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 |
|---|---|---|---|---|---|---|---|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
54+ 1.65% |
$22.3K - $25.9K
|
3.32K
$2.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
53+ 2.26% |
$21.9K - $25.4K
|
2.4K
$1.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
51+ 2.13% |
$21K - $24.4K
|
2.45K
$1.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
50+ 0.74% |
$20.6K - $24K
|
6.84K
$4.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
50+ 0.96% |
$20.6K - $24K
|
5.28K
$3.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
49+ 0.32% |
$20.2K - $23.5K
|
15.4K
$9.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
49+ 6.0% |
$20.2K - $23.5K
|
866
$551K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
49New |
$20.2K - $23.5K
|
49
$31.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
47+ 7.1% |
$19.4K - $22.5K
|
709
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
47+ 5.56% |
$19.4K - $22.5K
|
893
$568K
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
46+ 5.91% |
$19K - $22K
|
825
$525K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
46+ 3.39% |
$19K - $22K
|
1.4K
$893K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
46+ 0.87% |
$19K - $22K
|
5.32K
$3.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
46+ 2.33% |
$19K - $22K
|
2.02K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
46+ 2.08% |
$19K - $22K
|
2.26K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
46+ 1.53% |
$19K - $22K
|
3.06K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
46+ 15.54% |
$19K - $22K
|
342
$218K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
45+ 4.79% |
$18.6K - $21.6K
|
985
$627K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
45+ 0.24% |
$18.6K - $21.6K
|
18.8K
$11.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
45+ 26.47% |
$18.6K - $21.6K
|
215
$137K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
45+ 0.88% |
$18.6K - $21.6K
|
5.18K
$3.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
44+ 0.49% |
$18.2K - $21.1K
|
8.94K
$5.69M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
42+ 0.21% |
$17.3K - $20.1K
|
20.2K
$12.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
42+ 0.41% |
$17.3K - $20.1K
|
10.2K
$6.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
42+ 0.21% |
$17.3K - $20.1K
|
20.2K
$12.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
41+ 0.39% |
$16.9K - $19.6K
|
10.5K
$6.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
40+ 0.82% |
$16.5K - $19.2K
|
4.92K
$3.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
40+ 1.18% |
$16.5K - $19.2K
|
3.43K
$2.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
40+ 0.41% |
$16.5K - $19.2K
|
9.86K
$6.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
40New |
$16.5K - $19.2K
|
40
$25.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
39+ 4.95% |
$16.1K - $18.7K
|
827
$526K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
39+ 3.23% |
$16.1K - $18.7K
|
1.25K
$792K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
39+ 3.31% |
$16.1K - $18.7K
|
1.22K
$775K
|
|
|
Feb 07, 2024
Q4 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
38+ 0.85% |
$15.7K - $18.2K
|
4.49K
$2.86M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
37+ 3.38% |
$15.3K - $17.7K
|
1.13K
$720K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
37+ 3.01% |
$15.3K - $17.7K
|
1.27K
$805K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
35+ 0.48% |
$14.4K - $16.8K
|
7.37K
$4.69M
|
|
|
Jan 11, 2024
Q4 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
35+ 1.21% |
$14.4K - $16.8K
|
2.92K
$1.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
35+ 0.61% |
$14.4K - $16.8K
|
5.8K
$3.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
34+ 1.95% |
$14K - $16.3K
|
1.78K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
34+ 0.89% |
$14K - $16.3K
|
3.85K
$2.45M
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
34+ 0.4% |
$14K - $16.3K
|
8.49K
$5.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
33+ 126.92% |
$13.6K - $15.8K
|
59
$37.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
33+ 3.31% |
$13.6K - $15.8K
|
1.03K
$655K
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
33+ 3.08% |
$13.6K - $15.8K
|
1.11K
$703K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
32+ 0.47% |
$13.2K - $15.3K
|
6.89K
$4.38M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
32+ 0.45% |
$13.2K - $15.3K
|
7.08K
$4.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
31+ 6.0% |
$12.8K - $14.8K
|
548
$349K
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
30+ 5.61% |
$12.4K - $14.4K
|
565
$360K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
30+ 0.66% |
$12.4K - $14.4K
|
4.57K
$2.91M
|