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 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
93+ 50.82% |
$39.8K - $42.8K
|
276
$165K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
93+ 1.61% |
$39.8K - $42.8K
|
5.86K
$3.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
93+ 0.79% |
$39.8K - $42.8K
|
11.9K
$7.11M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
92+ 0.77% |
$39.4K - $42.3K
|
12.1K
$7.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
90+ 1.12% |
$38.5K - $41.4K
|
8.14K
$4.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
90+ 1.83% |
$38.5K - $41.4K
|
5K
$2.99M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
88+ 0.38% |
$37.6K - $40.5K
|
23.3K
$14M
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
87+ 2.88% |
$37.2K - $40K
|
3.11K
$1.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
87+ 1.83% |
$37.2K - $40K
|
4.85K
$2.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
86+ 10.37% |
$36.8K - $39.6K
|
915
$547K
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
86+ 8.84% |
$36.8K - $39.6K
|
1.06K
$633K
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
86+ 0.17% |
$36.8K - $39.6K
|
51.4K
$30.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
85+ 1.98% |
$36.4K - $39.1K
|
4.38K
$2.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
85+ 9.36% |
$36.4K - $39.1K
|
993
$593K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
85+ 7.48% |
$36.4K - $39.1K
|
1.22K
$730K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
84+ 5.1% |
$35.9K - $38.7K
|
1.73K
$1.03M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
83+ 4.93% |
$35.5K - $38.2K
|
1.77K
$1.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
83+ 0.13% |
$35.5K - $38.2K
|
62.7K
$37.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
82+ 3.02% |
$35.1K - $37.7K
|
2.8K
$1.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
80+ 0.91% |
$34.2K - $36.8K
|
8.84K
$5.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
80+ 5.78% |
$34.2K - $36.8K
|
1.47K
$876K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
79+ 4.1% |
$33.8K - $36.4K
|
2.01K
$1.2M
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
79+ 0.6% |
$33.8K - $36.4K
|
13.4K
$7.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
77+ 1.68% |
$32.9K - $35.4K
|
4.67K
$2.79M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
76+ 1.01% |
$32.5K - $35K
|
7.62K
$4.55M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
75+ 7.96% |
$32.1K - $34.5K
|
1.02K
$608K
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
BUY
|
- |
74+ 0.19% |
$31.7K - $34.1K
|
38.2K
$22.9M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
72+ 0.3% |
$30.8K - $33.1K
|
23.9K
$14.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
72+ 3.08% |
$30.8K - $33.1K
|
2.41K
$1.44M
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
71+ 8.61% |
$30.4K - $32.7K
|
896
$535K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
71+ 2.97% |
$30.4K - $32.7K
|
2.46K
$1.47M
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
70+ 12.09% |
$29.9K - $32.2K
|
649
$388K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
70+ 0.61% |
$29.9K - $32.2K
|
11.6K
$6.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
69+ 1.06% |
$29.5K - $31.8K
|
6.57K
$3.93M
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
69+ 4.08% |
$29.5K - $31.8K
|
1.76K
$1.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Epiq Partners, LLC
|
BUY
|
- |
68+ 9.09% |
$29.1K - $31.3K
|
816
$488K
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
68+ 8.67% |
$29.1K - $31.3K
|
852
$509K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
67+ 9.68% |
$28.7K - $30.8K
|
759
$454K
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
67+ 12.29% |
$28.7K - $30.8K
|
612
$366K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
67+ 0.43% |
$28.7K - $30.8K
|
15.8K
$9.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
66+ 0.46% |
$28.2K - $30.4K
|
14.3K
$8.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
65+ 0.11% |
$27.8K - $29.9K
|
57.3K
$34.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
BUY
|
- |
65+ 1.28% |
$27.8K - $29.9K
|
5.14K
$3.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
65+ 0.38% |
$27.8K - $29.9K
|
17.2K
$10.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
64+ 1.89% |
$27.4K - $29.5K
|
3.45K
$2.06M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
64+ 3.78% |
$27.4K - $29.5K
|
1.76K
$1.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
64+ 3.01% |
$27.4K - $29.5K
|
2.19K
$1.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
63+ 2.93% |
$26.9K - $29K
|
2.21K
$1.32M
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
62+ 1.75% |
$26.5K - $28.5K
|
3.61K
$2.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
60+ 2.23% |
$25.7K - $27.6K
|
2.75K
$1.64M
|