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 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-93- 1.1% |
$38.4K - $44.5K
|
8.34K
$4.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-94- 8.17% |
$38.8K - $45K
|
1.06K
$558K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-94- 8.17% |
$38.8K - $45K
|
1.06K
$558K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-95- 1.63% |
$39.2K - $45.5K
|
5.74K
$3.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-95- 17.99% |
$39.2K - $45.5K
|
433
$229K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-96- 8.16% |
$39.6K - $46K
|
1.08K
$571K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-97- 0.42% |
$40K - $46.5K
|
23.1K
$12.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-97- 1.39% |
$40K - $46.5K
|
6.87K
$3.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-97- 1.87% |
$40K - $46.5K
|
5.1K
$2.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-98- 1.02% |
$40.4K - $46.9K
|
9.55K
$5.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-98- 1.13% |
$40.4K - $46.9K
|
8.56K
$4.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-98- 1.08% |
$40.4K - $46.9K
|
9K
$4.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-98- 0.6% |
$40.4K - $46.9K
|
16.3K
$8.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-100- 2.48% |
$41.3K - $47.9K
|
3.94K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-100- 2.86% |
$41.3K - $47.9K
|
3.4K
$1.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-101- 0.4% |
$41.7K - $48.4K
|
24.9K
$13.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-102- 2.14% |
$42.1K - $48.9K
|
4.67K
$2.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-103- 0.47% |
$42.5K - $49.3K
|
21.6K
$11.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-104- 0.26% |
$42.9K - $49.8K
|
39.3K
$20.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-104- 9.97% |
$42.9K - $49.8K
|
939
$496K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-105- 10.08% |
$43.3K - $50.3K
|
937
$495K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-105- 0.09% |
$43.3K - $50.3K
|
119K
$62.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-105- 2.47% |
$43.3K - $50.3K
|
4.15K
$2.2M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-106- 1.5% |
$43.7K - $50.8K
|
6.94K
$3.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-106- 0.31% |
$43.7K - $50.8K
|
34.6K
$18.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-106- 0.17% |
$43.7K - $50.8K
|
62.7K
$33.2M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-107- 10.52% |
$44.1K - $51.3K
|
910
$481K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-107- 13.79% |
$44.1K - $51.3K
|
669
$354K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-108- 4.48% |
$44.6K - $51.7K
|
2.3K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-108- 1.4% |
$44.6K - $51.7K
|
7.58K
$4.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-108- 1.44% |
$44.6K - $51.7K
|
7.37K
$3.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-108- 0.73% |
$44.6K - $51.7K
|
14.7K
$7.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-109- 1.57% |
$45K - $52.2K
|
6.81K
$3.6M
|
|
|
Mar 04, 2025
Q4 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-109- 1.0% |
$45K - $52.2K
|
10.8K
$5.72M
|
|
|
Mar 28, 2025
Q4 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-109- 1.0% |
$45K - $52.2K
|
10.8K
$5.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-110- 4.94% |
$45.4K - $52.7K
|
2.12K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-110- 0.68% |
$45.4K - $52.7K
|
16.1K
$8.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-110- 4.93% |
$45.4K - $52.7K
|
2.12K
$1.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-111- 2.8% |
$45.8K - $53.2K
|
3.86K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-111- 9.09% |
$45.8K - $53.2K
|
1.11K
$587K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-112- 3.49% |
$46.2K - $53.6K
|
3.1K
$1.64M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-112- 0.85% |
$46.2K - $53.6K
|
13K
$6.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
SELL
|
- |
-112- 2.82% |
$46.2K - $53.6K
|
3.86K
$2.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-113- 9.16% |
$46.6K - $54.1K
|
1.12K
$592K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-113- 1.63% |
$46.6K - $54.1K
|
6.8K
$3.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-113- 11.7% |
$46.6K - $54.1K
|
853
$451K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-114- 1.11% |
$47K - $54.6K
|
10.2K
$5.37M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-115- 2.01% |
$47.4K - $55.1K
|
5.62K
$2.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-115- 1.31% |
$47.4K - $55.1K
|
8.64K
$4.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-117- 78.52% |
$48.3K - $56K
|
32
$16.9K
|