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 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
15.5K+ 84.36% |
$6.65M - $7.15M
|
34K
$20.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
15.4K+ 27.19% |
$6.59M - $7.09M
|
72K
$43.6M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.2K+ 6.1% |
$6.51M - $7.01M
|
265K
$160M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
15.1K+ 36.61% |
$6.44M - $6.93M
|
56.2K
$34M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
15K+ 55.39% |
$6.41M - $6.9M
|
42.1K
$25.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
14.8K+ 8.01% |
$6.34M - $6.82M
|
200K
$121M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
14.7K+ 20.28% |
$6.3M - $6.77M
|
87.3K
$52.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.7K+ 17.01% |
$6.29M - $6.77M
|
101K
$61.2M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
14.6K+ 21.52% |
$6.24M - $6.71M
|
82.4K
$49.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.4K+ 13.66% |
$6.18M - $6.64M
|
120K
$72.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
14.4K+ 7.38% |
$6.15M - $6.62M
|
209K
$127M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
14.3K+ 8.21% |
$6.14M - $6.6M
|
189K
$114M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
14.2K+ 1.13% |
$6.09M - $6.55M
|
1.27M
$768M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.1K+ 50.05% |
$6.05M - $6.51M
|
42.4K
$25.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
13.9K+ 16.36% |
$5.95M - $6.41M
|
99K
$59.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
13.9K+ 2.49% |
$5.95M - $6.4M
|
573K
$346M
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
13.4K+ 720.12% |
$5.74M - $6.18M
|
15.3K
$9.25M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
13.4K+ 5.71% |
$5.72M - $6.15M
|
247K
$150M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
13.2K+ 12.0% |
$5.66M - $6.09M
|
123K
$74.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
13.2KNew |
$5.64M - $6.06M
|
13.2K
$7.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13K+ 3.89% |
$5.54M - $5.96M
|
346K
$209M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
12.6K+ 2.67% |
$5.38M - $5.79M
|
484K
$293M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
12.3K+ 17.67% |
$5.25M - $5.65M
|
81.7K
$49.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
12.1K+ 2.4% |
$5.18M - $5.57M
|
516K
$312M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
12.1K+ 15.07% |
$5.16M - $5.56M
|
92.2K
$55.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12KNew |
$5.13M - $5.52M
|
12K
$7.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11.9K+ 17.26% |
$5.09M - $5.48M
|
80.9K
$48.9M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11.9K+ 17.26% |
$5.09M - $5.48M
|
80.9K
$48.9M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
11.9K+ 11.02% |
$5.08M - $5.46M
|
120K
$72.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
11.8K+ 6.92% |
$5.04M - $5.42M
|
182K
$110M
|
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
11.8K+ 22.96% |
$5.04M - $5.42M
|
63.1K
$38.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
11.7K+ 0.88% |
$5M - $5.38M
|
1.34M
$810M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11.4K+ 19.67% |
$4.89M - $5.27M
|
69.6K
$42.1M
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
11.4K+ 11.39% |
$4.86M - $5.23M
|
111K
$67.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.3K+ 752.64% |
$4.81M - $5.18M
|
12.7K
$7.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
11.1K+ 6.12% |
$4.73M - $5.09M
|
192K
$116M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11K+ 7.0% |
$4.72M - $5.08M
|
169K
$102M
|
|
|
Oct 24, 2023
Q3 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
11K+ 7.07% |
$4.71M - $5.07M
|
167K
$101M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
11K+ 10.47% |
$4.7M - $5.06M
|
116K
$70.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
11K+ 3.71% |
$4.69M - $5.04M
|
306K
$185M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.9K+ 14.1% |
$4.68M - $5.03M
|
88.5K
$53.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
10.8K+ 14.22% |
$4.63M - $4.98M
|
87K
$52.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.7K+ 35.95% |
$4.58M - $4.93M
|
40.5K
$24.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
10.7KNew |
$4.57M - $4.92M
|
10.7K
$6.47M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
10.4K+ 61.1% |
$4.45M - $4.79M
|
27.4K
$16.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.3KNew |
$4.42M - $4.76M
|
10.3K
$6.26M
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
10.3KNew |
$4.41M - $4.75M
|
10.3K
$6.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$4.35M - $4.68M
|
10.2K
$6.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.1K+ 73.34% |
$4.33M - $4.65M
|
23.9K
$14.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10K+ 418.49% |
$4.28M - $4.6M
|
12.4K
$7.5M
|