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 14, 2023 Q3 2023
Cwa Asset Management Group, LLC

BUY
 -
1.48K
+ 65.03%
$634K - $682K
3.76K $2.23M
Nov 01, 2023 Q3 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
1.48K
+ 2.19%
$634K - $682K
69K $40.9M
Nov 08, 2023 Q3 2023
Cosner Financial Group, LLC

Fort Collins, CO
BUY
 -
1.48K
+ 9.53%
$634K - $682K
17K $10.1M
Nov 09, 2023 Q3 2023
Navellier & Associates Inc

Reno, NV
BUY
 -
1.48K
New
$633K - $681K
1.48K $876K
Nov 16, 2023 Q3 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
1.47K
+ 17.52%
$630K - $677K
9.88K $5.85M
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.47K
+ 2.82%
$627K - $675K
53.4K $31.6M
Oct 16, 2023 Q3 2023
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
1.46K
+ 2.08%
$626K - $673K
71.9K $42.5M
Nov 06, 2023 Q3 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
1.46K
New
$625K - $672K
1.46K $864K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
1.45K
+ 5.97%
$619K - $666K
25.7K $15.2M
Nov 14, 2023 Q3 2023
Laird Norton Trust Company, LLC

BUY
 -
1.44K
+ 11.96%
$617K - $664K
13.5K $8M
Nov 03, 2023 Q3 2023
Compass Financial Group, Inc.

BUY
 -
1.44K
+ 2.94%
$614K - $660K
50.2K $29.7M
Nov 01, 2023 Q3 2023
Independent Family Office, LLC

BUY
 -
1.43K
New
$613K - $660K
1.43K $849K
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

BUY
 -
1.42K
+ 2.91%
$609K - $655K
50.3K $29.8M
Oct 10, 2023 Q3 2023
Wealth Alliance Advisory Group, LLC

BUY
 -
1.42K
+ 1.76%
$607K - $653K
82.2K $48.6M
Oct 27, 2023 Q3 2023
Hudson Capital Management LLC

BUY
 -
1.41K
New
$605K - $651K
1.41K $837K
Nov 14, 2023 Q3 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.41K
+ 4.42%
$603K - $648K
33.3K $19.7M
Nov 03, 2023 Q3 2023
Kapstone Financial Advisors LLC

Dayton, OH
BUY
 -
1.41K
+ 4.18%
$601K - $647K
35.1K $20.7M
Nov 15, 2023 Q3 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
1.39K
+ 8.27%
$596K - $641K
18.3K $10.8M
Nov 07, 2023 Q3 2023
Pillar Wealth Advisors, LLC

BUY
 -
1.38K
+ 31.92%
$591K - $636K
5.71K $3.38M
Nov 09, 2023 Q3 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
1.38K
+ 13.02%
$591K - $636K
12K $7.09M
Oct 10, 2023 Q3 2023
Client First Capital LLC

BUY
 -
1.38K
+ 9.05%
$590K - $635K
16.6K $9.83M
Oct 26, 2023 Q3 2023
North Star Asset Management Inc

BUY
 -
1.38K
+ 98.29%
$589K - $634K
2.78K $1.64M
Oct 20, 2023 Q3 2023
Capital Planning LLC

BUY
 -
1.36K
+ 2.49%
$583K - $628K
56K $33.2M
Oct 26, 2023 Q3 2023
High Note Wealth, LLC

Deephaven, MN
BUY
 -
1.36K
+ 7.39%
$583K - $627K
19.8K $11.7M
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.36K
+ 3.56%
$581K - $625K
39.6K $23.4M
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
1.35K
+ 2.2%
$575K - $619K
62.6K $37M
Oct 27, 2023 Q3 2023
Bellwether Advisors, LLC

BUY
 -
1.34K
+ 2.25%
$575K - $618K
61.2K $36.2M
Nov 13, 2023 Q3 2023
Merriman Wealth Management, LLC

BUY
 -
1.34K
+ 7.91%
$574K - $618K
18.3K $10.8M
Oct 05, 2023 Q3 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
1.34K
+ 14.61%
$573K - $616K
10.5K $6.22M
Nov 09, 2023 Q3 2023
Esl Trust Services, LLC

BUY
 -
1.33K
+ 1.15%
$567K - $610K
116K $68.7M
Nov 15, 2023 Q3 2023
Essex Financial Services, Inc.

BUY
 -
1.32K
+ 9.81%
$564K - $607K
14.8K $8.74M
Nov 14, 2023 Q3 2023
Adaptive Financial Consulting, LLC

Beachwood, OH
BUY
 -
1.31K
+ 2.95%
$562K - $605K
45.9K $27.2M
Nov 09, 2023 Q3 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
1.3K
+ 1.03%
$557K - $600K
128K $75.8M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
1.3K
+ 4.1%
$556K - $598K
33K $19.5M
Oct 31, 2023 Q3 2023
Southern Capital Advisors, LLC

BUY
 -
1.29K
+ 4.06%
$552K - $594K
33.1K $19.6M
Oct 31, 2023 Q3 2023
Alaska Permanent Capital Management

BUY
 -
1.29K
+ 0.96%
$552K - $594K
136K $80.5M
Nov 07, 2023 Q3 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
1.29K
+ 9.25%
$552K - $594K
15.2K $9.02M
Oct 24, 2023 Q3 2023
Pfg Private Wealth Management, LLC

BUY
 -
1.29K
+ 5.24%
$551K - $592K
25.9K $15.3M
Oct 13, 2023 Q3 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
1.29K
New
$550K - $591K
1.29K $761K
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.27K
+ 4.21%
$545K - $586K
31.6K $18.7M
Nov 14, 2023 Q3 2023
Foster Dykema Cabot & CO Inc

BUY
 -
1.27K
+ 47.09%
$543K - $584K
3.97K $2.35M
Oct 23, 2023 Q3 2023
Vicus Capital

State College, PA
BUY
 -
1.27K
+ 0.37%
$542K - $583K
342K $203M
Oct 10, 2023 Q3 2023
Harbor Group, Inc.

BUY
 -
1.27K
+ 5.57%
$541K - $582K
24K $14.2M
Oct 24, 2023 Q3 2023
Simon Quick Advisors, LLC

BUY
 -
1.26K
+ 1.86%
$540K - $581K
69.2K $40.9M
Oct 13, 2023 Q3 2023
Hengehold Capital Management LLC

BUY
 -
1.26K
+ 5.78%
$540K - $581K
23.1K $13.7M
Oct 18, 2023 Q3 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
1.26K
New
$540K - $581K
1.26K $747K
Nov 09, 2023 Q3 2023
Anchor Capital Advisors LLC

BUY
 -
1.26K
New
$537K - $578K
1.26K $743K
Nov 09, 2023 Q3 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
1.25K
+ 10.55%
$535K - $575K
13.1K $7.76M
Nov 13, 2023 Q3 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
1.25K
+ 17.09%
$535K - $575K
8.56K $5.07M

Track Institutional and Insider Activities on IVV

Follow ISHARES CORE S&P 500 ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IVV shares.

Notify only if

Insider Trading

Get notified when an Ishares Core S&P 500 ETF insider buys or sells IVV shares.

Notify only if

News

Receive news related to ISHARES CORE S&P 500 ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on IVV