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 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-68- 4.4% |
$28.1K - $32.6K
|
1.48K
$934K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-68- 1.83% |
$28.1K - $32.6K
|
3.65K
$2.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-69- 5.26% |
$28.5K - $33.1K
|
1.24K
$786K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-69- 6.29% |
$28.5K - $33.1K
|
1.03K
$649K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-69- 1.49% |
$28.5K - $33.1K
|
4.57K
$2.89M
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-70- 0.49% |
$28.9K - $33.5K
|
14.2K
$8.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-70- 13.73% |
$28.9K - $33.5K
|
440
$278K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-71- 4.76% |
$29.3K - $34K
|
1.42K
$898K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-72- 0.63% |
$29.7K - $34.5K
|
11.4K
$7.21M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-72- 4.42% |
$29.7K - $34.5K
|
1.56K
$984K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-74- 0.21% |
$30.5K - $35.4K
|
35.3K
$22.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-74- 2.8% |
$30.5K - $35.4K
|
2.57K
$1.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-74- 0.94% |
$30.5K - $35.4K
|
7.76K
$4.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-74- 0.66% |
$30.5K - $35.4K
|
11.2K
$7.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-74- 11.01% |
$30.5K - $35.4K
|
598
$378K
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-75- 1.08% |
$30.9K - $35.9K
|
6.9K
$4.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-75- 1.47% |
$30.9K - $35.9K
|
5.03K
$3.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-75- 0.84% |
$30.9K - $35.9K
|
8.87K
$5.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-76- 10.09% |
$31.4K - $36.4K
|
677
$428K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-76- 4.97% |
$31.4K - $36.4K
|
1.45K
$918K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-77- 4.63% |
$31.8K - $36.9K
|
1.59K
$1M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-77- 2.88% |
$31.8K - $36.9K
|
2.6K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-77- 0.94% |
$31.8K - $36.9K
|
8.08K
$5.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-77- 3.54% |
$31.8K - $36.9K
|
2.1K
$1.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-78- 2.58% |
$32.2K - $37.4K
|
2.95K
$1.86M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-78- 2.58% |
$32.2K - $37.4K
|
2.95K
$1.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-78- 1.34% |
$32.2K - $37.4K
|
5.76K
$3.64M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-79- 2.34% |
$32.6K - $37.8K
|
3.3K
$2.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-79- 12.29% |
$32.6K - $37.8K
|
564
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-79- 1.41% |
$32.6K - $37.8K
|
5.54K
$3.5M
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-79- 1.28% |
$32.6K - $37.8K
|
6.07K
$3.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-80- 1.73% |
$33K - $38.3K
|
4.55K
$2.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
SELL
|
- |
-80- 13.09% |
$33K - $38.3K
|
531
$335K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-81- 6.97% |
$33.4K - $38.8K
|
1.08K
$683K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-83- 16.4% |
$34.2K - $39.8K
|
423
$267K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-83- 1.6% |
$34.2K - $39.8K
|
5.12K
$3.23M
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-83- 1.35% |
$34.2K - $39.8K
|
6.07K
$3.84M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-84- 1.25% |
$34.7K - $40.2K
|
6.65K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-84- 1.11% |
$34.7K - $40.2K
|
7.45K
$4.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-85- 1.0% |
$35.1K - $40.7K
|
8.41K
$5.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-85- 0.7% |
$35.1K - $40.7K
|
12.1K
$7.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-85- 3.92% |
$35.1K - $40.7K
|
2.08K
$1.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-86- 1.24% |
$35.5K - $41.2K
|
6.87K
$4.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-86- 1.76% |
$35.5K - $41.2K
|
4.81K
$3.04M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-87- 5.37% |
$35.9K - $41.7K
|
1.53K
$968K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-87- 5.31% |
$35.9K - $41.7K
|
1.55K
$979K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-88- 0.47% |
$36.3K - $42.2K
|
18.5K
$11.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-88- 1.07% |
$36.3K - $42.2K
|
8.12K
$5.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-88- 5.05% |
$36.3K - $42.2K
|
1.66K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-88- 0.61% |
$36.3K - $42.2K
|
14.4K
$9.12M
|