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
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
856
+ 0.36%
$366K - $394K
242K $164M
Oct 26, 2023 Q3 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
852
+ 59.17%
$364K - $392K
2.29K $1.56M
Nov 19, 2024 Q3 2023
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
852
+ 1.72%
$364K - $392K
50.5K $34.3M
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
846
+ 2.0%
$362K - $389K
43.1K $29.2M
Oct 04, 2023 Q3 2023
Aletheian Wealth Advisors LLC

BUY
 -
843
+ 5.0%
$361K - $388K
17.7K $12M
Apr 25, 2024 Q3 2023
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
837
+ 1.21%
$358K - $385K
69.8K $47.4M
Nov 03, 2023 Q3 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
834
New
$357K - $384K
834 $566K
Nov 13, 2023 Q3 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
834
+ 3.2%
$357K - $384K
26.9K $18.2M
Nov 13, 2023 Q3 2023
American Century Companies Inc

Kansas City, MO
BUY
 -
832
+ 2.71%
$356K - $383K
31.6K $21.4M
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
825
+ 6.74%
$353K - $380K
13.1K $8.87M
Nov 14, 2023 Q3 2023
Becker Capital Management Inc

BUY
 -
818
+ 5.1%
$350K - $376K
16.9K $11.5M
Nov 13, 2023 Q3 2023
Bryant Woods Investment Advisors, LLC

BUY
 -
816
+ 1.17%
$349K - $376K
70.6K $47.9M
Oct 30, 2023 Q3 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
813
New
$348K - $374K
813 $552K
Nov 06, 2023 Q3 2023
Firestone Capital Management

BUY
 -
808
+ 33.33%
$346K - $372K
3.23K $2.19M
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
800
+ 41.71%
$342K - $368K
2.72K $1.85M
Nov 21, 2023 Q3 2023
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
798
New
$341K - $367K
798 $542K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
797
+ 32.45%
$341K - $367K
3.25K $2.21M
Nov 01, 2023 Q3 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
797
+ 0.58%
$341K - $367K
138K $93.6M
Nov 14, 2023 Q3 2023
Aaf Wealth Management, LLC

BUY
 -
796
+ 1.2%
$340K - $366K
66.9K $45.4M
Oct 20, 2023 Q3 2023
My Legacy Advisors, LLC

BUY
 -
793
+ 5.18%
$339K - $365K
16.1K $10.9M
Oct 24, 2023 Q3 2023
Capital Advisors Inc

BUY
 -
793
+ 36.09%
$339K - $365K
2.99K $2.03M
Oct 18, 2023 Q3 2023
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
789
+ 1.66%
$338K - $363K
48.2K $32.7M
Nov 08, 2023 Q3 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
789
+ 7.97%
$338K - $363K
10.7K $7.26M
Dec 18, 2023 Q3 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
777
+ 88.6%
$332K - $358K
1.65K $1.12M
Oct 16, 2023 Q3 2023
Buttonwood Financial Advisors Inc.

BUY
 -
775
New
$332K - $357K
775 $526K
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

BUY
 -
774
+ 1.25%
$331K - $356K
62.8K $42.6M
Nov 13, 2023 Q3 2023
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
774
+ 9.52%
$331K - $356K
8.91K $6.05M
Oct 23, 2023 Q3 2023
Rhs Financial, LLC

BUY
 -
764
+ 12.85%
$327K - $352K
6.71K $4.56M
Oct 10, 2023 Q3 2023
Hyperion Partners, LLC

Berwyn, PA
BUY
 -
763
+ 80.91%
$326K - $351K
1.71K $1.16M
Nov 08, 2023 Q3 2023
Keeley Teton Advisors, LLC

Chicago, IL
BUY
 -
756
+ 0.98%
$323K - $348K
77.9K $52.9M
Nov 14, 2023 Q3 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
754
+ 3.72%
$323K - $347K
21K $14.3M
Nov 13, 2023 Q3 2023
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
752
+ 7.45%
$322K - $346K
10.8K $7.36M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
751
+ 0.97%
$321K - $346K
77.8K $52.8M
Oct 25, 2023 Q3 2023
Northstar Asset Management LLC

BUY
 -
750
New
$321K - $345K
750 $509K
Oct 30, 2023 Q3 2023
Marino, Stram & Associates LLC

BUY
 -
750
+ 0.95%
$321K - $345K
79.6K $54M
Oct 23, 2023 Q3 2023
Waypoint Wealth Partners Inc.

BUY
 -
749
New
$320K - $345K
749 $508K
Oct 10, 2023 Q3 2023
Peddock Capital Advisors, LLC

BUY
 -
748
+ 2.59%
$320K - $344K
29.6K $20.1M
Nov 14, 2023 Q3 2023
Smith Shellnut Wilson LLC

BUY
 -
743
+ 2.48%
$318K - $342K
30.7K $20.9M
Nov 02, 2023 Q3 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
742
+ 7.78%
$317K - $341K
10.3K $6.97M
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
738
+ 1.29%
$316K - $340K
57.9K $39.3M
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
737
+ 8.02%
$315K - $339K
9.93K $6.74M
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
736
+ 30.81%
$315K - $339K
3.13K $2.12M
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

BUY
 -
734
+ 28.97%
$314K - $338K
3.27K $2.22M
Oct 13, 2023 Q3 2023
Dash Acquisitions Inc.

BUY
 -
731
+ 52.93%
$313K - $336K
2.11K $1.43M
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
724
+ 1.15%
$310K - $333K
63.4K $43.1M
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
717
+ 28.13%
$307K - $330K
3.27K $2.22M
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
717
+ 28.13%
$307K - $330K
3.27K $2.22M
Oct 24, 2023 Q3 2023
Windsor Group LTD

BUY
 -
715
+ 4.07%
$306K - $329K
18.3K $12.4M
Oct 16, 2023 Q3 2023
Traynor Capital Management, Inc.

BUY
 -
714
+ 14.66%
$305K - $329K
5.59K $3.79M

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