Purchases and Sales Made in Q4 2023 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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
Strategic Wealth Investment Group, LLC

SELL
 -
-660
- 36.14%
$272K - $316K
1.17K $704K
Jan 10, 2024 Q4 2023
Avondale Wealth Management

SELL
 -
-665
- 1.15%
$274K - $319K
57.1K $34.5M
Feb 14, 2024 Q4 2023
Sja Financial Advisory, LLC

SELL
 -
-666
- 2.32%
$275K - $319K
28K $16.9M
Jan 17, 2024 Q4 2023
D. Scott Neal, Inc.

SELL
 -
-670
- 26.38%
$276K - $321K
1.87K $1.13M
Jan 29, 2024 Q4 2023
New Edge Wealth, LLC

Pittsburgh, PA
SELL
 -
-680
- 7.41%
$281K - $326K
8.5K $5.13M
Feb 05, 2024 Q4 2023
Paradigm Financial Partners, LLC

SELL
 -
-689
- 42.24%
$284K - $330K
942 $569K
Jan 24, 2024 Q4 2023
Vahanian & Associates Financial Planning Inc.

SELL
 -
-690
- 42.65%
$285K - $331K
928 $560K
Feb 07, 2024 Q4 2023
Reynders Mc Veigh Capital Management, LLC

SELL
 -
-700
- 36.9%
$289K - $335K
1.2K $723K
Feb 15, 2024 Q4 2023
Coyle Financial Counsel LLC

Glenview, IL
SELL
 -
-710
- 0.94%
$293K - $340K
75.1K $45.3M
Feb 12, 2024 Q4 2023
Connable Office Inc

SELL
 -
-713
- 14.25%
$294K - $342K
4.29K $2.59M
Jan 29, 2024 Q4 2023
Highview Capital Management LLC

SELL
 -
-724
- 2.59%
$299K - $347K
27.3K $16.5M
Jan 30, 2024 Q4 2023
Prosperity Wealth Management, Inc.

San Ramon, CA
SELL
 -
-732
- 34.69%
$302K - $351K
1.38K $832K
Jan 30, 2024 Q4 2023
Beam Wealth Advisors, Inc.

SELL
 -
-733
- 2.94%
$302K - $351K
24.2K $14.6M
Feb 06, 2024 Q4 2023
Darwin Advisors, LLC

SELL
 -
-736
- 3.51%
$304K - $353K
20.2K $12.2M
Feb 06, 2024 Q4 2023
Lwmg, LLC

Lake Elmo, MN
SELL
 -
-737
- 1.12%
$304K - $353K
64.9K $39.2M
Feb 14, 2024 Q4 2023
Redwood Investment Management, LLC

Scottsdale, AZ
SELL
 -
-743
- 9.26%
$307K - $356K
7.28K $4.4M
Jan 31, 2024 Q4 2023
Tranquility Partners, LLC

SELL
 -
-746
- 11.29%
$308K - $357K
5.86K $3.54M
Feb 14, 2024 Q4 2023
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-751
- 5.5%
$310K - $360K
12.9K $7.79M
Jan 29, 2024 Q4 2023
Capital Advisors Inc

SELL
 -
-761
- 25.45%
$314K - $365K
2.23K $1.35M
Jul 09, 2024 Q4 2023
Rockingstone Advisors LLC

Great Barrington, MA
SELL
 -
-761
Closed
$314K - $365K
0 $0
Feb 07, 2024 Q4 2023
Harfst & Associates, Inc.

