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 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-32- 10.92% |
$13.2K - $15.3K
|
261
$160K
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-32- 1.63% |
$13.2K - $15.3K
|
1.93K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-32- 0.3% |
$13.2K - $15.3K
|
10.6K
$6.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-33- 3.72% |
$13.6K - $15.8K
|
854
$523K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-33- 0.3% |
$13.6K - $15.8K
|
10.9K
$6.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-34- 32.69% |
$14K - $16.3K
|
70
$42.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-34- 6.77% |
$14K - $16.3K
|
468
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-34- 21.79% |
$14K - $16.3K
|
122
$74.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-35- 1.05% |
$14.4K - $16.8K
|
3.31K
$2.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-35- 0.04% |
$14.4K - $16.8K
|
82K
$50.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-35- 2.09% |
$14.4K - $16.8K
|
1.64K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-35- 0.93% |
$14.4K - $16.8K
|
3.74K
$2.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-35- 9.31% |
$14.4K - $16.8K
|
341
$209K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-35- 0.57% |
$14.4K - $16.8K
|
6.07K
$3.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-37- 0.98% |
$15.3K - $17.7K
|
3.76K
$2.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-37- 0.4% |
$15.3K - $17.7K
|
9.3K
$5.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-38- 0.07% |
$15.7K - $18.2K
|
53.6K
$32.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-38- 7.02% |
$15.7K - $18.2K
|
503
$308K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-40- 1.45% |
$16.5K - $19.2K
|
2.73K
$1.67M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-40- 1.44% |
$16.5K - $19.2K
|
2.73K
$1.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
SELL
|
- |
-40- 2.94% |
$16.5K - $19.2K
|
1.32K
$809K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-40- 4.21% |
$16.5K - $19.2K
|
910
$558K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-41- 3.06% |
$16.9K - $19.6K
|
1.3K
$795K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-41- 4.81% |
$16.9K - $19.6K
|
811
$497K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-41- 0.88% |
$16.9K - $19.6K
|
4.63K
$2.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-43- 3.81% |
$17.7K - $20.6K
|
1.09K
$665K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-43- 0.74% |
$17.7K - $20.6K
|
5.73K
$3.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-44- 9.32% |
$18.2K - $21.1K
|
428
$262K
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-44- 3.07% |
$18.2K - $21.1K
|
1.39K
$850K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-44- 0.59% |
$18.2K - $21.1K
|
7.42K
$4.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-44- 1.14% |
$18.2K - $21.1K
|
3.83K
$2.35M
|
|
|
Feb 12, 2024
Q4 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-44- 8.66% |
$18.2K - $21.1K
|
464
$284K
|
|
|
Jan 19, 2024
Q4 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-45- 7.5% |
$18.6K - $21.6K
|
555
$340K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-46- 3.26% |
$19K - $22K
|
1.37K
$836K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-46- 4.31% |
$19K - $22K
|
1.02K
$626K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-46- 1.53% |
$19K - $22K
|
2.97K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-46- 0.41% |
$19K - $22K
|
11.2K
$6.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-46- 1.65% |
$19K - $22K
|
2.74K
$1.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-47- 0.4% |
$19.4K - $22.5K
|
11.6K
$7.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-47- 1.5% |
$19.4K - $22.5K
|
3.09K
$1.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-47- 3.1% |
$19.4K - $22.5K
|
1.47K
$901K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-47- 13.51% |
$19.4K - $22.5K
|
301
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-48- 1.18% |
$19.8K - $23K
|
4.01K
$2.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-49- 3.33% |
$20.2K - $23.5K
|
1.42K
$872K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-50- 8.05% |
$20.6K - $24K
|
571
$350K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-50- 7.3% |
$20.6K - $24K
|
635
$389K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-50- 0.8% |
$20.6K - $24K
|
6.21K
$3.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50- 8.06% |
$20.6K - $24K
|
570
$349K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-50- 0.26% |
$20.6K - $24K
|
19.5K
$11.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-50- 4.61% |
$20.6K - $24K
|
1.03K
$634K
|