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 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
352+ 1.23% |
$151K - $162K
|
29K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
350+ 15.0% |
$150K - $161K
|
2.68K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
349+ 56.66% |
$149K - $161K
|
965
$583K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
345+ 5.78% |
$148K - $159K
|
6.32K
$3.81M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
345+ 10.47% |
$148K - $159K
|
3.64K
$2.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
344+ 26.56% |
$147K - $158K
|
1.64K
$990K
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
344+ 0.29% |
$147K - $158K
|
119K
$71.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
339+ 7.84% |
$145K - $156K
|
4.66K
$2.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
331+ 1.24% |
$142K - $152K
|
27K
$16.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
331+ 0.85% |
$142K - $152K
|
39.5K
$23.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
330+ 3.96% |
$141K - $152K
|
8.65K
$5.22M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
322+ 1.15% |
$138K - $148K
|
28.4K
$17.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
322+ 4.64% |
$138K - $148K
|
7.26K
$4.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
322+ 3.87% |
$138K - $148K
|
8.65K
$5.22M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
320+ 17.05% |
$137K - $147K
|
2.2K
$1.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
317+ 17.32% |
$136K - $146K
|
2.15K
$1.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
314+ 0.61% |
$134K - $144K
|
52K
$31.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
313+ 13.13% |
$134K - $144K
|
2.7K
$1.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
313+ 18.87% |
$134K - $144K
|
1.97K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
311+ 2.11% |
$133K - $143K
|
15K
$9.07M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
309+ 58.75% |
$132K - $142K
|
835
$504K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
307+ 207.43% |
$131K - $141K
|
455
$275K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
306+ 24.21% |
$131K - $141K
|
1.57K
$948K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
302+ 11.1% |
$129K - $139K
|
3.02K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
301+ 2.08% |
$129K - $139K
|
14.8K
$8.93M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
298+ 19.54% |
$127K - $137K
|
1.82K
$1.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
297+ 19.84% |
$127K - $137K
|
1.79K
$1.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
296+ 19.69% |
$127K - $136K
|
1.8K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
296+ 13.07% |
$127K - $136K
|
2.56K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
294+ 33.87% |
$126K - $135K
|
1.16K
$702K
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
293+ 0.6% |
$125K - $135K
|
49.4K
$29.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
292+ 2.46% |
$125K - $134K
|
12.1K
$7.34M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
290+ 27.44% |
$124K - $133K
|
1.35K
$813K
|
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
289+ 0.29% |
$124K - $133K
|
101K
$60.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
288+ 2.57% |
$123K - $133K
|
11.5K
$6.94M
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
283+ 3.59% |
$121K - $130K
|
8.16K
$4.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
281+ 16.23% |
$120K - $129K
|
2.01K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
281+ 6.87% |
$120K - $129K
|
4.37K
$2.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
BUY
|
- |
280+ 2.8% |
$120K - $129K
|
10.3K
$6.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
BUY
|
- |
280+ 61.14% |
$120K - $129K
|
738
$446K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
277+ 1.1% |
$118K - $127K
|
25.4K
$15.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
275+ 0.67% |
$118K - $127K
|
41.6K
$25.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
274+ 2.01% |
$117K - $126K
|
13.9K
$8.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
271+ 1084.0% |
$116K - $125K
|
296
$179K
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
270+ 0.61% |
$115K - $124K
|
44.6K
$26.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
269+ 10.01% |
$115K - $124K
|
2.96K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
269+ 3.89% |
$115K - $124K
|
7.19K
$4.34M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
269+ 3.46% |
$115K - $124K
|
8.04K
$4.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
BUY
|
- |
267+ 2.96% |
$114K - $123K
|
9.3K
$5.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
265+ 2.0% |
$113K - $122K
|
13.5K
$8.14M
|