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 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-561- 2.2% |
$240K - $258K
|
24.9K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-562- 5.93% |
$240K - $259K
|
8.92K
$5.28M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-567- 1.02% |
$243K - $261K
|
54.8K
$32.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-569- 3.51% |
$243K - $262K
|
15.6K
$9.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-570- 11.09% |
$244K - $262K
|
4.57K
$2.71M
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-577- 5.26% |
$247K - $266K
|
10.4K
$6.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-580- 0.42% |
$248K - $267K
|
139K
$82.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-581- 5.98% |
$249K - $267K
|
9.13K
$5.41M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-583- 25.97% |
$249K - $268K
|
1.66K
$984K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-584- 0.46% |
$250K - $269K
|
126K
$74.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-584- 4.3% |
$250K - $269K
|
13K
$7.69M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-591- 2.22% |
$253K - $272K
|
26.1K
$15.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-597- 0.76% |
$255K - $275K
|
77.6K
$45.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-600- 29.72% |
$257K - $276K
|
1.42K
$840K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-600- 27.62% |
$257K - $276K
|
1.57K
$931K
|
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-600- 7.93% |
$257K - $276K
|
6.97K
$4.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-605- 3.16% |
$259K - $278K
|
18.5K
$11M
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-611- 1.0% |
$261K - $281K
|
60.5K
$35.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-614- 7.59% |
$263K - $283K
|
7.48K
$4.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-617- 29.02% |
$264K - $284K
|
1.51K
$893K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-617- 0.66% |
$264K - $284K
|
92.6K
$54.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-618- 17.57% |
$264K - $284K
|
2.9K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-621- 8.37% |
$266K - $286K
|
6.8K
$4.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-627- 4.6% |
$268K - $289K
|
13K
$7.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-635- 2.37% |
$272K - $292K
|
26.2K
$15.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-635- 5.13% |
$272K - $292K
|
11.7K
$6.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-643- 17.79% |
$275K - $296K
|
2.97K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Allie Family Office LLC
|
SELL
|
- |
-650- 16.39% |
$278K - $299K
|
3.32K
$1.96M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-651- 4.9% |
$278K - $300K
|
12.6K
$7.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-654- 34.03% |
$280K - $301K
|
1.27K
$751K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-663- 22.11% |
$284K - $305K
|
2.34K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-668- 22.63% |
$286K - $307K
|
2.28K
$1.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-669- 2.97% |
$286K - $308K
|
21.8K
$12.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-674- 6.47% |
$288K - $310K
|
9.74K
$5.76M
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-690- 3.27% |
$295K - $318K
|
20.4K
$12.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-691- 14.31% |
$296K - $318K
|
4.14K
$2.45M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
SELL
|
- |
-693- 4.09% |
$296K - $319K
|
16.2K
$9.61M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-700- 50.95% |
$299K - $322K
|
674
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-706- 4.92% |
$302K - $325K
|
13.6K
$8.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-707- 15.23% |
$302K - $325K
|
3.93K
$2.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-711- 13.32% |
$304K - $327K
|
4.63K
$2.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-714- 6.53% |
$305K - $329K
|
10.2K
$6.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-722- 18.69% |
$309K - $332K
|
3.14K
$1.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-734- 1.29% |
$314K - $338K
|
56K
$33.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-734- 2.95% |
$314K - $338K
|
24.1K
$14.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-734- 19.78% |
$314K - $338K
|
2.98K
$1.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-742- 9.69% |
$317K - $341K
|
6.91K
$4.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-745- 3.04% |
$319K - $343K
|
23.8K
$14.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-755- 18.48% |
$323K - $347K
|
3.33K
$1.97M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-756- 51.25% |
$323K - $348K
|
719
$426K
|