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 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4+ 0.14% |
$1.65K - $1.92K
|
2.83K
$1.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4+ 0.6% |
$1.65K - $1.92K
|
669
$426K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4New |
$1.65K - $1.92K
|
4
$2.55K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4+ 0.11% |
$1.65K - $1.92K
|
3.49K
$2.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4+ 0.53% |
$1.65K - $1.92K
|
762
$485K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
4+ 0.46% |
$1.65K - $1.92K
|
878
$559K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
3+ 0.11% |
$1.24K - $1.44K
|
2.75K
$1.75M
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$1.24K - $1.44K
|
14.1K
$8.97M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.05% |
$1.24K - $1.44K
|
6.66K
$4.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3+ 0.08% |
$1.24K - $1.44K
|
3.67K
$2.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3+ 0.54% |
$1.24K - $1.44K
|
554
$353K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$1.24K - $1.44K
|
7.2K
$4.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3+ 0.45% |
$1.24K - $1.44K
|
677
$431K
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
3+ 0.2% |
$1.24K - $1.44K
|
1.48K
$940K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3+ 0.62% |
$1.24K - $1.44K
|
487
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.38% |
$1.24K - $1.44K
|
786
$500K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3+ 0.09% |
$1.24K - $1.44K
|
3.24K
$2.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
2+ 0.08% |
$825 - $958
|
2.49K
$1.59M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2+ 0.1% |
$825 - $958
|
1.96K
$1.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.12% |
$825 - $958
|
1.64K
$1.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2+ 0.14% |
$825 - $958
|
1.48K
$942K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.13% |
$825 - $958
|
1.57K
$998K
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
2+ 0.1% |
$825 - $958
|
2.01K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.01% |
$825 - $958
|
15.6K
$9.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.27% |
$825 - $958
|
754
$480K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2+ 0.13% |
$825 - $958
|
1.56K
$993K
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
2+ 0.08% |
$825 - $958
|
2.49K
$1.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
1+ 0.15% |
$413 - $479
|
651
$414K
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
1+ 0.04% |
$413 - $479
|
2.46K
$1.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
1+ 0.13% |
$413 - $479
|
790
$503K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1+ 0.08% |
$413 - $479
|
1.31K
$834K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$413 - $479
|
826
$526K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.47% |
$413 - $479
|
213
$136K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.05% |
$413 - $479
|
2.15K
$1.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
1+ 0.14% |
$413 - $479
|
696
$443K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
1+ 0.07% |
$413 - $479
|
1.34K
$850K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1+ 0.08% |
$413 - $479
|
1.27K
$807K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1+ 0.12% |
$413 - $479
|
842
$536K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 2.56% |
$413 - $479
|
40
$25.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1+ 0.18% |
$413 - $479
|
555
$353K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$413 - $479
|
3.14K
$2M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$413 - $479
|
1.77K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.01% |
$413 - $479
|
12.9K
$8.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1+ 0.05% |
$413 - $479
|
2.08K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$413 - $479
|
10.7K
$6.8M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.8% |
$413 - $479
|
126
$80.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-1- 0.2% |
$413 - $479
|
493
$314K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.03% |
$413 - $479
|
3.6K
$2.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1- 0.04% |
$413 - $479
|
2.83K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-1- 0.12% |
$413 - $479
|
862
$549K
|