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 10, 2023 Q3 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
186
+ 37.65%
$79.6K - $85.6K
680 $403K
Nov 02, 2023 Q3 2023
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
185
+ 3.1%
$79.1K - $85.1K
6.15K $3.64M
Oct 26, 2023 Q3 2023
Gratus Capital LLC

BUY
 -
183
+ 6.88%
$78.3K - $84.2K
2.84K $1.68M
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
183
+ 166.36%
$78.3K - $84.2K
293 $173K
Nov 08, 2023 Q3 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
183
+ 19.55%
$78.3K - $84.2K
1.12K $662K
Nov 14, 2023 Q3 2023
Lumbard & Kellner, LLC

Hollis, NH
BUY
 -
182
+ 26.38%
$77.9K - $83.8K
872 $516K
Oct 23, 2023 Q3 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
181
+ 4.78%
$77.4K - $83.3K
3.97K $2.35M
Oct 13, 2023 Q3 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
179
+ 6.02%
$76.6K - $82.4K
3.15K $1.86M
Nov 06, 2023 Q3 2023
Parsons Capital Management Inc

BUY
 -
179
+ 0.67%
$76.6K - $82.4K
26.9K $15.9M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
179
+ 0.24%
$76.6K - $82.4K
75.5K $44.7M
Nov 13, 2023 Q3 2023
Connor, Clark & Lunn Investment Management Ltd.

BUY
 -
177
+ 3.49%
$75.7K - $81.5K
5.25K $3.1M
Nov 14, 2023 Q3 2023
Lazard Asset Management LLC

New York, NY
BUY
 -
177
+ 0.06%
$75.7K - $81.5K
315K $187M
Oct 16, 2023 Q3 2023
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
175
+ 3.13%
$74.9K - $80.5K
5.77K $3.41M
Nov 15, 2023 Q3 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
174
+ 32.58%
$74.4K - $80.1K
708 $419K
Oct 19, 2023 Q3 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
173
+ 1.28%
$74K - $79.6K
13.7K $8.12M
Oct 26, 2023 Q3 2023
Pb Mares Wealth Management LLC

BUY
 -
173
+ 3.76%
$74K - $79.6K
4.78K $2.83M
Oct 16, 2023 Q3 2023
Columbia Trust CO 01012016

BUY
 -
172
+ 4.24%
$73.6K - $79.2K
4.23K $2.5M
Nov 13, 2023 Q3 2023
Bbr Partners, LLC

New York, NY
BUY
 -
171
+ 1.37%
$73.1K - $78.7K
12.6K $7.48M
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
168
+ 3.41%
$71.9K - $77.3K
5.09K $3.01M
Oct 30, 2023 Q3 2023
Matrix Trust CO

BUY
 -
164
+ 53.25%
$70.2K - $75.5K
472 $279K
Nov 13, 2023 Q3 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
164
+ 20.07%
$70.2K - $75.5K
981 $581K
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
163
+ 0.78%
$69.7K - $75K
20.9K $12.4M
Oct 19, 2023 Q3 2023
Solidarilty Wealth, LLC

Lehi, UT
BUY
 -
162
+ 34.54%
$69.3K - $74.5K
631 $374K
Oct 25, 2023 Q3 2023
Calamos Advisors LLC

BUY
 -
161
+ 1.45%
$68.9K - $74.1K
11.2K $6.65M
Oct 30, 2023 Q3 2023
First Purpose Wealth LLC

BUY
 -
161
+ 11.27%
$68.9K - $74.1K
1.59K $941K
Nov 13, 2023 Q3 2023
Alerus Financial Na

Grand Forks, ND
BUY
 -
161
+ 3.35%
$68.9K - $74.1K
4.97K $2.94M
Oct 12, 2023 Q3 2023
Sage Capital Advisors,Llc

BUY
 -
160
+ 2.23%
$68.4K - $73.6K
7.33K $4.34M
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
BUY
 -
159
+ 0.16%
$68K - $73.2K
99.3K $58.8M
Nov 15, 2023 Q3 2023
Hamilton Capital, LLC

Columbus, OH
BUY
 -
158
+ 7.83%
$67.6K - $72.7K
2.18K $1.29M
Oct 10, 2023 Q3 2023
Avondale Wealth Management

BUY
 -
156
+ 0.27%
$66.7K - $71.8K
57.8K $34.2M
Nov 08, 2023 Q3 2023
Ipswich Investment Management Co., Inc.

BUY
 -
154
+ 2.85%
$65.9K - $70.9K
5.55K $3.29M
Oct 13, 2023 Q3 2023
Sara Bay Financial

BUY
 -
152
+ 12.09%
$65K - $69.9K
1.41K $834K
Feb 21, 2024 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
152
+ 4.18%
$65K - $69.9K
3.79K $2.24M
Oct 24, 2023 Q3 2023
O'Brien Wealth Partners LLC

BUY
 -
151
+ 13.65%
$64.6K - $69.5K
1.26K $744K
Nov 08, 2023 Q3 2023
Banque Cantonale Vaudoise

BUY
 -
148
+ 2.3%
$63.3K - $68.1K
6.59K $3.9M
Nov 06, 2023 Q3 2023
E Rn Financial, LLC

BUY
 -
147
+ 4.72%
$62.9K - $67.6K
3.26K $1.93M
Nov 14, 2023 Q3 2023
First Business Financial Services, Inc.

BUY
 -
147
+ 2.37%
$62.9K - $67.6K
6.36K $3.76M
Oct 05, 2023 Q3 2023
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
145
+ 1.81%
$62K - $66.7K
8.18K $4.84M
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
145
+ 6.33%
$62K - $66.7K
2.44K $1.44M
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
144
New
$61.6K - $66.3K
144 $85.2K
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
144
+ 0.26%
$61.6K - $66.3K
55.4K $32.8M
Oct 13, 2023 Q3 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
143
+ 12.21%
$61.2K - $65.8K
1.31K $778K
Oct 10, 2023 Q3 2023
M&R Capital Management Inc

BUY
 -
141
+ 18.83%
$60.3K - $64.9K
890 $527K
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
141
+ 18.9%
$60.3K - $64.9K
887 $525K
Oct 19, 2023 Q3 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
141
+ 4.0%
$60.3K - $64.9K
3.67K $2.17M
Oct 27, 2023 Q3 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
137
+ 0.9%
$58.6K - $63K
15.4K $9.11M
Aug 13, 2024 Q3 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
137
+ 0.91%
$58.6K - $63K
15.1K $8.96M
Oct 27, 2023 Q3 2023
Planning Directions Inc

BUY
 -
136
+ 21.79%
$58.2K - $62.6K
760 $450K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
136
+ 0.72%
$58.2K - $62.6K
18.9K $11.2M

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