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 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-238- 4.42% |
$98.2K - $114K
|
5.15K
$3.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-242- 15.08% |
$99.8K - $116K
|
1.36K
$815K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-245- 0.32% |
$101K - $117K
|
76.5K
$45.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-245- 0.42% |
$101K - $117K
|
57.8K
$34.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-249- 17.47% |
$103K - $119K
|
1.18K
$703K
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-250- 8.88% |
$103K - $120K
|
2.57K
$1.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-251- 0.86% |
$104K - $120K
|
28.8K
$17.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-251- 12.73% |
$104K - $120K
|
1.72K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-251- 0.5% |
$104K - $120K
|
49.8K
$29.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-252- 1.21% |
$104K - $121K
|
20.5K
$12.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-254- 1.94% |
$105K - $122K
|
12.8K
$7.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-257- 19.56% |
$106K - $123K
|
1.06K
$632K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-258- 4.88% |
$106K - $124K
|
5.03K
$3M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-258- 25.98% |
$106K - $124K
|
735
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-261- 1.37% |
$108K - $125K
|
18.7K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-262- 8.67% |
$108K - $125K
|
2.76K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-263- 2.42% |
$109K - $126K
|
10.6K
$6.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-264- 17.53% |
$109K - $126K
|
1.24K
$742K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-264- 1.15% |
$109K - $126K
|
22.7K
$13.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-268- 6.6% |
$111K - $128K
|
3.79K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-268- 0.85% |
$111K - $128K
|
31.1K
$18.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-273- 1.08% |
$113K - $131K
|
25K
$14.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-275- 4.76% |
$113K - $132K
|
5.51K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-275- 2.22% |
$113K - $132K
|
12.1K
$7.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-276- 4.11% |
$114K - $132K
|
6.44K
$3.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-276- 2.51% |
$114K - $132K
|
10.7K
$6.42M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-276- 28.28% |
$114K - $132K
|
700
$418K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-279- 5.2% |
$115K - $134K
|
5.08K
$3.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-279- 0.96% |
$115K - $134K
|
28.6K
$17.1M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-279- 11.44% |
$115K - $134K
|
2.16K
$1.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-283- 0.69% |
$117K - $136K
|
40.7K
$24.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-285- 5.56% |
$118K - $137K
|
4.84K
$2.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-285- 1.2% |
$118K - $137K
|
23.5K
$14M
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-286- 2.77% |
$118K - $137K
|
10.1K
$6.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-286- 9.12% |
$118K - $137K
|
2.85K
$1.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-287- 18.26% |
$118K - $137K
|
1.29K
$768K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-287- 2.3% |
$118K - $137K
|
12.2K
$7.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-288- 9.06% |
$119K - $138K
|
2.89K
$1.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-288- 5.66% |
$119K - $138K
|
4.8K
$2.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-290- 2.84% |
$120K - $139K
|
9.94K
$5.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-292- 27.11% |
$120K - $140K
|
785
$469K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-295- 0.49% |
$122K - $141K
|
59.7K
$35.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-296- 7.93% |
$122K - $142K
|
3.44K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-300- 41.84% |
$124K - $144K
|
417
$249K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-307- 5.18% |
$127K - $147K
|
5.62K
$3.36M
|
|
|
Jan 25, 2024
Q4 2023
|
American Asset Management Inc.
|
SELL
|
- |
-312- 17.22% |
$129K - $149K
|
1.5K
$896K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-313- 1.32% |
$129K - $150K
|
23.4K
$14M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-317- 1.74% |
$131K - $152K
|
17.9K
$10.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-321- 3.54% |
$132K - $154K
|
8.74K
$5.22M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-321- 2.96% |
$132K - $154K
|
10.5K
$6.29M
|