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 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-57- 1.78% |
$23.5K - $27.3K
|
3.15K
$1.88M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-60- 7.26% |
$24.8K - $28.7K
|
767
$458K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-60- 5.44% |
$24.8K - $28.7K
|
1.04K
$623K
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-60- 7.45% |
$24.8K - $28.7K
|
745
$445K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-61- 6.88% |
$25.2K - $29.2K
|
826
$494K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-61- 5.77% |
$25.2K - $29.2K
|
997
$596K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-61- 2.02% |
$25.2K - $29.2K
|
2.97K
$1.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-62- 2.47% |
$25.6K - $29.7K
|
2.45K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-62- 0.7% |
$25.6K - $29.7K
|
8.79K
$5.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-63- 1.79% |
$26K - $30.2K
|
3.47K
$2.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-63- 1.58% |
$26K - $30.2K
|
3.93K
$2.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-64- 1.86% |
$26.4K - $30.7K
|
3.39K
$2.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-64- 3.19% |
$26.4K - $30.7K
|
1.94K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-64- 3.86% |
$26.4K - $30.7K
|
1.6K
$954K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-65- 0.79% |
$26.8K - $31.1K
|
8.2K
$4.9M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-68- 2.31% |
$28.1K - $32.6K
|
2.88K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-68- 4.4% |
$28.1K - $32.6K
|
1.48K
$884K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-68- 1.83% |
$28.1K - $32.6K
|
3.65K
$2.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-69- 5.26% |
$28.5K - $33.1K
|
1.24K
$743K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-69- 6.29% |
$28.5K - $33.1K
|
1.03K
$614K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-69- 1.49% |
$28.5K - $33.1K
|
4.57K
$2.73M
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-70- 0.49% |
$28.9K - $33.5K
|
14.2K
$8.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-70- 13.73% |
$28.9K - $33.5K
|
440
$263K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-71- 4.76% |
$29.3K - $34K
|
1.42K
$849K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-72- 0.63% |
$29.7K - $34.5K
|
11.4K
$6.82M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-72- 4.42% |
$29.7K - $34.5K
|
1.56K
$931K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-74- 0.21% |
$30.5K - $35.4K
|
35.3K
$21.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-74- 2.8% |
$30.5K - $35.4K
|
2.57K
$1.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-74- 0.94% |
$30.5K - $35.4K
|
7.76K
$4.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-74- 0.66% |
$30.5K - $35.4K
|
11.2K
$6.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-74- 11.01% |
$30.5K - $35.4K
|
598
$357K
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-75- 1.08% |
$30.9K - $35.9K
|
6.9K
$4.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-75- 1.47% |
$30.9K - $35.9K
|
5.03K
$3.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-75- 0.84% |
$30.9K - $35.9K
|
8.87K
$5.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-76- 10.09% |
$31.4K - $36.4K
|
677
$405K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-76- 4.97% |
$31.4K - $36.4K
|
1.45K
$868K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-77- 4.63% |
$31.8K - $36.9K
|
1.59K
$947K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-77- 2.88% |
$31.8K - $36.9K
|
2.6K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-77- 0.94% |
$31.8K - $36.9K
|
8.08K
$4.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-77- 3.54% |
$31.8K - $36.9K
|
2.1K
$1.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-78- 2.58% |
$32.2K - $37.4K
|
2.95K
$1.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-78- 2.58% |
$32.2K - $37.4K
|
2.95K
$1.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-78- 1.34% |
$32.2K - $37.4K
|
5.76K
$3.44M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-79- 2.34% |
$32.6K - $37.8K
|
3.3K
$1.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-79- 12.29% |
$32.6K - $37.8K
|
564
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-79- 1.41% |
$32.6K - $37.8K
|
5.54K
$3.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-80- 1.73% |
$33K - $38.3K
|
4.55K
$2.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
SELL
|
- |
-80- 13.09% |
$33K - $38.3K
|
531
$317K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-81- 6.97% |
$33.4K - $38.8K
|
1.08K
$646K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-83- 16.4% |
$34.2K - $39.8K
|
423
$253K
|