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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
129KNew |
$55.3M - $59.5M
|
129K
$78.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
126K+ 18.28% |
$53.8M - $57.8M
|
813K
$492M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
122K+ 11.79% |
$52.3M - $56.3M
|
1.16M
$702M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
108K+ 12329.12% |
$46.4M - $49.9M
|
109K
$66.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
108KNew |
$46.2M - $49.8M
|
108K
$65.4M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
97.3K+ 28.95% |
$41.6M - $44.8M
|
433K
$262M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
93.3K+ 18.05% |
$39.9M - $42.9M
|
610K
$369M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
92.8K+ 20.62% |
$39.7M - $42.7M
|
543K
$329M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
92.5K+ 8.15% |
$39.6M - $42.6M
|
1.23M
$743M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
91.2K+ 14.78% |
$39M - $42M
|
708K
$428M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
85.7K+ 2.98% |
$36.7M - $39.4M
|
2.96M
$1.79B
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
84.7KNew |
$36.2M - $39M
|
84.7K
$51.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
83.5KNew |
$35.7M - $38.4M
|
83.5K
$50.5M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
80.5K+ 114.67% |
$34.4M - $37M
|
151K
$91.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
79.2K+ 11.19% |
$33.9M - $36.4M
|
787K
$476M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
76.3K+ 1.24% |
$32.6M - $35.1M
|
6.25M
$3.78B
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
75.5K+ 7.53% |
$32.3M - $34.8M
|
1.08M
$652M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
75.2K+ 1511.79% |
$32.2M - $34.6M
|
80.1K
$48.5M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
74.9K+ 86.95% |
$32M - $34.5M
|
161K
$97.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
73.9K+ 4.87% |
$31.6M - $34M
|
1.59M
$962M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
73K+ 30.62% |
$31.2M - $33.6M
|
311K
$188M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
72.7K+ 0.37% |
$31.1M - $33.5M
|
20M
$12.1B
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
71.3K+ 54.11% |
$30.5M - $32.8M
|
203K
$123M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
70K+ 45.73% |
$29.9M - $32.2M
|
223K
$135M
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
69.2K+ 7.51% |
$29.6M - $31.8M
|
990K
$599M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
68.9K+ 38.0% |
$29.5M - $31.7M
|
250K
$151M
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
68.8KNew |
$29.4M - $31.7M
|
68.8K
$41.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
67K+ 3.46% |
$28.6M - $30.8M
|
2M
$1.21B
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
65.1K+ 449.56% |
$27.9M - $30M
|
79.6K
$48.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
65.1KNew |
$27.8M - $30M
|
65.1K
$39.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Cisco Systems, Inc.
San Jose, CA |
BUY
|
- |
65K+ 68.42% |
$27.8M - $29.9M
|
160K
$96.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
64.7K+ 28.92% |
$27.7M - $29.8M
|
289K
$175M
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
63.7KNew |
$27.2M - $29.3M
|
63.7K
$38.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.6K+ 35.98% |
$27.2M - $29.2M
|
240K
$145M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
63.4K+ 28.19% |
$27.1M - $29.2M
|
288K
$175M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
62.4K+ 30.6% |
$26.7M - $28.7M
|
266K
$161M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
60.8K+ 3.14% |
$26M - $28M
|
1.99M
$1.21B
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
59K+ 95.94% |
$25.2M - $27.1M
|
120K
$72.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
57.7K+ 4.33% |
$24.7M - $26.6M
|
1.39M
$841M
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
55.4K+ 16.97% |
$23.7M - $25.5M
|
382K
$231M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
54.8K+ 19.95% |
$23.4M - $25.2M
|
330K
$199M
|
|
|
Feb 14, 2024
Q3 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
54.4KNew |
$23.3M - $25M
|
54.4K
$32.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
53.8KNew |
$23M - $24.7M
|
53.8K
$32.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
52.6KNew |
$22.5M - $24.2M
|
52.6K
$31.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
52.2K+ 16.06% |
$22.3M - $24M
|
378K
$228M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
51.9K+ 2.03% |
$22.2M - $23.9M
|
2.61M
$1.58B
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
50.8K+ 139.18% |
$21.7M - $23.4M
|
87.3K
$52.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
49K+ 7.42% |
$21M - $22.5M
|
709K
$429M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
48.5K+ 15.78% |
$20.7M - $22.3M
|
356K
$215M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
46.5KNew |
$19.9M - $21.4M
|
46.5K
$28.2M
|