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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
23New |
$9.49K - $11K
|
23
$13.9K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
23+ 153.33% |
$9.49K - $11K
|
38
$22.9K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
23+ 2.75% |
$9.49K - $11K
|
858
$518K
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
23+ 1.94% |
$9.49K - $11K
|
1.21K
$729K
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
22+ 1.69% |
$9.08K - $10.5K
|
1.33K
$801K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
22+ 3.62% |
$9.08K - $10.5K
|
629
$380K
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
22+ 0.36% |
$9.08K - $10.5K
|
6.12K
$3.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
22+ 0.37% |
$9.08K - $10.5K
|
5.99K
$3.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
22+ 0.39% |
$9.08K - $10.5K
|
5.61K
$3.39M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
21+ 0.36% |
$8.66K - $10.1K
|
5.93K
$3.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
21+ 2.37% |
$8.66K - $10.1K
|
907
$548K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
20+ 0.66% |
$8.25K - $9.58K
|
3.03K
$1.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
19+ 0.77% |
$7.84K - $9.1K
|
2.49K
$1.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
19+ 0.82% |
$7.84K - $9.1K
|
2.35K
$1.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19+ 1.74% |
$7.84K - $9.1K
|
1.11K
$669K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Navi Inc.
|
BUY
|
- |
19New |
$7.84K - $9.1K
|
19
$11.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.84% |
$7.43K - $8.62K
|
2.15K
$1.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
17+ 2.69% |
$7.01K - $8.14K
|
649
$392K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
17+ 0.49% |
$7.01K - $8.14K
|
3.52K
$2.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
17+ 0.37% |
$7.01K - $8.14K
|
4.62K
$2.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
BUY
|
- |
17+ 0.33% |
$7.01K - $8.14K
|
5.1K
$3.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
17+ 0.34% |
$7.01K - $8.14K
|
5.03K
$3.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
17+ 0.73% |
$7.01K - $8.14K
|
2.35K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
17+ 3.04% |
$7.01K - $8.14K
|
576
$348K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
17+ 0.35% |
$7.01K - $8.14K
|
4.87K
$2.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
16+ 0.12% |
$6.6K - $7.66K
|
13.8K
$8.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
16New |
$6.6K - $7.66K
|
16
$9.66K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
16+ 0.05% |
$6.6K - $7.66K
|
31.1K
$18.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
15New |
$6.19K - $7.19K
|
15
$9.06K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15+ 0.31% |
$6.19K - $7.19K
|
4.84K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
15+ 0.83% |
$6.19K - $7.19K
|
1.82K
$1.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
14+ 2.66% |
$5.78K - $6.71K
|
540
$326K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
13+ 0.2% |
$5.36K - $6.23K
|
6.58K
$3.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
13+ 1.99% |
$5.36K - $6.23K
|
666
$402K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
12+ 0.81% |
$4.95K - $5.75K
|
1.49K
$899K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
12+ 0.04% |
$4.95K - $5.75K
|
30.9K
$18.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
BUY
|
- |
12+ 133.33% |
$4.95K - $5.75K
|
21
$12.7K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
11+ 0.53% |
$4.54K - $5.27K
|
2.1K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
11+ 0.91% |
$4.54K - $5.27K
|
1.22K
$738K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
11+ 0.79% |
$4.54K - $5.27K
|
1.4K
$845K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
10+ 0.22% |
$4.13K - $4.79K
|
4.65K
$2.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
10+ 0.9% |
$4.13K - $4.79K
|
1.12K
$677K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
10+ 0.14% |
$4.13K - $4.79K
|
7.33K
$4.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 0.43% |
$4.13K - $4.79K
|
2.32K
$1.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
10+ 1.52% |
$4.13K - $4.79K
|
668
$403K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
10+ 2.2% |
$4.13K - $4.79K
|
465
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
10+ 2.0% |
$4.13K - $4.79K
|
510
$308K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
9+ 0.65% |
$3.71K - $4.31K
|
1.4K
$847K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.41% |
$3.71K - $4.31K
|
2.21K
$1.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.37% |
$3.3K - $3.83K
|
2.19K
$1.32M
|