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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Jan 25, 2024 Q4 2023	New Harbor Financial Group, LLC Leominster, MA	BUY	-	943 New	$389K - $452K	943 $526K
Feb 12, 2024 Q4 2023	Robinson Smith Wealth Advisors LLC Portland, ME	BUY	-	943 New	$389K - $452K	943 $526K
Feb 12, 2024 Q4 2023	Vectors Research Management, LLC New York, NY	BUY	-	943 New	$389K - $452K	943 $526K
Feb 01, 2024 Q4 2023	Telemus Capital, LLC	BUY	-	935 + 1.94%	$386K - $448K	49.2K $27.5M
Feb 02, 2024 Q4 2023	Absolute Capital Management, LLC	BUY	-	934 + 9.77%	$385K - $447K	10.5K $5.86M
Feb 14, 2024 Q4 2023	Tyler Stone Wealth Management Beachwood, OH	BUY	-	933 + 7.14%	$385K - $447K	14K $7.81M
Jan 09, 2024 Q4 2023	Interchange Capital Partners, LLC	BUY	-	930 + 5.56%	$384K - $445K	17.7K $9.86M
Jan 23, 2024 Q4 2023	Schwab Charitable Fund	BUY	-	930 + 30.95%	$384K - $445K	3.94K $2.2M
Jan 10, 2024 Q4 2023	Omega Financial Group, LLC	BUY	-	928 + 5.01%	$383K - $445K	19.4K $10.8M
Feb 20, 2025 Q4 2023	Clare Market Investments LLC Dallas, TX	BUY	-	927 New	$382K - $444K	927 $517K
Jan 22, 2024 Q4 2023	Osborne Partners Capital Management, LLC	BUY	-	912 + 136.12%	$376K - $437K	1.58K $883K
Feb 09, 2024 Q4 2023	Financial Partners Group, Inc Overland Park, KS	BUY	-	906 + 0.86%	$374K - $434K	106K $59.2M
Jan 16, 2024 Q4 2023	Cva Family Office, LLC	BUY	-	897 + 2.94%	$370K - $430K	31.4K $17.5M
Feb 06, 2024 Q4 2023	Sapient Capital LLC Indianapolis, IN	BUY	-	886 + 7.33%	$366K - $424K	13K $7.24M
Jul 24, 2024 Q4 2023	Farrell Financial LLC Orchard Park, NY	BUY	-	886 New	$366K - $424K	886 $494K
Mar 05, 2024 Q4 2023	Gerber, LLC Columbus, OH	BUY	-	884 New	$365K - $423K	884 $493K
Feb 06, 2024 Q4 2023	Summit Asset Management, LLC Memphis, TN	BUY	-	880 + 21.71%	$363K - $422K	4.93K $2.75M
Feb 08, 2024 Q4 2023	Garrison Point Advisors, LLC Walnut Creek, CA	BUY	-	878 + 9.68%	$362K - $421K	9.95K $5.55M
Jan 19, 2024 Q4 2023	Caldwell Sutter Capital, Inc. Sausalito, CA	BUY	-	877 + 20.02%	$362K - $420K	5.26K $2.93M
Jan 30, 2024 Q4 2023	Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE	BUY	-	872 + 0.92%	$360K - $418K	95.7K $53.4M
Feb 12, 2024 Q4 2023	C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH	BUY	-	866 + 5.81%	$357K - $415K	15.8K $8.8M
Feb 05, 2024 Q4 2023	Stonebrook Private Inc. Northville, MI	BUY	-	863 New	$356K - $413K	863 $482K
Feb 14, 2024 Q4 2023	Maripau Wealth Management LLC Fort Wayne, IN	BUY	-	861 + 4.72%	$355K - $412K	19.1K $10.7M
Jan 19, 2024 Q4 2023	Ackerman Capital Advisors, LLC	BUY	-	860 + 18.47%	$355K - $412K	5.52K $3.08M
Feb 16, 2024 Q4 2023	Taylor Financial Group, Inc. Roanoke, VA	BUY	-	858 New	$354K - $411K	858 $479K
Feb 12, 2024 Q4 2023	Meridian Management CO	BUY	-	856 + 1.22%	$353K - $410K	71.2K $39.8M
Feb 14, 2024 Q4 2023	Scientech Research LLC Jersey City, NJ	BUY	-	855 New	$353K - $410K	855 $477K
