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 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-159- 4.77% |
$65.6K - $76.2K
|
3.17K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-159- 0.74% |
$65.6K - $76.2K
|
21.3K
$11.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-160- 2.83% |
$66K - $76.6K
|
5.49K
$3.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-160- 15.02% |
$66K - $76.6K
|
905
$505K
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-161- 0.45% |
$66.4K - $77.1K
|
35.5K
$19.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-161- 3.86% |
$66.4K - $77.1K
|
4.01K
$2.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-161- 10.47% |
$66.4K - $77.1K
|
1.38K
$769K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-162- 4.04% |
$66.8K - $77.6K
|
3.85K
$2.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-162- 5.45% |
$66.8K - $77.6K
|
2.81K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-162- 18.08% |
$66.8K - $77.6K
|
734
$410K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-165- 4.05% |
$68.1K - $79K
|
3.91K
$2.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-165- 5.75% |
$68.1K - $79K
|
2.71K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-165- 1.82% |
$68.1K - $79K
|
8.92K
$4.98M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-167- 0.63% |
$68.9K - $80K
|
26.2K
$14.6M
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-168- 3.24% |
$69.3K - $80.5K
|
5.02K
$2.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-168- 0.64% |
$69.3K - $80.5K
|
26.2K
$14.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-168- 0.31% |
$69.3K - $80.5K
|
54.7K
$30.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-169- 4.49% |
$69.7K - $81K
|
3.6K
$2.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-170- 3.65% |
$70.1K - $81.4K
|
4.49K
$2.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-172- 7.33% |
$71K - $82.4K
|
2.17K
$1.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-173- 0.51% |
$71.4K - $82.9K
|
33.9K
$18.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-174- 1.39% |
$71.8K - $83.3K
|
12.4K
$6.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-174- 1.98% |
$71.8K - $83.3K
|
8.62K
$4.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-176- 2.16% |
$72.6K - $84.3K
|
7.97K
$4.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-178- 5.12% |
$73.4K - $85.3K
|
3.3K
$1.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-180- 5.21% |
$74.3K - $86.2K
|
3.27K
$1.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-180- 2.63% |
$74.3K - $86.2K
|
6.67K
$3.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-182- 18.69% |
$75.1K - $87.2K
|
792
$442K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-182- 3.13% |
$75.1K - $87.2K
|
5.64K
$3.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-185- 6.9% |
$76.3K - $88.6K
|
2.5K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-185- 1.21% |
$76.3K - $88.6K
|
15K
$8.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-186- 0.44% |
$76.7K - $89.1K
|
42K
$23.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-187- 7.53% |
$77.1K - $89.6K
|
2.3K
$1.28M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-188- 3.24% |
$77.6K - $90.1K
|
5.61K
$3.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-188- 5.45% |
$77.6K - $90.1K
|
3.26K
$1.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-189- 1.57% |
$78K - $90.5K
|
11.9K
$6.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-189- 6.45% |
$78K - $90.5K
|
2.74K
$1.53M
|
|
|
Jan 17, 2024
Q4 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-190- 7.54% |
$78.4K - $91K
|
2.33K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-190- 0.97% |
$78.4K - $91K
|
19.5K
$10.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-192- 5.79% |
$79.2K - $92K
|
3.13K
$1.74M
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-193- 0.23% |
$79.6K - $92.4K
|
83.3K
$46.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-194- 31.39% |
$80K - $92.9K
|
424
$237K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-196- 24.38% |
$80.9K - $93.9K
|
608
$339K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-196- 4.44% |
$80.9K - $93.9K
|
4.21K
$2.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-196- 0.81% |
$80.9K - $93.9K
|
23.9K
$13.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-197- 21.53% |
$81.3K - $94.4K
|
718
$401K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-197- 15.41% |
$81.3K - $94.4K
|
1.08K
$603K
|
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
SELL
|
- |
-198- 28.01% |
$81.7K - $94.8K
|
509
$284K
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-200- 4.15% |
$82.5K - $95.8K
|
4.61K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-200- 0.64% |
$82.5K - $95.8K
|
30.9K
$17.3M
|