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
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-288- 5.66% |
$119K - $138K
|
4.8K
$2.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-290- 2.84% |
$120K - $139K
|
9.94K
$6M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-292- 27.11% |
$120K - $140K
|
785
$474K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-295- 0.49% |
$122K - $141K
|
59.7K
$36.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-296- 7.93% |
$122K - $142K
|
3.44K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-300- 41.84% |
$124K - $144K
|
417
$252K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-307- 5.18% |
$127K - $147K
|
5.62K
$3.4M
|
|
|
Jan 25, 2024
Q4 2023
|
American Asset Management Inc.
|
SELL
|
- |
-312- 17.22% |
$129K - $149K
|
1.5K
$906K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-313- 1.32% |
$129K - $150K
|
23.4K
$14.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-317- 1.74% |
$131K - $152K
|
17.9K
$10.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-321- 3.54% |
$132K - $154K
|
8.74K
$5.28M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-321- 2.96% |
$132K - $154K
|
10.5K
$6.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-323- 6.43% |
$133K - $155K
|
4.7K
$2.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-324- 0.99% |
$134K - $155K
|
32.3K
$19.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-329- 14.76% |
$136K - $158K
|
1.9K
$1.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-329- 37.43% |
$136K - $158K
|
550
$332K
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-330- 6.19% |
$136K - $158K
|
5K
$3.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-330- 21.97% |
$136K - $158K
|
1.17K
$708K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-331- 1.27% |
$137K - $159K
|
25.7K
$15.5M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-335- 9.15% |
$138K - $160K
|
3.33K
$2.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-335- 10.92% |
$138K - $160K
|
2.73K
$1.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-338- 25.74% |
$139K - $162K
|
975
$589K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-340- 11.1% |
$140K - $163K
|
2.72K
$1.64M
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-345- 4.12% |
$142K - $165K
|
8.03K
$4.85M
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-350- 1.8% |
$144K - $168K
|
19.1K
$11.5M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-351- 39.44% |
$145K - $168K
|
539
$325K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-351- 22.79% |
$145K - $168K
|
1.19K
$718K
|
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-352- 0.74% |
$145K - $169K
|
47.3K
$28.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-353- 3.86% |
$146K - $169K
|
8.79K
$5.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-356- 5.37% |
$147K - $171K
|
6.28K
$3.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-357- 1.05% |
$147K - $171K
|
33.5K
$20.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-358- 7.68% |
$148K - $171K
|
4.31K
$2.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-360- 3.47% |
$149K - $172K
|
10K
$6.05M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-361- 0.72% |
$149K - $173K
|
50.1K
$30.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-362- 18.12% |
$149K - $173K
|
1.64K
$988K
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-367- 2.41% |
$151K - $176K
|
14.8K
$8.97M
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-369- 1.17% |
$152K - $177K
|
31.1K
$18.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-373- 43.57% |
$154K - $179K
|
483
$292K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-375- 1.14% |
$155K - $180K
|
32.6K
$19.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-376- 1.18% |
$155K - $180K
|
31.6K
$19.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-377- 14.4% |
$156K - $181K
|
2.24K
$1.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-380- 10.83% |
$157K - $182K
|
3.13K
$1.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-380- 16.58% |
$157K - $182K
|
1.91K
$1.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-380- 5.68% |
$157K - $182K
|
6.31K
$3.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-380- 0.63% |
$157K - $182K
|
59.9K
$36.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-381- 0.94% |
$157K - $182K
|
40.3K
$24.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-382- 7.45% |
$158K - $183K
|
4.74K
$2.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-387- 3.17% |
$160K - $185K
|
11.8K
$7.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-391- 1.0% |
$161K - $187K
|
38.7K
$23.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-393- 0.57% |
$162K - $188K
|
68.6K
$41.4M
|