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
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-114- 6.13% |
$48.8K - $52.5K
|
1.75K
$1.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-115- 1.03% |
$49.2K - $52.9K
|
11.1K
$6.98M
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-116- 8.12% |
$49.6K - $53.4K
|
1.31K
$829K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-116- 1.72% |
$49.6K - $53.4K
|
6.61K
$4.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-116- 10.72% |
$49.6K - $53.4K
|
966
$610K
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-120- 3.08% |
$51.3K - $55.2K
|
3.77K
$2.38M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-121- 0.61% |
$51.8K - $55.7K
|
19.8K
$12.5M
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-121- 11.77% |
$51.8K - $55.7K
|
907
$573K
|
|
|
Oct 10, 2023
Q3 2023
|
Flower City Capital
|
SELL
|
- |
-122- 0.82% |
$52.2K - $56.1K
|
14.8K
$9.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-126- 9.88% |
$53.9K - $58K
|
1.15K
$726K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-127- 1.79% |
$54.3K - $58.4K
|
6.96K
$4.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-128- 1.98% |
$54.8K - $58.9K
|
6.32K
$3.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-129- 1.94% |
$55.2K - $59.4K
|
6.53K
$4.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-131- 0.31% |
$56K - $60.3K
|
42.6K
$26.9M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-131- 3.92% |
$56K - $60.3K
|
3.21K
$2.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-132- 2.45% |
$56.5K - $60.7K
|
5.26K
$3.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-132- 1.69% |
$56.5K - $60.7K
|
7.66K
$4.84M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-133- 2.55% |
$56.9K - $61.2K
|
5.09K
$3.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-133- 1.8% |
$56.9K - $61.2K
|
7.26K
$4.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-135- 12.63% |
$57.7K - $62.1K
|
934
$590K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-136- 4.28% |
$58.2K - $62.6K
|
3.05K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-136- 2.87% |
$58.2K - $62.6K
|
4.6K
$2.91M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-138- 3.56% |
$59K - $63.5K
|
3.73K
$2.36M
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-140- 6.04% |
$59.9K - $64.4K
|
2.18K
$1.38M
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
SELL
|
- |
-141- 16.63% |
$60.3K - $64.9K
|
707
$447K
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-143- 4.21% |
$61.2K - $65.8K
|
3.26K
$2.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
SELL
|
- |
-145- 0.44% |
$62K - $66.7K
|
32.8K
$20.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-145- 2.32% |
$62K - $66.7K
|
6.1K
$3.85M
|
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-145- 2.44% |
$62K - $66.7K
|
5.8K
$3.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-145- 0.16% |
$62K - $66.7K
|
92.8K
$58.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-146- 7.34% |
$62.5K - $67.2K
|
1.84K
$1.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-146- 22.81% |
$62.5K - $67.2K
|
494
$312K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-147- 0.09% |
$62.9K - $67.6K
|
169K
$107M
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-147- 24.62% |
$62.9K - $67.6K
|
450
$284K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-148- 9.95% |
$63.3K - $68.1K
|
1.34K
$846K
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-148- 0.72% |
$63.3K - $68.1K
|
20.4K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-150- 7.71% |
$64.2K - $69K
|
1.8K
$1.13M
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-151- 1.36% |
$64.6K - $69.5K
|
11K
$6.93M
|
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-153- 0.38% |
$65.4K - $70.4K
|
40.6K
$25.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-154- 8.2% |
$65.9K - $70.9K
|
1.72K
$1.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-156- 4.15% |
$66.7K - $71.8K
|
3.61K
$2.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-156- 0.74% |
$66.7K - $71.8K
|
20.9K
$13.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-158- 2.3% |
$67.6K - $72.7K
|
6.71K
$4.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-159- 3.6% |
$68K - $73.2K
|
4.26K
$2.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-161- 5.31% |
$68.9K - $74.1K
|
2.87K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-161- 0.16% |
$68.9K - $74.1K
|
103K
$64.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-165- 3.66% |
$70.6K - $75.9K
|
4.34K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-167- 5.2% |
$71.4K - $76.9K
|
3.04K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-169- 0.54% |
$72.3K - $77.8K
|
31.1K
$19.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-170- 9.41% |
$72.7K - $78.2K
|
1.64K
$1.03M
|