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 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
144
New
$61.6K - $66.3K
144 $97.7K
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
144
+ 0.26%
$61.6K - $66.3K
55.4K $37.6M
Oct 13, 2023 Q3 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
143
+ 12.21%
$61.2K - $65.8K
1.31K $892K
Oct 10, 2023 Q3 2023
M&R Capital Management Inc

BUY
 -
141
+ 18.83%
$60.3K - $64.9K
890 $604K
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
141
+ 18.9%
$60.3K - $64.9K
887 $602K
Oct 19, 2023 Q3 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
141
+ 4.0%
$60.3K - $64.9K
3.67K $2.49M
Oct 27, 2023 Q3 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
137
+ 0.9%
$58.6K - $63K
15.4K $10.4M
Aug 13, 2024 Q3 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
137
+ 0.91%
$58.6K - $63K
15.1K $10.3M
Oct 27, 2023 Q3 2023
Planning Directions Inc

BUY
 -
136
+ 21.79%
$58.2K - $62.6K
760 $516K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
136
+ 0.72%
$58.2K - $62.6K
18.9K $12.8M
Oct 20, 2023 Q3 2023
Ellsworth Advisors, LLC

BUY
 -
135
+ 20.0%
$57.7K - $62.1K
810 $550K
Nov 14, 2023 Q3 2023
Financial Advisors Network, Inc.

BUY
 -
135
+ 10.16%
$57.7K - $62.1K
1.46K $994K
Nov 14, 2023 Q3 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
135
+ 21.84%
$57.7K - $62.1K
753 $511K
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
135
+ 46.39%
$57.7K - $62.1K
426 $289K
Nov 08, 2023 Q3 2023
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
134
+ 3.0%
$57.3K - $61.7K
4.6K $3.12M
Nov 06, 2023 Q3 2023
Keystone Financial Group

BUY
 -
133
+ 1.48%
$56.9K - $61.2K
9.1K $6.18M
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
132
+ 6.64%
$56.5K - $60.7K
2.12K $1.44M
Nov 07, 2023 Q3 2023
First County Bank /Ct/

Stamford, CT
BUY
 -
129
+ 1.61%
$55.2K - $59.4K
8.16K $5.54M
Nov 08, 2023 Q3 2023
Idaho Trust Bank

Boise, ID
BUY
 -
129
+ 1.5%
$55.2K - $59.4K
8.71K $5.91M
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
127
+ 1.29%
$54.3K - $58.4K
9.94K $6.74M
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
126
New
$53.9K - $58K
126 $85.5K
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

BUY
 -
126
+ 0.63%
$53.9K - $58K
20.1K $13.7M
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
126
New
$53.9K - $58K
126 $85.5K
Oct 19, 2023 Q3 2023
Blue Fin Capital, Inc.

BUY
 -
125
+ 5.13%
$53.5K - $57.5K
2.56K $1.74M
Nov 14, 2023 Q3 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
125
+ 3.08%
$53.5K - $57.5K
4.19K $2.84M
Oct 18, 2023 Q3 2023
White Lighthouse Investment Management Inc.

BUY
 -
123
+ 6.85%
$52.6K - $56.6K
1.92K $1.3M
Jun 25, 2024 Q3 2023
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
123
+ 10.03%
$52.6K - $56.6K
1.35K $916K
Oct 17, 2023 Q3 2023
Atlas Brown,Inc.

BUY
 -
122
+ 2.58%
$52.2K - $56.1K
4.86K $3.3M
Oct 19, 2023 Q3 2023
Mba Advisors LLC

Hermitage, PA
BUY
 -
121
+ 2.38%
$51.8K - $55.7K
5.2K $3.53M
Nov 08, 2023 Q3 2023
Mc Collum Christoferson Group LLC

Amherst, NY
BUY
 -
120
+ 25.0%
$51.3K - $55.2K
600 $407K
Nov 13, 2023 Q3 2023
Sandhill Capital Partners LLC

Buffalo, NY
BUY
 -
120
+ 4.88%
$51.3K - $55.2K
2.58K $1.75M
Nov 01, 2023 Q3 2023
Barnes Pettey Financial Advisors, LLC

BUY
 -
118
+ 3.08%
$50.5K - $54.3K
3.95K $2.68M
Nov 14, 2023 Q3 2023
Trail Ridge Investment Advisors, LLC

BUY
 -
118
+ 0.53%
$50.5K - $54.3K
22.3K $15.2M
Nov 09, 2023 Q3 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
117
+ 10.96%
$50K - $53.8K
1.19K $804K
Oct 25, 2023 Q3 2023
Boyd Wealth Management, LLC

BUY
 -
116
+ 0.68%
$49.6K - $53.4K
17.1K $11.6M
Nov 03, 2023 Q3 2023
Delta Financial Advisors LLC

BUY
 -
116
+ 9.08%
$49.6K - $53.4K
1.39K $946K
Nov 02, 2023 Q3 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
115
+ 280.49%
$49.2K - $52.9K
156 $106K
Nov 13, 2023 Q3 2023
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
115
+ 8.16%
$49.2K - $52.9K
1.52K $1.03M
Oct 10, 2023 Q3 2023
Outlook Wealth Advisors, LLC

BUY
 -
111
+ 1.09%
$47.5K - $51.1K
10.3K $6.97M
Nov 01, 2023 Q3 2023
Howard Wealth Management, LLC

Madison, CT
BUY
 -
109
+ 2.13%
$46.6K - $50.2K
5.23K $3.55M
Nov 09, 2023 Q3 2023
Seascape Capital Management

Portsmouth, NH
BUY
 -
109
+ 5.65%
$46.6K - $50.2K
2.04K $1.38M
Oct 30, 2023 Q3 2023
Richwood Investment Advisors, LLC

BUY
 -
108
+ 0.32%
$46.2K - $49.7K
34.2K $23.2M
Nov 06, 2023 Q3 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
107
+ 2.71%
$45.8K - $49.2K
4.05K $2.75M
Oct 10, 2023 Q3 2023
Farmers Trust CO

BUY
 -
104
+ 2.96%
$44.5K - $47.9K
3.62K $2.46M
Oct 19, 2023 Q3 2023
Jgp Wealth Management, LLC

BUY
 -
104
+ 2.91%
$44.5K - $47.9K
3.68K $2.5M
Nov 08, 2023 Q3 2023
Tanager Wealth Management LLP

BUY
 -
104
+ 11.08%
$44.5K - $47.9K
1.04K $708K
Nov 21, 2023 Q3 2023
Carlson Capital Management

BUY
 -
103
+ 4.65%
$44.1K - $47.4K
2.32K $1.57M
Oct 13, 2023 Q3 2023
Buckingham Capital Management, Inc.

BUY
 -
102
+ 9.84%
$43.6K - $46.9K
1.14K $773K
Oct 25, 2023 Q3 2023
Cutler Investment Counsel LLC

BUY
 -
102
+ 0.89%
$43.6K - $46.9K
11.6K $7.89M

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