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
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
1.02K
+ 17.07%
$436K - $469K
7K $4.14M
Oct 19, 2023 Q3 2023
Great Diamond Partners, LLC

BUY
 -
1.02K
New
$435K - $468K
1.02K $603K
Oct 24, 2023 Q3 2023
Arlington Partners LLC

BUY
 -
1.01K
+ 22.56%
$433K - $466K
5.5K $3.25M
Nov 09, 2023 Q3 2023
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
1.01K
New
$432K - $464K
1.01K $597K
Oct 16, 2023 Q3 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
1.01K
+ 3.68%
$430K - $463K
28.3K $16.8M
Nov 14, 2023 Q3 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
1.01K
+ 192.35%
$430K - $463K
1.53K $905K
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
1K
+ 6.68%
$429K - $462K
16K $9.49M
Oct 25, 2023 Q3 2023
Oak Harvest Investment Services

BUY
 -
1K
+ 68.56%
$429K - $462K
2.47K $1.46M
Oct 30, 2023 Q3 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
1K
+ 14.29%
$428K - $460K
8K $4.74M
Nov 13, 2023 Q3 2023
Cadence Bank

Tupelo, MS
BUY
 -
1K
+ 14.17%
$428K - $460K
8.06K $4.77M
Nov 09, 2023 Q3 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
987
+ 4.56%
$422K - $454K
22.6K $13.4M
Oct 24, 2023 Q3 2023
Patton Albertson Miller Group, LLC

BUY
 -
982
+ 7.52%
$420K - $452K
14K $8.31M
Nov 13, 2023 Q3 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
979
+ 4.53%
$419K - $451K
22.6K $13.4M
Nov 01, 2023 Q3 2023
Biechele Royce Advisors

BUY
 -
965
+ 80.15%
$413K - $444K
2.17K $1.28M
Oct 13, 2023 Q3 2023
Cooper Financial Group

BUY
 -
964
+ 6.03%
$412K - $444K
17K $10M
Oct 27, 2023 Q3 2023
Mwa Asset Management

Lexington, MA
BUY
 -
964
New
$412K - $444K
964 $571K
Oct 27, 2023 Q3 2023
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
963
+ 3.08%
$412K - $443K
32.3K $19.1M
Oct 10, 2023 Q3 2023
Bank Of New Hampshire

BUY
 -
962
+ 5.42%
$412K - $443K
18.7K $11.1M
Oct 10, 2023 Q3 2023
Pacifica Partners Inc.

BUY
 -
959
+ 31.81%
$410K - $441K
3.97K $2.35M
Dec 04, 2023 Q3 2023
Austin Wealth Management, LLC

Austin, TX
BUY
 -
947
New
$405K - $436K
947 $561K
Oct 11, 2023 Q3 2023
Consilio Wealth Advisors, LLC

BUY
 -
942
+ 1.49%
$403K - $433K
64.1K $37.9M
Nov 03, 2023 Q3 2023
Aspire Private Capital, LLC

BUY
 -
939
+ 14.91%
$402K - $432K
7.24K $4.28M
Oct 18, 2023 Q3 2023
Nova R Wealth, Inc.

BUY
 -
929
+ 2.43%
$397K - $428K
39.1K $23.2M
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
925
+ 7.72%
$396K - $426K
12.9K $7.64M
Nov 08, 2023 Q3 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
924
+ 2.01%
$395K - $425K
47K $27.8M
Oct 30, 2023 Q3 2023
Capital Insight Partners, LLC

BUY
 -
919
+ 3.28%
$393K - $423K
28.9K $17.1M
Nov 14, 2023 Q3 2023
River Glades Family Offices LLC

Naples, FL
BUY
 -
917
+ 1.75%
$392K - $422K
53.2K $31.5M
Oct 24, 2023 Q3 2023
Prentiss Smith & CO Inc

Brattleboro, VT
BUY
 -
915
+ 39.17%
$391K - $421K
3.25K $1.92M
Oct 26, 2023 Q3 2023
Absolute Capital Management, LLC

BUY
 -
915
+ 10.58%
$391K - $421K
9.56K $5.66M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
914
+ 9.86%
$391K - $421K
10.2K $6.03M
Oct 24, 2023 Q3 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
894
+ 2.64%
$382K - $411K
34.7K $20.6M
Nov 13, 2023 Q3 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
894
+ 1.14%
$382K - $411K
79.4K $47M
Oct 10, 2023 Q3 2023
Greenfield Savings Bank

BUY
 -
892
New
$382K - $410K
892 $528K
Nov 06, 2023 Q3 2023
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
890
+ 16.86%
$381K - $410K
6.17K $3.65M
Nov 02, 2023 Q3 2023
Hoyle Cohen, LLC

BUY
 -
888
+ 45.08%
$380K - $409K
2.86K $1.69M
Nov 02, 2023 Q3 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
888
+ 2.78%
$380K - $409K
32.9K $19.5M
Nov 08, 2023 Q3 2023
Financial Security Advisor, Inc.

Virginia Beach, VA
BUY
 -
887
New
$379K - $408K
887 $525K
Oct 16, 2023 Q3 2023
Hartford Investment Management CO

BUY
 -
886
New
$379K - $408K
886 $524K
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
872
+ 10.5%
$373K - $401K
9.18K $5.43M
Nov 13, 2023 Q3 2023
W Advisors, LLC

Germantown, TN
BUY
 -
868
+ 7.8%
$371K - $399K
12K $7.1M
Nov 06, 2023 Q3 2023
Xml Financial, LLC

BUY
 -
863
+ 4.13%
$369K - $397K
21.8K $12.9M
Nov 08, 2023 Q3 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
856
+ 2.22%
$366K - $394K
39.4K $23.3M
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
856
+ 0.36%
$366K - $394K
242K $143M
Oct 26, 2023 Q3 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
852
+ 59.17%
$364K - $392K
2.29K $1.36M
Nov 19, 2024 Q3 2023
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
852
+ 1.72%
$364K - $392K
50.5K $29.9M
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
846
+ 2.0%
$362K - $389K
43.1K $25.5M
Oct 04, 2023 Q3 2023
Aletheian Wealth Advisors LLC

BUY
 -
843
+ 5.0%
$361K - $388K
17.7K $10.5M
Apr 25, 2024 Q3 2023
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
837
+ 1.21%
$358K - $385K
69.8K $41.3M
Nov 03, 2023 Q3 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
834
New
$357K - $384K
834 $494K

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