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
Oct 24, 2023 Q3 2023
Total Clarity Wealth Management, Inc.

BUY
 -
339
+ 7.84%
$145K - $156K
4.66K $2.77M
Nov 09, 2023 Q3 2023
Pacific Financial Group Inc

BUY
 -
331
+ 1.24%
$142K - $152K
27K $16M
Nov 09, 2023 Q3 2023
Sws Partners

BUY
 -
331
+ 0.85%
$142K - $152K
39.5K $23.4M
Nov 14, 2023 Q3 2023
Zwj Investment Counsel Inc

BUY
 -
330
+ 3.96%
$141K - $152K
8.65K $5.13M
Oct 17, 2023 Q3 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
322
+ 1.15%
$138K - $148K
28.4K $16.8M
Oct 25, 2023 Q3 2023
Ayalon Insurance Comp Ltd.

BUY
 -
322
+ 4.64%
$138K - $148K
7.26K $4.31M
Nov 01, 2023 Q3 2023
Allen Capital Group, LLC

BUY
 -
322
+ 3.87%
$138K - $148K
8.65K $5.13M
Nov 13, 2023 Q3 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
320
+ 17.05%
$137K - $147K
2.2K $1.3M
Oct 25, 2023 Q3 2023
Means Investment Co., Inc.

BUY
 -
317
+ 17.32%
$136K - $146K
2.15K $1.27M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
314
+ 0.61%
$134K - $144K
52K $30.9M
Nov 07, 2023 Q3 2023
Addison Advisors LLC

BUY
 -
313
+ 18.87%
$134K - $144K
1.97K $1.17M
Nov 14, 2023 Q3 2023
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
311
+ 2.11%
$133K - $143K
15K $8.91M
Nov 16, 2023 Q3 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
309
+ 58.75%
$132K - $142K
835 $495K
Nov 09, 2023 Q3 2023
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
307
+ 207.43%
$131K - $141K
455 $270K
Nov 08, 2023 Q3 2023
Trinity Point Wealth, LLC

BUY
 -
306
+ 24.21%
$131K - $141K
1.57K $931K
Nov 14, 2023 Q3 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
302
+ 11.1%
$129K - $139K
3.02K $1.79M
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
301
+ 2.08%
$129K - $139K
14.8K $8.77M
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
298
+ 19.54%
$127K - $137K
1.82K $1.08M
Oct 11, 2023 Q3 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
297
+ 19.84%
$127K - $137K
1.79K $1.06M
Oct 26, 2023 Q3 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
296
+ 19.69%
$127K - $136K
1.8K $1.07M
Nov 13, 2023 Q3 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
296
+ 13.07%
$127K - $136K
2.56K $1.52M
Nov 14, 2023 Q3 2023
Probity Advisors, Inc.

Dallas, TX
BUY
 -
294
+ 33.87%
$126K - $135K
1.16K $689K
Oct 18, 2023 Q3 2023
Next Capital Management LLC

BUY
 -
293
+ 0.6%
$125K - $135K
49.4K $29.3M
Oct 12, 2023 Q3 2023
Patten Group, Inc.

BUY
 -
292
+ 2.46%
$125K - $134K
12.1K $7.21M
Oct 26, 2023 Q3 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
290
+ 27.44%
$124K - $133K
1.35K $799K
Oct 03, 2023 Q3 2023
Mc Alister, Sweet & Associates, Inc.

BUY
 -
289
+ 0.29%
$124K - $133K
101K $59.8M
Oct 20, 2023 Q3 2023
Index Fund Advisors, Inc.

BUY
 -
288
+ 2.57%
$123K - $133K
11.5K $6.81M
Oct 31, 2023 Q3 2023
Peterson Financial Group, Inc.

BUY
 -
283
+ 3.59%
$121K - $130K
8.16K $4.84M
Nov 09, 2023 Q3 2023
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
281
+ 16.23%
$120K - $129K
2.01K $1.19M
Nov 13, 2023 Q3 2023
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
281
+ 6.87%
$120K - $129K
4.37K $2.59M
Oct 13, 2023 Q3 2023
Congress Park Capital LLC

BUY
 -
280
+ 2.8%
$120K - $129K
10.3K $6.09M
Oct 26, 2023 Q3 2023
Family Capital Trust CO

BUY
 -
280
+ 61.14%
$120K - $129K
738 $438K
Oct 17, 2023 Q3 2023
Founders Financial Securities LLC

BUY
 -
277
+ 1.1%
$118K - $127K
25.4K $15.1M
Nov 01, 2023 Q3 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
275
+ 0.67%
$118K - $127K
41.6K $24.7M
Oct 10, 2023 Q3 2023
Transform Wealth, LLC

BUY
 -
274
+ 2.01%
$117K - $126K
13.9K $8.25M
Nov 14, 2023 Q3 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
271
+ 1084.0%
$116K - $125K
296 $176K
Oct 19, 2023 Q3 2023
Birch Hill Investment Advisors LLC

BUY
 -
270
+ 0.61%
$115K - $124K
44.6K $26.4M
Oct 24, 2023 Q3 2023
Prosperity Planning, Inc.

BUY
 -
269
+ 10.01%
$115K - $124K
2.96K $1.75M
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
269
+ 3.89%
$115K - $124K
7.19K $4.27M
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
269
+ 3.46%
$115K - $124K
8.04K $4.77M
Oct 24, 2023 Q3 2023
Mechanics Financial Corp

BUY
 -
267
+ 2.96%
$114K - $123K
9.3K $5.51M
Oct 10, 2023 Q3 2023
Selective Wealth Management, Inc.

BUY
 -
265
+ 2.0%
$113K - $122K
13.5K $8M
Oct 23, 2023 Q3 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
263
+ 8.06%
$113K - $121K
3.53K $2.09M
Oct 31, 2023 Q3 2023
180 Wealth Advisors, LLC

BUY
 -
259
+ 9.81%
$111K - $119K
2.9K $1.72M
Oct 23, 2023 Q3 2023
Lfa Lugano Financial Advisors Sa

BUY
 -
257
New
$110K - $118K
257 $152K
Oct 12, 2023 Q3 2023
Capital City Trust CO

BUY
 -
256
+ 19.88%
$110K - $118K
1.54K $916K
Oct 27, 2023 Q3 2023
Archford Capital Strategies, LLC

BUY
 -
255
+ 10.72%
$109K - $117K
2.63K $1.56M
Nov 08, 2023 Q3 2023
Astoria Strategic Wealth, Inc.

BUY
 -
255
+ 2.5%
$109K - $117K
10.5K $6.21M
Oct 30, 2023 Q3 2023
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
254
+ 5.15%
$109K - $117K
5.19K $3.08M

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