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
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-958- 19.83% |
$410K - $441K
|
3.87K
$2.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-962- 17.12% |
$412K - $443K
|
4.66K
$2.89M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-964- 15.84% |
$412K - $444K
|
5.12K
$3.18M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-979- 4.42% |
$419K - $451K
|
21.2K
$13.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-980- 35.98% |
$419K - $451K
|
1.74K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-980- 9.22% |
$419K - $451K
|
9.65K
$5.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-989- 3.79% |
$423K - $455K
|
25.1K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1K- 4.75% |
$428K - $460K
|
20.1K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.01K- 1.0% |
$430K - $462K
|
99K
$61.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.01K- 16.71% |
$430K - $463K
|
5.02K
$3.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.01K- 0.76% |
$432K - $465K
|
133K
$82.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Pembroke Management, LTD
|
SELL
|
- |
-1.01K- 3.68% |
$432K - $465K
|
26.4K
$16.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.01K- 2.05% |
$432K - $465K
|
48.3K
$30M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.02K- 0.58% |
$434K - $467K
|
175K
$109M
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-1.02K- 3.52% |
$437K - $470K
|
28K
$17.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.03K- 48.98% |
$440K - $474K
|
1.07K
$665K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.06K- 10.17% |
$452K - $486K
|
9.34K
$5.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-1.06K- 3.94% |
$453K - $488K
|
25.8K
$16M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.07K- 4.12% |
$456K - $491K
|
24.8K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.07K- 3.23% |
$459K - $494K
|
32.1K
$20M
|
|
|
Oct 17, 2023
Q3 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.08K- 5.58% |
$460K - $495K
|
18.2K
$11.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.08K- 12.3% |
$462K - $497K
|
7.69K
$4.77M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-1.08K- 0.74% |
$462K - $497K
|
144K
$89.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-1.09K- 3.29% |
$466K - $502K
|
32K
$19.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.11K- 29.37% |
$473K - $508K
|
2.66K
$1.65M
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
SELL
|
- |
-1.14K- 3.6% |
$486K - $523K
|
30.5K
$18.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.15K- 29.5% |
$490K - $527K
|
2.74K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.15K- 6.12% |
$493K - $531K
|
17.7K
$11M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.16K- 0.42% |
$497K - $535K
|
277K
$172M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.18K- 2.5% |
$506K - $544K
|
46.2K
$28.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.2K- 2.09% |
$514K - $553K
|
56.4K
$35M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.21K- 1.04% |
$519K - $558K
|
116K
$72M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.22K- 9.38% |
$520K - $560K
|
11.7K
$7.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.22K- 0.35% |
$521K - $560K
|
346K
$215M
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-1.23K- 23.1% |
$527K - $567K
|
4.1K
$2.55M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.24K- 6.33% |
$529K - $569K
|
18.3K
$11.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.26K- 4.91% |
$539K - $579K
|
24.4K
$15.1M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.26K- 23.72% |
$539K - $579K
|
4.05K
$2.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-1.27K- 19.87% |
$544K - $585K
|
5.13K
$3.18M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-1.28K- 5.42% |
$545K - $587K
|
22.3K
$13.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.28K- 4.78% |
$547K - $588K
|
25.5K
$15.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.28K- 20.35% |
$547K - $589K
|
5.01K
$3.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.28K- 17.94% |
$548K - $589K
|
5.85K
$3.63M
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-1.28K- 0.68% |
$548K - $589K
|
188K
$117M
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-1.28K- 15.39% |
$548K - $590K
|
7.05K
$4.38M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.3K- 5.35% |
$555K - $597K
|
23K
$14.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.3K- 6.82% |
$556K - $598K
|
17.8K
$11M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-1.3K- 26.88% |
$557K - $600K
|
3.55K
$2.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.32K- 0.79% |
$565K - $608K
|
166K
$103M
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.32K- 37.24% |
$565K - $608K
|
2.23K
$1.38M
|