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 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-418- 1.0% |
$172K - $200K
|
41.3K
$24.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-421- 3.19% |
$174K - $202K
|
12.8K
$7.62M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-422- 14.56% |
$174K - $202K
|
2.48K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-422- 6.24% |
$174K - $202K
|
6.35K
$3.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-426- 13.0% |
$176K - $204K
|
2.85K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-427- 28.81% |
$176K - $205K
|
1.06K
$631K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-428- 0.78% |
$177K - $205K
|
54.4K
$32.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-429- 19.39% |
$177K - $205K
|
1.78K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-430- 12.77% |
$177K - $206K
|
2.94K
$1.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-431- 0.78% |
$178K - $206K
|
54.9K
$32.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-433- 2.13% |
$179K - $207K
|
19.9K
$11.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-434- 28.76% |
$179K - $208K
|
1.08K
$642K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-435- 11.32% |
$179K - $208K
|
3.41K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-442- 0.75% |
$182K - $212K
|
58.4K
$34.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-449- 1.37% |
$185K - $215K
|
32.3K
$19.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-450- 19.35% |
$186K - $216K
|
1.88K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-453- 4.13% |
$187K - $217K
|
10.5K
$6.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-455- 3.6% |
$188K - $218K
|
12.2K
$7.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-455- 4.65% |
$188K - $218K
|
9.33K
$5.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-456- 29.23% |
$188K - $218K
|
1.1K
$660K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-461- 1.89% |
$190K - $221K
|
23.9K
$14.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-465- 25.95% |
$192K - $223K
|
1.33K
$793K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-467- 48.44% |
$193K - $224K
|
497
$297K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-467- 41.07% |
$193K - $224K
|
670
$400K
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-472- 8.97% |
$195K - $226K
|
4.79K
$2.86M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-473- 5.22% |
$195K - $227K
|
8.58K
$5.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-473- 2.47% |
$195K - $227K
|
18.7K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-475- 16.44% |
$196K - $228K
|
2.41K
$1.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-476- 17.55% |
$196K - $228K
|
2.24K
$1.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-477- 21.06% |
$197K - $228K
|
1.79K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-479- 1.82% |
$198K - $229K
|
25.8K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-483- 7.6% |
$199K - $231K
|
5.87K
$3.51M
|
|
|
Mar 12, 2024
Q4 2023
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-485- 7.91% |
$200K - $232K
|
5.64K
$3.37M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-493- 3.97% |
$203K - $236K
|
11.9K
$7.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Pembroke Management, LTD
|
SELL
|
- |
-493- 1.87% |
$203K - $236K
|
25.9K
$15.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-498- 8.38% |
$205K - $239K
|
5.44K
$3.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-499- 2.89% |
$206K - $239K
|
16.8K
$10M
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-500- 1.64% |
$206K - $240K
|
30K
$17.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-502- 1.01% |
$207K - $240K
|
49.2K
$29.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-505- 84.31% |
$208K - $242K
|
94
$56.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-508- 4.74% |
$210K - $243K
|
10.2K
$6.1M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-510- 2.29% |
$210K - $244K
|
21.7K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-511- 10.34% |
$211K - $245K
|
4.43K
$2.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-517- 0.53% |
$213K - $248K
|
96.8K
$57.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-518- 9.42% |
$214K - $248K
|
4.98K
$2.98M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-524- 22.37% |
$216K - $251K
|
1.82K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-528- 0.12% |
$218K - $253K
|
431K
$258M
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-530- 30.25% |
$219K - $254K
|
1.22K
$730K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-538- 5.84% |
$222K - $258K
|
8.68K
$5.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-539- 1.53% |
$222K - $258K
|
34.6K
$20.7M
|