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 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-133- 2.55% |
$56.9K - $61.2K
|
5.09K
$3.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-133- 1.8% |
$56.9K - $61.2K
|
7.26K
$4.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-135- 12.63% |
$57.7K - $62.1K
|
934
$562K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-136- 4.28% |
$58.2K - $62.6K
|
3.05K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-136- 2.87% |
$58.2K - $62.6K
|
4.6K
$2.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-138- 3.56% |
$59K - $63.5K
|
3.73K
$2.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-140- 6.04% |
$59.9K - $64.4K
|
2.18K
$1.31M
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
SELL
|
- |
-141- 16.63% |
$60.3K - $64.9K
|
707
$426K
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-143- 4.21% |
$61.2K - $65.8K
|
3.26K
$1.96M
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
SELL
|
- |
-145- 0.44% |
$62K - $66.7K
|
32.8K
$19.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-145- 2.32% |
$62K - $66.7K
|
6.1K
$3.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-145- 2.44% |
$62K - $66.7K
|
5.8K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-145- 0.16% |
$62K - $66.7K
|
92.8K
$55.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-146- 7.34% |
$62.5K - $67.2K
|
1.84K
$1.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-146- 22.81% |
$62.5K - $67.2K
|
494
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-147- 0.09% |
$62.9K - $67.6K
|
169K
$101M
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-147- 24.62% |
$62.9K - $67.6K
|
450
$271K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-148- 9.95% |
$63.3K - $68.1K
|
1.34K
$806K
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-148- 0.72% |
$63.3K - $68.1K
|
20.4K
$12.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-150- 7.71% |
$64.2K - $69K
|
1.8K
$1.08M
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-151- 1.36% |
$64.6K - $69.5K
|
11K
$6.61M
|
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-153- 0.38% |
$65.4K - $70.4K
|
40.6K
$24.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-154- 8.2% |
$65.9K - $70.9K
|
1.72K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-156- 4.15% |
$66.7K - $71.8K
|
3.61K
$2.17M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-156- 0.74% |
$66.7K - $71.8K
|
20.9K
$12.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-158- 2.3% |
$67.6K - $72.7K
|
6.71K
$4.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-159- 3.6% |
$68K - $73.2K
|
4.26K
$2.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-161- 5.31% |
$68.9K - $74.1K
|
2.87K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-161- 0.16% |
$68.9K - $74.1K
|
103K
$61.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-165- 3.66% |
$70.6K - $75.9K
|
4.34K
$2.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-167- 5.2% |
$71.4K - $76.9K
|
3.04K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-169- 0.54% |
$72.3K - $77.8K
|
31.1K
$18.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-170- 9.41% |
$72.7K - $78.2K
|
1.64K
$985K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-171- 1.12% |
$73.1K - $78.7K
|
15.1K
$9.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
SELL
|
- |
-171- 7.12% |
$73.1K - $78.7K
|
2.23K
$1.34M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-171- 1.48% |
$73.1K - $78.7K
|
11.4K
$6.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-171- 25.68% |
$73.1K - $78.7K
|
495
$298K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-171- 2.85% |
$73.1K - $78.7K
|
5.84K
$3.51M
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-171- 0.91% |
$73.1K - $78.7K
|
18.5K
$11.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-172- 16.26% |
$73.6K - $79.2K
|
886
$533K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-174- 0.67% |
$74.4K - $80.1K
|
25.9K
$15.6M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-175- 2.94% |
$74.9K - $80.5K
|
5.77K
$3.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-176- 0.57% |
$75.3K - $81K
|
30.9K
$18.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-176- 0.72% |
$75.3K - $81K
|
24.4K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-177- 2.74% |
$75.7K - $81.5K
|
6.28K
$3.78M
|
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-179- 9.73% |
$76.6K - $82.4K
|
1.66K
$999K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-179- 10.78% |
$76.6K - $82.4K
|
1.48K
$892K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-182- 0.35% |
$77.9K - $83.8K
|
52.3K
$31.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-182- 6.62% |
$77.9K - $83.8K
|
2.57K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-182- 2.01% |
$77.9K - $83.8K
|
8.86K
$5.33M
|