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 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-369- 1.17% |
$152K - $177K
|
31.1K
$17.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-373- 43.57% |
$154K - $179K
|
483
$270K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-375- 1.14% |
$155K - $180K
|
32.6K
$18.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-376- 1.18% |
$155K - $180K
|
31.6K
$17.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-377- 14.4% |
$156K - $181K
|
2.24K
$1.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-380- 10.83% |
$157K - $182K
|
3.13K
$1.75M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-380- 16.58% |
$157K - $182K
|
1.91K
$1.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-380- 5.68% |
$157K - $182K
|
6.31K
$3.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-380- 0.63% |
$157K - $182K
|
59.9K
$33.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-381- 0.94% |
$157K - $182K
|
40.3K
$22.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-382- 7.45% |
$158K - $183K
|
4.74K
$2.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-387- 3.17% |
$160K - $185K
|
11.8K
$6.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-391- 1.0% |
$161K - $187K
|
38.7K
$21.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-393- 0.57% |
$162K - $188K
|
68.6K
$38.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-396- 14.3% |
$163K - $190K
|
2.37K
$1.32M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-398- 7.4% |
$164K - $191K
|
4.98K
$2.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-400- 6.25% |
$165K - $192K
|
6K
$3.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-400- 1.17% |
$165K - $192K
|
33.8K
$18.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-401- 4.09% |
$165K - $192K
|
9.4K
$5.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-410- 0.77% |
$169K - $196K
|
52.6K
$29.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-411- 25.74% |
$170K - $197K
|
1.19K
$662K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-412- 22.42% |
$170K - $197K
|
1.43K
$796K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-412- 7.42% |
$170K - $197K
|
5.14K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-413- 1.57% |
$170K - $198K
|
25.8K
$14.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-414- 23.93% |
$171K - $198K
|
1.32K
$734K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-414- 14.31% |
$171K - $198K
|
2.48K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-418- 1.0% |
$172K - $200K
|
41.3K
$23M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-421- 3.19% |
$174K - $202K
|
12.8K
$7.12M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-422- 14.56% |
$174K - $202K
|
2.48K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-422- 6.24% |
$174K - $202K
|
6.35K
$3.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-426- 13.0% |
$176K - $204K
|
2.85K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-427- 28.81% |
$176K - $205K
|
1.06K
$589K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-428- 0.78% |
$177K - $205K
|
54.4K
$30.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-429- 19.39% |
$177K - $205K
|
1.78K
$996K
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-430- 12.77% |
$177K - $206K
|
2.94K
$1.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-431- 0.78% |
$178K - $206K
|
54.9K
$30.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-433- 2.13% |
$179K - $207K
|
19.9K
$11.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-434- 28.76% |
$179K - $208K
|
1.08K
$600K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-435- 11.32% |
$179K - $208K
|
3.41K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-442- 0.75% |
$182K - $212K
|
58.4K
$32.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-449- 1.37% |
$185K - $215K
|
32.3K
$18M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-450- 19.35% |
$186K - $216K
|
1.88K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-453- 4.13% |
$187K - $217K
|
10.5K
$5.87M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-455- 3.6% |
$188K - $218K
|
12.2K
$6.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-455- 4.65% |
$188K - $218K
|
9.33K
$5.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-456- 29.23% |
$188K - $218K
|
1.1K
$616K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-461- 1.89% |
$190K - $221K
|
23.9K
$13.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-465- 25.95% |
$192K - $223K
|
1.33K
$741K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-467- 48.44% |
$193K - $224K
|
497
$277K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-467- 41.07% |
$193K - $224K
|
670
$374K
|