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 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.53K+ 4.19% |
$1.94M - $2.08M
|
113K
$66.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
4.52K+ 4.77% |
$1.93M - $2.08M
|
99.3K
$58.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.51K+ 49.51% |
$1.93M - $2.08M
|
13.6K
$8.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.49K+ 214.37% |
$1.92M - $2.07M
|
6.58K
$3.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.46K+ 29.24% |
$1.91M - $2.05M
|
19.7K
$11.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.44K+ 2.18% |
$1.9M - $2.04M
|
208K
$123M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.4K+ 13.75% |
$1.88M - $2.02M
|
36.4K
$21.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.32K+ 1.0% |
$1.85M - $1.99M
|
434K
$257M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.31K+ 4.27% |
$1.84M - $1.98M
|
105K
$62.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.29K+ 1.42% |
$1.83M - $1.97M
|
306K
$182M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.26K+ 50.71% |
$1.82M - $1.96M
|
12.7K
$7.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
4.2K+ 122.12% |
$1.8M - $1.93M
|
7.64K
$4.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
4.19K+ 5.18% |
$1.79M - $1.93M
|
85.1K
$50.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
4.18K+ 7.91% |
$1.79M - $1.93M
|
57.1K
$33.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.11K+ 5.99% |
$1.76M - $1.89M
|
72.8K
$43.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
4.07K+ 17.52% |
$1.74M - $1.87M
|
27.3K
$16.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.07K+ 6.46% |
$1.74M - $1.87M
|
67.1K
$39.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
4.07K+ 1.46% |
$1.74M - $1.87M
|
284K
$168M
|
|
|
Nov 09, 2023
Q3 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
4.04KNew |
$1.73M - $1.86M
|
4.04K
$2.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
4.02K+ 17.23% |
$1.72M - $1.85M
|
27.3K
$16.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.99KNew |
$1.71M - $1.83M
|
3.99K
$2.36M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.97K+ 11.33% |
$1.7M - $1.83M
|
39K
$23.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.96K+ 2.97% |
$1.69M - $1.82M
|
137K
$81.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.95K+ 2.47% |
$1.69M - $1.82M
|
164K
$97.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.94KNew |
$1.68M - $1.81M
|
3.94K
$2.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
3.91K+ 25.5% |
$1.67M - $1.8M
|
19.2K
$11.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
3.9K+ 4.42% |
$1.67M - $1.79M
|
92.2K
$54.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.87K+ 21.94% |
$1.66M - $1.78M
|
21.5K
$12.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.85K+ 3.96% |
$1.65M - $1.77M
|
101K
$59.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.85K+ 5.47% |
$1.65M - $1.77M
|
74.2K
$44M
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
3.79K+ 7.64% |
$1.62M - $1.74M
|
53.4K
$31.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.79KNew |
$1.62M - $1.74M
|
3.79K
$2.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.77K+ 80.64% |
$1.61M - $1.73M
|
8.43K
$5M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.73K+ 13.33% |
$1.6M - $1.72M
|
31.7K
$18.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.73K+ 11.14% |
$1.6M - $1.72M
|
37.2K
$22.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.72K+ 7.58% |
$1.59M - $1.71M
|
52.7K
$31.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.66KNew |
$1.56M - $1.68M
|
3.66K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.63K+ 16.58% |
$1.55M - $1.67M
|
25.5K
$15.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.63K+ 4.89% |
$1.55M - $1.67M
|
77.8K
$46.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.58K+ 6.81% |
$1.53M - $1.65M
|
56.1K
$33.3M
|
|
|
Oct 12, 2023
Q3 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3.57K+ 77.59% |
$1.53M - $1.64M
|
8.16K
$4.84M
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.57K+ 77.59% |
$1.53M - $1.64M
|
8.16K
$4.84M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.55K+ 5.15% |
$1.52M - $1.63M
|
72.5K
$43M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
3.55K+ 97.71% |
$1.52M - $1.63M
|
7.17K
$4.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.54K+ 13.68% |
$1.51M - $1.63M
|
29.4K
$17.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3.53K+ 3.71% |
$1.51M - $1.62M
|
98.8K
$58.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
3.52K+ 3.07% |
$1.5M - $1.62M
|
118K
$70.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
3.5K+ 5.4% |
$1.5M - $1.61M
|
68.4K
$40.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.48K+ 14.27% |
$1.49M - $1.6M
|
27.9K
$16.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
3.42K+ 10.15% |
$1.46M - $1.57M
|
37.1K
$22M
|