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 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
19+ 1.25% |
$8.13K - $8.74K
|
1.54K
$930K
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
18+ 1.42% |
$7.7K - $8.28K
|
1.29K
$777K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
18+ 0.01% |
$7.7K - $8.28K
|
129K
$77.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
17+ 0.42% |
$7.27K - $7.82K
|
4.06K
$2.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17+ 1.06% |
$7.27K - $7.82K
|
1.62K
$976K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
17+ 1.42% |
$7.27K - $7.82K
|
1.21K
$732K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
16+ 0.4% |
$6.84K - $7.36K
|
4.07K
$2.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
16+ 0.85% |
$6.84K - $7.36K
|
1.91K
$1.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
15New |
$6.42K - $6.9K
|
15
$9.06K
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
15+ 0.49% |
$6.42K - $6.9K
|
3.05K
$1.84M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
15+ 2.62% |
$6.42K - $6.9K
|
588
$355K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
15+ 0.01% |
$6.42K - $6.9K
|
220K
$133M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
15+ 0.65% |
$6.42K - $6.9K
|
2.33K
$1.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
15+ 1.4% |
$6.42K - $6.9K
|
1.08K
$655K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
14+ 0.2% |
$5.99K - $6.44K
|
6.86K
$4.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
14+ 0.19% |
$5.99K - $6.44K
|
7.46K
$4.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
14+ 0.32% |
$5.99K - $6.44K
|
4.45K
$2.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
14+ 1.55% |
$5.99K - $6.44K
|
919
$555K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
14+ 0.25% |
$5.99K - $6.44K
|
5.71K
$3.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
14+ 0.04% |
$5.99K - $6.44K
|
35.6K
$21.5M
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
14+ 0.69% |
$5.99K - $6.44K
|
2.04K
$1.23M
|
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
BUY
|
- |
13+ 0.56% |
$5.56K - $5.98K
|
2.35K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
13+ 0.32% |
$5.56K - $5.98K
|
4.06K
$2.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
12+ 0.52% |
$5.13K - $5.52K
|
2.33K
$1.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
12+ 1.52% |
$5.13K - $5.52K
|
801
$484K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
12+ 1.53% |
$5.13K - $5.52K
|
795
$480K
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
12+ 0.41% |
$5.13K - $5.52K
|
2.96K
$1.79M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
12+ 0.68% |
$5.13K - $5.52K
|
1.77K
$1.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
12+ 92.31% |
$5.13K - $5.52K
|
25
$15.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
11+ 0.91% |
$4.71K - $5.06K
|
1.22K
$736K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
10+ 0.07% |
$4.28K - $4.6K
|
14K
$8.48M
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
10+ 1.01% |
$4.28K - $4.6K
|
998
$603K
|
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
BUY
|
- |
10+ 2.03% |
$4.28K - $4.6K
|
502
$303K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
9+ 1.29% |
$3.85K - $4.14K
|
704
$425K
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
9+ 0.3% |
$3.85K - $4.14K
|
2.96K
$1.79M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
9+ 0.05% |
$3.85K - $4.14K
|
16.5K
$9.98M
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
9+ 0.04% |
$3.85K - $4.14K
|
24.6K
$14.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
9New |
$3.85K - $4.14K
|
9
$5.43K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
9+ 1.57% |
$3.85K - $4.14K
|
582
$351K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
8+ 0.11% |
$3.42K - $3.68K
|
7.39K
$4.46M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
8+ 1.21% |
$3.42K - $3.68K
|
670
$405K
|
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
BUY
|
- |
7+ 0.29% |
$2.99K - $3.22K
|
2.45K
$1.48M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
7+ 1.46% |
$2.99K - $3.22K
|
487
$294K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.23% |
$2.57K - $2.76K
|
494
$298K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6+ 0.05% |
$2.57K - $2.76K
|
13.2K
$7.98M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6+ 0.09% |
$2.57K - $2.76K
|
7.05K
$4.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
5+ 0.6% |
$2.14K - $2.3K
|
841
$508K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
5+ 0.79% |
$2.14K - $2.3K
|
638
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.76% |
$2.14K - $2.3K
|
662
$400K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.08% |
$2.14K - $2.3K
|
5.97K
$3.6M
|