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 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-162- 5.45% |
$66.8K - $77.6K
|
2.81K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-162- 18.08% |
$66.8K - $77.6K
|
734
$443K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-165- 4.05% |
$68.1K - $79K
|
3.91K
$2.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-165- 5.75% |
$68.1K - $79K
|
2.71K
$1.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-165- 1.82% |
$68.1K - $79K
|
8.92K
$5.38M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-167- 0.63% |
$68.9K - $80K
|
26.2K
$15.8M
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-168- 3.24% |
$69.3K - $80.5K
|
5.02K
$3.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-168- 0.64% |
$69.3K - $80.5K
|
26.2K
$15.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-168- 0.31% |
$69.3K - $80.5K
|
54.7K
$33M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-169- 4.49% |
$69.7K - $81K
|
3.6K
$2.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-170- 3.65% |
$70.1K - $81.4K
|
4.49K
$2.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-172- 7.33% |
$71K - $82.4K
|
2.17K
$1.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-173- 0.51% |
$71.4K - $82.9K
|
33.9K
$20.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-174- 1.39% |
$71.8K - $83.3K
|
12.4K
$7.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-174- 1.98% |
$71.8K - $83.3K
|
8.62K
$5.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-176- 2.16% |
$72.6K - $84.3K
|
7.97K
$4.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-178- 5.12% |
$73.4K - $85.3K
|
3.3K
$1.99M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-180- 5.21% |
$74.3K - $86.2K
|
3.27K
$1.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-180- 2.63% |
$74.3K - $86.2K
|
6.67K
$4.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-182- 18.69% |
$75.1K - $87.2K
|
792
$477K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-182- 3.13% |
$75.1K - $87.2K
|
5.64K
$3.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-185- 6.9% |
$76.3K - $88.6K
|
2.5K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-185- 1.21% |
$76.3K - $88.6K
|
15K
$9.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-186- 0.44% |
$76.7K - $89.1K
|
42K
$25.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-187- 7.53% |
$77.1K - $89.6K
|
2.3K
$1.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-188- 3.24% |
$77.6K - $90.1K
|
5.61K
$3.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-188- 5.45% |
$77.6K - $90.1K
|
3.26K
$1.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-189- 1.57% |
$78K - $90.5K
|
11.9K
$7.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-189- 6.45% |
$78K - $90.5K
|
2.74K
$1.65M
|
|
|
Jan 17, 2024
Q4 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-190- 7.54% |
$78.4K - $91K
|
2.33K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-190- 0.97% |
$78.4K - $91K
|
19.5K
$11.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-192- 5.79% |
$79.2K - $92K
|
3.13K
$1.88M
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-193- 0.23% |
$79.6K - $92.4K
|
83.3K
$50.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-194- 31.39% |
$80K - $92.9K
|
424
$256K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-196- 24.38% |
$80.9K - $93.9K
|
608
$367K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-196- 4.44% |
$80.9K - $93.9K
|
4.21K
$2.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-196- 0.81% |
$80.9K - $93.9K
|
23.9K
$14.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-197- 21.53% |
$81.3K - $94.4K
|
718
$433K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-197- 15.41% |
$81.3K - $94.4K
|
1.08K
$652K
|
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
SELL
|
- |
-198- 28.01% |
$81.7K - $94.8K
|
509
$307K
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-200- 4.15% |
$82.5K - $95.8K
|
4.61K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-200- 0.64% |
$82.5K - $95.8K
|
30.9K
$18.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-202- 2.94% |
$83.3K - $96.8K
|
6.68K
$4.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-202- 1.55% |
$83.3K - $96.8K
|
12.8K
$7.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-204- 2.99% |
$84.2K - $97.7K
|
6.62K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-205- 4.33% |
$84.6K - $98.2K
|
4.53K
$2.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-206- 4.0% |
$85K - $98.7K
|
4.95K
$2.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-207- 32.7% |
$85.4K - $99.2K
|
426
$257K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-208- 2.79% |
$85.8K - $99.6K
|
7.24K
$4.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-209- 2.54% |
$86.2K - $100K
|
8.02K
$4.84M
|