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
|
Act Advisors, Llc.
|
BUY
|
- |
3.41K+ 10.61% |
$1.46M - $1.57M
|
35.5K
$21.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.37KNew |
$1.44M - $1.55M
|
3.37K
$2.04M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.34K+ 2.68% |
$1.43M - $1.54M
|
128K
$77.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3.34K+ 278.85% |
$1.43M - $1.53M
|
4.53K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.33K+ 12.27% |
$1.43M - $1.53M
|
30.5K
$18.4M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.32K+ 28.71% |
$1.42M - $1.53M
|
14.9K
$9.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.27K+ 5.6% |
$1.4M - $1.5M
|
61.6K
$37.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.26K+ 7.25% |
$1.39M - $1.5M
|
48.2K
$29.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.23K+ 92.71% |
$1.38M - $1.49M
|
6.72K
$4.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.22K+ 6.4% |
$1.38M - $1.48M
|
53.6K
$32.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.2K+ 2.94% |
$1.37M - $1.47M
|
112K
$67.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.2KNew |
$1.37M - $1.47M
|
3.2K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.19K+ 18.15% |
$1.37M - $1.47M
|
20.8K
$12.6M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.17K+ 2.24% |
$1.35M - $1.46M
|
144K
$87.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
3.16K+ 3.01% |
$1.35M - $1.45M
|
108K
$65.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.13K+ 9.21% |
$1.34M - $1.44M
|
37.1K
$22.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.12K+ 2.67% |
$1.34M - $1.44M
|
120K
$72.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
3.09K+ 16.13% |
$1.32M - $1.42M
|
22.2K
$13.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.07K+ 10.85% |
$1.31M - $1.41M
|
31.3K
$19M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.04K+ 6.73% |
$1.3M - $1.4M
|
48.1K
$29.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.03KNew |
$1.29M - $1.39M
|
3.03K
$1.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
3.02K+ 5.19% |
$1.29M - $1.39M
|
61.2K
$37.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
3.02K+ 23.61% |
$1.29M - $1.39M
|
15.8K
$9.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3K+ 21.85% |
$1.28M - $1.38M
|
16.7K
$10.1M
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
2.97K+ 17.47% |
$1.27M - $1.37M
|
20K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.97K+ 7.5% |
$1.27M - $1.37M
|
42.6K
$25.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.97K+ 2.53% |
$1.27M - $1.36M
|
120K
$72.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
2.96K+ 2.94% |
$1.27M - $1.36M
|
104K
$62.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.96K+ 2.9% |
$1.27M - $1.36M
|
105K
$63.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2.94K+ 651.88% |
$1.26M - $1.35M
|
3.39K
$2.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2.93K+ 1.52% |
$1.25M - $1.35M
|
195K
$118M
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.91K+ 3.2% |
$1.25M - $1.34M
|
93.9K
$56.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.88K+ 5.1% |
$1.23M - $1.33M
|
59.4K
$36M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.86K+ 9.97% |
$1.22M - $1.32M
|
31.6K
$19.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.86K+ 151.94% |
$1.22M - $1.32M
|
4.74K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
2.85KNew |
$1.22M - $1.31M
|
2.85K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.85K+ 4.12% |
$1.22M - $1.31M
|
72.1K
$43.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
2.84K+ 374.7% |
$1.22M - $1.31M
|
3.6K
$2.18M
|
|
|
Oct 11, 2023
Q3 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.78K+ 2.73% |
$1.19M - $1.28M
|
105K
$63.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.76K+ 3.42% |
$1.18M - $1.27M
|
83.4K
$50.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
2.75K+ 13.0% |
$1.18M - $1.27M
|
23.9K
$14.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.75K+ 45.81% |
$1.18M - $1.27M
|
8.76K
$5.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
2.73K+ 4.03% |
$1.17M - $1.25M
|
70.4K
$42.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.7K+ 2.32% |
$1.16M - $1.24M
|
119K
$72.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.7K+ 11.99% |
$1.16M - $1.24M
|
25.2K
$15.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.7KNew |
$1.15M - $1.24M
|
2.7K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.7K+ 13.26% |
$1.15M - $1.24M
|
23K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
2.69K+ 5.27% |
$1.15M - $1.24M
|
53.7K
$32.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.69K+ 2.68% |
$1.15M - $1.24M
|
103K
$62.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.68K+ 2.83% |
$1.14M - $1.23M
|
97K
$58.7M
|