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 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
16+ 0.85% |
$6.84K - $7.36K
|
1.91K
$1.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
15New |
$6.42K - $6.9K
|
15
$8.96K
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
15+ 0.49% |
$6.42K - $6.9K
|
3.05K
$1.82M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
15+ 2.62% |
$6.42K - $6.9K
|
588
$351K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
15+ 0.01% |
$6.42K - $6.9K
|
220K
$131M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
15+ 0.65% |
$6.42K - $6.9K
|
2.33K
$1.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
15+ 1.4% |
$6.42K - $6.9K
|
1.08K
$648K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
14+ 0.2% |
$5.99K - $6.44K
|
6.86K
$4.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
14+ 0.19% |
$5.99K - $6.44K
|
7.46K
$4.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
14+ 0.32% |
$5.99K - $6.44K
|
4.45K
$2.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
14+ 1.55% |
$5.99K - $6.44K
|
919
$549K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
14+ 0.25% |
$5.99K - $6.44K
|
5.71K
$3.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
14+ 0.04% |
$5.99K - $6.44K
|
35.6K
$21.2M
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
14+ 0.69% |
$5.99K - $6.44K
|
2.04K
$1.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
BUY
|
- |
13+ 0.56% |
$5.56K - $5.98K
|
2.35K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
13+ 0.32% |
$5.56K - $5.98K
|
4.06K
$2.43M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
12+ 0.52% |
$5.13K - $5.52K
|
2.33K
$1.39M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
12+ 1.52% |
$5.13K - $5.52K
|
801
$479K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
12+ 1.53% |
$5.13K - $5.52K
|
795
$475K
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
12+ 0.41% |
$5.13K - $5.52K
|
2.96K
$1.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
12+ 0.68% |
$5.13K - $5.52K
|
1.77K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
12+ 92.31% |
$5.13K - $5.52K
|
25
$14.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
11+ 0.91% |
$4.71K - $5.06K
|
1.22K
$729K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
10+ 0.07% |
$4.28K - $4.6K
|
14K
$8.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
10+ 1.01% |
$4.28K - $4.6K
|
998
$596K
|
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
BUY
|
- |
10+ 2.03% |
$4.28K - $4.6K
|
502
$300K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
9+ 1.29% |
$3.85K - $4.14K
|
704
$421K
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
9+ 0.3% |
$3.85K - $4.14K
|
2.96K
$1.77M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
9+ 0.05% |
$3.85K - $4.14K
|
16.5K
$9.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
9+ 0.04% |
$3.85K - $4.14K
|
24.6K
$14.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
9New |
$3.85K - $4.14K
|
9
$5.38K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
9+ 1.57% |
$3.85K - $4.14K
|
582
$348K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
8+ 0.11% |
$3.42K - $3.68K
|
7.39K
$4.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
8+ 1.21% |
$3.42K - $3.68K
|
670
$400K
|
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
BUY
|
- |
7+ 0.29% |
$2.99K - $3.22K
|
2.45K
$1.46M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
7+ 1.46% |
$2.99K - $3.22K
|
487
$291K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.23% |
$2.57K - $2.76K
|
494
$295K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6+ 0.05% |
$2.57K - $2.76K
|
13.2K
$7.89M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6+ 0.09% |
$2.57K - $2.76K
|
7.05K
$4.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
5+ 0.6% |
$2.14K - $2.3K
|
841
$503K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
5+ 0.79% |
$2.14K - $2.3K
|
638
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.76% |
$2.14K - $2.3K
|
662
$396K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.08% |
$2.14K - $2.3K
|
5.97K
$3.57M
|
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
4+ 7.02% |
$1.71K - $1.84K
|
61
$36.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
4+ 0.34% |
$1.71K - $1.84K
|
1.19K
$708K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4+ 0.21% |
$1.71K - $1.84K
|
1.92K
$1.14M
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3+ 0.19% |
$1.28K - $1.38K
|
1.61K
$964K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3+ 0.12% |
$1.28K - $1.38K
|
2.47K
$1.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
3+ 0.33% |
$1.28K - $1.38K
|
918
$549K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
3New |
$1.28K - $1.38K
|
3
$1.79K
|