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 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
60New |
$25.7K - $27.6K
|
60
$35.9K
|
|
|
Oct 05, 2023
Q3 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
59+ 1.89% |
$25.2K - $27.2K
|
3.18K
$1.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
59+ 0.3% |
$25.2K - $27.2K
|
20K
$12M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
59+ 35.98% |
$25.2K - $27.2K
|
223
$133K
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
59+ 0.6% |
$25.2K - $27.2K
|
9.96K
$5.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
58+ 11.76% |
$24.8K - $26.7K
|
551
$329K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
58+ 1.13% |
$24.8K - $26.7K
|
5.19K
$3.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
57+ 2.88% |
$24.4K - $26.2K
|
2.04K
$1.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
57+ 1.72% |
$24.4K - $26.2K
|
3.37K
$2.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
57+ 4.55% |
$24.4K - $26.2K
|
1.31K
$782K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
57+ 154.05% |
$24.4K - $26.2K
|
94
$56.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
56+ 3.56% |
$24K - $25.8K
|
1.63K
$975K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
56+ 1.13% |
$24K - $25.8K
|
5.01K
$2.99M
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
56+ 0.63% |
$24K - $25.8K
|
8.9K
$5.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
55+ 2.89% |
$23.5K - $25.3K
|
1.96K
$1.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
55+ 2.46% |
$23.5K - $25.3K
|
2.29K
$1.37M
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
55+ 5.28% |
$23.5K - $25.3K
|
1.1K
$656K
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
BUY
|
- |
55+ 1.99% |
$23.5K - $25.3K
|
2.82K
$1.68M
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
54+ 9.33% |
$23.1K - $24.8K
|
633
$378K
|
|
|
Oct 10, 2023
Q3 2023
|
Jvl Associates LLC
|
BUY
|
- |
52+ 0.37% |
$22.2K - $23.9K
|
14.3K
$8.53M
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
52+ 2.55% |
$22.2K - $23.9K
|
2.09K
$1.25M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
51+ 1.5% |
$21.8K - $23.5K
|
3.46K
$2.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
50+ 8.76% |
$21.4K - $23K
|
621
$371K
|
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
49+ 2.99% |
$21K - $22.5K
|
1.69K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
49+ 1.9% |
$21K - $22.5K
|
2.63K
$1.57M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
49+ 0.33% |
$21K - $22.5K
|
15.1K
$9.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
48+ 0.8% |
$20.5K - $22.1K
|
6.05K
$3.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
46+ 0.68% |
$19.7K - $21.2K
|
6.77K
$4.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
46+ 2.23% |
$19.7K - $21.2K
|
2.11K
$1.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
46+ 1.48% |
$19.7K - $21.2K
|
3.16K
$1.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
45+ 6.87% |
$19.2K - $20.7K
|
700
$418K
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
45+ 4.28% |
$19.2K - $20.7K
|
1.1K
$655K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
44+ 0.11% |
$18.8K - $20.2K
|
41.9K
$25M
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
44+ 4.82% |
$18.8K - $20.2K
|
956
$571K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
43+ 0.25% |
$18.4K - $19.8K
|
17K
$10.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
43+ 1.36% |
$18.4K - $19.8K
|
3.21K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
43+ 0.82% |
$18.4K - $19.8K
|
5.28K
$3.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
42+ 0.23% |
$18K - $19.3K
|
18.1K
$10.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
42+ 0.44% |
$18K - $19.3K
|
9.58K
$5.72M
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
42+ 0.84% |
$18K - $19.3K
|
5.02K
$3M
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
41+ 0.38% |
$17.5K - $18.9K
|
10.9K
$6.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
40+ 7.07% |
$17.1K - $18.4K
|
606
$362K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40+ 3.81% |
$17.1K - $18.4K
|
1.09K
$651K
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
39+ 0.54% |
$16.7K - $17.9K
|
7.32K
$4.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
39+ 3.72% |
$16.7K - $17.9K
|
1.09K
$649K
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
38+ 2.37% |
$16.3K - $17.5K
|
1.64K
$980K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
38+ 0.42% |
$16.3K - $17.5K
|
9.09K
$5.43M
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
38+ 7.55% |
$16.3K - $17.5K
|
541
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
37+ 3.98% |
$15.8K - $17K
|
967
$578K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
37+ 1.47% |
$15.8K - $17K
|
2.56K
$1.53M
|