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 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
8+ 0.31% |
$3.3K - $3.83K
|
2.61K
$1.57M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
8+ 0.26% |
$3.3K - $3.83K
|
3.13K
$1.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
7+ 1.0% |
$2.89K - $3.35K
|
707
$427K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.71% |
$2.89K - $3.35K
|
992
$599K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.19% |
$2.89K - $3.35K
|
3.64K
$2.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 15.56% |
$2.89K - $3.35K
|
52
$31.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7+ 0.92% |
$2.89K - $3.35K
|
770
$465K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
7+ 0.84% |
$2.89K - $3.35K
|
839
$507K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7+ 1.26% |
$2.89K - $3.35K
|
562
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
7+ 0.05% |
$2.89K - $3.35K
|
13.8K
$8.36M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
7+ 6.14% |
$2.89K - $3.35K
|
121
$73.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6+ 0.47% |
$2.48K - $2.87K
|
1.28K
$773K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
6+ 0.19% |
$2.48K - $2.87K
|
3.17K
$1.91M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
6+ 0.32% |
$2.48K - $2.87K
|
1.9K
$1.15M
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
BUY
|
- |
6+ 0.22% |
$2.48K - $2.87K
|
2.79K
$1.68M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.13% |
$2.48K - $2.87K
|
4.61K
$2.78M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
5+ 0.02% |
$2.06K - $2.4K
|
21.3K
$12.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
5+ 0.14% |
$2.06K - $2.4K
|
3.46K
$2.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.34% |
$2.06K - $2.4K
|
1.48K
$894K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5+ 0.06% |
$2.06K - $2.4K
|
7.77K
$4.69M
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
5+ 0.2% |
$2.06K - $2.4K
|
2.46K
$1.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
5+ 0.81% |
$2.06K - $2.4K
|
621
$375K
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
5+ 0.07% |
$2.06K - $2.4K
|
7.21K
$4.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
5+ 0.47% |
$2.06K - $2.4K
|
1.07K
$647K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
5+ 0.09% |
$2.06K - $2.4K
|
5.31K
$3.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5+ 0.09% |
$2.06K - $2.4K
|
5.7K
$3.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4+ 0.11% |
$1.65K - $1.92K
|
3.52K
$2.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4+ 1.45% |
$1.65K - $1.92K
|
280
$169K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
4+ 0.73% |
$1.65K - $1.92K
|
552
$333K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
4+ 0.61% |
$1.65K - $1.92K
|
665
$402K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
4+ 0.34% |
$1.65K - $1.92K
|
1.19K
$718K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4+ 0.14% |
$1.65K - $1.92K
|
2.83K
$1.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4+ 0.6% |
$1.65K - $1.92K
|
669
$404K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4New |
$1.65K - $1.92K
|
4
$2.42K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4+ 0.11% |
$1.65K - $1.92K
|
3.49K
$2.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4+ 0.53% |
$1.65K - $1.92K
|
762
$460K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
4+ 0.46% |
$1.65K - $1.92K
|
878
$530K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
3+ 0.11% |
$1.24K - $1.44K
|
2.75K
$1.66M
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$1.24K - $1.44K
|
14.1K
$8.51M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.05% |
$1.24K - $1.44K
|
6.66K
$4.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3+ 0.08% |
$1.24K - $1.44K
|
3.67K
$2.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3+ 0.54% |
$1.24K - $1.44K
|
554
$335K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$1.24K - $1.44K
|
7.2K
$4.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3+ 0.45% |
$1.24K - $1.44K
|
677
$409K
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
3+ 0.2% |
$1.24K - $1.44K
|
1.48K
$892K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3+ 0.62% |
$1.24K - $1.44K
|
487
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.38% |
$1.24K - $1.44K
|
786
$475K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3+ 0.09% |
$1.24K - $1.44K
|
3.24K
$1.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
2+ 0.08% |
$825 - $958
|
2.49K
$1.51M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2+ 0.1% |
$825 - $958
|
1.96K
$1.18M
|