.4K
|
9.97K
$5.9M
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
76+ 4.64% |
$31.4K - $36.4K
|
1.71K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
74+ 1.26% |
$30.5K - $35.4K
|
5.93K
$3.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
74+ 1.42% |
$30.5K - $35.4K
|
5.27K
$3.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
73+ 2.0% |
$30.1K - $35K
|
3.72K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
73+ 0.73% |
$30.1K - $35K
|
10K
$5.94M
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
73+ 0.33% |
$30.1K - $35K
|
22.4K
$13.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
72+ 1.26% |
$29.7K - $34.5K
|
5.78K
$3.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
70+ 4.35% |
$28.9K - $33.5K
|
1.68K
$995K
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
70+ 0.66% |
$28.9K - $33.5K
|
10.7K
$6.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
70+ 3.08% |
$28.9K - $33.5K
|
2.34K
$1.39M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
70+ 4.35% |
$28.9K - $33.5K
|
1.68K
$995K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
69+ 1.3% |
$28.5K - $33.1K
|
5.38K
$3.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
69+ 4.39% |
$28.5K - $33.1K
|
1.64K
$970K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
68+ 0.34% |
$28.1K - $32.6K
|
20.2K
$11.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
68+ 11.53% |
$28.1K - $32.6K
|
658
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
68+ 0.45% |
$28.1K - $32.6K
|
15.3K
$9.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
67+ 5.77% |
$27.6K - $32.1K
|
1.23K
$727K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
67+ 2.05% |
$27.6K - $32.1K
|
3.33K
$1.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
67+ 0.16% |
$27.6K - $32.1K
|
41.4K
$24.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
67New |
$27.6K - $32.1K
|
67
$39.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
65+ 33.51% |
$26.8K - $31.1K
|
259
$153K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
65New |
$26.8K - $31.1K
|
65
$38.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
64+ 4.38% |
$26.4K - $30.7K
|
1.52K
$902K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
64+ 1.79% |
$26.4K - $30.7K
|
3.64K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
64+ 0.1% |
$26.4K - $30.7K
|
61.7K
$36.5M
|