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 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
13+ 1.99% |
$5.36K - $6.23K
|
666
$424K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
12+ 0.81% |
$4.95K - $5.75K
|
1.49K
$948K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
12+ 0.04% |
$4.95K - $5.75K
|
30.9K
$19.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
BUY
|
- |
12+ 133.33% |
$4.95K - $5.75K
|
21
$13.4K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
11+ 0.53% |
$4.54K - $5.27K
|
2.1K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
11+ 0.91% |
$4.54K - $5.27K
|
1.22K
$778K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
11+ 0.79% |
$4.54K - $5.27K
|
1.4K
$891K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
10+ 0.22% |
$4.13K - $4.79K
|
4.65K
$2.96M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
10+ 0.9% |
$4.13K - $4.79K
|
1.12K
$713K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
10+ 0.14% |
$4.13K - $4.79K
|
7.33K
$4.66M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 0.43% |
$4.13K - $4.79K
|
2.32K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
10+ 1.52% |
$4.13K - $4.79K
|
668
$425K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
10+ 2.2% |
$4.13K - $4.79K
|
465
$296K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
10+ 2.0% |
$4.13K - $4.79K
|
510
$325K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
9+ 0.65% |
$3.71K - $4.31K
|
1.4K
$893K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.41% |
$3.71K - $4.31K
|
2.21K
$1.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.37% |
$3.3K - $3.83K
|
2.19K
$1.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
8+ 0.31% |
$3.3K - $3.83K
|
2.61K
$1.66M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
8+ 0.26% |
$3.3K - $3.83K
|
3.13K
$1.99M
|
|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
8New |
$3.3K - $3.83K
|
8
$5.09K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
7+ 1.0% |
$2.89K - $3.35K
|
707
$450K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.71% |
$2.89K - $3.35K
|
992
$631K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.19% |
$2.89K - $3.35K
|
3.64K
$2.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 15.56% |
$2.89K - $3.35K
|
52
$33.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7+ 0.92% |
$2.89K - $3.35K
|
770
$490K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
7+ 0.84% |
$2.89K - $3.35K
|
839
$534K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7+ 1.26% |
$2.89K - $3.35K
|
562
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
7+ 0.05% |
$2.89K - $3.35K
|
13.8K
$8.81M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
7+ 6.14% |
$2.89K - $3.35K
|
121
$77K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6+ 0.47% |
$2.48K - $2.87K
|
1.28K
$815K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
6+ 0.19% |
$2.48K - $2.87K
|
3.17K
$2.01M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
6+ 0.32% |
$2.48K - $2.87K
|
1.9K
$1.21M
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
BUY
|
- |
6+ 0.22% |
$2.48K - $2.87K
|
2.79K
$1.78M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.13% |
$2.48K - $2.87K
|
4.61K
$2.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
5+ 0.02% |
$2.06K - $2.4K
|
21.3K
$13.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
5+ 0.14% |
$2.06K - $2.4K
|
3.46K
$2.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.34% |
$2.06K - $2.4K
|
1.48K
$942K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5+ 0.06% |
$2.06K - $2.4K
|
7.77K
$4.94M
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
5+ 0.2% |
$2.06K - $2.4K
|
2.46K
$1.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
5+ 0.81% |
$2.06K - $2.4K
|
621
$395K
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
5+ 0.07% |
$2.06K - $2.4K
|
7.21K
$4.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
5+ 0.47% |
$2.06K - $2.4K
|
1.07K
$682K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
5+ 0.09% |
$2.06K - $2.4K
|
5.31K
$3.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5+ 0.09% |
$2.06K - $2.4K
|
5.7K
$3.63M
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
5+ 0.41% |
$2.06K - $2.4K
|
1.21K
$773K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4+ 0.11% |
$1.65K - $1.92K
|
3.52K
$2.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4+ 1.45% |
$1.65K - $1.92K
|
280
$178K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
4+ 0.73% |
$1.65K - $1.92K
|
552
$351K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
4+ 0.61% |
$1.65K - $1.92K
|
665
$423K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
4+ 0.34% |
$1.65K - $1.92K
|
1.19K
$757K
|