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 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-20- 0.28% |
$8.25K - $9.58K
|
7.13K
$4.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-20- 0.03% |
$8.25K - $9.58K
|
63.2K
$38M
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-21- 0.96% |
$8.66K - $10.1K
|
2.16K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-21- 0.11% |
$8.66K - $10.1K
|
18.3K
$11M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-21- 1.25% |
$8.66K - $10.1K
|
1.67K
$1M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-22- 0.83% |
$9.08K - $10.5K
|
2.62K
$1.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-22- 2.15% |
$9.08K - $10.5K
|
1K
$602K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-23- 0.37% |
$9.49K - $11K
|
6.27K
$3.78M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-24- 0.52% |
$9.9K - $11.5K
|
4.61K
$2.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-24- 0.22% |
$9.9K - $11.5K
|
11K
$6.59M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-24- 1.91% |
$9.9K - $11.5K
|
1.23K
$742K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-24- 9.38% |
$9.9K - $11.5K
|
232
$140K
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-25- 1.99% |
$10.3K - $12K
|
1.23K
$741K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-25- 0.12% |
$10.3K - $12K
|
20.7K
$12.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-25- 1.55% |
$10.3K - $12K
|
1.59K
$958K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-26- 4.48% |
$10.7K - $12.5K
|
555
$334K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-26- 0.02% |
$10.7K - $12.5K
|
134K
$80.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-26- 0.28% |
$10.7K - $12.5K
|
9.11K
$5.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-26- 0.52% |
$10.7K - $12.5K
|
4.98K
$3M
|
|
|
Feb 13, 2024
Q4 2023
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-26- 11.66% |
$10.7K - $12.5K
|
197
$119K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-26- 2.94% |
$10.7K - $12.5K
|
859
$517K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-27- 5.13% |
$11.1K - $12.9K
|
499
$300K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-27- 0.32% |
$11.1K - $12.9K
|
8.42K
$5.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-27- 0.42% |
$11.1K - $12.9K
|
6.4K
$3.85M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-28- 1.52% |
$11.6K - $13.4K
|
1.81K
$1.09M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-29- 0.92% |
$12K - $13.9K
|
3.11K
$1.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-29- 9.93% |
$12K - $13.9K
|
263
$158K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-29- 2.15% |
$12K - $13.9K
|
1.32K
$793K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-29- 0.04% |
$12K - $13.9K
|
77.4K
$46.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-30- 3.29% |
$12.4K - $14.4K
|
883
$531K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-30- 0.84% |
$12.4K - $14.4K
|
3.53K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-30- 3.44% |
$12.4K - $14.4K
|
842
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-31- 1.52% |
$12.8K - $14.8K
|
2.01K
$1.21M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-31- 0.23% |
$12.8K - $14.8K
|
13.3K
$8.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-32- 4.55% |
$13.2K - $15.3K
|
672
$404K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-32- 10.92% |
$13.2K - $15.3K
|
261
$157K
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-32- 1.63% |
$13.2K - $15.3K
|
1.93K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-32- 0.3% |
$13.2K - $15.3K
|
10.6K
$6.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-33- 3.72% |
$13.6K - $15.8K
|
854
$514K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-33- 0.3% |
$13.6K - $15.8K
|
10.9K
$6.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-34- 32.69% |
$14K - $16.3K
|
70
$42.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-34- 6.77% |
$14K - $16.3K
|
468
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-34- 21.79% |
$14K - $16.3K
|
122
$73.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-35- 1.05% |
$14.4K - $16.8K
|
3.31K
$1.99M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-35- 0.04% |
$14.4K - $16.8K
|
82K
$49.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-35- 2.09% |
$14.4K - $16.8K
|
1.64K
$988K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-35- 0.93% |
$14.4K - $16.8K
|
3.74K
$2.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-35- 9.31% |
$14.4K - $16.8K
|
341
$205K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-35- 0.57% |
$14.4K - $16.8K
|
6.07K
$3.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-37- 0.98% |
$15.3K - $17.7K
|
3.76K
$2.26M
|