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 01, 2023 Q3 2023
First National Bank & Trust CO Of Newtown

BUY
 -
100
+ 14.62%
$42.8K - $46K
784 $532K
Nov 13, 2023 Q3 2023
Quest Investment Management LLC

Lake Oswego, OR
BUY
 -
100
+ 21.14%
$42.8K - $46K
573 $389K
Oct 18, 2023 Q3 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
99
+ 4.8%
$42.3K - $45.6K
2.16K $1.47M
Nov 07, 2023 Q3 2023
South State Corp

BUY
 -
99
+ 0.22%
$42.3K - $45.6K
45.7K $31M
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
97
+ 1.6%
$41.5K - $44.6K
6.15K $4.18M
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
97
+ 0.23%
$41.5K - $44.6K
42.8K $29.1M
Oct 24, 2023 Q3 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
96
+ 13.31%
$41.1K - $44.2K
817 $555K
Oct 30, 2023 Q3 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
96
New
$41.1K - $44.2K
96 $65.2K
Oct 24, 2023 Q3 2023
North Rock Partners, LLC

BUY
 -
95
+ 4.22%
$40.6K - $43.7K
2.34K $1.59M
Oct 25, 2023 Q3 2023
Kmg Fiduciary Partners, LLC

BUY
 -
95
+ 0.08%
$40.6K - $43.7K
119K $80.8M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
94
+ 8.9%
$40.2K - $43.3K
1.15K $781K
Apr 28, 2025 Q3 2023
Clark Asset Management, LLC

Stratham, NH
BUY
 -
94
+ 2.81%
$40.2K - $43.3K
3.44K $2.33M
Oct 12, 2023 Q3 2023
Global Trust Asset Management, LLC

BUY
 -
93
+ 50.82%
$39.8K - $42.8K
276 $187K
Nov 06, 2023 Q3 2023
Schneider Downs Wealth Management Advisors, LP

BUY
 -
93
+ 1.61%
$39.8K - $42.8K
5.86K $3.97M
Nov 07, 2023 Q3 2023
Clear Investment Research, LLC

BUY
 -
93
+ 0.79%
$39.8K - $42.8K
11.9K $8.08M
Dec 04, 2023 Q3 2023
Trust CO

BUY
 -
92
+ 0.77%
$39.4K - $42.3K
12.1K $8.19M
Oct 18, 2023 Q3 2023
Stegner Investment Associates Inc.

BUY
 -
90
+ 1.12%
$38.5K - $41.4K
8.14K $5.53M
Nov 08, 2023 Q3 2023
Connable Office Inc

BUY
 -
90
+ 1.83%
$38.5K - $41.4K
5K $3.4M
Oct 31, 2023 Q3 2023
Bigelow Investment Advisors, LLC

BUY
 -
88
+ 0.38%
$37.6K - $40.5K
23.3K $15.8M
Nov 01, 2023 Q3 2023
Hyman Charles D

BUY
 -
87
+ 2.88%
$37.2K - $40K
3.11K $2.11M
Nov 07, 2023 Q3 2023
Archvest Wealth Advisors, Inc.

BUY
 -
87
+ 1.83%
$37.2K - $40K
4.85K $3.29M
Oct 23, 2023 Q3 2023
Accurate Wealth Management, LLC

BUY
 -
86
+ 10.37%
$36.8K - $39.6K
915 $621K
Oct 24, 2023 Q3 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
86
+ 8.84%
$36.8K - $39.6K
1.06K $719K
Nov 13, 2023 Q3 2023
Campbell Wealth Management

BUY
 -
86
+ 0.17%
$36.8K - $39.6K
51.4K $34.9M
Oct 25, 2023 Q3 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
85
+ 1.98%
$36.4K - $39.1K
4.38K $2.97M
Nov 09, 2023 Q3 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
85
+ 9.36%
$36.4K - $39.1K
993 $674K
Nov 13, 2023 Q3 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
85
+ 7.48%
$36.4K - $39.1K
1.22K $829K
Oct 18, 2023 Q3 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
84
+ 5.1%
$35.9K - $38.7K
1.73K $1.17M
Oct 05, 2023 Q3 2023
Mirador Capital Partners LP

BUY
 -
83
+ 4.93%
$35.5K - $38.2K
1.77K $1.2M
Nov 06, 2023 Q3 2023
Washington Trust Bank

BUY
 -
83
+ 0.13%
$35.5K - $38.2K
62.7K $42.6M
Oct 19, 2023 Q3 2023
Griffin Asset Management, Inc.

BUY
 -
82
+ 3.02%
$35.1K - $37.7K
2.8K $1.9M
Nov 09, 2023 Q3 2023
Strategy Asset Managers LLC

BUY
 -
80
+ 0.91%
$34.2K - $36.8K
8.84K $6M
Nov 14, 2023 Q3 2023
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
80
+ 5.78%
$34.2K - $36.8K
1.47K $994K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
79
+ 4.1%
$33.8K - $36.4K
2.01K $1.36M
Apr 03, 2024 Q3 2023
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
79
+ 0.6%
$33.8K - $36.4K
13.4K $9.07M
Nov 14, 2023 Q3 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
77
+ 1.68%
$32.9K - $35.4K
4.67K $3.17M
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
76
+ 1.01%
$32.5K - $35K
7.62K $5.17M
Nov 14, 2023 Q3 2023
True North Advisors, LLC

BUY
 -
75
+ 7.96%
$32.1K - $34.5K
1.02K $690K
Oct 26, 2023 Q3 2023
Verity Wealth Advisors

BUY
 -
74
+ 0.19%
$31.7K - $34.1K
38.2K $26M
Mar 04, 2025 Q3 2023
Berkeley, Inc

Boise, ID
BUY
 -
74
+ 0.68%
$31.7K - $34.1K
10.9K $7.42M
Mar 28, 2025 Q3 2023
Berkeley, Inc

Boise, ID
BUY
 -
74
+ 0.68%
$31.7K - $34.1K
10.9K $7.42M
Oct 04, 2023 Q3 2023
Fulton Bank, N.A.

BUY
 -
72
+ 0.3%
$30.8K - $33.1K
23.9K $16.2M
Oct 10, 2023 Q3 2023
Range Financial Group LLC

BUY
 -
72
+ 3.08%
$30.8K - $33.1K
2.41K $1.64M
Oct 18, 2023 Q3 2023
Financial Strategies Group, Inc.

BUY
 -
71
+ 8.61%
$30.4K - $32.7K
896 $608K
Oct 25, 2023 Q3 2023
Everhart Financial Group, Inc.

BUY
 -
71
+ 2.97%
$30.4K - $32.7K
2.46K $1.67M
Oct 11, 2023 Q3 2023
Stonehearth Capital Management, LLC

BUY
 -
70
+ 12.09%
$29.9K - $32.2K
649 $441K
Oct 23, 2023 Q3 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
70
+ 0.61%
$29.9K - $32.2K
11.6K $7.89M
Oct 24, 2023 Q3 2023
Canvas Wealth Advisors, LLC

BUY
 -
69
+ 1.06%
$29.5K - $31.8K
6.57K $4.46M
Nov 07, 2023 Q3 2023
German American Bancorp, Inc.

Jasper, IN
BUY
 -
69
+ 4.08%
$29.5K - $31.8K
1.76K $1.2M

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