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
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-77- 4.63% |
$31.8K - $36.9K
|
1.59K
$971K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-77- 2.88% |
$31.8K - $36.9K
|
2.6K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-77- 0.94% |
$31.8K - $36.9K
|
8.08K
$4.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-77- 3.54% |
$31.8K - $36.9K
|
2.1K
$1.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-78- 2.58% |
$32.2K - $37.4K
|
2.95K
$1.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-78- 2.58% |
$32.2K - $37.4K
|
2.95K
$1.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-78- 1.34% |
$32.2K - $37.4K
|
5.76K
$3.53M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-79- 2.34% |
$32.6K - $37.8K
|
3.3K
$2.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-79- 12.29% |
$32.6K - $37.8K
|
564
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-79- 1.41% |
$32.6K - $37.8K
|
5.54K
$3.39M
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-79- 1.28% |
$32.6K - $37.8K
|
6.07K
$3.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-80- 1.73% |
$33K - $38.3K
|
4.55K
$2.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
SELL
|
- |
-80- 13.09% |
$33K - $38.3K
|
531
$325K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-81- 6.97% |
$33.4K - $38.8K
|
1.08K
$662K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-83- 16.4% |
$34.2K - $39.8K
|
423
$259K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-83- 1.6% |
$34.2K - $39.8K
|
5.12K
$3.14M
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-83- 1.35% |
$34.2K - $39.8K
|
6.07K
$3.72M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-84- 1.25% |
$34.7K - $40.2K
|
6.65K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-84- 1.11% |
$34.7K - $40.2K
|
7.45K
$4.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-85- 1.0% |
$35.1K - $40.7K
|
8.41K
$5.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-85- 0.7% |
$35.1K - $40.7K
|
12.1K
$7.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-85- 3.92% |
$35.1K - $40.7K
|
2.08K
$1.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-86- 1.24% |
$35.5K - $41.2K
|
6.87K
$4.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-86- 1.76% |
$35.5K - $41.2K
|
4.81K
$2.95M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-87- 5.37% |
$35.9K - $41.7K
|
1.53K
$939K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-87- 5.31% |
$35.9K - $41.7K
|
1.55K
$950K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-88- 0.47% |
$36.3K - $42.2K
|
18.5K
$11.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-88- 1.07% |
$36.3K - $42.2K
|
8.12K
$4.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-88- 5.05% |
$36.3K - $42.2K
|
1.66K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-88- 0.61% |
$36.3K - $42.2K
|
14.4K
$8.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-89- 7.23% |
$36.7K - $42.6K
|
1.14K
$700K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-90- 7.41% |
$37.1K - $43.1K
|
1.12K
$689K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-90- 3.39% |
$37.1K - $43.1K
|
2.57K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-91- 1.39% |
$37.5K - $43.6K
|
6.43K
$3.94M
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-92- 1.73% |
$38K - $44.1K
|
5.23K
$3.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-93- 0.72% |
$38.4K - $44.5K
|
12.8K
$7.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-93- 9.26% |
$38.4K - $44.5K
|
911
$558K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-93- 1.1% |
$38.4K - $44.5K
|
8.34K
$5.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-94- 8.17% |
$38.8K - $45K
|
1.06K
$647K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-94- 8.17% |
$38.8K - $45K
|
1.06K
$647K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-95- 1.63% |
$39.2K - $45.5K
|
5.74K
$3.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-95- 17.99% |
$39.2K - $45.5K
|
433
$265K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-96- 8.16% |
$39.6K - $46K
|
1.08K
$662K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-97- 0.42% |
$40K - $46.5K
|
23.1K
$14.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-97- 1.39% |
$40K - $46.5K
|
6.87K
$4.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-97- 1.87% |
$40K - $46.5K
|
5.1K
$3.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-98- 1.02% |
$40.4K - $46.9K
|
9.55K
$5.85M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-98- 1.13% |
$40.4K - $46.9K
|
8.56K
$5.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-98- 1.08% |
$40.4K - $46.9K
|
9K
$5.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-98- 0.6% |
$40.4K - $46.9K
|
16.3K
$10M
|