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 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-153- 1.91% |
$63.1K - $73.3K
|
7.85K
$5M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-153- 10.84% |
$63.1K - $73.3K
|
1.26K
$801K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-154- 9.17% |
$63.5K - $73.8K
|
1.53K
$971K
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-154- 0.9% |
$63.5K - $73.8K
|
17K
$10.8M
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-155- 0.41% |
$63.9K - $74.2K
|
38.1K
$24.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-155- 2.92% |
$63.9K - $74.2K
|
5.16K
$3.28M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-156- 0.88% |
$64.4K - $74.7K
|
17.5K
$11.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-156- 0.5% |
$64.4K - $74.7K
|
31K
$19.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-156- 3.22% |
$64.4K - $74.7K
|
4.69K
$2.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-156- 2.66% |
$64.4K - $74.7K
|
5.7K
$3.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-157- 10.61% |
$64.8K - $75.2K
|
1.32K
$842K
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-157- 1.92% |
$64.8K - $75.2K
|
8.01K
$5.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-159- 4.77% |
$65.6K - $76.2K
|
3.17K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-159- 0.74% |
$65.6K - $76.2K
|
21.3K
$13.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-160- 2.83% |
$66K - $76.6K
|
5.49K
$3.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-160- 15.02% |
$66K - $76.6K
|
905
$576K
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-161- 0.45% |
$66.4K - $77.1K
|
35.5K
$22.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-161- 3.86% |
$66.4K - $77.1K
|
4.01K
$2.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-161- 10.47% |
$66.4K - $77.1K
|
1.38K
$876K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-162- 4.04% |
$66.8K - $77.6K
|
3.85K
$2.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-162- 5.45% |
$66.8K - $77.6K
|
2.81K
$1.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-162- 18.08% |
$66.8K - $77.6K
|
734
$467K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-165- 4.05% |
$68.1K - $79K
|
3.91K
$2.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-165- 5.75% |
$68.1K - $79K
|
2.71K
$1.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-165- 1.82% |
$68.1K - $79K
|
8.92K
$5.67M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-167- 0.63% |
$68.9K - $80K
|
26.2K
$16.7M
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-168- 3.24% |
$69.3K - $80.5K
|
5.02K
$3.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-168- 0.64% |
$69.3K - $80.5K
|
26.2K
$16.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-168- 0.31% |
$69.3K - $80.5K
|
54.7K
$34.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-169- 4.49% |
$69.7K - $81K
|
3.6K
$2.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-170- 3.65% |
$70.1K - $81.4K
|
4.49K
$2.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-172- 7.33% |
$71K - $82.4K
|
2.17K
$1.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-173- 0.51% |
$71.4K - $82.9K
|
33.9K
$21.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-174- 1.39% |
$71.8K - $83.3K
|
12.4K
$7.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-174- 1.98% |
$71.8K - $83.3K
|
8.62K
$5.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-176- 2.16% |
$72.6K - $84.3K
|
7.97K
$5.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-178- 5.12% |
$73.4K - $85.3K
|
3.3K
$2.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-180- 5.21% |
$74.3K - $86.2K
|
3.27K
$2.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-180- 2.63% |
$74.3K - $86.2K
|
6.67K
$4.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-182- 18.69% |
$75.1K - $87.2K
|
792
$504K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-182- 3.13% |
$75.1K - $87.2K
|
5.64K
$3.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-185- 6.9% |
$76.3K - $88.6K
|
2.5K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-185- 1.21% |
$76.3K - $88.6K
|
15K
$9.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-186- 0.44% |
$76.7K - $89.1K
|
42K
$26.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-187- 7.53% |
$77.1K - $89.6K
|
2.3K
$1.46M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-188- 3.24% |
$77.6K - $90.1K
|
5.61K
$3.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-188- 5.45% |
$77.6K - $90.1K
|
3.26K
$2.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-189- 1.57% |
$78K - $90.5K
|
11.9K
$7.56M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-189- 6.45% |
$78K - $90.5K
|
2.74K
$1.74M
|
|
|
Jan 17, 2024
Q4 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-190- 7.54% |
$78.4K - $91K
|
2.33K
$1.48M
|