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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
252New |
$108K - $116K
|
252
$151K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
252+ 7.01% |
$108K - $116K
|
3.85K
$2.3M
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
250+ 1.04% |
$107K - $115K
|
24.2K
$14.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
250+ 76.45% |
$107K - $115K
|
577
$345K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
250+ 3.39% |
$107K - $115K
|
7.63K
$4.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
248+ 32.59% |
$106K - $114K
|
1.01K
$603K
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
246+ 20.47% |
$105K - $113K
|
1.45K
$865K
|
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
244+ 21.81% |
$104K - $112K
|
1.36K
$815K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
243+ 3.63% |
$104K - $112K
|
6.95K
$4.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
241+ 6.07% |
$103K - $111K
|
4.21K
$2.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
239+ 0.4% |
$102K - $110K
|
59.3K
$35.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
237+ 1.34% |
$101K - $109K
|
18K
$10.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
237+ 8.16% |
$101K - $109K
|
3.14K
$1.88M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
235+ 28.31% |
$101K - $108K
|
1.07K
$636K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
235+ 4.14% |
$101K - $108K
|
5.91K
$3.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
234+ 4.63% |
$100K - $108K
|
5.28K
$3.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
234+ 3.5% |
$100K - $108K
|
6.93K
$4.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
233+ 9.01% |
$99.7K - $107K
|
2.82K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
233+ 17.73% |
$99.7K - $107K
|
1.55K
$925K
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
BUY
|
- |
230+ 1.04% |
$98.4K - $106K
|
22.2K
$13.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
230+ 2.0% |
$98.4K - $106K
|
11.7K
$7M
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
228+ 32.02% |
$97.5K - $105K
|
940
$562K
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
227+ 1.72% |
$97.1K - $104K
|
13.4K
$8.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
227+ 0.8% |
$97.1K - $104K
|
28.6K
$17.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
224+ 194.78% |
$95.8K - $103K
|
339
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
221+ 1.93% |
$94.5K - $102K
|
11.7K
$6.98M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
218+ 32.59% |
$93.3K - $100K
|
887
$530K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
218+ 7.03% |
$93.3K - $100K
|
3.32K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
217+ 0.53% |
$92.8K - $99.9K
|
40.8K
$24.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
BUY
|
- |
211+ 1.25% |
$90.3K - $97.1K
|
17.1K
$10.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
207+ 13.2% |
$88.5K - $95.3K
|
1.78K
$1.06M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
205+ 15.26% |
$87.7K - $94.3K
|
1.55K
$925K
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
205+ 19.3% |
$87.7K - $94.3K
|
1.27K
$757K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
204+ 13.93% |
$87.3K - $93.9K
|
1.67K
$997K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
204+ 3.28% |
$87.3K - $93.9K
|
6.43K
$3.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
202+ 3.8% |
$86.4K - $93K
|
5.52K
$3.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
201+ 0.36% |
$86K - $92.5K
|
55.5K
$33.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
201+ 12.26% |
$86K - $92.5K
|
1.84K
$1.1M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
199+ 6.66% |
$85.1K - $91.6K
|
3.19K
$1.91M
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
198+ 32.67% |
$84.7K - $91.1K
|
804
$481K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
198+ 12.23% |
$84.7K - $91.1K
|
1.82K
$1.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
195+ 0.25% |
$83.4K - $89.7K
|
76.8K
$45.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
194New |
$83K - $89.3K
|
194
$116K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
194+ 15.17% |
$83K - $89.3K
|
1.47K
$880K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
194+ 3.07% |
$83K - $89.3K
|
6.51K
$3.89M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
193+ 42.89% |
$82.6K - $88.8K
|
643
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
192+ 15.74% |
$82.1K - $88.4K
|
1.41K
$844K
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
187+ 1.34% |
$80K - $86.1K
|
14.1K
$8.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
186+ 37.65% |
$79.6K - $85.6K
|
680
$406K
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
185+ 3.1% |
$79.1K - $85.1K
|
6.15K
$3.67M
|