Purchases and Sales Made in Q3 2023 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
25.4K
+ 20.66%
$10.9M - $11.7M
148K $87.7M
Oct 10, 2023 Q3 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
25.3K
+ 304.46%
$10.8M - $11.6M
33.6K $19.9M
Oct 13, 2023 Q3 2023
Courier Capital LLC

BUY
 -
25.1K
+ 20.09%
$10.7M - $11.6M
150K $88.8M
Nov 13, 2023 Q3 2023
Hancock Whitney Corp

BUY
 -
25.1K
+ 8.59%
$10.7M - $11.5M
317K $187M
Nov 02, 2023 Q3 2023
Cypress Capital Group

BUY
 -
24.8K
+ 98.05%
$10.6M - $11.4M
50.1K $29.7M
Nov 13, 2023 Q3 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
24.7K
+ 14.67%
$10.6M - $11.4M
193K $114M
Nov 08, 2023 Q3 2023
Jsf Financial, LLC

BUY
 -
24.5K
+ 24.78%
$10.5M - $11.3M
124K $73.1M
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
24.2K
+ 17.12%
$10.4M - $11.1M
166K $97.9M
Nov 13, 2023 Q3 2023
Destiny Capital Securities Corporation

Golden, CO
BUY
 -
23.8K
New
$10.2M - $11M
23.8K $14.1M
Oct 26, 2023 Q3 2023
Mirae Asset Global Investments Co., Ltd.

BUY
 -
22.4K
+ 2.75%
$9.56M - $10.3M
835K $494M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
21.9K
New
$9.38M - $10.1M
21.9K $13M
Nov 02, 2023 Q3 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
21.9K
+ 2.35%
$9.36M - $10.1M
953K $564M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
21.8K
+ 4.38%
$9.32M - $10M
519K $307M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
21.8K
+ 7.7%
$9.32M - $10M
305K $180M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
21.7K
+ 6.12%
$9.29M - $10M
377K $223M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
21.6K
+ 89.57%
$9.24M - $9.94M
45.7K $27M
Nov 14, 2023 Q3 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
20.9K
+ 14.29%
$8.96M - $9.63M
167K $99.1M
Nov 07, 2023 Q3 2023
Keystone Financial Services

BUY
 -
20.8K
+ 20.29%
$8.9M - $9.58M
123K $73M
Nov 09, 2023 Q3 2023
Rational Advisors LLC

Huntington, NY
BUY
 -
20.8K
+ 19.94%
$8.88M - $9.56M
125K $73.9M
Nov 09, 2023 Q3 2023
Riverstone Advisors, LLC

BUY
 -
20.7K
+ 44.12%
$8.85M - $9.52M
67.6K $40M
Nov 14, 2023 Q3 2023
Highland Capital Management, LLC

BUY
 -
20.7K
+ 28.93%
$8.84M - $9.51M
92.1K $54.5M
Oct 19, 2023 Q3 2023
Kovack Advisors, Inc.

BUY
 -
20.3K
+ 14.45%
$8.7M - $9.36M
161K $95.3M
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
20.1K
+ 8.04%
$8.6M - $9.25M
270K $160M
Oct 19, 2023 Q3 2023
Ckw Financial Group

BUY
 -
19.6K
+ 2.86%
$8.4M - $9.04M
707K $418M
Oct 17, 2023 Q3 2023
Coastline Trust CO

BUY
 -
19.6K
+ 128.2%
$8.4M - $9.03M
34.9K $20.7M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
19.5K
+ 1319.22%
$8.34M - $8.97M
21K $12.4M
Nov 09, 2023 Q3 2023
Valley Forge Investment Consultants Inc Adv

BUY
 -
19.4K
+ 14.13%
$8.29M - $8.92M
157K $92.6M
Nov 09, 2023 Q3 2023
Wealth Alliance

Mellville, NY
BUY
 -
19.2K
+ 17.48%
$8.22M - $8.84M
129K $76.4M
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
18.9K
+ 3.26%
$8.08M - $8.69M
598K $354M
Feb 16, 2024 Q3 2023
Main Street Investment Advisors LLC

BUY
 -
18.3K
+ 57.97%
$7.83M - $8.43M
49.9K $29.5M
Nov 14, 2023 Q3 2023
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
BUY
 -
17.6K
+ 10.62%
$7.54M - $8.11M
184K $109M
Oct 17, 2023 Q3 2023
Aspiriant, LLC

BUY
 -
17.5K
+ 14.81%
$7.47M - $8.03M
135K $80M
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
17.3K
+ 6.83%
$7.41M - $7.97M
271K $160M
Feb 28, 2024 Q3 2023
Acima Private Wealth, LLC

Richmond, VA
BUY
 -
17.2K
+ 96.11%
$7.37M - $7.93M
35.1K $20.8M
Oct 23, 2023 Q3 2023
Pettinga Financial Advisors, LLC

BUY
 -
17K
+ 25.47%
$7.26M - $7.81M
83.6K $49.4M
Oct 16, 2023 Q3 2023
Axiom Financial Strategies, LLC

New Albany, IN
BUY
 -
16.7K
+ 121.39%
$7.12M - $7.66M
30.4K $18M
Oct 10, 2023 Q3 2023
American National Bank

BUY
 -
16.6K
+ 2311.44%
$7.09M - $7.63M
17.3K $10.2M
Nov 01, 2023 Q3 2023
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
16.6K
+ 12.3%
$7.09M - $7.63M
151K $89.5M
Oct 10, 2023 Q3 2023
Marcum Wealth, LLC

BUY
 -
16.6K
+ 5.19%
$7.08M - $7.62M
336K $199M
Nov 03, 2023 Q3 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
16.5K
+ 16.02%
$7.07M - $7.61M
120K $70.8M
Nov 02, 2023 Q3 2023
F Dx Advisors, Inc.

BUY
 -
16.2K
+ 28.79%
$6.93M - $7.45M
72.4K $42.8M
Nov 14, 2023 Q3 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
16.1K
+ 23.81%
$6.9M - $7.43M
83.9K $49.6M
Oct 26, 2023 Q3 2023
Leith Wheeler Investment Counsel Ltd.

BUY
 -
16.1K
+ 2.12%
$6.89M - $7.41M
775K $459M
Oct 26, 2023 Q3 2023
Orgel Wealth Management, LLC

BUY
 -
15.9K
+ 8.85%
$6.82M - $7.33M
196K $116M
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
15.9K
+ 201.47%
$6.8M - $7.32M
23.8K $14.1M
Nov 13, 2023 Q3 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
15.9K
+ 14.23%
$6.8M - $7.31M
128K $75.4M
Aug 29, 2024 Q3 2023
University Of Texas

BUY
 -
15.8K
New
$6.76M - $7.28M
15.8K $9.35M
Oct 30, 2023 Q3 2023
Red Cedar Investment Management, LLC

BUY
 -
15.7K
New
$6.73M - $7.24M
15.7K $9.31M
Oct 16, 2023 Q3 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
15.7K
New
$6.71M - $7.22M
15.7K $9.28M

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