Feb 07, 2024 Q4 2023	Wharton Business Group, LLC Malvern, PA	BUY	-	850 + 0.89%	$351K - $407K	96.4K $53.8M
Jan 31, 2024 Q4 2023	Zhang Financial LLC	BUY	-	849 + 4.45%	$350K - $407K	19.9K $11.1M
Jan 10, 2024 Q4 2023	Long Run Wealth Advisors, LLC	BUY	-	844 + 170.85%	$348K - $404K	1.34K $747K
Jan 23, 2024 Q4 2023	Semus Wealth Partners LLC Boca Raton, FL	BUY	-	841 + 6.94%	$347K - $403K	13K $7.24M
Jan 23, 2024 Q4 2023	Stonegate Investment Group, LLC Birmingham, AL	BUY	-	839 + 0.88%	$346K - $402K	96.3K $53.7M
Jan 24, 2024 Q4 2023	Commonwealth Retirement Investments LLC Richmond, VA	BUY	-	835 + 4.6%	$344K - $400K	19K $10.6M
Jan 25, 2024 Q4 2023	Trifecta Capital Advisors, LLC Northbrook, IL	BUY	-	835 + 3.6%	$344K - $400K	24K $13.4M
Feb 07, 2024 Q4 2023	Ethos Financial Group, LLC King Of Prussia, PA	BUY	-	832 + 9.34%	$343K - $399K	9.74K $5.44M
Feb 09, 2024 Q4 2023	Jpl Wealth Management, LLC Highlands Ranch, CO	BUY	-	832 New	$343K - $399K	832 $464K
Feb 14, 2024 Q4 2023	Team Financial Group, LLC Temecula, CA	BUY	-	828 + 1380.0%	$342K - $397K	888 $496K
Feb 05, 2024 Q4 2023	Di Nuzzo Private Wealth, Inc. Beaver, PA	BUY	-	807 New	$333K - $387K	807 $450K
Feb 08, 2024 Q4 2023	Pennsylvania Capital Management Inc	BUY	-	805 + 2.36%	$332K - $386K	34.9K $19.5M
Feb 01, 2024 Q4 2023	Aspire Private Capital, LLC	BUY	-	802 + 11.08%	$331K - $384K	8.04K $4.49M
Jan 29, 2024 Q4 2023	New World Advisors LLC Hingham, MA	BUY	-	799 + 4.71%	$330K - $383K	17.8K $9.91M
Jan 18, 2024 Q4 2023	Inscription Capital, LLC Houston, TX	BUY	-	792 New	$327K - $379K	792 $442K
Feb 02, 2024 Q4 2023	Jackson Hole Capital Partners, LLC	BUY	-	792 + 3.19%	$327K - $379K	25.6K $14.3M
Feb 08, 2024 Q4 2023	Allegheny Financial Group LTD Pittsburgh, PA	BUY	-	792 + 32.5%	$327K - $379K	3.23K $1.8M
Jan 25, 2024 Q4 2023	Redw Wealth LLC	BUY	-	791 + 32.81%	$326K - $379K	3.2K $1.79M
Feb 14, 2024 Q4 2023	Northeast Financial Consultants Inc Westport, CT	BUY	-	788 + 5.24%	$325K - $377K	15.8K $8.83M
Feb 08, 2024 Q4 2023	American National Bank	BUY	-	787 + 4.55%	$325K - $377K	18.1K $10.1M
Jan 26, 2024 Q4 2023	Harbour Trust & Investment Management CO Michigan City, IN	BUY	-	779 New	$321K - $373K	779 $435K
Jan 22, 2024 Q4 2023	Claro Advisors LLC Boston, MA	BUY	-	777 + 7.58%	$321K - $372K	11K $6.15M
Feb 14, 2024 Q4 2023	Sunbelt Securities, Inc. Houston, TX	BUY	-	774 + 1.96%	$319K - $371K	40.3K $22.5M

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Value

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Account

Purchases and Sales Made in Q4 2023 in Ishares Core S&P 500 ETF (IVV)

943

943

943

935

934

933

930

930

928

927

912

906

897

886

886

884

880

878

877

872

866

863

861

860

858

856

855

850

849

844

841

839

835

835

832

832

828

807

805

802

799

792

792

792

791

788

787

779

777

774

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