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 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-180- 2.63% |
$74.3K - $86.2K
|
6.67K
$4.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-182- 18.69% |
$75.1K - $87.2K
|
792
$477K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-182- 3.13% |
$75.1K - $87.2K
|
5.64K
$3.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-185- 6.9% |
$76.3K - $88.6K
|
2.5K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-185- 1.21% |
$76.3K - $88.6K
|
15K
$9.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-186- 0.44% |
$76.7K - $89.1K
|
42K
$25.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-187- 7.53% |
$77.1K - $89.6K
|
2.3K
$1.38M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-188- 3.24% |
$77.6K - $90.1K
|
5.61K
$3.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-188- 5.45% |
$77.6K - $90.1K
|
3.26K
$1.96M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-189- 1.57% |
$78K - $90.5K
|
11.9K
$7.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-189- 6.45% |
$78K - $90.5K
|
2.74K
$1.65M
|
|
|
Jan 17, 2024
Q4 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-190- 7.54% |
$78.4K - $91K
|
2.33K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-190- 0.97% |
$78.4K - $91K
|
19.5K
$11.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-192- 5.79% |
$79.2K - $92K
|
3.13K
$1.88M
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-193- 0.23% |
$79.6K - $92.4K
|
83.3K
$50.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-194- 31.39% |
$80K - $92.9K
|
424
$255K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-196- 24.38% |
$80.9K - $93.9K
|
608
$366K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-196- 4.44% |
$80.9K - $93.9K
|
4.21K
$2.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-196- 0.81% |
$80.9K - $93.9K
|
23.9K
$14.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-197- 21.53% |
$81.3K - $94.4K
|
718
$432K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-197- 15.41% |
$81.3K - $94.4K
|
1.08K
$651K
|
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
SELL
|
- |
-198- 28.01% |
$81.7K - $94.8K
|
509
$306K
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-200- 4.15% |
$82.5K - $95.8K
|
4.61K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-200- 0.64% |
$82.5K - $95.8K
|
30.9K
$18.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-202- 2.94% |
$83.3K - $96.8K
|
6.68K
$4.02M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-202- 1.55% |
$83.3K - $96.8K
|
12.8K
$7.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-204- 2.99% |
$84.2K - $97.7K
|
6.62K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-205- 4.33% |
$84.6K - $98.2K
|
4.53K
$2.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-206- 4.0% |
$85K - $98.7K
|
4.95K
$2.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-207- 32.7% |
$85.4K - $99.2K
|
426
$256K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-208- 2.79% |
$85.8K - $99.6K
|
7.24K
$4.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-209- 2.54% |
$86.2K - $100K
|
8.02K
$4.83M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-209- 47.07% |
$86.2K - $100K
|
235
$141K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-211- 39.66% |
$87K - $101K
|
321
$193K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-211- 2.56% |
$87K - $101K
|
8.03K
$4.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-211- 1.84% |
$87K - $101K
|
11.3K
$6.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-214- 20.19% |
$88.3K - $103K
|
846
$509K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-216- 7.18% |
$89.1K - $103K
|
2.79K
$1.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-217- 27.3% |
$89.5K - $104K
|
578
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-219- 1.92% |
$90.3K - $105K
|
11.2K
$6.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-220- 3.59% |
$90.8K - $105K
|
5.9K
$3.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-221- 4.83% |
$91.2K - $106K
|
4.36K
$2.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-224- 1.66% |
$92.4K - $107K
|
13.3K
$7.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-225- 2.87% |
$92.8K - $108K
|
7.62K
$4.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-231- 13.41% |
$95.3K - $111K
|
1.49K
$897K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-232- 0.75% |
$95.7K - $111K
|
30.5K
$18.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-233- 7.95% |
$96.1K - $112K
|
2.7K
$1.62M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-234- 1.04% |
$96.5K - $112K
|
22.2K
$13.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-235- 4.04% |
$96.9K - $113K
|
5.59K
$3.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-238- 0.99% |
$98.2K - $114K
|
23.7K
$14.3M
|