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 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
6.23K+ 44.97% |
$2.67M - $2.87M
|
20.1K
$11.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
6.22K+ 0.33% |
$2.66M - $2.86M
|
1.89M
$1.12B
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.19K+ 39.88% |
$2.65M - $2.85M
|
21.7K
$12.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
6.17K+ 99.02% |
$2.64M - $2.84M
|
12.4K
$7.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6.14K+ 8.08% |
$2.62M - $2.82M
|
82K
$48.7M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
6.08K+ 859.32% |
$2.6M - $2.8M
|
6.79K
$4.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
6.05K+ 1.46% |
$2.59M - $2.78M
|
420K
$249M
|
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
6.02K+ 4.32% |
$2.57M - $2.77M
|
145K
$86.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6K+ 8.63% |
$2.57M - $2.76M
|
75.5K
$44.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
5.92K+ 847.56% |
$2.53M - $2.72M
|
6.61K
$3.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of Finland
|
BUY
|
- |
5.91K+ 0.47% |
$2.53M - $2.72M
|
1.28M
$757M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5.9K+ 10.18% |
$2.53M - $2.72M
|
63.9K
$37.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
5.87K+ 59.79% |
$2.51M - $2.7M
|
15.7K
$9.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.8K+ 18.44% |
$2.48M - $2.67M
|
37.3K
$22.1M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5.76KNew |
$2.46M - $2.65M
|
5.76K
$3.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
5.71K+ 51.52% |
$2.44M - $2.63M
|
16.8K
$9.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.69K+ 2.71% |
$2.43M - $2.62M
|
216K
$128M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5.5KNew |
$2.35M - $2.53M
|
5.5K
$3.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.49K+ 5.88% |
$2.35M - $2.53M
|
98.9K
$58.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
5.47K+ 0.85% |
$2.34M - $2.52M
|
652K
$387M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.43K+ 1.58% |
$2.32M - $2.5M
|
350K
$207M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5.39K+ 3.91% |
$2.3M - $2.48M
|
143K
$85M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5.29K+ 3.46% |
$2.26M - $2.43M
|
158K
$93.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.28K+ 6.29% |
$2.26M - $2.43M
|
89.2K
$52.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.25K+ 87.19% |
$2.25M - $2.42M
|
11.3K
$6.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
5.25K+ 15.39% |
$2.25M - $2.42M
|
39.4K
$23.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.24K+ 2.69% |
$2.24M - $2.41M
|
200K
$119M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.19K+ 6.18% |
$2.22M - $2.39M
|
89.2K
$52.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.18K+ 1.48% |
$2.22M - $2.39M
|
355K
$211M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
5.15K+ 4.02% |
$2.2M - $2.37M
|
133K
$79.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.15K+ 31.54% |
$2.2M - $2.37M
|
21.5K
$12.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.13K+ 3.27% |
$2.19M - $2.36M
|
162K
$96M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.12K+ 15.49% |
$2.19M - $2.35M
|
38.1K
$22.6M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.07K+ 4.32% |
$2.17M - $2.33M
|
123K
$72.7M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5.05K+ 2.91% |
$2.16M - $2.32M
|
179K
$106M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
5.04K+ 764.04% |
$2.15M - $2.32M
|
5.69K
$3.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.03K+ 2.49% |
$2.15M - $2.32M
|
207K
$123M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
4.98K+ 81.13% |
$2.13M - $2.29M
|
11.1K
$6.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
4.98K+ 827.79% |
$2.13M - $2.29M
|
5.58K
$3.31M
|
|
|
Feb 09, 2024
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
4.97KNew |
$2.12M - $2.28M
|
4.97K
$2.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
4.91K+ 14.3% |
$2.1M - $2.26M
|
39.2K
$23.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
4.78K+ 8.82% |
$2.05M - $2.2M
|
59K
$35M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.76K+ 12.29% |
$2.04M - $2.19M
|
43.5K
$25.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.72K+ 2.14% |
$2.02M - $2.17M
|
225K
$134M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.68KNew |
$2M - $2.16M
|
4.68K
$2.78M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4.68K+ 80.58% |
$2M - $2.15M
|
10.5K
$6.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
4.64K+ 5.23% |
$1.98M - $2.13M
|
93.2K
$55.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
4.62K+ 25.09% |
$1.98M - $2.13M
|
23K
$13.7M
|
|
|
Nov 21, 2023
Q3 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
4.56KNew |
$1.95M - $2.1M
|
4.56K
$2.71M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
4.56K+ 1.5% |
$1.95M - $2.1M
|
308K
$183M
|