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 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-15- 1.62% |
$6.42K - $6.9K
|
913
$549K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 3.06% |
$6.42K - $6.9K
|
475
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-15- 0.63% |
$6.42K - $6.9K
|
2.38K
$1.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-16- 1.56% |
$6.84K - $7.36K
|
1.01K
$607K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-16- 2.93% |
$6.84K - $7.36K
|
531
$320K
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-17- 5.78% |
$7.27K - $7.82K
|
277
$167K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-17- 10.24% |
$7.27K - $7.82K
|
149
$89.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-17- 3.13% |
$7.27K - $7.82K
|
526
$317K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-18- 0.27% |
$7.7K - $8.28K
|
6.68K
$4.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-18- 54.55% |
$7.7K - $8.28K
|
15
$9.03K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-18- 0.29% |
$7.7K - $8.28K
|
6.13K
$3.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-18- 0.26% |
$7.7K - $8.28K
|
6.93K
$4.17M
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-19- 1.3% |
$8.13K - $8.74K
|
1.44K
$866K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-19- 1.55% |
$8.13K - $8.74K
|
1.21K
$726K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-20- 0.21% |
$8.56K - $9.2K
|
9.73K
$5.86M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-20- 0.32% |
$8.56K - $9.2K
|
6.3K
$3.79M
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-20- 0.39% |
$8.56K - $9.2K
|
5.11K
$3.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-20- 0.19% |
$8.56K - $9.2K
|
10.6K
$6.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-20- 1.28% |
$8.56K - $9.2K
|
1.54K
$926K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-20- 2.15% |
$8.56K - $9.2K
|
910
$548K
|
|
|
Nov 13, 2023
Q3 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-20- 2.18% |
$8.56K - $9.2K
|
899
$541K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-20- 0.54% |
$8.56K - $9.2K
|
3.71K
$2.23M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-20- 0.31% |
$8.56K - $9.2K
|
6.34K
$3.82M
|
|
|
Sep 04, 2024
Q3 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-20- 2.18% |
$8.56K - $9.2K
|
899
$541K
|
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
SELL
|
- |
-21- 2.59% |
$8.98K - $9.66K
|
789
$475K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-21- 0.31% |
$8.98K - $9.66K
|
6.79K
$4.08M
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
SELL
|
- |
-21- 0.28% |
$8.98K - $9.66K
|
7.38K
$4.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-22- 0.42% |
$9.41K - $10.1K
|
5.28K
$3.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-22- 0.38% |
$9.41K - $10.1K
|
5.7K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-22- 0.11% |
$9.41K - $10.1K
|
20.2K
$12.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-23- 0.32% |
$9.84K - $10.6K
|
7.21K
$4.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-23- 0.06% |
$9.84K - $10.6K
|
35.4K
$21.3M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-23- 60.53% |
$9.84K - $10.6K
|
15
$9.03K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-24- 1.59% |
$10.3K - $11K
|
1.49K
$897K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-24- 2.4% |
$10.3K - $11K
|
974
$586K
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
SELL
|
- |
-24- 0.99% |
$10.3K - $11K
|
2.41K
$1.45M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-25- 0.58% |
$10.7K - $11.5K
|
4.28K
$2.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-25- 1.76% |
$10.7K - $11.5K
|
1.4K
$841K
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-25- 3.25% |
$10.7K - $11.5K
|
744
$448K
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-25- 3.64% |
$10.7K - $11.5K
|
662
$398K
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-26- 1.63% |
$11.1K - $12K
|
1.57K
$943K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-26- 0.7% |
$11.1K - $12K
|
3.7K
$2.23M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-26- 1.4% |
$11.1K - $12K
|
1.84K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-26- 2.57% |
$11.1K - $12K
|
986
$593K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-26- 0.84% |
$11.1K - $12K
|
3.06K
$1.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-27- 0.78% |
$11.5K - $12.4K
|
3.45K
$2.08M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-27- 2.16% |
$11.5K - $12.4K
|
1.22K
$737K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-27- 0.39% |
$11.5K - $12.4K
|
6.82K
$4.11M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-27- 1.41% |
$11.5K - $12.4K
|
1.89K
$1.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-27- 5.2% |
$11.5K - $12.4K
|
492
$296K
|