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 14, 2023 Q3 2023
Worth Pointe, LLC

La Jolla, CA
BUY
 -
689
New
$295K - $317K
689 $422K
Nov 14, 2024 Q3 2023
Triune Financial Partners, LLC

Overland Park, KS
BUY
 -
689
+ 10.49%
$295K - $317K
7.26K $4.45M
Nov 06, 2023 Q3 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
687
+ 25.44%
$294K - $316K
3.39K $2.08M
Nov 15, 2023 Q3 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
687
New
$294K - $316K
687 $421K
Oct 19, 2023 Q3 2023
Shulman De Meo Asset Management LLC

BUY
 -
683
+ 3.69%
$292K - $314K
19.2K $11.7M
Nov 08, 2023 Q3 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
682
+ 1.65%
$292K - $314K
41.9K $25.7M
Oct 12, 2023 Q3 2023
Wp Wealth LLP

Fort Worth, TX
BUY
 -
680
New
$291K - $313K
680 $417K
Oct 23, 2023 Q3 2023
Suncoast Equity Management

BUY
 -
679
New
$290K - $312K
679 $416K
Oct 11, 2023 Q3 2023
Zhang Financial LLC

BUY
 -
673
+ 3.66%
$288K - $310K
19.1K $11.7M
Oct 18, 2023 Q3 2023
Pinnacle Bancorp, Inc.

BUY
 -
673
+ 9.49%
$288K - $310K
7.76K $4.76M
Nov 09, 2023 Q3 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
669
+ 357.75%
$286K - $308K
856 $524K
Oct 13, 2023 Q3 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
668
+ 29.41%
$286K - $307K
2.94K $1.8M
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
666
+ 38.79%
$285K - $306K
2.38K $1.46M
Oct 27, 2023 Q3 2023
Angeles Wealth Management, LLC

BUY
 -
665
+ 14.68%
$284K - $306K
5.2K $3.18M
Nov 08, 2023 Q3 2023
Sepio Capital, LP

BUY
 -
657
+ 11.49%
$281K - $302K
6.37K $3.9M
Oct 10, 2023 Q3 2023
Acorn Financial Advisory Services Inc

BUY
 -
655
+ 22.28%
$280K - $301K
3.6K $2.2M
Nov 01, 2023 Q3 2023
Silverleafe Capital Partners, LLC

Memphis, TN
BUY
 -
653
+ 2.91%
$279K - $300K
23.1K $14.2M
Nov 14, 2023 Q3 2023
Campion Asset Management

BUY
 -
652
+ 5.73%
$279K - $300K
12K $7.38M
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
648
+ 11.84%
$277K - $298K
6.12K $3.75M
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

BUY
 -
644
+ 31.87%
$275K - $296K
2.67K $1.63M
Oct 16, 2023 Q3 2023
Bennett Selby Investments LP

BUY
 -
636
+ 45.99%
$272K - $293K
2.02K $1.24M
Nov 03, 2023 Q3 2023
Latitude Advisors, LLC

BUY
 -
636
+ 2.85%
$272K - $293K
22.9K $14M
Oct 20, 2023 Q3 2023
Security National Bank

BUY
 -
632
+ 10.66%
$270K - $291K
6.56K $4.02M
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
632
New
$270K - $291K
632 $387K
Oct 25, 2023 Q3 2023
Pennsylvania Capital Management Inc

BUY
 -
632
+ 1.89%
$270K - $291K
34.1K $20.9M
Nov 13, 2023 Q3 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
631
+ 1.08%
$270K - $290K
58.9K $36.1M
Oct 26, 2023 Q3 2023
Kanawha Capital Management LLC

BUY
 -
628
+ 1.18%
$269K - $289K
54K $33.1M
Nov 14, 2023 Q3 2023
Sei Investments CO

Oaks, PA
BUY
 -
626
+ 10.5%
$268K - $288K
6.59K $4.04M
Nov 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
624
+ 1.15%
$267K - $287K
54.8K $33.6M
Oct 12, 2023 Q3 2023
Bath Savings Trust CO

BUY
 -
622
+ 131.5%
$266K - $286K
1.1K $671K
Nov 08, 2023 Q3 2023
Shayne & Co., LLC

BUY
 -
615
New
$263K - $283K
615 $377K
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
611
+ 1.37%
$261K - $281K
45.1K $27.6M
Nov 03, 2023 Q3 2023
Strategic Wealth Investment Group, LLC

BUY
 -
610
+ 50.16%
$261K - $281K
1.83K $1.12M
Nov 13, 2023 Q3 2023
Prosperity Consulting Group, LLC

BUY
 -
604
+ 1.24%
$258K - $278K
49.4K $30.3M
Nov 06, 2023 Q3 2023
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
598
+ 0.86%
$256K - $275K
69.8K $42.8M
Oct 10, 2023 Q3 2023
Ewg Elevate Inc.

BUY
 -
597
New
$255K - $275K
597 $366K
Nov 09, 2023 Q3 2023
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
596
+ 9.71%
$255K - $274K
6.73K $4.13M
Nov 02, 2023 Q3 2023
Cnb Bank

Clearfield, PA
BUY
 -
595
+ 18.76%
$255K - $274K
3.77K $2.31M
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
595
+ 0.64%
$255K - $274K
93.2K $57.1M
Oct 18, 2023 Q3 2023
Marion Wealth Management

BUY
 -
594
+ 43.17%
$254K - $273K
1.97K $1.21M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
590
+ 1.07%
$252K - $272K
55.8K $34.2M
Nov 09, 2023 Q3 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
587
+ 335.43%
$251K - $270K
762 $467K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
583
+ 24.29%
$249K - $268K
2.98K $1.83M
Oct 27, 2023 Q3 2023
Dumont & Blake Investment Advisors LLC

BUY
 -
582
New
$249K - $268K
582 $357K
Nov 15, 2023 Q3 2023
Objective Capital Management, LLC

BUY
 -
575
+ 2.33%
$246K - $265K
25.3K $15.5M
Nov 14, 2023 Q3 2023
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
568
+ 5.05%
$243K - $261K
11.8K $7.24M
Nov 17, 2023 Q3 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
567
+ 2.16%
$243K - $261K
26.8K $16.4M
Nov 02, 2023 Q3 2023
Wealth Spring Partners, LLC

Long Beach, CA
BUY
 -
566
+ 2.42%
$242K - $260K
23.9K $14.7M
Nov 09, 2023 Q3 2023
Wms Partners, LLC

BUY
 -
557
+ 3.51%
$238K - $256K
16.4K $10.1M

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