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 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
42+ 0.23% |
$18K - $19.3K
|
18.1K
$11.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
42+ 0.44% |
$18K - $19.3K
|
9.58K
$6.09M
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
42+ 0.84% |
$18K - $19.3K
|
5.02K
$3.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
41+ 0.38% |
$17.5K - $18.9K
|
10.9K
$6.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
40+ 7.07% |
$17.1K - $18.4K
|
606
$386K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40+ 3.81% |
$17.1K - $18.4K
|
1.09K
$693K
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
39+ 0.54% |
$16.7K - $17.9K
|
7.32K
$4.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
39+ 3.72% |
$16.7K - $17.9K
|
1.09K
$691K
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
38+ 2.37% |
$16.3K - $17.5K
|
1.64K
$1.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
38+ 0.42% |
$16.3K - $17.5K
|
9.09K
$5.79M
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
38+ 7.55% |
$16.3K - $17.5K
|
541
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
37+ 3.98% |
$15.8K - $17K
|
967
$615K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
37+ 1.47% |
$15.8K - $17K
|
2.56K
$1.63M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
35+ 0.66% |
$15K - $16.1K
|
5.31K
$3.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
35+ 4.52% |
$15K - $16.1K
|
810
$515K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
35+ 0.34% |
$15K - $16.1K
|
10.3K
$6.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
35+ 10.26% |
$15K - $16.1K
|
376
$239K
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
34+ 0.4% |
$14.5K - $15.6K
|
8.51K
$5.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
34+ 7.16% |
$14.5K - $15.6K
|
509
$324K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
33+ 6.69% |
$14.1K - $15.2K
|
526
$335K
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
33+ 0.15% |
$14.1K - $15.2K
|
22.4K
$14.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
32+ 0.62% |
$13.7K - $14.7K
|
5.23K
$3.33M
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
30+ 1.39% |
$12.8K - $13.8K
|
2.19K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
30+ 0.96% |
$12.8K - $13.8K
|
3.14K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
30+ 0.95% |
$12.8K - $13.8K
|
3.2K
$2.03M
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
30New |
$12.8K - $13.8K
|
30
$19.1K
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
28+ 1.36% |
$12K - $12.9K
|
2.09K
$1.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
28+ 0.28% |
$12K - $12.9K
|
10.1K
$6.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
28+ 0.59% |
$12K - $12.9K
|
4.81K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
28+ 0.74% |
$12K - $12.9K
|
3.82K
$2.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
26+ 1.37% |
$11.1K - $12K
|
1.92K
$1.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
25+ 3.3% |
$10.7K - $11.5K
|
783
$498K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 0.39% |
$10.7K - $11.5K
|
6.49K
$4.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
25+ 3.26% |
$10.7K - $11.5K
|
792
$504K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
24+ 0.43% |
$10.3K - $11K
|
5.59K
$3.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
24+ 0.6% |
$10.3K - $11K
|
4.01K
$2.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
BUY
|
- |
23+ 3.65% |
$9.84K - $10.6K
|
653
$416K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
23+ 0.25% |
$9.84K - $10.6K
|
9.39K
$5.98M
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
22+ 2.2% |
$9.41K - $10.1K
|
1.02K
$650K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
22+ 0.39% |
$9.41K - $10.1K
|
5.7K
$3.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
22+ 0.46% |
$9.41K - $10.1K
|
4.85K
$3.09M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
21+ 0.51% |
$8.98K - $9.66K
|
4.17K
$2.65M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
21+ 1.36% |
$8.98K - $9.66K
|
1.57K
$997K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
21New |
$8.98K - $9.66K
|
21
$13.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
21+ 0.8% |
$8.98K - $9.66K
|
2.65K
$1.69M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
21+ 0.62% |
$8.98K - $9.66K
|
3.39K
$2.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
20+ 3.88% |
$8.56K - $9.2K
|
535
$340K
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
20+ 0.06% |
$8.56K - $9.2K
|
31.1K
$19.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
20+ 0.9% |
$8.56K - $9.2K
|
2.24K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
20+ 1.66% |
$8.56K - $9.2K
|
1.23K
$780K
|