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 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-27- 0.39% |
$11.5K - $12.4K
|
6.82K
$4.04M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-27- 1.41% |
$11.5K - $12.4K
|
1.89K
$1.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-27- 5.2% |
$11.5K - $12.4K
|
492
$291K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-27- 0.43% |
$11.5K - $12.4K
|
6.19K
$3.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-27- 0.35% |
$11.5K - $12.4K
|
7.76K
$4.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-28- 3.02% |
$12K - $12.9K
|
898
$532K
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-29- 29.59% |
$12.4K - $13.3K
|
69
$40.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-29- 1.74% |
$12.4K - $13.3K
|
1.63K
$967K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-29- 0.07% |
$12.4K - $13.3K
|
43.9K
$26M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-30- 1.14% |
$12.8K - $13.8K
|
2.6K
$1.54M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-30- 0.74% |
$12.8K - $13.8K
|
4.01K
$2.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-30- 1.46% |
$12.8K - $13.8K
|
2.02K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-30- 0.8% |
$12.8K - $13.8K
|
3.72K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-30- 3.7% |
$12.8K - $13.8K
|
781
$462K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-31- 6.05% |
$13.3K - $14.3K
|
481
$285K
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-31- 2.47% |
$13.3K - $14.3K
|
1.22K
$725K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-31- 10.8% |
$13.3K - $14.3K
|
256
$152K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-32- 2.91% |
$13.7K - $14.7K
|
1.07K
$632K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-32- 2.65% |
$13.7K - $14.7K
|
1.18K
$697K
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-32- 0.63% |
$13.7K - $14.7K
|
5.02K
$2.97M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-34- 0.87% |
$14.5K - $15.6K
|
3.87K
$2.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-35- 2.13% |
$15K - $16.1K
|
1.61K
$953K
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-35- 0.05% |
$15K - $16.1K
|
65.5K
$38.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-35- 6.77% |
$15K - $16.1K
|
482
$285K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-35- 10.84% |
$15K - $16.1K
|
288
$170K
|
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
SELL
|
- |
-35- 5.42% |
$15K - $16.1K
|
611
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-35- 4.93% |
$15K - $16.1K
|
675
$400K
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-36- 0.94% |
$15.4K - $16.6K
|
3.79K
$2.24M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-36- 0.61% |
$15.4K - $16.6K
|
5.84K
$3.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-36- 0.42% |
$15.4K - $16.6K
|
8.45K
$5M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-37- 0.17% |
$15.8K - $17K
|
21.8K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-37- 3.62% |
$15.8K - $17K
|
984
$582K
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-38- 0.45% |
$16.3K - $17.5K
|
8.49K
$5.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-38- 0.08% |
$16.3K - $17.5K
|
50K
$29.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-39- 11.82% |
$16.7K - $17.9K
|
291
$172K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-40- 0.74% |
$17.1K - $18.4K
|
5.36K
$3.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-40- 1.18% |
$17.1K - $18.4K
|
3.34K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-40- 0.03% |
$17.1K - $18.4K
|
148K
$87.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-41- 4.17% |
$17.5K - $18.9K
|
942
$558K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-41- 0.1% |
$17.5K - $18.9K
|
42.2K
$25M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-42- 3.83% |
$18K - $19.3K
|
1.06K
$624K
|
|
|
Oct 25, 2023
Q3 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-42- 2.85% |
$18K - $19.3K
|
1.43K
$848K
|
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-42- 3.1% |
$18K - $19.3K
|
1.31K
$777K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-42- 1.41% |
$18K - $19.3K
|
2.95K
$1.74M
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-43- 0.37% |
$18.4K - $19.8K
|
11.5K
$6.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-43- 2.36% |
$18.4K - $19.8K
|
1.78K
$1.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-43- 57.33% |
$18.4K - $19.8K
|
32
$18.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-44- 0.12% |
$18.8K - $20.2K
|
35.9K
$21.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-45- 1.54% |
$19.2K - $20.7K
|
2.88K
$1.71M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-45- 5.82% |
$19.2K - $20.7K
|
728
$431K
|