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 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-106- 1.5% |
$43.7K - $50.8K
|
6.94K
$4.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-106- 0.31% |
$43.7K - $50.8K
|
34.6K
$20.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-106- 0.17% |
$43.7K - $50.8K
|
62.7K
$37.1M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-107- 10.52% |
$44.1K - $51.3K
|
910
$539K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-107- 13.79% |
$44.1K - $51.3K
|
669
$396K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-108- 4.48% |
$44.6K - $51.7K
|
2.3K
$1.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-108- 1.4% |
$44.6K - $51.7K
|
7.58K
$4.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-108- 1.44% |
$44.6K - $51.7K
|
7.37K
$4.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-108- 0.73% |
$44.6K - $51.7K
|
14.7K
$8.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-109- 1.57% |
$45K - $52.2K
|
6.81K
$4.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-110- 4.94% |
$45.4K - $52.7K
|
2.12K
$1.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-110- 0.68% |
$45.4K - $52.7K
|
16.1K
$9.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-110- 4.93% |
$45.4K - $52.7K
|
2.12K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-111- 2.8% |
$45.8K - $53.2K
|
3.86K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-111- 9.09% |
$45.8K - $53.2K
|
1.11K
$657K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-112- 3.49% |
$46.2K - $53.6K
|
3.1K
$1.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-112- 0.85% |
$46.2K - $53.6K
|
13K
$7.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
SELL
|
- |
-112- 2.82% |
$46.2K - $53.6K
|
3.86K
$2.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-113- 9.16% |
$46.6K - $54.1K
|
1.12K
$663K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-113- 1.63% |
$46.6K - $54.1K
|
6.8K
$4.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-113- 11.7% |
$46.6K - $54.1K
|
853
$505K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-114- 1.11% |
$47K - $54.6K
|
10.2K
$6.01M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-115- 2.01% |
$47.4K - $55.1K
|
5.62K
$3.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-115- 1.31% |
$47.4K - $55.1K
|
8.64K
$5.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-117- 78.52% |
$48.3K - $56K
|
32
$18.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-118- 5.42% |
$48.7K - $56.5K
|
2.06K
$1.22M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-120- 15.31% |
$49.5K - $57.5K
|
664
$393K
|
|
|
Feb 09, 2024
Q4 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-120- 9.45% |
$49.5K - $57.5K
|
1.15K
$681K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-122- 1.58% |
$50.3K - $58.4K
|
7.61K
$4.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-122- 1.77% |
$50.3K - $58.4K
|
6.76K
$4M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-123- 0.01% |
$50.7K - $58.9K
|
953K
$564M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-124- 0.79% |
$51.2K - $59.4K
|
15.5K
$9.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-124- 21.49% |
$51.2K - $59.4K
|
453
$268K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-126- 5.87% |
$52K - $60.4K
|
2.02K
$1.2M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-127- 5.44% |
$52.4K - $60.8K
|
2.21K
$1.31M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-127- 1.75% |
$52.4K - $60.8K
|
7.13K
$4.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-129- 7.49% |
$53.2K - $61.8K
|
1.59K
$943K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-129- 3.53% |
$53.2K - $61.8K
|
3.53K
$2.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-131- 5.42% |
$54K - $62.7K
|
2.29K
$1.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-131- 16.17% |
$54K - $62.7K
|
679
$402K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-131- 23.39% |
$54K - $62.7K
|
429
$254K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-131- 11.49% |
$54K - $62.7K
|
1.01K
$597K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-132- 9.17% |
$54.5K - $63.2K
|
1.31K
$774K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-133- 7.79% |
$54.9K - $63.7K
|
1.57K
$932K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-135- 8.43% |
$55.7K - $64.7K
|
1.47K
$868K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-135- 4.69% |
$55.7K - $64.7K
|
2.75K
$1.62M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-136- 9.13% |
$56.1K - $65.1K
|
1.35K
$801K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-136- 11.94% |
$56.1K - $65.1K
|
1K
$594K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-136- 0.89% |
$56.1K - $65.1K
|
15.1K
$8.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-137- 3.33% |
$56.5K - $65.6K
|
3.98K
$2.36M
|