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 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.24KNew |
$529K - $569K
|
1.24K
$732K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.24K+ 6.52% |
$529K - $569K
|
20.2K
$12M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.24K+ 6.52% |
$529K - $569K
|
20.2K
$12M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
1.23K+ 6.65% |
$526K - $566K
|
19.7K
$11.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
1.23KNew |
$524K - $564K
|
1.23K
$726K
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.23K+ 153.7% |
$524K - $564K
|
2.02K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.22K+ 15.07% |
$523K - $562K
|
9.33K
$5.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.22KNew |
$522K - $562K
|
1.22K
$723K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.22KNew |
$521K - $560K
|
1.22K
$720K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.22K+ 14.8% |
$520K - $559K
|
9.43K
$5.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
1.21K+ 1.53% |
$519K - $559K
|
80.3K
$47.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.2K+ 0.08% |
$513K - $552K
|
1.56M
$922M
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.19K+ 3.63% |
$511K - $549K
|
34.1K
$20.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.19KNew |
$510K - $549K
|
1.19K
$706K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.19K+ 4.06% |
$509K - $548K
|
30.5K
$18M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.19K+ 1.91% |
$509K - $547K
|
63.4K
$37.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.18K+ 0.04% |
$506K - $545K
|
3.16M
$1.87B
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
1.18K+ 6.88% |
$506K - $545K
|
18.4K
$10.9M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.18K+ 2.46% |
$506K - $545K
|
49.3K
$29.2M
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.18K+ 60.23% |
$505K - $543K
|
3.14K
$1.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.16K+ 5.65% |
$497K - $535K
|
21.7K
$12.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 13.43% |
$495K - $532K
|
9.77K
$5.78M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.15K+ 14.74% |
$491K - $529K
|
8.94K
$5.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 10.92% |
$491K - $528K
|
11.7K
$6.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.14K+ 0.87% |
$488K - $525K
|
131K
$77.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.14K+ 21.22% |
$486K - $523K
|
6.5K
$3.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.14K+ 25.1% |
$486K - $523K
|
5.66K
$3.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.13K+ 1.77% |
$482K - $518K
|
64.9K
$38.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.12K+ 25.5% |
$480K - $516K
|
5.52K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.12KNew |
$480K - $516K
|
1.12K
$664K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
1.11KNew |
$475K - $511K
|
1.11K
$658K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.11K+ 6.76% |
$474K - $510K
|
17.5K
$10.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
1.1K+ 2.78% |
$471K - $507K
|
40.7K
$24.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1K+ 3.11% |
$471K - $506K
|
36.5K
$21.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
1.1K+ 17.24% |
$468K - $504K
|
7.45K
$4.41M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.09K+ 0.32% |
$468K - $503K
|
345K
$204M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.09K+ 81.05% |
$467K - $502K
|
2.44K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.09K+ 9.43% |
$465K - $500K
|
12.6K
$7.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.08KNew |
$461K - $496K
|
1.08K
$638K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.08K+ 201.12% |
$460K - $495K
|
1.61K
$954K
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
1.07K+ 84.26% |
$458K - $493K
|
2.34K
$1.39M
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
BUY
|
- |
1.07KNew |
$457K - $492K
|
1.07K
$633K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.06K+ 9.6% |
$454K - $489K
|
12.1K
$7.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.06KNew |
$453K - $488K
|
1.06K
$627K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.05K+ 222.08% |
$447K - $481K
|
1.52K
$898K
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.05K+ 8.86% |
$447K - $481K
|
12.9K
$7.61M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1.04K+ 104.2% |
$446K - $480K
|
2.04K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.04KNew |
$445K - $479K
|
1.04K
$616K
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.04K+ 14.38% |
$445K - $479K
|
8.27K
$4.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.02K+ 5.32% |
$437K - $470K
|
20.2K
$12M
|