SELL
 -
-768
- 0.7%
$317K - $368K
108K $65.5M
Feb 14, 2024 Q4 2023
Tcwp LLC

Tampa, FL
SELL
 -
-770
- 56.58%
$318K - $369K
591 $357K
Feb 01, 2024 Q4 2023
New Square Capital LLC

SELL
 -
-776
- 32.0%
$320K - $372K
1.65K $996K
Jan 24, 2024 Q4 2023
Park Place Capital Corp

Birmingham, AL
SELL
 -
-782
- 4.4%
$323K - $375K
17K $10.3M
Jan 19, 2024 Q4 2023
Teamwork Financial Advisors, LLC

SELL
 -
-791
- 26.11%
$326K - $379K
2.24K $1.35M
Jan 26, 2024 Q4 2023
Inlet Private Wealth, LLC

SELL
 -
-795
- 47.15%
$328K - $381K
891 $538K
Feb 12, 2024 Q4 2023
Staley Capital Advisers Inc

SELL
 -
-799
- 40.87%
$330K - $383K
1.16K $698K
Jan 19, 2024 Q4 2023
Granite Harbor Advisors, Inc.

Houston, TX
SELL
 -
-800
- 2.98%
$330K - $383K
26K $15.7M
Feb 06, 2024 Q4 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
SELL
 -
-815
- 45.3%
$336K - $390K
984 $594K
Feb 13, 2024 Q4 2023
Destination Wealth Management

SELL
 -
-818
- 0.6%
$337K - $392K
136K $82.1M
Jan 22, 2024 Q4 2023
Veracity Capital LLC

SELL
 -
-825
- 16.48%
$340K - $395K
4.18K $2.52M
Feb 23, 2024 Q4 2023
Cim, LLC

SELL
 -
-826
- 9.91%
$341K - $396K
7.51K $4.54M
Jun 06, 2024 Q4 2023
Rw Investment Management LLC

Eagle, ID
SELL
 -
-828
- 27.63%
$342K - $397K
2.17K $1.31M
Feb 05, 2024 Q4 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-864
- 15.09%
$356K - $414K
4.86K $2.94M
Jan 17, 2024 Q4 2023
Rede Wealth, LLC

SELL
 -
-868
- 8.51%
$358K - $416K
9.34K $5.64M
Feb 08, 2024 Q4 2023
Orin Green Financial, LLC

SELL
 -
-868
- 1.51%
$358K - $416K
56.6K $34.2M
Feb 12, 2024 Q4 2023
Blue Sky Wealth Advisors, LLC

SELL
 -
-870
- 9.78%
$359K - $417K
8.02K $4.84M
Jan 31, 2024 Q4 2023
Gradient Capital Advisors, LLC

SELL
 -
-880
- 1.57%
$363K - $422K
55.2K $33.3M
Feb 08, 2024 Q4 2023
Efficient Advisors, LLC

SELL
 -
-882
- 7.51%
$364K - $422K
10.9K $6.56M
Jan 18, 2024 Q4 2023
Smithbridge Asset Management Inc

SELL
 -
-890
- 8.05%
$367K - $426K
10.2K $6.14M
Feb 14, 2024 Q4 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
SELL
 -
-898
- 41.55%
$370K - $430K
1.26K $763K
Feb 07, 2024 Q4 2023
Iams Wealth Management, LLC

Omaha, NE
SELL
 -
-905
- 26.85%
$373K - $433K
2.47K $1.49M
Feb 28, 2024 Q4 2023
Bbjs Financial Advisors, LLC

Seattle, WA
SELL
 -
-908
- 5.56%
$375K - $435K
15.4K $9.3M
Jan 17, 2024 Q4 2023
Bar Harbor Wealth Management

Concord, NH
SELL
 -
-918
- 0.96%
$379K - $440K
94.8K $57.3M
Jan 12, 2024 Q4 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-933
- 3.61%
$385K - $447K
24.9K $15M
Feb 12, 2024 Q4 2023
Edmond De Rothschild Holding S.A.

Chambesy, V8
SELL
 -
-945
- 33.81%
$390K - $453K
1.85K $1.12M
Jun 27, 2024 Q4 2023
Hfg Wealth Management, LLC

The Woodlands, TX
SELL
 -
-945
Closed
$390K - $453K
0 $0
Mar 05, 2024 Q4 2023
Twin Focus Capital Partners, LLC

Boston, MA
SELL
 -
-964
- 8.76%
$398K - $462K
10K $6.07M
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-966
- 3.15%
$399K - $463K
29.7K $17.9M

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