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
|
Auxano Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$1.24K - $1.44K
|
7.2K
$4.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3+ 0.45% |
$1.24K - $1.44K
|
677
$378K
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
3+ 0.2% |
$1.24K - $1.44K
|
1.48K
$824K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3+ 0.62% |
$1.24K - $1.44K
|
487
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.38% |
$1.24K - $1.44K
|
786
$439K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3+ 0.09% |
$1.24K - $1.44K
|
3.24K
$1.81M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
2+ 0.08% |
$825 - $958
|
2.49K
$1.39M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2+ 0.1% |
$825 - $958
|
1.96K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.12% |
$825 - $958
|
1.64K
$914K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2+ 0.14% |
$825 - $958
|
1.48K
$826K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.13% |
$825 - $958
|
1.57K
$875K
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
2+ 0.1% |
$825 - $958
|
2.01K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.01% |
$825 - $958
|
15.6K
$8.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.27% |
$825 - $958
|
754
$421K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2+ 0.13% |
$825 - $958
|
1.56K
$871K
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
2+ 0.08% |
$825 - $958
|
2.49K
$1.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
1+ 0.15% |
$413 - $479
|
651
$363K
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
1+ 0.04% |
$413 - $479
|
2.46K
$1.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
1+ 0.13% |
$413 - $479
|
790
$441K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1+ 0.08% |
$413 - $479
|
1.31K
$732K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$413 - $479
|
826
$461K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.47% |
$413 - $479
|
213
$119K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.05% |
$413 - $479
|
2.15K
$1.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
1+ 0.14% |
$413 - $479
|
696
$388K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
1+ 0.07% |
$413 - $479
|
1.34K
$745K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1+ 0.08% |
$413 - $479
|
1.27K
$708K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1+ 0.12% |
$413 - $479
|
842
$470K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 2.56% |
$413 - $479
|
40
$22.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1+ 0.18% |
$413 - $479
|
555
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$413 - $479
|
3.14K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$413 - $479
|
1.77K
$990K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.01% |
$413 - $479
|
12.9K
$7.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1+ 0.05% |
$413 - $479
|
2.08K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$413 - $479
|
10.7K
$5.97M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.8% |
$413 - $479
|
126
$70.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-1- 0.2% |
$413 - $479
|
493
$275K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.03% |
$413 - $479
|
3.6K
$2.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1- 0.04% |
$413 - $479
|
2.83K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-1- 0.12% |
$413 - $479
|
862
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$413 - $479
|
3.12K
$1.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2- 0.38% |
$825 - $958
|
525
$293K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-2- 0.01% |
$825 - $958
|
18.3K
$10.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-3- 0.37% |
$1.24K - $1.44K
|
798
$445K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-3- 0.48% |
$1.24K - $1.44K
|
622
$347K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3- 0.62% |
$1.24K - $1.44K
|
484
$270K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-3- 0.18% |
$1.24K - $1.44K
|
1.62K
$905K
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-3- 0.01% |
$1.24K - $1.44K
|
25.7K
$14.3M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-3- 0.17% |
$1.24K - $1.44K
|
1.76K
$983K
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-4- 0.02% |
$1.65K - $1.92K
|
23.1K
$12.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-4- 0.26% |
$1.65K - $1.92K
|
1.56K
$872K
|