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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
SELL
|
- |
-24- 0.99% |
$10.3K - $11K
|
2.41K
$1.52M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-25- 0.58% |
$10.7K - $11.5K
|
4.28K
$2.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-25- 1.76% |
$10.7K - $11.5K
|
1.4K
$883K
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-25- 3.25% |
$10.7K - $11.5K
|
744
$470K
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-25- 3.64% |
$10.7K - $11.5K
|
662
$418K
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-26- 1.63% |
$11.1K - $12K
|
1.57K
$989K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-26- 0.7% |
$11.1K - $12K
|
3.7K
$2.34M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-26- 1.4% |
$11.1K - $12K
|
1.84K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-26- 2.57% |
$11.1K - $12K
|
986
$623K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-26- 0.84% |
$11.1K - $12K
|
3.06K
$1.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-27- 0.78% |
$11.5K - $12.4K
|
3.45K
$2.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-27- 2.16% |
$11.5K - $12.4K
|
1.22K
$773K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-27- 0.39% |
$11.5K - $12.4K
|
6.82K
$4.31M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-27- 1.41% |
$11.5K - $12.4K
|
1.89K
$1.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-27- 5.2% |
$11.5K - $12.4K
|
492
$311K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-27- 0.43% |
$11.5K - $12.4K
|
6.19K
$3.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-27- 0.35% |
$11.5K - $12.4K
|
7.76K
$4.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-28- 3.02% |
$12K - $12.9K
|
898
$567K
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-29- 29.59% |
$12.4K - $13.3K
|
69
$43.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-29- 1.74% |
$12.4K - $13.3K
|
1.63K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-29- 0.07% |
$12.4K - $13.3K
|
43.9K
$27.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-30- 1.14% |
$12.8K - $13.8K
|
2.6K
$1.64M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-30- 0.74% |
$12.8K - $13.8K
|
4.01K
$2.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-30- 1.46% |
$12.8K - $13.8K
|
2.02K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-30- 0.8% |
$12.8K - $13.8K
|
3.72K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-30- 3.7% |
$12.8K - $13.8K
|
781
$493K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-31- 6.05% |
$13.3K - $14.3K
|
481
$304K
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-31- 2.47% |
$13.3K - $14.3K
|
1.22K
$773K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-31- 10.8% |
$13.3K - $14.3K
|
256
$162K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-32- 2.91% |
$13.7K - $14.7K
|
1.07K
$674K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-32- 2.65% |
$13.7K - $14.7K
|
1.18K
$744K
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-32- 0.63% |
$13.7K - $14.7K
|
5.02K
$3.17M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-34- 0.87% |
$14.5K - $15.6K
|
3.87K
$2.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-35- 2.13% |
$15K - $16.1K
|
1.61K
$1.02M
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-35- 0.05% |
$15K - $16.1K
|
65.5K
$41.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-35- 6.77% |
$15K - $16.1K
|
482
$304K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-35- 10.84% |
$15K - $16.1K
|
288
$182K
|
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
SELL
|
- |
-35- 5.42% |
$15K - $16.1K
|
611
$386K
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-35- 4.93% |
$15K - $16.1K
|
675
$426K
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-36- 0.94% |
$15.4K - $16.6K
|
3.79K
$2.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-36- 0.61% |
$15.4K - $16.6K
|
5.84K
$3.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-36- 0.42% |
$15.4K - $16.6K
|
8.45K
$5.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-37- 0.17% |
$15.8K - $17K
|
21.8K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-37- 3.62% |
$15.8K - $17K
|
984
$622K
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-38- 0.45% |
$16.3K - $17.5K
|
8.49K
$5.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-38- 0.08% |
$16.3K - $17.5K
|
50K
$31.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-39- 11.82% |
$16.7K - $17.9K
|
291
$184K
|
|
|
May 28, 2025
Q3 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-39- 0.46% |
$16.7K - $17.9K
|
8.46K
$5.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-40- 0.74% |
$17.1K - $18.4K
|
5.36K
$3.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-40- 1.18% |
$17.1K - $18.4K
|
3.34K
$2.11M
|