Purchases and Sales Made in Q3 2023 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
2.63K
+ 5.27%
$1.12M - $1.21M
52.5K $31.1M
Nov 14, 2023 Q3 2023
Cornerstone Advisory, LLC

BUY
 -
2.6K
+ 4.19%
$1.11M - $1.2M
64.7K $38.3M
Nov 14, 2023 Q3 2023
Mma Asset Management LLC

New York, NY
BUY
 -
2.58K
+ 36.46%
$1.1M - $1.19M
9.65K $5.71M
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
2.57K
+ 1.44%
$1.1M - $1.18M
182K $108M
Oct 25, 2023 Q3 2023
Waypoint Capital Advisors, LLC

BUY
 -
2.57K
+ 178.51%
$1.1M - $1.18M
4.01K $2.37M
Oct 13, 2023 Q3 2023
Key Bridge Compliance, LLC

Covington, KY
BUY
 -
2.55K
New
$1.09M - $1.17M
2.55K $1.51M
Feb 07, 2024 Q3 2023
Wealth Advisory Solutions, LLC

BUY
 -
2.55K
New
$1.09M - $1.17M
2.55K $1.51M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
2.55K
+ 16.86%
$1.09M - $1.17M
17.6K $10.4M
Oct 10, 2023 Q3 2023
Vontobel Holding Ltd.

BUY
 -
2.52K
+ 125.45%
$1.08M - $1.16M
4.53K $2.68M
Jun 03, 2024 Q3 2023
Vontobel Holding Ltd.

BUY
 -
2.52K
+ 125.45%
$1.08M - $1.16M
4.53K $2.68M
Nov 14, 2023 Q3 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
2.5K
+ 13.76%
$1.07M - $1.15M
20.7K $12.2M
Oct 25, 2023 Q3 2023
Buffington Mohr Mc Neal

BUY
 -
2.5K
+ 8.63%
$1.07M - $1.15M
31.4K $18.6M
Oct 13, 2023 Q3 2023
Mascoma Wealth Management LLC

BUY
 -
2.49K
+ 2.18%
$1.07M - $1.15M
117K $69.3M
Oct 12, 2023 Q3 2023
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
2.49K
New
$1.07M - $1.15M
2.49K $1.48M
Nov 14, 2023 Q3 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
2.48K
+ 3.31%
$1.06M - $1.14M
77.5K $45.9M
Nov 14, 2023 Q3 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
2.48K
+ 5.36%
$1.06M - $1.14M
48.7K $28.8M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.44K
+ 3.62%
$1.04M - $1.12M
69.9K $41.4M
Nov 01, 2023 Q3 2023
Pack Private Wealth, LLC

Wayzata, MN
BUY
 -
2.43K
+ 4.77%
$1.04M - $1.12M
53.3K $31.6M
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
2.41K
+ 8.71%
$1.03M - $1.11M
30.1K $17.8M
Nov 27, 2023 Q3 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
2.41K
+ 80200.0%
$1.03M - $1.11M
2.41K $1.43M
Oct 23, 2023 Q3 2023
Private Ocean, LLC

BUY
 -
2.39K
+ 12.73%
$1.02M - $1.1M
21.1K $12.5M
Nov 15, 2023 Q3 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
2.34K
+ 4.05%
$999K - $1.07M
60K $35.5M
Oct 24, 2023 Q3 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
2.32K
+ 7.64%
$991K - $1.07M
32.6K $19.3M
Oct 10, 2023 Q3 2023
Doliver Advisors, LP

Houston, TX
BUY
 -
2.29K
+ 19.11%
$980K - $1.05M
14.3K $8.46M
Nov 15, 2023 Q3 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
2.29K
+ 6015.79%
$978K - $1.05M
2.32K $1.38M
Oct 30, 2023 Q3 2023
Unionview, LLC

Seattle, WA
BUY
 -
2.27K
+ 192.88%
$973K - $1.05M
3.45K $2.04M
Oct 19, 2023 Q3 2023
Marshall Financial Group LLC

BUY
 -
2.27K
New
$969K - $1.04M
2.27K $1.34M
Oct 25, 2023 Q3 2023
Invesco, LLC

Des Plaines, IL
BUY
 -
2.23K
New
$955K - $1.03M
2.23K $1.32M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.22K
+ 0.18%
$951K - $1.02M
1.26M $747M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
2.22K
+ 12.49%
$950K - $1.02M
20K $11.8M
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
2.18K
+ 2.39%
$933K - $1M
93.4K $55.3M
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
2.18K
+ 6.46%
$932K - $1M
35.9K $21.3M
Nov 03, 2023 Q3 2023
Castle Wealth Management LLC

BUY
 -
2.17K
+ 56.78%
$926K - $996K
5.98K $3.54M
Oct 30, 2023 Q3 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
2.15K
+ 7.37%
$921K - $991K
31.4K $18.6M
Nov 02, 2023 Q3 2023
Novare Capital Management LLC

BUY
 -
2.14K
+ 4.21%
$916K - $985K
53K $31.4M
Nov 13, 2023 Q3 2023
Geller Advisors LLC

New York, NY
BUY
 -
2.12K
+ 29.68%
$906K - $975K
9.26K $5.48M
Oct 24, 2023 Q3 2023
Catalyst Private Wealth, LLC

BUY
 -
2.11K
+ 10.57%
$903K - $972K
22.1K $13.1M
Nov 06, 2023 Q3 2023
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
2.1K
+ 13.1%
$900K - $968K
18.2K $10.7M
Nov 14, 2023 Q3 2023
Fairhaven Wealth Management, LLC

BUY
 -
2.07K
+ 2.61%
$886K - $953K
81.5K $48.2M
Oct 31, 2023 Q3 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
2.06K
+ 125.35%
$882K - $949K
3.71K $2.19M
Oct 25, 2023 Q3 2023
ETF Store, Inc.

BUY
 -
2.01K
+ 3.37%
$861K - $926K
61.6K $36.5M
Oct 27, 2023 Q3 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
2K
+ 1.31%
$856K - $920K
154K $91.4M
Nov 09, 2023 Q3 2023
Capstone Wealth Management Group, LLC

Clarks Green, PA
BUY
 -
2K
+ 137.17%
$856K - $920K
3.46K $2.05M
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

BUY
 -
1.99K
+ 3.18%
$853K - $918K
64.8K $38.3M
Oct 10, 2023 Q3 2023
Successful Portfolios LLC

BUY
 -
1.99K
+ 34.94%
$851K - $915K
7.68K $4.55M
Oct 27, 2023 Q3 2023
Foster Group, Inc.

BUY
 -
1.99K
+ 3.44%
$849K - $913K
59.7K $35.3M
Nov 16, 2023 Q3 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
1.98K
+ 1.38%
$846K - $910K
145K $86M
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
1.97K
+ 8.12%
$844K - $908K
26.3K $15.5M
Nov 13, 2023 Q3 2023
Gsb Wealth Management, LLC

BUY
 -
1.96K
+ 5.79%
$840K - $903K
35.9K $21.2M

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