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 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-554- 15.42% |
$229K - $265K
|
3.04K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-556- 4.62% |
$229K - $266K
|
11.5K
$7.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-558- 9.33% |
$230K - $267K
|
5.42K
$3.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-559- 9.11% |
$231K - $268K
|
5.57K
$3.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-560- 8.47% |
$231K - $268K
|
6.05K
$4.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-561- 6.78% |
$231K - $269K
|
7.71K
$5.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-569- 0.56% |
$235K - $273K
|
100K
$68.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-575- 19.28% |
$237K - $275K
|
2.41K
$1.63M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-579- 0.51% |
$239K - $277K
|
113K
$76.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-579- 2.65% |
$239K - $277K
|
21.3K
$14.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-586- 4.34% |
$242K - $281K
|
12.9K
$8.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-586- 50.34% |
$242K - $281K
|
578
$392K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-593- 4.51% |
$245K - $284K
|
12.5K
$8.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-601- 23.82% |
$248K - $288K
|
1.92K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-602- 3.84% |
$248K - $288K
|
15.1K
$10.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-604- 3.68% |
$249K - $289K
|
15.8K
$10.7M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-604- 7.03% |
$249K - $289K
|
7.99K
$5.43M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-608- 16.53% |
$251K - $291K
|
3.07K
$2.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-609- 2.76% |
$251K - $292K
|
21.4K
$14.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-612- 7.49% |
$252K - $293K
|
7.56K
$5.13M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-612- 4.02% |
$252K - $293K
|
14.6K
$9.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-612- 8.01% |
$252K - $293K
|
7.03K
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-625- 2.96% |
$258K - $299K
|
20.5K
$13.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-629- 8.67% |
$259K - $301K
|
6.63K
$4.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-630- 5.23% |
$260K - $302K
|
11.4K
$7.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-635- 0.88% |
$262K - $304K
|
71.8K
$48.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-637- 31.55% |
$263K - $305K
|
1.38K
$938K
|
|
|
Jan 22, 2024
Q4 2023
|
Fort Henry Capital, LLC
|
SELL
|
- |
-639- 0.85% |
$264K - $306K
|
74.7K
$50.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-651- 10.76% |
$269K - $312K
|
5.4K
$3.67M
|
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-652- 8.98% |
$269K - $312K
|
6.61K
$4.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-653- 2.04% |
$269K - $313K
|
31.4K
$21.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-656- 4.71% |
$271K - $314K
|
13.3K
$9.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-657- 33.97% |
$271K - $315K
|
1.28K
$867K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-660- 49.7% |
$272K - $316K
|
668
$453K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-660- 36.14% |
$272K - $316K
|
1.17K
$791K
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-665- 1.15% |
$274K - $319K
|
57.1K
$38.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-666- 2.32% |
$275K - $319K
|
28K
$19M
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-670- 26.38% |
$276K - $321K
|
1.87K
$1.27M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-680- 7.41% |
$281K - $326K
|
8.5K
$5.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-689- 42.24% |
$284K - $330K
|
942
$639K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-690- 42.65% |
$285K - $331K
|
928
$630K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-700- 36.9% |
$289K - $335K
|
1.2K
$813K
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-710- 0.94% |
$293K - $340K
|
75.1K
$51M
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-713- 14.25% |
$294K - $342K
|
4.29K
$2.91M
|
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-717- 1.75% |
$296K - $343K
|
40.2K
$27.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-724- 2.59% |
$299K - $347K
|
27.3K
$18.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-732- 34.69% |
$302K - $351K
|
1.38K
$935K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-733- 2.94% |
$302K - $351K
|
24.2K
$16.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-736- 3.51% |
$304K - $353K
|
20.2K
$13.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-737- 1.12% |
$304K - $353K
|
64.9K
$44.1M
|