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 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.3K- 6.82% |
$556K - $598K
|
17.8K
$12.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-1.3K- 26.88% |
$557K - $600K
|
3.55K
$2.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.32K- 0.79% |
$565K - $608K
|
166K
$113M
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.32K- 37.24% |
$565K - $608K
|
2.23K
$1.51M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.33K- 25.38% |
$569K - $612K
|
3.91K
$2.65M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.33K- 4.17% |
$571K - $614K
|
30.7K
$20.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.34K- 0.88% |
$574K - $618K
|
152K
$103M
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.35K- 8.59% |
$575K - $619K
|
14.3K
$9.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 1.11% |
$578K - $622K
|
120K
$81.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.35K- 0.7% |
$578K - $622K
|
193K
$131M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.36K- 7.11% |
$583K - $627K
|
17.8K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 53.84% |
$588K - $633K
|
1.18K
$800K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.39K- 1.23% |
$594K - $639K
|
111K
$75.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.4K- 5.61% |
$597K - $642K
|
23.5K
$15.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
SELL
|
- |
-1.41K- 3.49% |
$602K - $647K
|
38.9K
$26.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.42K- 5.1% |
$606K - $652K
|
26.4K
$17.9M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.42K- 1.24% |
$609K - $655K
|
114K
$77.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
SELL
|
- |
-1.42K- 11.45% |
$609K - $655K
|
11K
$7.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.43K- 1.09% |
$610K - $656K
|
129K
$87.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.45K- 2.84% |
$622K - $669K
|
49.7K
$33.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.46K- 15.81% |
$623K - $670K
|
7.76K
$5.26M
|
|
|
May 15, 2025
Q3 2023
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-1.47K- 6.0% |
$629K - $676K
|
23K
$15.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-1.49K- 15.19% |
$637K - $686K
|
8.32K
$5.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-1.5K- 30.0% |
$642K - $690K
|
3.5K
$2.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.51K- 17.25% |
$646K - $695K
|
7.24K
$4.92M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.52K- 6.96% |
$649K - $699K
|
20.3K
$13.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.53K- 1.7% |
$656K - $705K
|
88.8K
$60.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-1.55K- 10.13% |
$663K - $713K
|
13.7K
$9.33M
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.56K- 2.87% |
$667K - $717K
|
52.7K
$35.8M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.56K- 28.22% |
$669K - $720K
|
3.98K
$2.7M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.63K- 56.09% |
$698K - $751K
|
1.28K
$867K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.64K- 2.06% |
$703K - $757K
|
78.3K
$53.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.66K- 53.82% |
$709K - $763K
|
1.42K
$965K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.66K- 4.86% |
$709K - $763K
|
32.4K
$22M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.67K- 2.06% |
$715K - $769K
|
79.4K
$53.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.68K- 4.87% |
$718K - $773K
|
32.8K
$22.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-1.7K- 1.53% |
$727K - $782K
|
109K
$74.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-1.71K- 1.3% |
$733K - $789K
|
130K
$88.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-1.72K- 2.56% |
$737K - $792K
|
65.7K
$44.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.73K- 55.88% |
$740K - $796K
|
1.37K
$927K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-1.83K- 18.39% |
$782K - $841K
|
8.11K
$5.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.85K- 4.85% |
$793K - $853K
|
36.4K
$24.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.85K- 0.83% |
$793K - $853K
|
221K
$150M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.88K- 6.24% |
$805K - $866K
|
28.3K
$19.2M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.89K- 1.0% |
$809K - $871K
|
187K
$127M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.9K- 1.26% |
$811K - $873K
|
149K
$101M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.9K- 7.16% |
$814K - $875K
|
24.7K
$16.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.94K- 3.86% |
$830K - $893K
|
48.3K
$32.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-1.95K- 9.55% |
$835K - $898K
|
18.5K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-2K- 79.8% |
$853K - $918K
|
505
$343K
|