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 03, 2023 Q3 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
450
New
$192K - $207K
450 $272K
Nov 08, 2023 Q3 2023
Platform Technology Partners

BUY
 -
450
+ 10.62%
$192K - $207K
4.69K $2.83M
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

BUY
 -
450
+ 2.14%
$192K - $207K
21.5K $13M
Feb 08, 2024 Q3 2023
Bedel Financial Consulting, Inc.

BUY
 -
443
+ 4.66%
$189K - $204K
9.96K $6.01M
Nov 16, 2023 Q3 2023
Chesapeake Wealth Management

BUY
 -
441
+ 78.33%
$189K - $203K
1K $606K
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
433
+ 1.37%
$185K - $199K
31.9K $19.3M
Oct 10, 2023 Q3 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
432
+ 7.71%
$185K - $199K
6.03K $3.64M
Dec 14, 2023 Q3 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
431
+ 9.82%
$184K - $198K
4.82K $2.91M
Nov 02, 2023 Q3 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
427
+ 3.9%
$183K - $196K
11.4K $6.87M
Nov 08, 2023 Q3 2023
Davidson Trust CO

BUY
 -
425
+ 6.61%
$182K - $196K
6.85K $4.14M
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
420
+ 4.4%
$180K - $193K
9.96K $6.01M
Nov 02, 2023 Q3 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
420
+ 3.01%
$180K - $193K
14.4K $8.68M
May 01, 2024 Q3 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
420
+ 1400.0%
$180K - $193K
450 $272K
Oct 16, 2023 Q3 2023
Riverbridge Partners LLC

BUY
 -
418
+ 19.19%
$179K - $192K
2.6K $1.57M
Nov 14, 2023 Q3 2023
Harvest Investment Services, LLC

BUY
 -
417
+ 32.53%
$178K - $192K
1.7K $1.03M
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
416
+ 22.77%
$178K - $191K
2.24K $1.35M
Nov 14, 2023 Q3 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
414
+ 1.35%
$177K - $191K
31.1K $18.8M
Oct 27, 2023 Q3 2023
Cable Hill Partners, LLC

Portland, OR
BUY
 -
413
+ 24.64%
$177K - $190K
2.09K $1.26M
Oct 16, 2023 Q3 2023
Guidance Capital, Inc

Lousville, KY
BUY
 -
412
+ 38.58%
$176K - $190K
1.48K $894K
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
410
+ 6.97%
$175K - $189K
6.29K $3.8M
Nov 08, 2023 Q3 2023
Rede Wealth, LLC

BUY
 -
410
+ 4.19%
$175K - $189K
10.2K $6.16M
Nov 14, 2023 Q3 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
410
+ 10.44%
$175K - $189K
4.34K $2.62M
Nov 06, 2023 Q3 2023
Wealthstar Advisors, LLC

Plano, TX
BUY
 -
406
+ 33.72%
$174K - $187K
1.61K $972K
Oct 30, 2023 Q3 2023
Money Design Co.,Ltd.

BUY
 -
401
+ 2.58%
$172K - $185K
15.9K $9.61M
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
401
+ 13.01%
$172K - $185K
3.48K $2.1M
Oct 30, 2023 Q3 2023
Safeguard Financial, LLC

BUY
 -
400
+ 54.27%
$171K - $184K
1.14K $687K
Nov 07, 2023 Q3 2023
Motco

BUY
 -
397
+ 4.3%
$170K - $183K
9.63K $5.81M
Nov 27, 2023 Q3 2023
Trust CO Of Vermont

BUY
 -
394
+ 3.62%
$169K - $181K
11.3K $6.82M
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
389
+ 1.69%
$166K - $179K
23.5K $14.2M
Nov 15, 2023 Q3 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
382
+ 53.95%
$163K - $176K
1.09K $658K
Nov 03, 2023 Q3 2023
Fortis Capital Management LLC

BUY
 -
381
+ 7.44%
$163K - $175K
5.5K $3.32M
Nov 14, 2023 Q3 2023
Stephens Inc

BUY
 -
379
+ 4.6%
$162K - $174K
8.62K $5.2M
Oct 19, 2023 Q3 2023
West End Advisors, LLC

BUY
 -
378
New
$162K - $174K
378 $228K
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
377
+ 5.8%
$161K - $173K
6.88K $4.15M
Nov 14, 2023 Q3 2023
Matrix Private Capital Group LLC

New York, NY
BUY
 -
376
+ 4.41%
$161K - $173K
8.91K $5.38M
Oct 24, 2023 Q3 2023
Lynch & Associates

BUY
 -
373
+ 1.06%
$160K - $172K
35.4K $21.4M
Nov 03, 2023 Q3 2023
Column Capital Advisors, LLC

BUY
 -
373
+ 7.24%
$160K - $172K
5.53K $3.34M
Nov 08, 2023 Q3 2023
Herold Advisors, Inc.

BUY
 -
371
+ 11.94%
$159K - $171K
3.48K $2.1M
Nov 15, 2023 Q3 2023
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
371
+ 11.33%
$159K - $171K
3.65K $2.2M
Oct 05, 2023 Q3 2023
Harbour Capital Advisors, LLC

BUY
 -
369
+ 6.98%
$158K - $170K
5.65K $3.41M
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
367
+ 38.19%
$157K - $169K
1.33K $802K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
367
+ 18.87%
$157K - $169K
2.31K $1.4M
Oct 11, 2023 Q3 2023
Worth Asset Management, LLC

BUY
 -
366
+ 27.29%
$157K - $168K
1.71K $1.03M
Oct 23, 2023 Q3 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
366
+ 11.1%
$157K - $168K
3.66K $2.21M
Oct 24, 2023 Q3 2023
Nadler Financial Group, Inc.

BUY
 -
365
+ 1.08%
$156K - $168K
34.1K $20.6M
Oct 23, 2023 Q3 2023
Austin Asset Management CO Inc

BUY
 -
361
+ 17.25%
$154K - $166K
2.45K $1.48M
Oct 27, 2023 Q3 2023
Bray Capital Advisors

BUY
 -
361
+ 3.34%
$154K - $166K
11.2K $6.73M
Oct 24, 2023 Q3 2023
Sky Oak Wealth, LLC

BUY
 -
358
+ 20.04%
$153K - $165K
2.14K $1.29M
Apr 12, 2024 Q3 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
358
+ 11.3%
$153K - $165K
3.53K $2.13M

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