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 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-29- 0.04% |
$12K - $13.9K
|
77.4K
$44.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-30- 3.29% |
$12.4K - $14.4K
|
883
$505K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-30- 0.84% |
$12.4K - $14.4K
|
3.53K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-30- 3.44% |
$12.4K - $14.4K
|
842
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-31- 1.52% |
$12.8K - $14.8K
|
2.01K
$1.15M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-31- 0.23% |
$12.8K - $14.8K
|
13.3K
$7.61M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-32- 4.55% |
$13.2K - $15.3K
|
672
$384K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-32- 10.92% |
$13.2K - $15.3K
|
261
$149K
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-32- 1.63% |
$13.2K - $15.3K
|
1.93K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-32- 0.3% |
$13.2K - $15.3K
|
10.6K
$6.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-33- 3.72% |
$13.6K - $15.8K
|
854
$488K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-33- 0.3% |
$13.6K - $15.8K
|
10.9K
$6.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-34- 32.69% |
$14K - $16.3K
|
70
$40K
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-34- 6.77% |
$14K - $16.3K
|
468
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-34- 21.79% |
$14K - $16.3K
|
122
$69.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-35- 1.05% |
$14.4K - $16.8K
|
3.31K
$1.89M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-35- 0.04% |
$14.4K - $16.8K
|
82K
$46.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-35- 2.09% |
$14.4K - $16.8K
|
1.64K
$938K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-35- 0.93% |
$14.4K - $16.8K
|
3.74K
$2.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-35- 9.31% |
$14.4K - $16.8K
|
341
$195K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-35- 0.57% |
$14.4K - $16.8K
|
6.07K
$3.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-37- 0.98% |
$15.3K - $17.7K
|
3.76K
$2.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-37- 0.4% |
$15.3K - $17.7K
|
9.3K
$5.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-38- 0.07% |
$15.7K - $18.2K
|
53.6K
$30.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-38- 7.02% |
$15.7K - $18.2K
|
503
$287K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-40- 1.45% |
$16.5K - $19.2K
|
2.73K
$1.56M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-40- 1.44% |
$16.5K - $19.2K
|
2.73K
$1.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
SELL
|
- |
-40- 2.94% |
$16.5K - $19.2K
|
1.32K
$754K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-40- 4.21% |
$16.5K - $19.2K
|
910
$520K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-41- 3.06% |
$16.9K - $19.6K
|
1.3K
$742K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-41- 4.81% |
$16.9K - $19.6K
|
811
$463K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-41- 0.88% |
$16.9K - $19.6K
|
4.63K
$2.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-43- 3.81% |
$17.7K - $20.6K
|
1.09K
$621K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-43- 0.74% |
$17.7K - $20.6K
|
5.73K
$3.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-44- 9.32% |
$18.2K - $21.1K
|
428
$245K
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-44- 3.07% |
$18.2K - $21.1K
|
1.39K
$793K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-44- 0.59% |
$18.2K - $21.1K
|
7.42K
$4.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-44- 1.14% |
$18.2K - $21.1K
|
3.83K
$2.19M
|
|
|
Feb 12, 2024
Q4 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-44- 8.66% |
$18.2K - $21.1K
|
464
$265K
|
|
|
Jan 19, 2024
Q4 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-45- 7.5% |
$18.6K - $21.6K
|
555
$317K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-46- 3.26% |
$19K - $22K
|
1.37K
$780K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-46- 4.31% |
$19K - $22K
|
1.02K
$583K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-46- 1.53% |
$19K - $22K
|
2.97K
$1.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-46- 0.41% |
$19K - $22K
|
11.2K
$6.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-46- 1.65% |
$19K - $22K
|
2.74K
$1.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-47- 0.4% |
$19.4K - $22.5K
|
11.6K
$6.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-47- 1.5% |
$19.4K - $22.5K
|
3.09K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-47- 3.1% |
$19.4K - $22.5K
|
1.47K
$841K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-47- 13.51% |
$19.4K - $22.5K
|
301
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-48- 1.18% |
$19.8K - $23K
|
4.01K
$2.29M
|