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 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
7.44K+ 42.51% |
$3.07M - $3.56M
|
24.9K
$14.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7.41K+ 4.75% |
$3.05M - $3.55M
|
163K
$96.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
7.36K+ 174.12% |
$3.04M - $3.53M
|
11.6K
$6.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
7.35K+ 1249.15% |
$3.03M - $3.52M
|
7.93K
$4.69M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7.29K+ 15.12% |
$3.01M - $3.49M
|
55.5K
$32.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.28K+ 101.1% |
$3M - $3.49M
|
14.5K
$8.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7.28K+ 107.15% |
$3M - $3.49M
|
14.1K
$8.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.27K+ 11.74% |
$3M - $3.48M
|
69.2K
$41M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
7.23KNew |
$2.98M - $3.46M
|
7.23K
$4.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
7.22K+ 4.99% |
$2.98M - $3.46M
|
152K
$89.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.19K+ 4.31% |
$2.97M - $3.44M
|
174K
$103M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
7.19K+ 5.17% |
$2.96M - $3.44M
|
146K
$86.5M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7.18KNew |
$2.96M - $3.44M
|
7.18K
$4.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
7.16K+ 2.52% |
$2.95M - $3.43M
|
291K
$172M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.12K+ 22.22% |
$2.94M - $3.41M
|
39.2K
$23.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.1K+ 5.15% |
$2.93M - $3.4M
|
145K
$85.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
6.85K+ 60.8% |
$2.83M - $3.28M
|
18.1K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
6.84K+ 16.25% |
$2.82M - $3.28M
|
48.9K
$29M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
6.83K+ 1168.03% |
$2.82M - $3.27M
|
7.42K
$4.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
6.81KNew |
$2.81M - $3.26M
|
6.81K
$4.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
6.78KNew |
$2.8M - $3.25M
|
6.78K
$4.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.71K+ 7.19% |
$2.77M - $3.21M
|
99.9K
$59.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.69KNew |
$2.76M - $3.21M
|
6.69K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.64K+ 1206.55% |
$2.74M - $3.18M
|
7.19K
$4.25M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
6.62KNew |
$2.73M - $3.17M
|
6.62K
$3.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.6K+ 145.68% |
$2.72M - $3.16M
|
11.1K
$6.58M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6.58KNew |
$2.71M - $3.15M
|
6.58K
$3.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.58KNew |
$2.71M - $3.15M
|
6.58K
$3.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
6.58K+ 6.29% |
$2.71M - $3.15M
|
111K
$65.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.54K+ 7.13% |
$2.7M - $3.13M
|
98.3K
$58.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6.52K+ 1.79% |
$2.69M - $3.12M
|
370K
$219M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.34K+ 46.97% |
$2.62M - $3.04M
|
19.8K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.2KNew |
$2.56M - $2.97M
|
6.2K
$3.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6.19KNew |
$2.55M - $2.97M
|
6.19K
$3.66M
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6.15K+ 31.08% |
$2.54M - $2.95M
|
25.9K
$15.4M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
6.09KNew |
$2.51M - $2.92M
|
6.09K
$3.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.08K+ 47.68% |
$2.51M - $2.91M
|
18.8K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
6.06K+ 3.03% |
$2.5M - $2.9M
|
206K
$122M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
5.99KNew |
$2.47M - $2.87M
|
5.99K
$3.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
5.99KNew |
$2.47M - $2.87M
|
5.99K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
5.98KNew |
$2.47M - $2.87M
|
5.98K
$3.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.98K+ 5.93% |
$2.46M - $2.86M
|
107K
$63.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
5.92K+ 13.91% |
$2.44M - $2.84M
|
48.5K
$28.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.9K+ 323.37% |
$2.43M - $2.82M
|
7.72K
$4.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5.86K+ 393.29% |
$2.42M - $2.81M
|
7.35K
$4.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.85KNew |
$2.41M - $2.8M
|
5.85K
$3.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
5.76K+ 316.43% |
$2.38M - $2.76M
|
7.58K
$4.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
5.75KNew |
$2.37M - $2.76M
|
5.75K
$3.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
5.74K+ 67.42% |
$2.37M - $2.75M
|
14.3K
$8.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
5.68K+ 12.21% |
$2.34M - $2.72M
|
52.2K
$30.9M
|