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 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-26- 0.28% |
$10.7K - $12.5K
|
9.11K
$5.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-26- 0.52% |
$10.7K - $12.5K
|
4.98K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-26- 11.66% |
$10.7K - $12.5K
|
197
$125K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-26- 2.94% |
$10.7K - $12.5K
|
859
$547K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-27- 5.13% |
$11.1K - $12.9K
|
499
$318K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-27- 0.32% |
$11.1K - $12.9K
|
8.42K
$5.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-27- 0.42% |
$11.1K - $12.9K
|
6.4K
$4.07M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-28- 1.52% |
$11.6K - $13.4K
|
1.81K
$1.15M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-29- 0.92% |
$12K - $13.9K
|
3.11K
$1.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-29- 9.93% |
$12K - $13.9K
|
263
$167K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-29- 2.15% |
$12K - $13.9K
|
1.32K
$838K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-29- 0.04% |
$12K - $13.9K
|
77.4K
$49.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-30- 3.29% |
$12.4K - $14.4K
|
883
$562K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-30- 0.84% |
$12.4K - $14.4K
|
3.53K
$2.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-30- 3.44% |
$12.4K - $14.4K
|
842
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-31- 1.52% |
$12.8K - $14.8K
|
2.01K
$1.28M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-31- 0.23% |
$12.8K - $14.8K
|
13.3K
$8.48M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-32- 4.55% |
$13.2K - $15.3K
|
672
$428K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-32- 10.92% |
$13.2K - $15.3K
|
261
$166K
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-32- 1.63% |
$13.2K - $15.3K
|
1.93K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-32- 0.3% |
$13.2K - $15.3K
|
10.6K
$6.75M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-33- 3.72% |
$13.6K - $15.8K
|
854
$543K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-33- 0.3% |
$13.6K - $15.8K
|
10.9K
$6.96M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-34- 32.69% |
$14K - $16.3K
|
70
$44.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-34- 6.77% |
$14K - $16.3K
|
468
$298K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-34- 21.79% |
$14K - $16.3K
|
122
$77.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-35- 1.05% |
$14.4K - $16.8K
|
3.31K
$2.11M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-35- 0.04% |
$14.4K - $16.8K
|
82K
$52.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-35- 2.09% |
$14.4K - $16.8K
|
1.64K
$1.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-35- 0.93% |
$14.4K - $16.8K
|
3.74K
$2.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-35- 9.31% |
$14.4K - $16.8K
|
341
$217K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-35- 0.57% |
$14.4K - $16.8K
|
6.07K
$3.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-37- 0.98% |
$15.3K - $17.7K
|
3.76K
$2.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-37- 0.4% |
$15.3K - $17.7K
|
9.3K
$5.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-38- 0.07% |
$15.7K - $18.2K
|
53.6K
$34.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-38- 7.02% |
$15.7K - $18.2K
|
503
$320K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-40- 1.45% |
$16.5K - $19.2K
|
2.73K
$1.73M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-40- 1.44% |
$16.5K - $19.2K
|
2.73K
$1.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
SELL
|
- |
-40- 2.94% |
$16.5K - $19.2K
|
1.32K
$840K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-40- 4.21% |
$16.5K - $19.2K
|
910
$579K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-41- 3.06% |
$16.9K - $19.6K
|
1.3K
$826K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-41- 4.81% |
$16.9K - $19.6K
|
811
$516K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-41- 0.88% |
$16.9K - $19.6K
|
4.63K
$2.95M
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-43- 3.81% |
$17.7K - $20.6K
|
1.09K
$691K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-43- 0.74% |
$17.7K - $20.6K
|
5.73K
$3.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-44- 9.32% |
$18.2K - $21.1K
|
428
$272K
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-44- 3.07% |
$18.2K - $21.1K
|
1.39K
$883K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-44- 0.59% |
$18.2K - $21.1K
|
7.42K
$4.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-44- 1.14% |
$18.2K - $21.1K
|
3.83K
$2.44M
|
|
|
Feb 12, 2024
Q4 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-44- 8.66% |
$18.2K - $21.1K
|
464
$295K
|