Purchases and Sales Made in Q4 2023 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 08, 2024 Q4 2023
Wallace Advisory Group, LLC

Lafayette, CA
SELL
 -
-612
- 7.49%
$252K - $293K
7.56K $4.22M
Feb 06, 2024 Q4 2023
9258 Wealth Management, LLC

SELL
 -
-612
- 4.02%
$252K - $293K
14.6K $8.16M
Feb 14, 2024 Q4 2023
Mairs & Power Inc

St Paul, MN
SELL
 -
-612
- 8.01%
$252K - $293K
7.03K $3.92M
Feb 14, 2024 Q4 2023
Horizon Investments, LLC

Charlotte, NC
SELL
 -
-625
- 2.96%
$258K - $299K
20.5K $11.5M
Feb 06, 2024 Q4 2023
Intelligence Driven Advisers, LLC

SELL
 -
-629
- 8.67%
$259K - $301K
6.63K $3.7M
Feb 14, 2024 Q4 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-630
- 5.23%
$260K - $302K
11.4K $6.37M
Jan 10, 2024 Q4 2023
Pps&V Asset Management Consultants, Inc.

Portage, MI
SELL
 -
-635
- 0.88%
$262K - $304K
71.8K $40.1M
Jan 08, 2024 Q4 2023
Bennett Selby Investments LP

SELL
 -
-637
- 31.55%
$263K - $305K
1.38K $771K
Jan 22, 2024 Q4 2023
Fort Henry Capital, LLC

SELL
 -
-639
- 0.85%
$264K - $306K
74.7K $41.7M
Feb 14, 2024 Q4 2023
Itau Unibanco Holding S.A.

Sao Paulo, D5
SELL
 -
-651
- 10.76%
$269K - $312K
5.4K $3.01M
Jan 25, 2024 Q4 2023
Peoples Bank

SELL
 -
-653
- 2.04%
$269K - $313K
31.4K $17.5M
Jan 12, 2024 Q4 2023
Sterling Investment Counsel, LLC

SELL
 -
-656
- 4.71%
$271K - $314K
13.3K $7.41M
Jan 24, 2024 Q4 2023
Financial Insights, Inc.

SELL
 -
-657
- 33.97%
$271K - $315K
1.28K $713K
Jan 02, 2024 Q4 2023
Goal Vest Advisory LLC

SELL
 -
-660
- 49.7%
$272K - $316K
668 $373K
Jan 16, 2024 Q4 2023
Strategic Wealth Investment Group, LLC

SELL
 -
-660
- 36.14%
$272K - $316K
1.17K $651K
Jan 10, 2024 Q4 2023
Avondale Wealth Management

SELL
 -
-665
- 1.15%
$274K - $319K
57.1K $31.9M
Feb 14, 2024 Q4 2023
Sja Financial Advisory, LLC

SELL
 -
-666
- 2.32%
$275K - $319K
28K $15.6M
Jan 17, 2024 Q4 2023
D. Scott Neal, Inc.

SELL
 -
-670
- 26.38%
$276K - $321K
1.87K $1.04M
Jan 29, 2024 Q4 2023
New Edge Wealth, LLC

Pittsburgh, PA
SELL
 -
-680
- 7.41%
$281K - $326K
8.5K $4.74M
Feb 05, 2024 Q4 2023
Paradigm Financial Partners, LLC

SELL
 -
-689
- 42.24%
$284K - $330K
942 $526K
Jan 24, 2024 Q4 2023
Vahanian & Associates Financial Planning Inc.

SELL
 -
-690
- 42.65%
$285K - $331K
928 $518K
Feb 07, 2024 Q4 2023
Reynders Mc Veigh Capital Management, LLC

SELL
 -
-700
- 36.9%
$289K - $335K
1.2K $668K
Feb 15, 2024 Q4 2023
Coyle Financial Counsel LLC

Glenview, IL
SELL
 -
-710
- 0.94%
$293K - $340K
75.1K $41.9M
Feb 12, 2024 Q4 2023
Connable Office Inc

SELL
 -
-713
- 14.25%
$294K - $342K
4.29K $2.39M
Feb 26, 2024 Q4 2023
Syon Capital LLC

San Francisco, CA
SELL
 -
-717
- 1.75%
$296K - $343K
40.2K $22.4M
Jan 29, 2024 Q4 2023
Highview Capital Management LLC

SELL
 -
-724
- 2.59%
$299K - $347K
27.3K $15.2M
Jan 30, 2024 Q4 2023
Prosperity Wealth Management, Inc.

