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 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.81KNew |
$3.22M - $3.74M
|
7.81K
$4.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7.73K+ 3.69% |
$3.19M - $3.7M
|
217K
$138M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.63K+ 35.16% |
$3.15M - $3.65M
|
29.3K
$18.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7.58K+ 6.34% |
$3.13M - $3.63M
|
127K
$80.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
7.57K+ 8.81% |
$3.12M - $3.63M
|
93.5K
$59.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
7.54K+ 22.21% |
$3.11M - $3.61M
|
41.5K
$26.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.52K+ 2.67% |
$3.1M - $3.6M
|
290K
$184M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
7.44K+ 42.51% |
$3.07M - $3.56M
|
24.9K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7.41K+ 4.75% |
$3.05M - $3.55M
|
163K
$104M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
7.36K+ 174.12% |
$3.04M - $3.53M
|
11.6K
$7.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
7.35K+ 1249.15% |
$3.03M - $3.52M
|
7.93K
$5.05M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7.29K+ 15.12% |
$3.01M - $3.49M
|
55.5K
$35.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.28K+ 101.1% |
$3M - $3.49M
|
14.5K
$9.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7.28K+ 107.15% |
$3M - $3.49M
|
14.1K
$8.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.27K+ 11.74% |
$3M - $3.48M
|
69.2K
$44.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
7.23KNew |
$2.98M - $3.46M
|
7.23K
$4.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
7.22K+ 4.99% |
$2.98M - $3.46M
|
152K
$96.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.19K+ 4.31% |
$2.97M - $3.44M
|
174K
$111M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
7.19K+ 5.17% |
$2.96M - $3.44M
|
146K
$93M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7.18KNew |
$2.96M - $3.44M
|
7.18K
$4.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
7.16K+ 2.52% |
$2.95M - $3.43M
|
291K
$185M
|
|
|
May 29, 2025
Q4 2023
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.15KNew |
$2.95M - $3.42M
|
7.15K
$4.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.12K+ 22.22% |
$2.94M - $3.41M
|
39.2K
$24.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.1K+ 5.15% |
$2.93M - $3.4M
|
145K
$92.3M
|
|
|
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
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
6.84K+ 16.25% |
$2.82M - $3.28M
|
48.9K
$31.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
6.83K+ 1168.03% |
$2.82M - $3.27M
|
7.42K
$4.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
6.81KNew |
$2.81M - $3.26M
|
6.81K
$4.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
6.78KNew |
$2.8M - $3.25M
|
6.78K
$4.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.71K+ 7.19% |
$2.77M - $3.21M
|
99.9K
$63.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.69KNew |
$2.76M - $3.21M
|
6.69K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.64K+ 1206.55% |
$2.74M - $3.18M
|
7.19K
$4.57M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
6.62KNew |
$2.73M - $3.17M
|
6.62K
$4.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.6K+ 145.68% |
$2.72M - $3.16M
|
11.1K
$7.08M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6.58KNew |
$2.71M - $3.15M
|
6.58K
$4.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.58KNew |
$2.71M - $3.15M
|
6.58K
$4.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
6.58K+ 6.29% |
$2.71M - $3.15M
|
111K
$70.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.54K+ 7.13% |
$2.7M - $3.13M
|
98.3K
$62.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6.52K+ 1.79% |
$2.69M - $3.12M
|
370K
$236M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.34K+ 46.97% |
$2.62M - $3.04M
|
19.8K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.2KNew |
$2.56M - $2.97M
|
6.2K
$3.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6.19KNew |
$2.55M - $2.97M
|
6.19K
$3.94M
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
6.19KNew |
$2.55M - $2.96M
|
6.19K
$3.94M
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6.15K+ 31.08% |
$2.54M - $2.95M
|
25.9K
$16.5M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
6.09KNew |
$2.51M - $2.92M
|
6.09K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.08K+ 47.68% |
$2.51M - $2.91M
|
18.8K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
6.06K+ 3.03% |
$2.5M - $2.9M
|
206K
$131M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
5.99KNew |
$2.47M - $2.87M
|
5.99K
$3.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
5.99KNew |
$2.47M - $2.87M
|
5.99K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
5.98KNew |
$2.47M - $2.87M
|
5.98K
$3.81M
|