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 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-156- 0.5% |
$64.4K - $74.7K
|
31K
$16.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-156- 3.22% |
$64.4K - $74.7K
|
4.69K
$2.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-156- 2.66% |
$64.4K - $74.7K
|
5.7K
$3.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-157- 10.61% |
$64.8K - $75.2K
|
1.32K
$699K
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-157- 1.92% |
$64.8K - $75.2K
|
8.01K
$4.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-159- 4.77% |
$65.6K - $76.2K
|
3.17K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-159- 0.74% |
$65.6K - $76.2K
|
21.3K
$11.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-160- 2.83% |
$66K - $76.6K
|
5.49K
$2.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-160- 15.02% |
$66K - $76.6K
|
905
$478K
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-161- 0.45% |
$66.4K - $77.1K
|
35.5K
$18.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-161- 3.86% |
$66.4K - $77.1K
|
4.01K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-161- 10.47% |
$66.4K - $77.1K
|
1.38K
$728K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-162- 4.04% |
$66.8K - $77.6K
|
3.85K
$2.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-162- 5.45% |
$66.8K - $77.6K
|
2.81K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-162- 18.08% |
$66.8K - $77.6K
|
734
$388K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-165- 4.05% |
$68.1K - $79K
|
3.91K
$2.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-165- 5.75% |
$68.1K - $79K
|
2.71K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-165- 1.82% |
$68.1K - $79K
|
8.92K
$4.71M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-167- 0.63% |
$68.9K - $80K
|
26.2K
$13.8M
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-168- 3.24% |
$69.3K - $80.5K
|
5.02K
$2.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-168- 0.64% |
$69.3K - $80.5K
|
26.2K
$13.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-168- 0.31% |
$69.3K - $80.5K
|
54.7K
$28.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-169- 4.49% |
$69.7K - $81K
|
3.6K
$1.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-170- 3.65% |
$70.1K - $81.4K
|
4.49K
$2.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-172- 7.33% |
$71K - $82.4K
|
2.17K
$1.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-173- 0.51% |
$71.4K - $82.9K
|
33.9K
$17.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-174- 1.39% |
$71.8K - $83.3K
|
12.4K
$6.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-174- 1.98% |
$71.8K - $83.3K
|
8.62K
$4.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-176- 2.16% |
$72.6K - $84.3K
|
7.97K
$4.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-178- 5.12% |
$73.4K - $85.3K
|
3.3K
$1.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-180- 5.21% |
$74.3K - $86.2K
|
3.27K
$1.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-180- 2.63% |
$74.3K - $86.2K
|
6.67K
$3.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-182- 18.69% |
$75.1K - $87.2K
|
792
$419K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-182- 3.13% |
$75.1K - $87.2K
|
5.64K
$2.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-185- 6.9% |
$76.3K - $88.6K
|
2.5K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-185- 1.21% |
$76.3K - $88.6K
|
15K
$7.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-186- 0.44% |
$76.7K - $89.1K
|
42K
$22.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-187- 7.53% |
$77.1K - $89.6K
|
2.3K
$1.21M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-188- 3.24% |
$77.6K - $90.1K
|
5.61K
$2.97M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-188- 5.45% |
$77.6K - $90.1K
|
3.26K
$1.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-189- 1.57% |
$78K - $90.5K
|
11.9K
$6.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-189- 6.45% |
$78K - $90.5K
|
2.74K
$1.45M
|
|
|
Jan 17, 2024
Q4 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-190- 7.54% |
$78.4K - $91K
|
2.33K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-190- 0.97% |
$78.4K - $91K
|
19.5K
$10.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-192- 5.79% |
$79.2K - $92K
|
3.13K
$1.65M
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-193- 0.23% |
$79.6K - $92.4K
|
83.3K
$44M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-194- 31.39% |
$80K - $92.9K
|
424
$224K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-196- 24.38% |
$80.9K - $93.9K
|
608
$321K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-196- 4.44% |
$80.9K - $93.9K
|
4.21K
$2.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-196- 0.81% |
$80.9K - $93.9K
|
23.9K
$12.6M
|