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
Nov 09, 2023 Q3 2023
Anchor Capital Advisors LLC

BUY
 -
1.26K
New
$537K - $578K
1.26K $758K
Nov 09, 2023 Q3 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
1.25K
+ 10.55%
$535K - $575K
13.1K $7.91M
Nov 13, 2023 Q3 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
1.25K
+ 17.09%
$535K - $575K
8.56K $5.17M
Oct 31, 2023 Q3 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
1.24K
New
$529K - $569K
1.24K $747K
Oct 10, 2023 Q3 2023
Bartlett & Co. LLC

BUY
 -
1.24K
+ 6.52%
$529K - $569K
20.2K $12.2M
Feb 14, 2024 Q3 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
1.24K
+ 6.52%
$529K - $569K
20.2K $12.2M
Oct 24, 2023 Q3 2023
Vera Bank, N.A.

BUY
 -
1.23K
+ 6.65%
$526K - $566K
19.7K $11.9M
Oct 23, 2023 Q3 2023
Norway Savings Bank

BUY
 -
1.23K
New
$524K - $564K
1.23K $740K
Oct 13, 2023 Q3 2023
Sanders Morris Harris LLC

BUY
 -
1.23K
+ 153.7%
$524K - $564K
2.02K $1.22M
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
1.22K
+ 15.07%
$523K - $562K
9.33K $5.63M
Nov 02, 2023 Q3 2023
Martin & CO Inc

Knoxville, TN
BUY
 -
1.22K
New
$521K - $560K
1.22K $735K
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
1.22K
+ 14.8%
$520K - $559K
9.43K $5.69M
Nov 07, 2023 Q3 2023
Waterford Advisors, LLC

Orchard Park, NY
BUY
 -
1.21K
+ 1.53%
$519K - $559K
80.3K $48.5M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1.2K
+ 0.08%
$513K - $552K
1.56M $940M
Nov 08, 2023 Q3 2023
Tag Stone Capital, Inc.

BUY
 -
1.19K
+ 3.63%
$511K - $549K
34.1K $20.6M
Oct 10, 2023 Q3 2023
Curbstone Financial Management Corp

BUY
 -
1.19K
New
$510K - $549K
1.19K $720K
Oct 11, 2023 Q3 2023
Cva Family Office, LLC

BUY
 -
1.19K
+ 4.06%
$509K - $548K
30.5K $18.4M
Oct 27, 2023 Q3 2023
Hennion & Walsh Asset Management, Inc.

BUY
 -
1.19K
+ 1.91%
$509K - $547K
63.4K $38.3M
Oct 19, 2023 Q3 2023
Asset Management One Co., Ltd.

BUY
 -
1.18K
+ 0.04%
$506K - $545K
3.16M $1.91B
Oct 19, 2023 Q3 2023
Roof Eidam & Maycock

BUY
 -
1.18K
+ 6.88%
$506K - $545K
18.4K $11.1M
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
1.18K
+ 2.46%
$506K - $545K
49.3K $29.8M
Oct 20, 2023 Q3 2023
In Track Investment Management Inc

BUY
 -
1.18K
+ 60.23%
$505K - $543K
3.14K $1.9M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
1.16K
+ 5.65%
$497K - $535K
21.7K $13.1M
Oct 30, 2023 Q3 2023
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
1.16K
+ 13.43%
$495K - $532K
9.77K $5.9M
Nov 22, 2023 Q3 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
1.15K
+ 14.74%
$491K - $529K
8.94K $5.4M
Oct 23, 2023 Q3 2023
Armor Investment Advisors, LLC

BUY
 -
1.15K
+ 10.92%
$491K - $528K
11.7K $7.04M
Nov 14, 2023 Q3 2023
Stone X Group Inc.

BUY
 -
1.14K
+ 0.87%
$488K - $525K
131K $79.4M
Oct 23, 2023 Q3 2023
Curated Wealth Partners LLC

BUY
 -
1.14K
+ 21.22%
$486K - $523K
6.5K $3.92M
Oct 17, 2023 Q3 2023
Brown Miller Wealth Management, LLC

BUY
 -
1.14K
+ 25.1%
$486K - $523K
5.66K $3.42M
Nov 14, 2023 Q3 2023
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
1.13K
+ 1.77%
$482K - $518K
64.9K $39.2M
Nov 13, 2023 Q3 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
1.12K
+ 25.5%
$480K - $516K
5.52K $3.33M
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
1.12K
New
$480K - $516K
1.12K $677K
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
1.11K
New
$475K - $511K
1.11K $671K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.11K
+ 6.76%
$474K - $510K
17.5K $10.6M
Nov 02, 2023 Q3 2023
Diversified, LLC

BUY
 -
1.1K
+ 2.78%
$471K - $507K
40.7K $24.6M
Nov 14, 2023 Q3 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
1.1K
+ 3.11%
$471K - $506K
36.5K $22M
Jan 15, 2025 Q3 2023
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
1.1K
+ 9.91%
$469K - $505K
12.2K $7.35M
Nov 13, 2023 Q3 2023
Forte Capital LLC

BUY
 -
1.1K
+ 17.24%
$468K - $504K
7.45K $4.5M
Oct 30, 2023 Q3 2023
Meitav Dash Investments LTD

BUY
 -
1.09K
+ 0.32%
$468K - $503K
345K $208M
Nov 14, 2023 Q3 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
1.09K
+ 81.05%
$467K - $502K
2.44K $1.47M
Nov 14, 2023 Q3 2023
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
1.09K
+ 9.43%
$465K - $500K
12.6K $7.61M
Nov 07, 2023 Q3 2023
Vaughan David Investments LLC

Peoria, IL
BUY
 -
1.08K
New
$461K - $496K
1.08K $650K
Oct 16, 2023 Q3 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
1.08K
+ 201.12%
$460K - $495K
1.61K $973K
Oct 26, 2023 Q3 2023
Joule Financial, LLC

BUY
 -
1.07K
+ 84.26%
$458K - $493K
2.34K $1.41M
Oct 27, 2023 Q3 2023
Center For Asset Management LLC

BUY
 -
1.07K
New
$457K - $492K
1.07K $645K
Oct 31, 2023 Q3 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
1.06K
+ 9.6%
$454K - $489K
12.1K $7.32M
Nov 13, 2023 Q3 2023
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
1.06K
New
$453K - $488K
1.06K $640K
Oct 27, 2023 Q3 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
1.05K
+ 222.08%
$447K - $481K
1.52K $916K
Nov 14, 2023 Q3 2023
Insight 2811, Inc.

Chicago, IL
BUY
 -
1.05K
+ 8.86%
$447K - $481K
12.9K $7.76M

Track Institutional and Insider Activities on IVV

Follow ISHARES CORE S&P 500 ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IVV shares.

Notify only if

Insider Trading

Get notified when an Ishares Core S&P 500 ETF insider buys or sells IVV shares.

Notify only if

News

Receive news related to ISHARES CORE S&P 500 ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on IVV