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 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
102+ 3.01% |
$42.1K - $48.9K
|
3.49K
$2.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
102+ 0.52% |
$42.1K - $48.9K
|
19.6K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
102+ 14.43% |
$42.1K - $48.9K
|
809
$496K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
100New |
$41.3K - $47.9K
|
100
$61.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
99+ 2.76% |
$40.8K - $47.4K
|
3.69K
$2.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
98+ 11.84% |
$40.4K - $46.9K
|
926
$567K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
97+ 7.12% |
$40K - $46.5K
|
1.46K
$894K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
97+ 26.65% |
$40K - $46.5K
|
461
$282K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
96+ 0.08% |
$39.6K - $46K
|
117K
$71.8M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
95+ 5.39% |
$39.2K - $45.5K
|
1.86K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
92+ 6.59% |
$38K - $44.1K
|
1.49K
$912K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
92+ 9.51% |
$38K - $44.1K
|
1.06K
$649K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
92New |
$38K - $44.1K
|
92
$56.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
91+ 2.17% |
$37.5K - $43.6K
|
4.28K
$2.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
90+ 1.25% |
$37.1K - $43.1K
|
7.3K
$4.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
90+ 11.92% |
$37.1K - $43.1K
|
845
$518K
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
BUY
|
- |
90+ 14.63% |
$37.1K - $43.1K
|
705
$432K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
90+ 2.43% |
$37.1K - $43.1K
|
3.8K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
90+ 2.07% |
$37.1K - $43.1K
|
4.43K
$2.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
89+ 1.03% |
$36.7K - $42.6K
|
8.74K
$5.35M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
89+ 0.26% |
$36.7K - $42.6K
|
33.9K
$20.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
88+ 2.8% |
$36.3K - $42.2K
|
3.23K
$1.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
87+ 4.85% |
$35.9K - $41.7K
|
1.88K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
87+ 12.63% |
$35.9K - $41.7K
|
776
$475K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
85+ 0.15% |
$35.1K - $40.7K
|
55.1K
$33.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
85+ 5.31% |
$35.1K - $40.7K
|
1.69K
$1.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
84+ 1.33% |
$34.7K - $40.2K
|
6.4K
$3.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
84+ 3.03% |
$34.7K - $40.2K
|
2.86K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
84+ 3.74% |
$34.7K - $40.2K
|
2.33K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
83+ 1.02% |
$34.2K - $39.8K
|
8.2K
$5.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
79+ 3.08% |
$32.6K - $37.8K
|
2.65K
$1.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
79+ 2.59% |
$32.6K - $37.8K
|
3.13K
$1.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
79+ 0.75% |
$32.6K - $37.8K
|
10.6K
$6.47M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
78+ 5.28% |
$32.2K - $37.4K
|
1.56K
$953K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
76+ 0.77% |
$31.4K - $36.4K
|
9.97K
$6.11M
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
76+ 4.64% |
$31.4K - $36.4K
|
1.71K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
74+ 1.26% |
$30.5K - $35.4K
|
5.93K
$3.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
74+ 1.42% |
$30.5K - $35.4K
|
5.27K
$3.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
73+ 2.0% |
$30.1K - $35K
|
3.72K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
73+ 0.73% |
$30.1K - $35K
|
10K
$6.15M
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
73+ 0.33% |
$30.1K - $35K
|
22.4K
$13.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
72+ 1.26% |
$29.7K - $34.5K
|
5.78K
$3.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
70+ 4.35% |
$28.9K - $33.5K
|
1.68K
$1.03M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
70+ 0.66% |
$28.9K - $33.5K
|
10.7K
$6.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
70+ 3.08% |
$28.9K - $33.5K
|
2.34K
$1.43M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
70+ 4.35% |
$28.9K - $33.5K
|
1.68K
$1.03M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
69+ 1.3% |
$28.5K - $33.1K
|
5.38K
$3.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
69+ 4.39% |
$28.5K - $33.1K
|
1.64K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
68+ 0.34% |
$28.1K - $32.6K
|
20.2K
$12.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
68+ 11.53% |
$28.1K - $32.6K
|
658
$403K
|