Purchases and Sales Made in Q3 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 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 |
---|---|---|---|---|---|---|---|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
431+ 9.82% |
$184K - $198K
|
4.82K
$2.86M
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
427+ 3.9% |
$183K - $196K
|
11.4K
$6.75M
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
425+ 6.61% |
$182K - $196K
|
6.85K
$4.06M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
422+ 1.31% |
$181K - $194K
|
32.6K
$19.3M
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
420+ 4.4% |
$180K - $193K
|
9.96K
$5.91M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
420+ 3.01% |
$180K - $193K
|
14.4K
$8.53M
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
420+ 1400.0% |
$180K - $193K
|
450
$267K
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
418+ 19.19% |
$179K - $192K
|
2.6K
$1.54M
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
417+ 32.53% |
$178K - $192K
|
1.7K
$1.01M
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
416+ 22.77% |
$178K - $191K
|
2.24K
$1.33M
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
414+ 1.35% |
$177K - $191K
|
31.1K
$18.5M
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
413+ 24.64% |
$177K - $190K
|
2.09K
$1.24M
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
412+ 38.58% |
$176K - $190K
|
1.48K
$878K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
410+ 6.97% |
$175K - $189K
|
6.29K
$3.73M
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
BUY
|
- |
410+ 4.19% |
$175K - $189K
|
10.2K
$6.05M
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
410+ 10.44% |
$175K - $189K
|
4.34K
$2.57M
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
406+ 33.72% |
$174K - $187K
|
1.61K
$955K
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
401+ 2.58% |
$172K - $185K
|
15.9K
$9.44M
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
401+ 13.01% |
$172K - $185K
|
3.48K
$2.07M
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
400+ 54.27% |
$171K - $184K
|
1.14K
$674K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
397+ 4.3% |
$170K - $183K
|
9.63K
$5.71M
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
394+ 3.62% |
$169K - $181K
|
11.3K
$6.7M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
389+ 1.69% |
$166K - $179K
|
23.5K
$13.9M
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
382+ 53.95% |
$163K - $176K
|
1.09K
$647K
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
381+ 7.44% |
$163K - $175K
|
5.5K
$3.26M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
379+ 4.6% |
$162K - $174K
|
8.62K
$5.11M
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
378New |
$162K - $174K
|
378
$224K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
377+ 5.8% |
$161K - $173K
|
6.88K
$4.08M
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
376+ 4.41% |
$161K - $173K
|
8.91K
$5.28M
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
373+ 1.06% |
$160K - $172K
|
35.4K
$21M
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
373+ 7.24% |
$160K - $172K
|
5.53K
$3.28M
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
371+ 11.94% |
$159K - $171K
|
3.48K
$2.06M
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
371+ 11.33% |
$159K - $171K
|
3.65K
$2.16M
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
369+ 6.98% |
$158K - $170K
|
5.65K
$3.35M
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
367+ 38.19% |
$157K - $169K
|
1.33K
$788K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
367+ 18.87% |
$157K - $169K
|
2.31K
$1.37M
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
366+ 27.29% |
$157K - $168K
|
1.71K
$1.01M
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
366+ 11.1% |
$157K - $168K
|
3.66K
$2.17M
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
365+ 1.08% |
$156K - $168K
|
34.1K
$20.2M
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
361+ 17.25% |
$154K - $166K
|
2.45K
$1.46M
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
361+ 3.34% |
$154K - $166K
|
11.2K
$6.62M
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
358+ 20.04% |
$153K - $165K
|
2.14K
$1.27M
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
358+ 11.3% |
$153K - $165K
|
3.53K
$2.09M
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
352+ 1.23% |
$151K - $162K
|
29K
$17.2M
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
350+ 15.0% |
$150K - $161K
|
2.68K
$1.59M
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
349+ 56.66% |
$149K - $161K
|
965
$572K
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
345+ 5.78% |
$148K - $159K
|
6.32K
$3.75M
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
345+ 10.47% |
$148K - $159K
|
3.64K
$2.16M
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
344+ 26.56% |
$147K - $158K
|
1.64K
$972K
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
344+ 0.29% |
$147K - $158K
|
119K
$70.5M
|