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 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
22+ 0.39% |
$9.08K - $10.5K
|
5.61K
$3.32M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
21+ 0.36% |
$8.66K - $10.1K
|
5.93K
$3.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
21+ 2.37% |
$8.66K - $10.1K
|
907
$537K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
20+ 0.66% |
$8.25K - $9.58K
|
3.03K
$1.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
19+ 0.77% |
$7.84K - $9.1K
|
2.49K
$1.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
19+ 0.82% |
$7.84K - $9.1K
|
2.35K
$1.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19+ 1.74% |
$7.84K - $9.1K
|
1.11K
$656K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Navi Inc.
|
BUY
|
- |
19New |
$7.84K - $9.1K
|
19
$11.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.84% |
$7.43K - $8.62K
|
2.15K
$1.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
17+ 2.69% |
$7.01K - $8.14K
|
649
$384K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
17+ 0.49% |
$7.01K - $8.14K
|
3.52K
$2.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
17+ 0.37% |
$7.01K - $8.14K
|
4.62K
$2.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
BUY
|
- |
17+ 0.33% |
$7.01K - $8.14K
|
5.1K
$3.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
17+ 0.34% |
$7.01K - $8.14K
|
5.03K
$2.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
17+ 0.73% |
$7.01K - $8.14K
|
2.35K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
17+ 3.04% |
$7.01K - $8.14K
|
576
$341K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
17+ 0.35% |
$7.01K - $8.14K
|
4.87K
$2.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
16+ 0.12% |
$6.6K - $7.66K
|
13.8K
$8.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
16New |
$6.6K - $7.66K
|
16
$9.47K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
16+ 0.05% |
$6.6K - $7.66K
|
31.1K
$18.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
15New |
$6.19K - $7.19K
|
15
$8.88K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15+ 0.31% |
$6.19K - $7.19K
|
4.84K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
15+ 0.83% |
$6.19K - $7.19K
|
1.82K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
14+ 2.66% |
$5.78K - $6.71K
|
540
$320K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
13+ 0.2% |
$5.36K - $6.23K
|
6.58K
$3.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
13+ 1.99% |
$5.36K - $6.23K
|
666
$394K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
12+ 0.81% |
$4.95K - $5.75K
|
1.49K
$881K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
12+ 0.04% |
$4.95K - $5.75K
|
30.9K
$18.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
BUY
|
- |
12+ 133.33% |
$4.95K - $5.75K
|
21
$12.4K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
11+ 0.53% |
$4.54K - $5.27K
|
2.1K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
11+ 0.91% |
$4.54K - $5.27K
|
1.22K
$724K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
11+ 0.79% |
$4.54K - $5.27K
|
1.4K
$829K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
10+ 0.22% |
$4.13K - $4.79K
|
4.65K
$2.75M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
10+ 0.9% |
$4.13K - $4.79K
|
1.12K
$664K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
10+ 0.14% |
$4.13K - $4.79K
|
7.33K
$4.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 0.43% |
$4.13K - $4.79K
|
2.32K
$1.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
10+ 1.52% |
$4.13K - $4.79K
|
668
$395K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
10+ 2.2% |
$4.13K - $4.79K
|
465
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
10+ 2.0% |
$4.13K - $4.79K
|
510
$302K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
9+ 0.65% |
$3.71K - $4.31K
|
1.4K
$830K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.41% |
$3.71K - $4.31K
|
2.21K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.37% |
$3.3K - $3.83K
|
2.19K
$1.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
8+ 0.31% |
$3.3K - $3.83K
|
2.61K
$1.54M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
8+ 0.26% |
$3.3K - $3.83K
|
3.13K
$1.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
7+ 1.0% |
$2.89K - $3.35K
|
707
$418K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.71% |
$2.89K - $3.35K
|
992
$587K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.19% |
$2.89K - $3.35K
|
3.64K
$2.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 15.56% |
$2.89K - $3.35K
|
52
$30.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7+ 0.92% |
$2.89K - $3.35K
|
770
$456K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
7+ 0.84% |
$2.89K - $3.35K
|
839
$497K
|