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 24, 2023
Q3 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-1.06K- 3.94% |
$453K - $488K
|
25.8K
$15.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.07K- 4.12% |
$456K - $491K
|
24.8K
$15.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.07K- 3.23% |
$459K - $494K
|
32.1K
$19.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.08K- 5.58% |
$460K - $495K
|
18.2K
$11.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.08K- 12.3% |
$462K - $497K
|
7.69K
$4.69M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-1.08K- 0.74% |
$462K - $497K
|
144K
$88M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-1.09K- 3.29% |
$466K - $502K
|
32K
$19.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.11K- 29.37% |
$473K - $508K
|
2.66K
$1.62M
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
SELL
|
- |
-1.14K- 3.6% |
$486K - $523K
|
30.5K
$18.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.15K- 29.5% |
$490K - $527K
|
2.74K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.15K- 6.12% |
$493K - $531K
|
17.7K
$10.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.16K- 0.42% |
$497K - $535K
|
277K
$169M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.18K- 2.5% |
$506K - $544K
|
46.2K
$28.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.2K- 2.09% |
$514K - $553K
|
56.4K
$34.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.21K- 1.04% |
$519K - $558K
|
116K
$70.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.22K- 9.38% |
$520K - $560K
|
11.7K
$7.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.22K- 0.35% |
$521K - $560K
|
346K
$211M
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-1.23K- 23.1% |
$527K - $567K
|
4.1K
$2.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.24K- 6.33% |
$529K - $569K
|
18.3K
$11.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.26K- 4.91% |
$539K - $579K
|
24.4K
$14.8M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.26K- 23.72% |
$539K - $579K
|
4.05K
$2.47M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-1.27K- 19.87% |
$544K - $585K
|
5.13K
$3.12M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-1.28K- 5.42% |
$545K - $587K
|
22.3K
$13.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.28K- 4.78% |
$547K - $588K
|
25.5K
$15.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.28K- 20.35% |
$547K - $589K
|
5.01K
$3.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.28K- 17.94% |
$548K - $589K
|
5.85K
$3.57M
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-1.28K- 0.68% |
$548K - $589K
|
188K
$114M
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-1.28K- 15.39% |
$548K - $590K
|
7.05K
$4.29M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.3K- 5.35% |
$555K - $597K
|
23K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.3K- 6.82% |
$556K - $598K
|
17.8K
$10.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-1.3K- 26.88% |
$557K - $600K
|
3.55K
$2.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.32K- 0.79% |
$565K - $608K
|
166K
$101M
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.32K- 37.24% |
$565K - $608K
|
2.23K
$1.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.33K- 25.38% |
$569K - $612K
|
3.91K
$2.38M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.33K- 4.17% |
$571K - $614K
|
30.7K
$18.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.34K- 0.88% |
$574K - $618K
|
152K
$92.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.35K- 8.59% |
$575K - $619K
|
14.3K
$8.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 1.11% |
$578K - $622K
|
120K
$73.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.35K- 0.7% |
$578K - $622K
|
193K
$118M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.36K- 7.11% |
$583K - $627K
|
17.8K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 53.84% |
$588K - $633K
|
1.18K
$718K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.39K- 1.23% |
$594K - $639K
|
111K
$67.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.4K- 5.61% |
$597K - $642K
|
23.5K
$14.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
SELL
|
- |
-1.41K- 3.49% |
$602K - $647K
|
38.9K
$23.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.42K- 5.1% |
$606K - $652K
|
26.4K
$16.1M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.42K- 1.24% |
$609K - $655K
|
114K
$69.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
SELL
|
- |
-1.42K- 11.45% |
$609K - $655K
|
11K
$6.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.43K- 1.09% |
$610K - $656K
|
129K
$78.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.45K- 2.84% |
$622K - $669K
|
49.7K
$30.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.46K- 15.81% |
$623K - $670K
|
7.76K
$4.73M
|