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 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-122- 1.77% |
$50.3K - $58.4K
|
6.76K
$3.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-123- 0.01% |
$50.7K - $58.9K
|
953K
$532M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-124- 0.79% |
$51.2K - $59.4K
|
15.5K
$8.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-124- 21.49% |
$51.2K - $59.4K
|
453
$253K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-126- 5.87% |
$52K - $60.4K
|
2.02K
$1.13M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-127- 5.44% |
$52.4K - $60.8K
|
2.21K
$1.23M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-127- 1.75% |
$52.4K - $60.8K
|
7.13K
$3.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-129- 7.49% |
$53.2K - $61.8K
|
1.59K
$889K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-129- 3.53% |
$53.2K - $61.8K
|
3.53K
$1.97M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-131- 5.42% |
$54K - $62.7K
|
2.29K
$1.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-131- 16.17% |
$54K - $62.7K
|
679
$379K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-131- 23.39% |
$54K - $62.7K
|
429
$239K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-131- 11.49% |
$54K - $62.7K
|
1.01K
$563K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-132- 9.17% |
$54.5K - $63.2K
|
1.31K
$729K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-133- 7.79% |
$54.9K - $63.7K
|
1.57K
$878K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-135- 8.43% |
$55.7K - $64.7K
|
1.47K
$819K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-135- 4.69% |
$55.7K - $64.7K
|
2.75K
$1.53M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-136- 9.13% |
$56.1K - $65.1K
|
1.35K
$755K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-136- 11.94% |
$56.1K - $65.1K
|
1K
$560K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-136- 0.89% |
$56.1K - $65.1K
|
15.1K
$8.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-137- 3.33% |
$56.5K - $65.6K
|
3.98K
$2.22M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-139- 19.33% |
$57.3K - $66.6K
|
580
$324K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-139- 19.09% |
$57.3K - $66.6K
|
589
$329K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-140- 3.61% |
$57.8K - $67.1K
|
3.74K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-142- 0.53% |
$58.6K - $68K
|
26.8K
$15M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-143- 1.47% |
$59K - $68.5K
|
9.59K
$5.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-144- 10.74% |
$59.4K - $69K
|
1.2K
$668K
|
|
|
Jan 23, 2024
Q4 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-145- 20.6% |
$59.8K - $69.5K
|
559
$312K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-146- 2.53% |
$60.2K - $69.9K
|
5.63K
$3.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-146- 10.07% |
$60.2K - $69.9K
|
1.3K
$728K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-147- 2.79% |
$60.6K - $70.4K
|
5.12K
$2.86M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-147- 0.65% |
$60.6K - $70.4K
|
22.4K
$12.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-149- 6.74% |
$61.5K - $71.4K
|
2.06K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-149- 1.64% |
$61.5K - $71.4K
|
8.95K
$5M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-150- 33.33% |
$61.9K - $71.9K
|
300
$167K
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-150- 0.49% |
$61.9K - $71.9K
|
30.2K
$16.9M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-150- 33.33% |
$61.9K - $71.9K
|
300
$167K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-151- 6.35% |
$62.3K - $72.3K
|
2.23K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-152- 4.01% |
$62.7K - $72.8K
|
3.64K
$2.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-153- 1.91% |
$63.1K - $73.3K
|
7.85K
$4.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-153- 10.84% |
$63.1K - $73.3K
|
1.26K
$703K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-154- 9.17% |
$63.5K - $73.8K
|
1.53K
$851K
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-154- 0.9% |
$63.5K - $73.8K
|
17K
$9.48M
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-155- 0.41% |
$63.9K - $74.2K
|
38.1K
$21.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-155- 2.92% |
$63.9K - $74.2K
|
5.16K
$2.88M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-156- 0.88% |
$64.4K - $74.7K
|
17.5K
$9.79M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-156- 0.5% |
$64.4K - $74.7K
|
31K
$17.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-156- 3.22% |
$64.4K - $74.7K
|
4.69K
$2.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-156- 2.66% |
$64.4K - $74.7K
|
5.7K
$3.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-157- 10.61% |
$64.8K - $75.2K
|
1.32K
$738K
|