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 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
3+ 0.33% |
$1.28K - $1.38K
|
918
$543K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
3New |
$1.28K - $1.38K
|
3
$1.78K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3+ 0.45% |
$1.28K - $1.38K
|
670
$397K
|
|
|
Oct 27, 2023
Q3 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
3+ 0.22% |
$1.28K - $1.38K
|
1.4K
$827K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3+ 0.03% |
$1.28K - $1.38K
|
9.14K
$5.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.38% |
$1.28K - $1.38K
|
783
$463K
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2+ 0.15% |
$856 - $920
|
1.3K
$772K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2+ 1.98% |
$856 - $920
|
103
$61K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2+ 0.04% |
$856 - $920
|
4.51K
$2.67M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
2+ 0.1% |
$856 - $920
|
2.04K
$1.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.03% |
$856 - $920
|
7K
$4.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
BUY
|
- |
2+ 0.32% |
$856 - $920
|
618
$366K
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
BUY
|
- |
2+ 0.01% |
$856 - $920
|
23.2K
$13.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.22% |
$428 - $460
|
463
$274K
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1+ 0.11% |
$428 - $460
|
934
$553K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$428 - $460
|
1.87K
$1.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 2.63% |
$428 - $460
|
39
$23.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.02% |
$428 - $460
|
5.95K
$3.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.0% |
$428 - $460
|
23.9K
$14.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1- 0.15% |
$428 - $460
|
672
$398K
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-1- 0.12% |
$428 - $460
|
863
$511K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1- 0.03% |
$428 - $460
|
3.01K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1- 0.11% |
$428 - $460
|
896
$530K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 2.17% |
$428 - $460
|
45
$26.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1- 0.02% |
$428 - $460
|
5.67K
$3.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1- 0.06% |
$428 - $460
|
1.56K
$923K
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-2- 0.33% |
$856 - $920
|
600
$355K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2- 0.32% |
$856 - $920
|
619
$366K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-2- 0.2% |
$856 - $920
|
985
$583K
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2- 0.25% |
$856 - $920
|
792
$469K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-2- 0.41% |
$856 - $920
|
484
$286K
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-2- 0.14% |
$856 - $920
|
1.48K
$875K
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3- 0.1% |
$1.28K - $1.38K
|
3.02K
$1.79M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-3- 0.26% |
$1.28K - $1.38K
|
1.16K
$687K
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-3- 0.28% |
$1.28K - $1.38K
|
1.06K
$626K
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3- 0.1% |
$1.28K - $1.38K
|
3.02K
$1.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-4- 0.15% |
$1.71K - $1.84K
|
2.59K
$1.53M
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-4- 0.3% |
$1.71K - $1.84K
|
1.34K
$794K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-4- 0.94% |
$1.71K - $1.84K
|
421
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-4- 0.2% |
$1.71K - $1.84K
|
2.04K
$1.21M
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-4- 0.25% |
$1.71K - $1.84K
|
1.58K
$935K
|
|
|
Oct 23, 2024
Q3 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-4- 0.34% |
$1.71K - $1.84K
|
1.18K
$701K
|
|
|
Jan 08, 2025
Q3 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-4- 0.06% |
$1.71K - $1.84K
|
6.15K
$3.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-5- 0.2% |
$2.14K - $2.3K
|
2.49K
$1.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-5- 0.46% |
$2.14K - $2.3K
|
1.07K
$635K
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-5- 0.16% |
$2.14K - $2.3K
|
3.14K
$1.86M
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-5- 0.98% |
$2.14K - $2.3K
|
507
$300K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-5- 0.14% |
$2.14K - $2.3K
|
3.5K
$2.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-5- 0.19% |
$2.14K - $2.3K
|
2.56K
$1.52M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-5- 0.13% |
$2.14K - $2.3K
|
3.83K
$2.27M
|