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 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-100- 2.48% |
$41.3K - $47.9K
|
3.94K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-100- 2.86% |
$41.3K - $47.9K
|
3.4K
$2.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-101- 0.4% |
$41.7K - $48.4K
|
24.9K
$15.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-102- 2.14% |
$42.1K - $48.9K
|
4.67K
$2.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-103- 0.47% |
$42.5K - $49.3K
|
21.6K
$13.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-104- 0.26% |
$42.9K - $49.8K
|
39.3K
$24.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-104- 9.97% |
$42.9K - $49.8K
|
939
$575K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-105- 10.08% |
$43.3K - $50.3K
|
937
$574K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-105- 0.09% |
$43.3K - $50.3K
|
119K
$72.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-105- 2.47% |
$43.3K - $50.3K
|
4.15K
$2.54M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-106- 1.5% |
$43.7K - $50.8K
|
6.94K
$4.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-106- 0.31% |
$43.7K - $50.8K
|
34.6K
$21.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-106- 0.17% |
$43.7K - $50.8K
|
62.7K
$38.4M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-107- 10.52% |
$44.1K - $51.3K
|
910
$558K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-107- 13.79% |
$44.1K - $51.3K
|
669
$410K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-108- 4.48% |
$44.6K - $51.7K
|
2.3K
$1.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-108- 1.4% |
$44.6K - $51.7K
|
7.58K
$4.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-108- 1.44% |
$44.6K - $51.7K
|
7.37K
$4.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-108- 0.73% |
$44.6K - $51.7K
|
14.7K
$9M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-109- 1.57% |
$45K - $52.2K
|
6.81K
$4.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-110- 4.94% |
$45.4K - $52.7K
|
2.12K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-110- 0.68% |
$45.4K - $52.7K
|
16.1K
$9.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-110- 4.93% |
$45.4K - $52.7K
|
2.12K
$1.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-111- 2.8% |
$45.8K - $53.2K
|
3.86K
$2.36M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-111- 9.09% |
$45.8K - $53.2K
|
1.11K
$680K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-112- 3.49% |
$46.2K - $53.6K
|
3.1K
$1.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-112- 0.85% |
$46.2K - $53.6K
|
13K
$7.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
SELL
|
- |
-112- 2.82% |
$46.2K - $53.6K
|
3.86K
$2.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-113- 9.16% |
$46.6K - $54.1K
|
1.12K
$686K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-113- 1.63% |
$46.6K - $54.1K
|
6.8K
$4.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-113- 11.7% |
$46.6K - $54.1K
|
853
$523K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-114- 1.11% |
$47K - $54.6K
|
10.2K
$6.22M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-115- 2.01% |
$47.4K - $55.1K
|
5.62K
$3.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-115- 1.31% |
$47.4K - $55.1K
|
8.64K
$5.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-117- 78.52% |
$48.3K - $56K
|
32
$19.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-118- 5.42% |
$48.7K - $56.5K
|
2.06K
$1.26M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-120- 15.31% |
$49.5K - $57.5K
|
664
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-120- 9.45% |
$49.5K - $57.5K
|
1.15K
$705K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-122- 1.58% |
$50.3K - $58.4K
|
7.61K
$4.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-122- 1.77% |
$50.3K - $58.4K
|
6.76K
$4.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-123- 0.01% |
$50.7K - $58.9K
|
953K
$584M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-124- 0.79% |
$51.2K - $59.4K
|
15.5K
$9.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-124- 21.49% |
$51.2K - $59.4K
|
453
$278K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-126- 5.87% |
$52K - $60.4K
|
2.02K
$1.24M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-127- 5.44% |
$52.4K - $60.8K
|
2.21K
$1.35M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-127- 1.75% |
$52.4K - $60.8K
|
7.13K
$4.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-129- 7.49% |
$53.2K - $61.8K
|
1.59K
$976K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-129- 3.53% |
$53.2K - $61.8K
|
3.53K
$2.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-131- 5.42% |
$54K - $62.7K
|
2.29K
$1.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-131- 16.17% |
$54K - $62.7K
|
679
$416K
|