San Ramon, CA
SELL
 -
-732
- 34.69%
$302K - $351K
1.38K $769K
Jan 30, 2024 Q4 2023
Beam Wealth Advisors, Inc.

SELL
 -
-733
- 2.94%
$302K - $351K
24.2K $13.5M
Feb 06, 2024 Q4 2023
Darwin Advisors, LLC

SELL
 -
-736
- 3.51%
$304K - $353K
20.2K $11.3M
Feb 06, 2024 Q4 2023
Lwmg, LLC

Lake Elmo, MN
SELL
 -
-737
- 1.12%
$304K - $353K
64.9K $36.2M
Feb 14, 2024 Q4 2023
Redwood Investment Management, LLC

Scottsdale, AZ
SELL
 -
-743
- 9.26%
$307K - $356K
7.28K $4.06M
Jan 31, 2024 Q4 2023
Tranquility Partners, LLC

SELL
 -
-746
- 11.29%
$308K - $357K
5.86K $3.27M
Feb 14, 2024 Q4 2023
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-751
- 5.5%
$310K - $360K
12.9K $7.2M
Jan 29, 2024 Q4 2023
Capital Advisors Inc

SELL
 -
-761
- 25.45%
$314K - $365K
2.23K $1.24M
Jul 09, 2024 Q4 2023
Rockingstone Advisors LLC

Great Barrington, MA
SELL
 -
-761
Closed
$314K - $365K
0 $0
Feb 07, 2024 Q4 2023
Harfst & Associates, Inc.

SELL
 -
-768
- 0.7%
$317K - $368K
108K $60.5M
Feb 14, 2024 Q4 2023
Tcwp LLC

Tampa, FL
SELL
 -
-770
- 56.58%
$318K - $369K
591 $330K
Feb 01, 2024 Q4 2023
New Square Capital LLC

SELL
 -
-776
- 32.0%
$320K - $372K
1.65K $920K
Jan 24, 2024 Q4 2023
Park Place Capital Corp

Birmingham, AL
SELL
 -
-782
- 4.4%
$323K - $375K
17K $9.49M
Jan 19, 2024 Q4 2023
Teamwork Financial Advisors, LLC

SELL
 -
-791
- 26.11%
$326K - $379K
2.24K $1.25M
Jan 26, 2024 Q4 2023
Inlet Private Wealth, LLC

SELL
 -
-795
- 47.15%
$328K - $381K
891 $497K
Feb 12, 2024 Q4 2023
Staley Capital Advisers Inc

SELL
 -
-799
- 40.87%
$330K - $383K
1.16K $645K
Jan 19, 2024 Q4 2023
Granite Harbor Advisors, Inc.

Houston, TX
SELL
 -
-800
- 2.98%
$330K - $383K
26K $14.5M
Feb 06, 2024 Q4 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
SELL
 -
-815
- 45.3%
$336K - $390K
984 $549K
Feb 13, 2024 Q4 2023
Destination Wealth Management

SELL
 -
-818
- 0.6%
$337K - $392K
136K $75.8M
Jan 22, 2024 Q4 2023
Veracity Capital LLC

SELL
 -
-825
- 16.48%
$340K - $395K
4.18K $2.33M
Feb 23, 2024 Q4 2023
Cim, LLC

SELL
 -
-826
- 9.91%
$341K - $396K
7.51K $4.19M
Jun 06, 2024 Q4 2023
Rw Investment Management LLC

Eagle, ID
SELL
 -
-828
- 27.63%
$342K - $397K
2.17K $1.21M
Feb 05, 2024 Q4 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-864
- 15.09%
$356K - $414K
4.86K $2.71M

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