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 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-782- 4.4% |
$323K - $375K
|
17K
$10.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-791- 26.11% |
$326K - $379K
|
2.24K
$1.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-795- 47.15% |
$328K - $381K
|
891
$553K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-799- 40.87% |
$330K - $383K
|
1.16K
$717K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-800- 2.98% |
$330K - $383K
|
26K
$16.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-815- 45.3% |
$336K - $390K
|
984
$611K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-818- 0.6% |
$337K - $392K
|
136K
$84.3M
|
|
|
Apr 10, 2025
Q4 2023
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-819- 4.18% |
$338K - $392K
|
18.8K
$11.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-825- 16.48% |
$340K - $395K
|
4.18K
$2.6M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
SELL
|
- |
-826- 9.91% |
$341K - $396K
|
7.51K
$4.66M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-828- 27.63% |
$342K - $397K
|
2.17K
$1.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-864- 15.09% |
$356K - $414K
|
4.86K
$3.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-868- 8.51% |
$358K - $416K
|
9.34K
$5.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-868- 1.51% |
$358K - $416K
|
56.6K
$35.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-870- 9.78% |
$359K - $417K
|
8.02K
$4.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-880- 1.57% |
$363K - $422K
|
55.2K
$34.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-882- 7.51% |
$364K - $422K
|
10.9K
$6.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-890- 8.05% |
$367K - $426K
|
10.2K
$6.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-898- 41.55% |
$370K - $430K
|
1.26K
$784K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-905- 26.85% |
$373K - $433K
|
2.47K
$1.53M
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-908- 5.56% |
$375K - $435K
|
15.4K
$9.56M
|
|
|
Apr 28, 2025
Q4 2023
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-911- 26.5% |
$376K - $436K
|
2.53K
$1.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-918- 0.96% |
$379K - $440K
|
94.8K
$58.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-933- 3.61% |
$385K - $447K
|
24.9K
$15.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-945- 33.81% |
$390K - $453K
|
1.85K
$1.15M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-945Closed |
$390K - $453K
|
0
$0
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-964- 8.76% |
$398K - $462K
|
10K
$6.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-966- 3.15% |
$399K - $463K
|
29.7K
$18.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-974- 1.36% |
$402K - $467K
|
70.6K
$43.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-989- 55.97% |
$408K - $474K
|
778
$483K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-996- 1.54% |
$411K - $477K
|
63.6K
$39.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-1K- 1.92% |
$413K - $479K
|
51.3K
$31.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.01K- 0.28% |
$415K - $482K
|
358K
$222M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-1.01K- 12.11% |
$415K - $482K
|
7.31K
$4.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.02K- 10.45% |
$419K - $486K
|
8.7K
$5.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-1.04K- 6.19% |
$430K - $500K
|
15.8K
$9.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.05K- 1.54% |
$433K - $503K
|
67.2K
$41.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.05K- 28.44% |
$434K - $504K
|
2.65K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.06K- 0.98% |
$436K - $507K
|
107K
$66.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 0.63% |
$438K - $509K
|
167K
$103M
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-1.1K- 12.36% |
$454K - $527K
|
7.8K
$4.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.11K- 5.55% |
$458K - $532K
|
18.9K
$11.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.11K- 17.51% |
$459K - $533K
|
5.25K
$3.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.14K- 1.86% |
$469K - $545K
|
60.1K
$37.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.14K- 2.58% |
$469K - $545K
|
43K
$26.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-1.14K- 0.77% |
$471K - $547K
|
147K
$91.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-1.15K- 2.9% |
$474K - $550K
|
38.4K
$23.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.15K- 6.41% |
$476K - $552K
|
16.8K
$10.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-1.16K- 30.25% |
$480K - $558K
|
2.68K
$1.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.17K- 1.83% |
$483K - $561K
|
62.8K
$39M
|