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 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
15New |
$6.19K - $7.19K
|
15
$10.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15+ 0.31% |
$6.19K - $7.19K
|
4.84K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
15+ 0.83% |
$6.19K - $7.19K
|
1.82K
$1.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
14+ 2.66% |
$5.78K - $6.71K
|
540
$367K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
13+ 0.2% |
$5.36K - $6.23K
|
6.58K
$4.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
13+ 1.99% |
$5.36K - $6.23K
|
666
$452K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
12+ 0.81% |
$4.95K - $5.75K
|
1.49K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
12+ 0.04% |
$4.95K - $5.75K
|
30.9K
$21M
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
BUY
|
- |
12+ 133.33% |
$4.95K - $5.75K
|
21
$14.3K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
11+ 0.53% |
$4.54K - $5.27K
|
2.1K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
11+ 0.91% |
$4.54K - $5.27K
|
1.22K
$830K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
11+ 0.79% |
$4.54K - $5.27K
|
1.4K
$950K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
10+ 0.22% |
$4.13K - $4.79K
|
4.65K
$3.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
10+ 0.9% |
$4.13K - $4.79K
|
1.12K
$761K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
10+ 0.14% |
$4.13K - $4.79K
|
7.33K
$4.97M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 0.43% |
$4.13K - $4.79K
|
2.32K
$1.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
10+ 1.52% |
$4.13K - $4.79K
|
668
$453K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
10+ 2.2% |
$4.13K - $4.79K
|
465
$316K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
10+ 2.0% |
$4.13K - $4.79K
|
510
$346K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
9+ 0.65% |
$3.71K - $4.31K
|
1.4K
$952K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.41% |
$3.71K - $4.31K
|
2.21K
$1.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.37% |
$3.3K - $3.83K
|
2.19K
$1.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
8+ 0.31% |
$3.3K - $3.83K
|
2.61K
$1.77M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
8+ 0.26% |
$3.3K - $3.83K
|
3.13K
$2.13M
|
|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
8New |
$3.3K - $3.83K
|
8
$5.43K
|
|
|
Aug 27, 2025
Q4 2023
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
8+ 0.34% |
$3.3K - $3.83K
|
2.38K
$1.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
7+ 1.0% |
$2.89K - $3.35K
|
707
$480K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.71% |
$2.89K - $3.35K
|
992
$673K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.19% |
$2.89K - $3.35K
|
3.64K
$2.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 15.56% |
$2.89K - $3.35K
|
52
$35.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7+ 0.92% |
$2.89K - $3.35K
|
770
$523K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
7+ 0.84% |
$2.89K - $3.35K
|
839
$570K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7+ 1.26% |
$2.89K - $3.35K
|
562
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
7+ 0.05% |
$2.89K - $3.35K
|
13.8K
$9.4M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
7+ 6.14% |
$2.89K - $3.35K
|
121
$82.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6+ 0.47% |
$2.48K - $2.87K
|
1.28K
$870K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
6+ 0.19% |
$2.48K - $2.87K
|
3.17K
$2.15M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
6+ 0.32% |
$2.48K - $2.87K
|
1.9K
$1.29M
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
BUY
|
- |
6+ 0.22% |
$2.48K - $2.87K
|
2.79K
$1.89M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.13% |
$2.48K - $2.87K
|
4.61K
$3.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
5+ 0.02% |
$2.06K - $2.4K
|
21.3K
$14.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
5+ 0.14% |
$2.06K - $2.4K
|
3.46K
$2.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.34% |
$2.06K - $2.4K
|
1.48K
$1M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5+ 0.06% |
$2.06K - $2.4K
|
7.77K
$5.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
5+ 0.2% |
$2.06K - $2.4K
|
2.46K
$1.67M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
5+ 0.81% |
$2.06K - $2.4K
|
621
$422K
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
5+ 0.07% |
$2.06K - $2.4K
|
7.21K
$4.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
5+ 0.47% |
$2.06K - $2.4K
|
1.07K
$728K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
5+ 0.09% |
$2.06K - $2.4K
|
5.31K
$3.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5+ 0.09% |
$2.06K - $2.4K
|
5.7K
$3.87M
|