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 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-674- 6.47% |
$288K - $310K
|
9.74K
$6.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-690- 3.27% |
$295K - $318K
|
20.4K
$12.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-691- 14.31% |
$296K - $318K
|
4.14K
$2.57M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
SELL
|
- |
-693- 4.09% |
$296K - $319K
|
16.2K
$10.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-700- 50.95% |
$299K - $322K
|
674
$418K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-706- 4.92% |
$302K - $325K
|
13.6K
$8.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-707- 15.23% |
$302K - $325K
|
3.93K
$2.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-711- 13.32% |
$304K - $327K
|
4.63K
$2.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-714- 6.53% |
$305K - $329K
|
10.2K
$6.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-722- 18.69% |
$309K - $332K
|
3.14K
$1.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-734- 1.29% |
$314K - $338K
|
56K
$34.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-734- 2.95% |
$314K - $338K
|
24.1K
$15M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-734- 19.78% |
$314K - $338K
|
2.98K
$1.85M
|
|
|
Apr 10, 2025
Q3 2023
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-735- 3.62% |
$314K - $338K
|
19.6K
$12.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-742- 9.69% |
$317K - $341K
|
6.91K
$4.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-745- 3.04% |
$319K - $343K
|
23.8K
$14.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-755- 18.48% |
$323K - $347K
|
3.33K
$2.07M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-756- 51.25% |
$323K - $348K
|
719
$446K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-775- 8.65% |
$332K - $357K
|
8.19K
$5.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-781- 7.39% |
$334K - $359K
|
9.79K
$6.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-782- 31.06% |
$335K - $360K
|
1.74K
$1.08M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-786- 2.28% |
$336K - $362K
|
33.7K
$20.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-793- 12.37% |
$339K - $365K
|
5.62K
$3.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-794- 3.98% |
$340K - $365K
|
19.2K
$11.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-796- 49.97% |
$340K - $366K
|
797
$495K
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-800- 2.72% |
$342K - $368K
|
28.7K
$17.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-810- 1.33% |
$346K - $373K
|
60.3K
$37.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-825- 4.32% |
$353K - $380K
|
18.3K
$11.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
SELL
|
- |
-832- 2.06% |
$356K - $383K
|
39.6K
$24.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-834- 10.37% |
$357K - $384K
|
7.21K
$4.47M
|
|
|
Nov 01, 2023
Q3 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-835- 2.16% |
$357K - $384K
|
37.8K
$23.5M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-838- 31.39% |
$358K - $386K
|
1.83K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-841- 12.2% |
$360K - $387K
|
6.05K
$3.76M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-843- 1.08% |
$361K - $388K
|
77K
$47.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-854- 54.71% |
$365K - $393K
|
707
$439K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-866- 3.74% |
$370K - $399K
|
22.3K
$13.8M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-867- 24.44% |
$371K - $399K
|
2.68K
$1.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-883- 3.27% |
$378K - $406K
|
26.1K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-891- 6.19% |
$381K - $410K
|
13.5K
$8.38M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-899- 3.84% |
$385K - $414K
|
22.5K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-902- 0.92% |
$386K - $415K
|
96.8K
$60.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-911- 6.8% |
$390K - $419K
|
12.5K
$7.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-914- 1.85% |
$391K - $421K
|
48.6K
$30.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-929- 2.15% |
$397K - $428K
|
42.3K
$26.2M
|
|
|
Feb 10, 2025
Q3 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-930- 1.43% |
$398K - $428K
|
64K
$39.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-932- 8.34% |
$399K - $429K
|
10.2K
$6.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-934- 1.36% |
$400K - $430K
|
67.6K
$41.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-943- 1.08% |
$403K - $434K
|
86.4K
$53.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-944- 13.38% |
$404K - $434K
|
6.11K
$3.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-955- 0.69% |
$409K - $439K
|
137K
$84.9M
|