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 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9.97K+ 7.18% |
$4.26M - $4.59M
|
149K
$88.3M
|
|
|
Nov 14, 2023
Q3 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
9.88K+ 27.32% |
$4.23M - $4.55M
|
46K
$27.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.84K+ 124.88% |
$4.21M - $4.53M
|
17.7K
$10.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.77K+ 14.4% |
$4.18M - $4.49M
|
77.6K
$46M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
9.76K+ 58.88% |
$4.17M - $4.49M
|
26.3K
$15.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
9.67K+ 103.67% |
$4.14M - $4.45M
|
19K
$11.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
9.58K+ 1.59% |
$4.1M - $4.41M
|
613K
$363M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.55K+ 14.43% |
$4.09M - $4.4M
|
75.8K
$44.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9.47K+ 11.01% |
$4.05M - $4.36M
|
95.5K
$56.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
9.28K+ 40.66% |
$3.97M - $4.27M
|
32.1K
$19M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.26K+ 15.7% |
$3.96M - $4.26M
|
68.2K
$40.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9.17K+ 4.98% |
$3.92M - $4.22M
|
193K
$115M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.06K+ 10.36% |
$3.88M - $4.17M
|
96.5K
$57.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.02K+ 51.54% |
$3.86M - $4.15M
|
26.5K
$15.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
8.92K+ 3.12% |
$3.82M - $4.11M
|
295K
$175M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.84K+ 68.77% |
$3.78M - $4.07M
|
21.7K
$12.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
8.84K+ 7.28% |
$3.78M - $4.07M
|
130K
$77.2M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.83K+ 4.57% |
$3.78M - $4.07M
|
202K
$120M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
8.67K+ 10.3% |
$3.71M - $3.99M
|
92.8K
$55.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.65K+ 123.51% |
$3.7M - $3.98M
|
15.6K
$9.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.64K+ 53.73% |
$3.7M - $3.98M
|
24.7K
$14.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8.56K+ 26.45% |
$3.66M - $3.94M
|
40.9K
$24.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.48K+ 81.0% |
$3.63M - $3.9M
|
19K
$11.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
8.44K+ 16.37% |
$3.61M - $3.88M
|
60K
$35.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
8.41K+ 347.07% |
$3.6M - $3.87M
|
10.8K
$6.43M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
8.29K+ 5.39% |
$3.54M - $3.81M
|
162K
$96.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.2K+ 12.72% |
$3.51M - $3.77M
|
72.7K
$43.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
8.11K+ 3.48% |
$3.47M - $3.73M
|
241K
$143M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
8.02KNew |
$3.43M - $3.69M
|
8.02K
$4.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
7.98K+ 7.57% |
$3.41M - $3.67M
|
113K
$67.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
7.96K+ 55.21% |
$3.4M - $3.66M
|
22.4K
$13.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
7.84K+ 8.36% |
$3.35M - $3.61M
|
102K
$60.3M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.76K+ 9.24% |
$3.32M - $3.57M
|
91.7K
$54.4M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
7.74K+ 107.28% |
$3.31M - $3.56M
|
14.9K
$8.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
7.64K+ 91.26% |
$3.27M - $3.52M
|
16K
$9.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
7.53K+ 13.02% |
$3.22M - $3.47M
|
65.4K
$38.8M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7.49K+ 991.14% |
$3.21M - $3.45M
|
8.25K
$4.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
7.37K+ 5.37% |
$3.15M - $3.39M
|
145K
$85.8M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7.27K+ 4.4% |
$3.11M - $3.34M
|
172K
$102M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
7.25K+ 10.71% |
$3.1M - $3.34M
|
74.9K
$44.5M
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
BUY
|
- |
7.19K+ 41.8% |
$3.08M - $3.31M
|
24.4K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.09K+ 198.82% |
$3.03M - $3.26M
|
10.7K
$6.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
7.07K+ 3.88% |
$3.02M - $3.25M
|
189K
$112M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.93K+ 233.12% |
$2.96M - $3.19M
|
9.9K
$5.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
6.74K+ 15.01% |
$2.88M - $3.1M
|
51.7K
$30.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.63K+ 111.91% |
$2.84M - $3.05M
|
12.6K
$7.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
6.57K+ 30.53% |
$2.81M - $3.02M
|
28.1K
$16.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.51K+ 942.11% |
$2.78M - $3M
|
7.2K
$4.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.44K+ 11.82% |
$2.75M - $2.96M
|
60.9K
$36.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
6.24K+ 20.77% |
$2.67M - $2.87M
|
36.3K
$21.5M
|