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 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-131- 5.42% |
$54K - $62.7K
|
2.29K
$1.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-131- 16.17% |
$54K - $62.7K
|
679
$409K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-131- 23.39% |
$54K - $62.7K
|
429
$259K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-131- 11.49% |
$54K - $62.7K
|
1.01K
$608K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-132- 9.17% |
$54.5K - $63.2K
|
1.31K
$788K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-133- 7.79% |
$54.9K - $63.7K
|
1.57K
$949K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-135- 8.43% |
$55.7K - $64.7K
|
1.47K
$884K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-135- 4.69% |
$55.7K - $64.7K
|
2.75K
$1.65M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-136- 9.13% |
$56.1K - $65.1K
|
1.35K
$816K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-136- 11.94% |
$56.1K - $65.1K
|
1K
$605K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-136- 0.89% |
$56.1K - $65.1K
|
15.1K
$9.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-137- 3.33% |
$56.5K - $65.6K
|
3.98K
$2.4M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-139- 19.33% |
$57.3K - $66.6K
|
580
$350K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-139- 19.09% |
$57.3K - $66.6K
|
589
$355K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-140- 3.61% |
$57.8K - $67.1K
|
3.74K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-142- 0.53% |
$58.6K - $68K
|
26.8K
$16.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-143- 1.47% |
$59K - $68.5K
|
9.59K
$5.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-144- 10.74% |
$59.4K - $69K
|
1.2K
$722K
|
|
|
Jan 23, 2024
Q4 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-145- 20.6% |
$59.8K - $69.5K
|
559
$337K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-146- 2.53% |
$60.2K - $69.9K
|
5.63K
$3.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-146- 10.07% |
$60.2K - $69.9K
|
1.3K
$786K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-147- 2.79% |
$60.6K - $70.4K
|
5.12K
$3.09M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-147- 0.65% |
$60.6K - $70.4K
|
22.4K
$13.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-149- 6.74% |
$61.5K - $71.4K
|
2.06K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-149- 1.64% |
$61.5K - $71.4K
|
8.95K
$5.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-150- 33.33% |
$61.9K - $71.9K
|
300
$181K
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-150- 0.49% |
$61.9K - $71.9K
|
30.2K
$18.2M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-150- 33.33% |
$61.9K - $71.9K
|
300
$181K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-151- 6.35% |
$62.3K - $72.3K
|
2.23K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-152- 4.01% |
$62.7K - $72.8K
|
3.64K
$2.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-153- 1.91% |
$63.1K - $73.3K
|
7.85K
$4.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-153- 10.84% |
$63.1K - $73.3K
|
1.26K
$759K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-154- 9.17% |
$63.5K - $73.8K
|
1.53K
$919K
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-154- 0.9% |
$63.5K - $73.8K
|
17K
$10.2M
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-155- 0.41% |
$63.9K - $74.2K
|
38.1K
$23M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-155- 2.92% |
$63.9K - $74.2K
|
5.16K
$3.11M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-156- 0.88% |
$64.4K - $74.7K
|
17.5K
$10.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-156- 0.5% |
$64.4K - $74.7K
|
31K
$18.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-156- 3.22% |
$64.4K - $74.7K
|
4.69K
$2.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-156- 2.66% |
$64.4K - $74.7K
|
5.7K
$3.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-157- 10.61% |
$64.8K - $75.2K
|
1.32K
$798K
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-157- 1.92% |
$64.8K - $75.2K
|
8.01K
$4.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-159- 4.77% |
$65.6K - $76.2K
|
3.17K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-159- 0.74% |
$65.6K - $76.2K
|
21.3K
$12.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-160- 2.83% |
$66K - $76.6K
|
5.49K
$3.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-160- 15.02% |
$66K - $76.6K
|
905
$546K
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-161- 0.45% |
$66.4K - $77.1K
|
35.5K
$21.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-161- 3.86% |
$66.4K - $77.1K
|
4.01K
$2.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-161- 10.47% |
$66.4K - $77.1K
|
1.38K
$830K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-162- 4.04% |
$66.8K - $77.6K
|
3.85K
$2.32M
|