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
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-371K- 12.05% |
$153M - $178M
|
2.7M
$1.68B
|
|
|
Feb 14, 2024
Q4 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-413K- 61.71% |
$170M - $198M
|
256K
$159M
|
|
|
Jan 18, 2024
Q4 2023
|
Bank Of Finland
|
SELL
|
- |
-505K- 39.56% |
$208M - $242M
|
772K
$479M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-577K- 80.31% |
$238M - $276M
|
141K
$87.8M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-620K- 99.85% |
$256M - $297M
|
946
$587K
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-675K- 89.57% |
$278M - $323M
|
78.6K
$48.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-911K- 5.53% |
$376M - $436M
|
15.6M
$9.66B
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.81M- 31.25% |
$749M - $869M
|
3.99M
$2.48B
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.69M- 12.35% |
$1.11B - $1.29B
|
19.1M
$11.9B
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.34M- 29.87% |
$2.2B - $2.56B
|
12.5M
$7.79B
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.38M- 40.04% |
$3.46B - $4.01B
|
12.5M
$7.79B
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-8.61M- 99.79% |
$3.55B - $4.12B
|
18.1K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-10.6M- 99.9% |
$4.38B - $5.09B
|
10.6K
$6.6M
|