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 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-435- 11.32% |
$179K - $208K
|
3.41K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-442- 0.75% |
$182K - $212K
|
58.4K
$36.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-449- 1.37% |
$185K - $215K
|
32.3K
$20.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-450- 19.35% |
$186K - $216K
|
1.88K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-453- 4.13% |
$187K - $217K
|
10.5K
$6.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-455- 3.6% |
$188K - $218K
|
12.2K
$7.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-455- 4.65% |
$188K - $218K
|
9.33K
$5.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-456- 29.23% |
$188K - $218K
|
1.1K
$685K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-461- 1.89% |
$190K - $221K
|
23.9K
$14.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-465- 25.95% |
$192K - $223K
|
1.33K
$824K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-467- 48.44% |
$193K - $224K
|
497
$308K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-467- 41.07% |
$193K - $224K
|
670
$416K
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-472- 8.97% |
$195K - $226K
|
4.79K
$2.97M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-473- 5.22% |
$195K - $227K
|
8.58K
$5.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-473- 2.47% |
$195K - $227K
|
18.7K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-475- 16.44% |
$196K - $228K
|
2.41K
$1.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-476- 17.55% |
$196K - $228K
|
2.24K
$1.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-477- 21.06% |
$197K - $228K
|
1.79K
$1.11M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-478- 4.38% |
$197K - $229K
|
10.4K
$6.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-479- 1.82% |
$198K - $229K
|
25.8K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-483- 7.6% |
$199K - $231K
|
5.87K
$3.65M
|
|
|
Mar 12, 2024
Q4 2023
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-485- 7.91% |
$200K - $232K
|
5.64K
$3.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-493- 3.97% |
$203K - $236K
|
11.9K
$7.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Pembroke Management, LTD
|
SELL
|
- |
-493- 1.87% |
$203K - $236K
|
25.9K
$16.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-498- 8.38% |
$205K - $239K
|
5.44K
$3.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-499- 2.89% |
$206K - $239K
|
16.8K
$10.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-500- 1.64% |
$206K - $240K
|
30K
$18.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-502- 1.01% |
$207K - $240K
|
49.2K
$30.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-505- 84.31% |
$208K - $242K
|
94
$58.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-508- 4.74% |
$210K - $243K
|
10.2K
$6.33M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-510- 2.29% |
$210K - $244K
|
21.7K
$13.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-511- 10.34% |
$211K - $245K
|
4.43K
$2.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-517- 0.53% |
$213K - $248K
|
96.8K
$60.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-518- 9.42% |
$214K - $248K
|
4.98K
$3.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-524- 22.37% |
$216K - $251K
|
1.82K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-528- 0.12% |
$218K - $253K
|
431K
$268M
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-530- 30.25% |
$219K - $254K
|
1.22K
$758K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-538- 5.84% |
$222K - $258K
|
8.68K
$5.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-539- 1.53% |
$222K - $258K
|
34.6K
$21.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-544- 14.84% |
$224K - $261K
|
3.12K
$1.94M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-551- 1.09% |
$227K - $264K
|
49.9K
$31M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-553- 0.46% |
$228K - $265K
|
120K
$74.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-554- 15.42% |
$229K - $265K
|
3.04K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-556- 4.62% |
$229K - $266K
|
11.5K
$7.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-558- 9.33% |
$230K - $267K
|
5.42K
$3.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-559- 9.11% |
$231K - $268K
|
5.57K
$3.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-560- 8.47% |
$231K - $268K
|
6.05K
$3.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-561- 6.78% |
$231K - $269K
|
7.71K
$4.79M
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-569- 0.56% |
$235K - $273K
|
100K
$62.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-575- 19.28% |
$237K - $275K
|
2.41K
$1.49M
|