Purchases and Sales Made in Q3 2023 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q3 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
Nov 13, 2023 Q3 2023
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
1.95K
+ 2.45%
$835K - $898K
81.7K $48.4M
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
1.94K
+ 27.3%
$831K - $894K
9.06K $5.37M
Oct 25, 2023 Q3 2023
Arkansas Financial Group, Inc.

BUY
 -
1.94K
+ 4.07%
$828K - $890K
49.4K $29.3M
Nov 07, 2023 Q3 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
1.92K
+ 10.38%
$820K - $882K
20.4K $12.1M
Oct 17, 2023 Q3 2023
Ellenbecker Investment Group

BUY
 -
1.91K
+ 0.52%
$817K - $879K
368K $218M
Nov 09, 2023 Q3 2023
Fi3 Financial Advisors, LLC

BUY
 -
1.91K
+ 2.82%
$815K - $877K
69.4K $41.2M
Nov 08, 2023 Q3 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
1.9K
+ 69.1%
$811K - $873K
4.64K $2.75M
Nov 14, 2023 Q3 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
1.89K
+ 5.51%
$810K - $872K
36.3K $21.5M
Oct 23, 2023 Q3 2023
Independent Investors Inc

BUY
 -
1.89K
New
$808K - $870K
1.89K $1.12M
Sep 11, 2024 Q3 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
1.88K
+ 38.52%
$805K - $867K
6.77K $4.02M
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
1.88K
+ 11.63%
$802K - $863K
18K $10.7M
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
1.83K
+ 1.11%
$781K - $840K
167K $98.9M
Oct 18, 2023 Q3 2023
4 Thought Financial Group Inc.

BUY
 -
1.82K
+ 5.64%
$779K - $838K
34.1K $20.2M
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
1.8K
+ 493.68%
$769K - $827K
2.16K $1.28M
Nov 03, 2023 Q3 2023
New Square Capital LLC

BUY
 -
1.79K
+ 284.31%
$767K - $826K
2.43K $1.44M
Oct 13, 2023 Q3 2023
David J Yvars Group

BUY
 -
1.77K
+ 3.33%
$758K - $815K
55K $32.6M
Oct 31, 2023 Q3 2023
First Interstate Bank

Billings, MT
BUY
 -
1.76K
+ 0.61%
$752K - $809K
292K $173M
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
1.75K
+ 3.74%
$748K - $805K
48.5K $28.8M
Nov 14, 2023 Q3 2023
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
1.73K
New
$738K - $794K
1.73K $1.02M
Oct 19, 2023 Q3 2023
Gds Wealth Management

BUY
 -
1.69K
+ 2.97%
$725K - $780K
58.8K $34.9M
Nov 14, 2023 Q3 2023
Old Port Advisors

BUY
 -
1.69K
+ 20.35%
$724K - $779K
10K $5.93M
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
1.69K
+ 128.39%
$722K - $776K
3K $1.78M
Nov 13, 2023 Q3 2023
Element Pointe Advisors, LLC

Miami, FL
BUY
 -
1.69K
+ 0.98%
$722K - $776K
174K $103M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
1.69K
+ 0.83%
$721K - $776K
206K $122M
Nov 09, 2023 Q3 2023
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
1.66K
+ 3.13%
$711K - $765K
54.8K $32.5M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.64K
+ 0.79%
$702K - $755K
208K $123M
Nov 07, 2023 Q3 2023
Harfst & Associates, Inc.

BUY
 -
1.63K
+ 1.52%
$699K - $751K
109K $64.8M
Nov 09, 2023 Q3 2023
Spc Financial, Inc.

BUY
 -
1.62K
+ 17.14%
$692K - $745K
11.1K $6.56M
Nov 17, 2023 Q3 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
1.61K
+ 194.92%
$690K - $742K
2.44K $1.45M
Oct 24, 2023 Q3 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
1.61K
New
$689K - $741K
1.61K $956K
Oct 27, 2023 Q3 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
1.61K
+ 146.05%
$688K - $740K
2.71K $1.61M
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
1.58K
+ 39.03%
$676K - $727K
5.63K $3.34M
Oct 25, 2023 Q3 2023
Continuum Wealth Advisors, LLC

Saratoga Springs, NY
BUY
 -
1.58K
+ 9.23%
$675K - $726K
18.7K $11.1M
Nov 13, 2023 Q3 2023
Legacy Financial Advisors, Inc.

BUY
 -
1.56K
+ 14.67%
$668K - $718K
12.2K $7.24M
Oct 18, 2023 Q3 2023
Hanlon Investment Management, Inc.

BUY
 -
1.56K
+ 13.47%
$667K - $717K
13.1K $7.79M
Nov 15, 2023 Q3 2023
Ramirez Asset Management, Inc.

New York, NY
BUY
 -
1.56K
New
$665K - $716K
1.56K $922K
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
1.55K
+ 24.0%
$663K - $713K
8.01K $4.75M
Oct 10, 2023 Q3 2023
Wbh Advisory Inc

BUY
 -
1.55K
+ 6.85%
$662K - $712K
24.1K $14.3M
Oct 23, 2023 Q3 2023
Hexagon Capital Partners LLC

BUY
 -
1.55K
+ 1391.89%
$661K - $711K
1.66K $982K
Nov 09, 2023 Q3 2023
Concorde Asset Management, LLC

BUY
 -
1.54K
+ 8.07%
$658K - $708K
20.6K $12.2M
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
1.54K
+ 229.9%
$658K - $708K
2.21K $1.31M
Nov 13, 2023 Q3 2023
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
1.53K
+ 1.66%
$652K - $702K
93.3K $55.3M
Nov 06, 2023 Q3 2023
First National Trust CO

BUY
 -
1.52K
+ 4.29%
$651K - $701K
37K $22M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
1.51K
+ 3.56%
$648K - $697K
44K $26.1M
Oct 19, 2023 Q3 2023
Values Added Financial LLC

Washington, DC
BUY
 -
1.5K
New
$641K - $689K
1.5K $889K
Oct 26, 2023 Q3 2023
Simmons Bank

BUY
 -
1.5K
+ 9.74%
$640K - $688K
16.9K $10M
Nov 08, 2023 Q3 2023
Total Wealth Planning, LLC

BUY
 -
1.49K
New
$639K - $688K
1.49K $886K
Oct 31, 2023 Q3 2023
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
1.49K
+ 1.23%
$637K - $685K
123K $72.9M
Nov 13, 2023 Q3 2023
Lavaca Capital LLC

Houston, TX
BUY
 -
1.49K
+ 12.08%
$636K - $684K
13.8K $8.18M

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