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
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-54- 1.97% |
$22.3K - $25.9K
|
2.68K
$1.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-56- 25.11% |
$23.1K - $26.8K
|
167
$98.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-57- 0.35% |
$23.5K - $27.3K
|
16.3K
$9.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-57- 2.16% |
$23.5K - $27.3K
|
2.58K
$1.52M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-57- 1.78% |
$23.5K - $27.3K
|
3.15K
$1.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-60- 7.26% |
$24.8K - $28.7K
|
767
$454K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-60- 5.44% |
$24.8K - $28.7K
|
1.04K
$617K
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-60- 7.45% |
$24.8K - $28.7K
|
745
$441K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-61- 6.88% |
$25.2K - $29.2K
|
826
$489K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-61- 5.77% |
$25.2K - $29.2K
|
997
$590K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-61- 2.02% |
$25.2K - $29.2K
|
2.97K
$1.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-62- 2.47% |
$25.6K - $29.7K
|
2.45K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-62- 0.7% |
$25.6K - $29.7K
|
8.79K
$5.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-63- 1.79% |
$26K - $30.2K
|
3.47K
$2.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-63- 1.58% |
$26K - $30.2K
|
3.93K
$2.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-64- 1.86% |
$26.4K - $30.7K
|
3.39K
$2M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-64- 3.19% |
$26.4K - $30.7K
|
1.94K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-64- 3.86% |
$26.4K - $30.7K
|
1.6K
$945K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-65- 0.79% |
$26.8K - $31.1K
|
8.2K
$4.85M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-68- 2.31% |
$28.1K - $32.6K
|
2.88K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-68- 4.4% |
$28.1K - $32.6K
|
1.48K
$875K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-68- 1.83% |
$28.1K - $32.6K
|
3.65K
$2.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-69- 5.26% |
$28.5K - $33.1K
|
1.24K
$736K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-69- 6.29% |
$28.5K - $33.1K
|
1.03K
$609K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-69- 1.49% |
$28.5K - $33.1K
|
4.57K
$2.71M
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-70- 0.49% |
$28.9K - $33.5K
|
14.2K
$8.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-70- 13.73% |
$28.9K - $33.5K
|
440
$260K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-71- 4.76% |
$29.3K - $34K
|
1.42K
$841K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-72- 0.63% |
$29.7K - $34.5K
|
11.4K
$6.76M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-72- 4.42% |
$29.7K - $34.5K
|
1.56K
$922K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-74- 0.21% |
$30.5K - $35.4K
|
35.3K
$20.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-74- 2.8% |
$30.5K - $35.4K
|
2.57K
$1.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-74- 0.94% |
$30.5K - $35.4K
|
7.76K
$4.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-74- 0.66% |
$30.5K - $35.4K
|
11.2K
$6.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-74- 11.01% |
$30.5K - $35.4K
|
598
$354K
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-75- 1.08% |
$30.9K - $35.9K
|
6.9K
$4.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-75- 1.47% |
$30.9K - $35.9K
|
5.03K
$2.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-75- 0.84% |
$30.9K - $35.9K
|
8.87K
$5.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-76- 10.09% |
$31.4K - $36.4K
|
677
$401K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-76- 4.97% |
$31.4K - $36.4K
|
1.45K
$860K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-77- 4.63% |
$31.8K - $36.9K
|
1.59K
$938K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-77- 2.88% |
$31.8K - $36.9K
|
2.6K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-77- 0.94% |
$31.8K - $36.9K
|
8.08K
$4.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-77- 3.54% |
$31.8K - $36.9K
|
2.1K
$1.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-78- 2.58% |
$32.2K - $37.4K
|
2.95K
$1.74M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-78- 2.58% |
$32.2K - $37.4K
|
2.95K
$1.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-78- 1.34% |
$32.2K - $37.4K
|
5.76K
$3.41M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-79- 2.34% |
$32.6K - $37.8K
|
3.3K
$1.95M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-79- 12.29% |
$32.6K - $37.8K
|
564
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-79- 1.41% |
$32.6K - $37.8K
|
5.54K
$3.28M
|