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 13, 2023
Q3 2023
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-40- 0.03% |
$17.1K - $18.4K
|
148K
$93.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-41- 4.17% |
$17.5K - $18.9K
|
942
$595K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-41- 0.1% |
$17.5K - $18.9K
|
42.2K
$26.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-42- 3.83% |
$18K - $19.3K
|
1.06K
$666K
|
|
|
Oct 25, 2023
Q3 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-42- 2.85% |
$18K - $19.3K
|
1.43K
$905K
|
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-42- 3.1% |
$18K - $19.3K
|
1.31K
$829K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-42- 1.41% |
$18K - $19.3K
|
2.95K
$1.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-43- 0.37% |
$18.4K - $19.8K
|
11.5K
$7.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-43- 2.36% |
$18.4K - $19.8K
|
1.78K
$1.12M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-43- 57.33% |
$18.4K - $19.8K
|
32
$20.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-44- 0.12% |
$18.8K - $20.2K
|
35.9K
$22.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-45- 1.54% |
$19.2K - $20.7K
|
2.88K
$1.82M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-45- 5.82% |
$19.2K - $20.7K
|
728
$460K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-45- 1.53% |
$19.2K - $20.7K
|
2.89K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-45- 0.93% |
$19.2K - $20.7K
|
4.77K
$3.01M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-45- 0.22% |
$19.2K - $20.7K
|
20.7K
$13M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-46- 3.3% |
$19.7K - $21.2K
|
1.35K
$851K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-46- 4.86% |
$19.7K - $21.2K
|
901
$569K
|
|
|
May 28, 2025
Q3 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-47- 0.84% |
$20.1K - $21.6K
|
5.56K
$3.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-48- 18.46% |
$20.5K - $22.1K
|
212
$134K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-48- 2.18% |
$20.5K - $22.1K
|
2.16K
$1.36M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-49- 1.05% |
$21K - $22.5K
|
4.6K
$2.91M
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-49- 2.91% |
$21K - $22.5K
|
1.64K
$1.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-49- 0.16% |
$21K - $22.5K
|
31.5K
$19.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-50- 3.24% |
$21.4K - $23K
|
1.49K
$943K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-50- 34.01% |
$21.4K - $23K
|
97
$61.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-50- 3.19% |
$21.4K - $23K
|
1.52K
$959K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-50- 7.19% |
$21.4K - $23K
|
645
$407K
|
|
|
Nov 08, 2023
Q3 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-50- 6.67% |
$21.4K - $23K
|
700
$442K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-50- 1.77% |
$21.4K - $23K
|
2.77K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-50- 2.7% |
$21.4K - $23K
|
1.8K
$1.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-51- 4.03% |
$21.8K - $23.5K
|
1.21K
$767K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-51- 0.07% |
$21.8K - $23.5K
|
76.6K
$48.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-52- 0.78% |
$22.2K - $23.9K
|
6.63K
$4.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-52- 0.33% |
$22.2K - $23.9K
|
15.7K
$9.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-52- 9.72% |
$22.2K - $23.9K
|
483
$305K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-52- 11.82% |
$22.2K - $23.9K
|
388
$245K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Financial Advisory
|
SELL
|
- |
-53- 2.03% |
$22.7K - $24.4K
|
2.56K
$1.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-53- 1.0% |
$22.7K - $24.4K
|
5.26K
$3.32M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-54- 1.83% |
$23.1K - $24.8K
|
2.89K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-54- 2.96% |
$23.1K - $24.8K
|
1.77K
$1.12M
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-55- 0.6% |
$23.5K - $25.3K
|
9.07K
$5.73M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-55- 1.95% |
$23.5K - $25.3K
|
2.77K
$1.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-55- 2.22% |
$23.5K - $25.3K
|
2.42K
$1.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
SELL
|
- |
-55- 2.13% |
$23.5K - $25.3K
|
2.53K
$1.6M
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
SELL
|
- |
-56- 4.68% |
$24K - $25.8K
|
1.14K
$720K
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-56- 1.08% |
$24K - $25.8K
|
5.15K
$3.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-56- 1.25% |
$24K - $25.8K
|
4.41K
$2.79M
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-57- 0.08% |
$24.4K - $26.2K
|
69.2K
$43.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-58- 2.17% |
$24.8K - $26.7K
|
2.62K
$1.65M
|