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 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-323- 6.43% |
$133K - $155K
|
4.7K
$2.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-324- 0.99% |
$134K - $155K
|
32.3K
$19.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-329- 14.76% |
$136K - $158K
|
1.9K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-329- 37.43% |
$136K - $158K
|
550
$329K
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-330- 6.19% |
$136K - $158K
|
5K
$2.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-330- 21.97% |
$136K - $158K
|
1.17K
$700K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-331- 1.27% |
$137K - $159K
|
25.7K
$15.3M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-335- 9.15% |
$138K - $160K
|
3.33K
$1.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-335- 10.92% |
$138K - $160K
|
2.73K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-338- 25.74% |
$139K - $162K
|
975
$583K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-340- 11.1% |
$140K - $163K
|
2.72K
$1.63M
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-345- 4.12% |
$142K - $165K
|
8.03K
$4.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-350- 1.8% |
$144K - $168K
|
19.1K
$11.4M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-351- 39.44% |
$145K - $168K
|
539
$322K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-351- 22.79% |
$145K - $168K
|
1.19K
$711K
|
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-352- 0.74% |
$145K - $169K
|
47.3K
$28.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-353- 3.86% |
$146K - $169K
|
8.79K
$5.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-356- 5.37% |
$147K - $171K
|
6.28K
$3.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-357- 1.05% |
$147K - $171K
|
33.5K
$20M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-358- 7.68% |
$148K - $171K
|
4.31K
$2.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-360- 3.47% |
$149K - $172K
|
10K
$5.99M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-361- 0.72% |
$149K - $173K
|
50.1K
$29.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-362- 18.12% |
$149K - $173K
|
1.64K
$978K
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-367- 2.41% |
$151K - $176K
|
14.8K
$8.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-369- 1.17% |
$152K - $177K
|
31.1K
$18.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-373- 43.57% |
$154K - $179K
|
483
$289K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-375- 1.14% |
$155K - $180K
|
32.6K
$19.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-376- 1.18% |
$155K - $180K
|
31.6K
$18.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-377- 14.4% |
$156K - $181K
|
2.24K
$1.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-380- 10.83% |
$157K - $182K
|
3.13K
$1.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-380- 16.58% |
$157K - $182K
|
1.91K
$1.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-380- 5.68% |
$157K - $182K
|
6.31K
$3.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-380- 0.63% |
$157K - $182K
|
59.9K
$35.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-381- 0.94% |
$157K - $182K
|
40.3K
$24.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-382- 7.45% |
$158K - $183K
|
4.74K
$2.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-387- 3.17% |
$160K - $185K
|
11.8K
$7.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-391- 1.0% |
$161K - $187K
|
38.7K
$23.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-393- 0.57% |
$162K - $188K
|
68.6K
$41M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-396- 14.3% |
$163K - $190K
|
2.37K
$1.42M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-398- 7.4% |
$164K - $191K
|
4.98K
$2.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-400- 6.25% |
$165K - $192K
|
6K
$3.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-400- 1.17% |
$165K - $192K
|
33.8K
$20.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-401- 4.09% |
$165K - $192K
|
9.4K
$5.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-410- 0.77% |
$169K - $196K
|
52.6K
$31.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-411- 25.74% |
$170K - $197K
|
1.19K
$709K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-412- 22.42% |
$170K - $197K
|
1.43K
$852K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-412- 7.42% |
$170K - $197K
|
5.14K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-413- 1.57% |
$170K - $198K
|
25.8K
$15.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-414- 23.93% |
$171K - $198K
|
1.32K
$787K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-414- 14.31% |
$171K - $198K
|
2.48K
$1.48M
|