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 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
46.1K+ 9089.74% |
$19.7M - $21.2M
|
46.6K
$27.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
45.4K+ 434.54% |
$19.4M - $20.9M
|
55.9K
$33.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
44.7K+ 4319.4% |
$19.1M - $20.6M
|
45.8K
$27.2M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
44.6K+ 1004.62% |
$19.1M - $20.5M
|
49K
$29.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
44.4K+ 424.79% |
$19M - $20.4M
|
54.8K
$32.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
43.9K+ 12.62% |
$18.8M - $20.2M
|
392K
$232M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
43.3K+ 202.16% |
$18.5M - $19.9M
|
64.7K
$38.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
42.6KNew |
$18.2M - $19.6M
|
42.6K
$25.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
42K+ 580.23% |
$17.9M - $19.3M
|
49.2K
$29.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
42KNew |
$17.9M - $19.3M
|
42K
$24.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
40.9K+ 506.38% |
$17.5M - $18.8M
|
48.9K
$29M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
40.7K+ 63.56% |
$17.4M - $18.7M
|
105K
$62.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
39.9K+ 14.25% |
$17.1M - $18.4M
|
320K
$190M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
39.8K+ 268.49% |
$17M - $18.3M
|
54.6K
$32.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
38.9K+ 12.8% |
$16.6M - $17.9M
|
343K
$203M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
37.5K+ 33.22% |
$16M - $17.3M
|
150K
$89.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
37.4K+ 8.51% |
$16M - $17.2M
|
477K
$283M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
36.8K+ 6973.11% |
$15.7M - $16.9M
|
37.3K
$22.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.2K+ 3.64% |
$15.5M - $16.6M
|
1.03M
$610M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
35.2KNew |
$15M - $16.2M
|
35.2K
$20.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
34K+ 8.53% |
$14.5M - $15.6M
|
432K
$257M
|
|
|
Feb 12, 2024
Q3 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
34K+ 8.53% |
$14.5M - $15.6M
|
432K
$257M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.5K+ 23.78% |
$14.4M - $15.4M
|
175K
$104M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
33.5K+ 10.15% |
$14.3M - $15.4M
|
364K
$216M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
32.7KNew |
$14M - $15.1M
|
32.7K
$19.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
32.7K+ 2.74% |
$14M - $15M
|
1.22M
$726M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
32.4K+ 18.34% |
$13.9M - $14.9M
|
209K
$124M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
32.1K+ 30866.35% |
$13.7M - $14.8M
|
32.2K
$19.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Qalhat Capital LTD
St Helier, Y9 |
BUY
|
- |
31.7K+ 10.42% |
$13.6M - $14.6M
|
336K
$200M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
31.7K+ 19.98% |
$13.6M - $14.6M
|
190K
$113M
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
31.1K+ 1.55% |
$13.3M - $14.3M
|
2.04M
$1.21B
|
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
31KNew |
$13.3M - $14.3M
|
31K
$18.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
30.9K+ 40.6% |
$13.2M - $14.2M
|
107K
$63.5M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
30.9K+ 18.46% |
$13.2M - $14.2M
|
198K
$117M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29.3K+ 1.33% |
$12.5M - $13.5M
|
2.23M
$1.32B
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
29.1KNew |
$12.4M - $13.4M
|
29.1K
$17.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
BUY
|
- |
28.7K+ 120.69% |
$12.3M - $13.2M
|
52.5K
$31.1M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
28.5K+ 17.0% |
$12.2M - $13.1M
|
196K
$116M
|
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
28.3K+ 49.26% |
$12.1M - $13M
|
85.9K
$50.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
28.2K+ 184.11% |
$12.1M - $13M
|
43.5K
$25.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
28.1K+ 44.97% |
$12M - $12.9M
|
90.5K
$53.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
27.8K+ 4.89% |
$11.9M - $12.8M
|
595K
$353M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
27.5K+ 578.61% |
$11.8M - $12.6M
|
32.2K
$19.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
27.4K+ 95.42% |
$11.7M - $12.6M
|
56.1K
$33.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
27.2K+ 1.53% |
$11.7M - $12.5M
|
1.81M
$1.07B
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26.8K+ 179.73% |
$11.5M - $12.3M
|
41.7K
$24.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26.6K+ 5.68% |
$11.4M - $12.3M
|
496K
$294M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
26.6KNew |
$11.4M - $12.3M
|
26.6K
$15.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
26.3K+ 12.0% |
$11.3M - $12.1M
|
246K
$146M
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
26.2K+ 24.75% |
$11.2M - $12.1M
|
132K
$78.4M
|