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 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-83- 1.6% |
$34.2K - $39.8K
|
5.12K
$3.06M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-84- 1.25% |
$34.7K - $40.2K
|
6.65K
$3.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-84- 1.11% |
$34.7K - $40.2K
|
7.45K
$4.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-85- 1.0% |
$35.1K - $40.7K
|
8.41K
$5.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-85- 0.7% |
$35.1K - $40.7K
|
12.1K
$7.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-85- 3.92% |
$35.1K - $40.7K
|
2.08K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-86- 1.24% |
$35.5K - $41.2K
|
6.87K
$4.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-86- 1.76% |
$35.5K - $41.2K
|
4.81K
$2.88M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-87- 5.37% |
$35.9K - $41.7K
|
1.53K
$916K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-87- 5.31% |
$35.9K - $41.7K
|
1.55K
$926K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-88- 0.47% |
$36.3K - $42.2K
|
18.5K
$11M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-88- 1.07% |
$36.3K - $42.2K
|
8.12K
$4.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-88- 5.05% |
$36.3K - $42.2K
|
1.66K
$990K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-88- 0.61% |
$36.3K - $42.2K
|
14.4K
$8.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-89- 7.23% |
$36.7K - $42.6K
|
1.14K
$683K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-90- 7.41% |
$37.1K - $43.1K
|
1.12K
$672K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-90- 3.39% |
$37.1K - $43.1K
|
2.57K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-91- 1.39% |
$37.5K - $43.6K
|
6.43K
$3.85M
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-92- 1.73% |
$38K - $44.1K
|
5.23K
$3.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-93- 0.72% |
$38.4K - $44.5K
|
12.8K
$7.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-93- 9.26% |
$38.4K - $44.5K
|
911
$544K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-93- 1.1% |
$38.4K - $44.5K
|
8.34K
$4.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-94- 8.17% |
$38.8K - $45K
|
1.06K
$631K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-94- 8.17% |
$38.8K - $45K
|
1.06K
$631K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-95- 1.63% |
$39.2K - $45.5K
|
5.74K
$3.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-95- 17.99% |
$39.2K - $45.5K
|
433
$259K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-96- 8.16% |
$39.6K - $46K
|
1.08K
$646K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-97- 0.42% |
$40K - $46.5K
|
23.1K
$13.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-97- 1.39% |
$40K - $46.5K
|
6.87K
$4.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-97- 1.87% |
$40K - $46.5K
|
5.1K
$3.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-98- 1.02% |
$40.4K - $46.9K
|
9.55K
$5.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-98- 1.13% |
$40.4K - $46.9K
|
8.56K
$5.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-98- 1.08% |
$40.4K - $46.9K
|
9K
$5.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-98- 0.6% |
$40.4K - $46.9K
|
16.3K
$9.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-100- 2.48% |
$41.3K - $47.9K
|
3.94K
$2.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-100- 2.86% |
$41.3K - $47.9K
|
3.4K
$2.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-101- 0.4% |
$41.7K - $48.4K
|
24.9K
$14.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-102- 2.14% |
$42.1K - $48.9K
|
4.67K
$2.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-103- 0.47% |
$42.5K - $49.3K
|
21.6K
$12.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-104- 0.26% |
$42.9K - $49.8K
|
39.3K
$23.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-104- 9.97% |
$42.9K - $49.8K
|
939
$561K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-105- 10.08% |
$43.3K - $50.3K
|
937
$560K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-105- 0.09% |
$43.3K - $50.3K
|
119K
$71.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-105- 2.47% |
$43.3K - $50.3K
|
4.15K
$2.48M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-106- 1.5% |
$43.7K - $50.8K
|
6.94K
$4.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-106- 0.31% |
$43.7K - $50.8K
|
34.6K
$20.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-106- 0.17% |
$43.7K - $50.8K
|
62.7K
$37.5M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-107- 10.52% |
$44.1K - $51.3K
|
910
$544K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-107- 13.79% |
$44.1K - $51.3K
|
669
$400K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-108- 4.48% |
$44.6K - $51.7K
|
2.3K
$1.38M
|