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 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-65- 2.83% |
$27.8K - $29.9K
|
2.23K
$1.33M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-66- 1.32% |
$28.2K - $30.4K
|
4.93K
$2.95M
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-68- 2.15% |
$29.1K - $31.3K
|
3.09K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-69- 2.62% |
$29.5K - $31.8K
|
2.56K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-69- 10.19% |
$29.5K - $31.8K
|
608
$363K
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-70- 2.67% |
$29.9K - $32.2K
|
2.55K
$1.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-70- 2.27% |
$29.9K - $32.2K
|
3.01K
$1.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-71- 6.4% |
$30.4K - $32.7K
|
1.04K
$621K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-71- 10.96% |
$30.4K - $32.7K
|
577
$345K
|
|
|
Nov 07, 2023
Q3 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-71- 0.33% |
$30.4K - $32.7K
|
21.5K
$12.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-72- 6.02% |
$30.8K - $33.1K
|
1.13K
$672K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-73- 0.29% |
$31.2K - $33.6K
|
25.2K
$15M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-73- 0.67% |
$31.2K - $33.6K
|
10.9K
$6.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-73- 2.29% |
$31.2K - $33.6K
|
3.12K
$1.86M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-74- 1.24% |
$31.7K - $34.1K
|
5.9K
$3.53M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-74- 0.06% |
$31.7K - $34.1K
|
121K
$72.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 8.41% |
$32.1K - $34.5K
|
817
$488K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-75- 5.66% |
$32.1K - $34.5K
|
1.25K
$748K
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-75- 2.76% |
$32.1K - $34.5K
|
2.64K
$1.58M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-75- 8.31% |
$32.1K - $34.5K
|
827
$494K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-76- 4.24% |
$32.5K - $35K
|
1.72K
$1.03M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-76- 2.76% |
$32.5K - $35K
|
2.67K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
SELL
|
- |
-76- 6.8% |
$32.5K - $35K
|
1.04K
$623K
|
|
|
Nov 08, 2023
Q3 2023
|
Ltg Capital LLC
|
SELL
|
- |
-77- 1.9% |
$32.9K - $35.4K
|
3.97K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-77- 18.12% |
$32.9K - $35.4K
|
348
$208K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-78- 1.77% |
$33.4K - $35.9K
|
4.33K
$2.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-79- 4.39% |
$33.8K - $36.4K
|
1.72K
$1.03M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-79- 5.82% |
$33.8K - $36.4K
|
1.28K
$764K
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-79- 1.53% |
$33.8K - $36.4K
|
5.08K
$3.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-79- 2.89% |
$33.8K - $36.4K
|
2.65K
$1.58M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-80- 3.49% |
$34.2K - $36.8K
|
2.21K
$1.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-81- 0.62% |
$34.6K - $37.3K
|
13.1K
$7.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-81- 0.75% |
$34.6K - $37.3K
|
10.7K
$6.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-82- 11.75% |
$35.1K - $37.7K
|
616
$368K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-83- 1.0% |
$35.5K - $38.2K
|
8.23K
$4.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-83- 1.18% |
$35.5K - $38.2K
|
6.92K
$4.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-85- 0.11% |
$36.4K - $39.1K
|
75.8K
$45.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-85Closed |
$36.4K - $39.1K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-86- 0.66% |
$36.8K - $39.6K
|
13K
$7.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-87- 5.06% |
$37.2K - $40K
|
1.63K
$976K
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-88- 0.8% |
$37.6K - $40.5K
|
11K
$6.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-88- 0.14% |
$37.6K - $40.5K
|
64.6K
$38.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-88- 3.89% |
$37.6K - $40.5K
|
2.18K
$1.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-89- 0.7% |
$38.1K - $41K
|
12.6K
$7.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-90- 23.56% |
$38.5K - $41.4K
|
292
$175K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-90- 20.13% |
$38.5K - $41.4K
|
357
$213K
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-91- 1.56% |
$38.9K - $41.9K
|
5.73K
$3.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-91- 1.12% |
$38.9K - $41.9K
|
8.05K
$4.81M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-92- 6.21% |
$39.4K - $42.3K
|
1.39K
$830K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-92- 1.93% |
$39.4K - $42.3K
|
4.67K
$2.79M
|