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 08, 2023
Q3 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-183- 2.05% |
$78.3K - $84.2K
|
8.76K
$5.23M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-184- 1.61% |
$78.7K - $84.7K
|
11.3K
$6.73M
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-185- 5.57% |
$79.1K - $85.1K
|
3.14K
$1.87M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-189- 14.1% |
$80.8K - $87K
|
1.15K
$688K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-189- 3.17% |
$80.8K - $87K
|
5.78K
$3.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-190- 0.45% |
$81.3K - $87.4K
|
41.7K
$24.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-193- 1.16% |
$82.6K - $88.8K
|
16.4K
$9.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-193- 0.57% |
$82.6K - $88.8K
|
33.8K
$20.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-195- 6.28% |
$83.4K - $89.7K
|
2.91K
$1.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-195- 5.53% |
$83.4K - $89.7K
|
3.33K
$1.99M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-197- 8.17% |
$84.3K - $90.7K
|
2.21K
$1.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-197- 20.65% |
$84.3K - $90.7K
|
757
$452K
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-198- 11.01% |
$84.7K - $91.1K
|
1.6K
$957K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-198- 2.5% |
$84.7K - $91.1K
|
7.73K
$4.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-199- 6.36% |
$85.1K - $91.6K
|
2.93K
$1.75M
|
|
|
Oct 27, 2023
Q3 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-199- 0.48% |
$85.1K - $91.6K
|
41K
$24.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-200- 2.83% |
$85.6K - $92K
|
6.88K
$4.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-200- 11.0% |
$85.6K - $92K
|
1.62K
$967K
|
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-200- 23.01% |
$85.6K - $92K
|
669
$400K
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-201- 4.93% |
$86K - $92.5K
|
3.88K
$2.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-202- 14.91% |
$86.4K - $93K
|
1.15K
$689K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-203- 1.45% |
$86.8K - $93.4K
|
13.8K
$8.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-203- 2.64% |
$86.8K - $93.4K
|
7.5K
$4.48M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-204- 2.43% |
$87.3K - $93.9K
|
8.21K
$4.91M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-204- 3.05% |
$87.3K - $93.9K
|
6.48K
$3.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-205- 21.35% |
$87.7K - $94.3K
|
755
$451K
|
|
|
Oct 18, 2023
Q3 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-212- 0.44% |
$90.7K - $97.6K
|
47.6K
$28.5M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-212- 3.05% |
$90.7K - $97.6K
|
6.73K
$4.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-213- 1.02% |
$91.1K - $98K
|
20.7K
$12.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-214- 6.13% |
$91.5K - $98.5K
|
3.28K
$1.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-214- 6.67% |
$91.5K - $98.5K
|
2.99K
$1.79M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-216- 11.9% |
$92.4K - $99.4K
|
1.6K
$956K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-217- 5.7% |
$92.8K - $99.9K
|
3.59K
$2.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-220- 7.36% |
$94.1K - $101K
|
2.77K
$1.65M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-221- 6.97% |
$94.5K - $102K
|
2.95K
$1.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-221- 0.41% |
$94.5K - $102K
|
53.6K
$32M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-221- 8.15% |
$94.5K - $102K
|
2.49K
$1.49M
|
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-222- 17.3% |
$95K - $102K
|
1.06K
$634K
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-223- 3.3% |
$95.4K - $103K
|
6.54K
$3.91M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-224- 1.06% |
$95.8K - $103K
|
21K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-224- 12.98% |
$95.8K - $103K
|
1.5K
$898K
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-228- 3.32% |
$97.5K - $105K
|
6.64K
$3.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-228- 1.8% |
$97.5K - $105K
|
12.4K
$7.42M
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-229- 4.13% |
$98K - $105K
|
5.32K
$3.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-229- 3.51% |
$98K - $105K
|
6.3K
$3.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-229- 1.78% |
$98K - $105K
|
12.6K
$7.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Schwab Charitable Fund
|
SELL
|
- |
-230- 7.11% |
$98.4K - $106K
|
3.01K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-230- 3.35% |
$98.4K - $106K
|
6.63K
$3.96M
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-235- 11.86% |
$101K - $108K
|
1.75K
$1.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-236- 0.81% |
$101K - $109K
|
29K
$17.3M
|